Enrique Davila

Hear from investment professionals Evan Brown and Enrique Davila in this month's Macro Monthly Podcast. They discuss the recent stock market correction, concerns of tightening financial conditions, rising bond yields, and geopolitical shocks. They also talk about the current state of the economy, signs of cooling and lowering guidance from corporations, and the impact of housing market activity and student loan repayments on growth. They expect a year-end rally after a moderation that stabilizes yields.