Mark Cabana, longtime rates strategist at Bank of America, discusses the big questions in the bond market. Topics include who will buy all the bonds the US is selling, the impact of liquidity on the broader market, and the implications of balance sheet policy on market actors.

Mohamed El-Erian, President at Queens' College Cambridge, discusses the resilience of the economy in absorbing shocks. Mark Cabana from BofA shares insights on anticipated Federal Reserve rate cuts and their implications for markets. Ben Snider of Goldman Sachs highlights potential earnings upside while analyzing the dynamics of equity markets and margin expansion. Together, they navigate the complexities of interest rates, market volatility, and the evolving economic landscape.

Ed Yardeni, President of Yardeni Research, shares his insights on the sustainability of the equity bull run. He discusses market trends and the implications of new executive orders impacting national ownership in key industries. Mark Cabana, Head of US Rates Strategy at Bank of America, analyzes the complexities of interest rates in today’s volatile economic landscape. The duo also explores how fiscal policies could shape the future of the US economy, alongside perspectives on employment trends and technological advancements driving resilience.