Michael O'Rourke

Michael O'Rourke, an analyst at Jones Trading, advises caution when considering the S&P 500, highlighting the complexities of market dynamics. Clint Henderson from The Points Guy shares that travelers are venturing further and longer this holiday season, and he suggests seeking international travel deals. They also touch on changing behaviors in the real estate market and the potential impact of upcoming economic forecasts on consumer habits.

Ben Werschel, a Washington correspondent, dives into the implications of the Senate's shutdown deal, boosting market optimism. Ali Canal, a senior reporter, sets the stage for Disney's earnings, highlighting concerns over its first profit decline amid streaming challenges. Michael O'Rourke, Chief Market Strategist, warns of AI developments resembling the dot-com bubble, advising caution and strategic positioning as growth slows. Together, they unravel the intertwined fates of politics, corporate earnings, and tech market dynamics.

Michael O'Rourke is bearish on equities, recommends buying US treasuries. Tasnim Ghiawadwala says client balance sheets strong. Nadia Calvino discusses EIB's aid to Ukraine, importance of developing Europe's defense sector.