Kristina Hooper advises investors to be well-diversified in 2024, while Gerard Cassidy suggests a risk-on investment strategy. Steven Cook discusses the US's defensive approach to recent escalations in the Red Sea, and Nadia Martin Wiggen examines the impacts of geopolitical conflicts on the global oil market. Sel Hardy predicts a gradual recovery in the healthcare sector next year.

John Stoltzfus, Chief Investment Strategist at Oppenheimer, discusses the surprising resilience of the American consumer amidst economic shifts. Gerard Cassidy, Head of US Bank Equity Strategy at RBC, analyzes bank earnings and suggests the sector has less risk compared to previous downturns. Lara Rhame, Chief US Economist at FS Investments, describes inflation as a persistent challenge for the Fed. The trio explores the implications of stable interest rates, recent economic data, and the evolving banking landscape.

Gerard Cassidy, Co-Head of Global Financials Research, breaks down the impressive potential of U.S. banks as value investments amidst modest GDP growth and expected Fed rate cuts. He discusses the improved credit quality and shifting investor focus towards profitability. Cassidy also tackles upcoming M&A opportunities, regulatory impacts, and the evolving role of AI in banking. His insights present a compelling outlook on the banking sector's future, highlighting promising opportunities for investors eager to navigate this evolving landscape.

Gerard Cassidy and Ken Leon discuss bank earnings results, with JPMorgan reporting record NII and Citi disappointing. Norman Roule talks about the airstrikes in Yemen. Mohamed El-Erian shares his outlook on global markets. Michael Nathanson examines the sports streaming industry.

Torsten Slok discusses the risks of the Fed's easing of financial conditions. Cameron Dawson talks about the potential repricing of rates. Dan Ives highlights Apple's growth potential as a 'golden buying opportunity.' Gerard Cassidy advises incorporating bank stocks into portfolios. Norman Roule discusses the Middle East after a senior Hamas official was killed in Beirut.