David Harrow

David Harrow, a Partner and CIO at Harris Associates, shares his expertise on international equities. He discusses the positive CPI report and its implications for the Federal Reserve's future rate decisions. The conversation shifts to recent bank earnings, focusing on key players like J.P. Morgan and Goldman Sachs. Harrow highlights the investment potential in European markets, particularly attractive price-to-earnings ratios and economic policies. Finally, they delve into the impact of California wildfires on local real estate and rental markets.