Joe Quinlan

Joe Quinlan, a senior strategist at Bank of America/Merrill who maps 2026 investment themes. Chris Whalen, a real estate expert and founder of Whalen Global Advisors who analyzes housing and policy. They discuss using retirement ideas for homebuying and political limits on affordability. They explore broadening portfolios beyond big US tech into China, Europe, Korea, Japan, banks and defense, plus earnings season outlooks.

Monica Guerra, Morgan Stanley policy head, outlines defense-focused fiscal shifts under a second term. Kay Herr, JPMorgan CIO for fixed income, breaks down bond resilience, credit preferences and gold demand. Joe Quinlan, Merrill market strategist, covers sector rotation, retail buying and the bull market’s potential to run longer. Short, punchy takes on markets, policy and where investors are moving next.

Joe Quinlan, Head of CIO Market Strategy for Merrill and Bank of America Private Bank, shares his insights on the current economic landscape. He delves into the decline in snack sales linked to changing consumer habits and the rising influence of obesity medications. Quinlan also analyzes market shifts, recommending Uts as a potential investment amidst declining snack stocks. He emphasizes the need for diversification in investment strategies while staying optimistic about future opportunities, despite political polarization and economic uncertainties.