Michael Kushma

Michael Kushma, the Chief Investment Officer for Broad Markets Fixed Income at Morgan Stanley Investment Management, dives into the potential for a bond market rally in the latter half of the year. He discusses market conditions and the implications of Federal Reserve policies, making intriguing predictions about how interest rates could influence investor behavior. The conversation also touches on broader economic trends, shedding light on how these factors intertwine with employment and fiscal policy.

Guests from BlackRock, Citi Research, Carnegie Endowment, Morgan Stanley, and TD Bank discuss market reactions to tech earnings, Biden-Netanyahu meeting, upcoming eco data, small caps performance, Israeli-U.S. relations, airline disruptions, rate cuts impact, and bond market analysis.