Erika Najarian

Erika Najarian, an Equity Research Analyst at UBS, shares insights on big bank earnings and the financial sector's health. Torsten Slok, Chief Economist at Apollo, discusses the US economic outlook following President Trump's tariff reversal, revealing how market reactions could shape future trends. They delve into the implications of ongoing market volatility, the potential resilience of bank earnings, and the economic factors influencing consumer behavior and pricing strategies in a turbulent landscape.

Brent Schutte, Chief Investment Officer at Northwestern Mutual Wealth Management, shares insights on cooling inflation's effect on market diversity beyond AI leaders. Erika Najarian, from UBS, discusses a bustling year ahead for banking M&A and the resilience of major banks like Bank of America. Henrietta Treyz critiques the political discourse around tariffs and inflation funding, while Pooja Kumra delves into the Bank of England's uncertain path on rate cuts amidst labor and inflation trends. A lively discussion on economic policies unfolds!

Peter Tchir's favorite hedge is calls on the treasury market. Steven Major observes evidence of capitulation in the markets. Julie Norman predicts the Israel-Hamas war will define the region's future. Erika Najarian discusses bank earnings. Doug Kass factors geopolitical risk into his market outlook.