Dan Suzuki, Deputy Chief Investment Officer at Richard Bernstein Advisors, shares his insights into the current market rally and sector performances. Tom Rogers, media veteran and founder of CNBC, discusses shifts in financial dynamics. Phil Lebeau sheds light on alarming growth in underwater auto loans, raising questions about its impact on the automotive industry. The conversation navigates optimism in consumer savings while highlighting the challenges posed by rising loan delinquencies, setting the stage for potential market shifts ahead.

Dan Suzuki, Deputy Chief Investment Officer at Richard Bernstein Advisors, discusses the near-to-medium term outlook for the US economy, equity markets, and opportunities within equities. Topics include market performance, valuation differences, sector performance, earnings growth as a performance driver, and shifting earnings trends in global markets.

Dan Suzuki, Deputy Chief Investment Officer at Richard Bernstein Advisors, discusses the near-to-medium term outlook for the US economy and equity markets. Topics include the challenges of economic forecasting, the disconnect between corporate profits and the economy, sector preferences, and attractive regions outside of the US.