In this discussion, Sam Rines, a macro strategist focusing on geopolitics and energy, and Jeff Weniger, head of equity strategy known for his insights on market behavior, tackle pressing issues shaping the economy. They highlight geopolitical tensions affecting oil prices, assess the Fed’s stance on policy amid evolving job markets, and forecast global equity trends. The duo delves into the rising competition in AI between the U.S. and China, and the potential impact of upcoming IPOs like SpaceX and OpenAI on market dynamics.
