Alexander Altmann, Global Head of Equities Tactical Strategies at Barclays, delves into the ongoing bull run in equities and anticipated performance for the second half of the year. Samuel Zief, Head of Global FX Strategy at JPMorgan, shares insights on the weakening US dollar and potential bullish cases for it. Additionally, Andrew Hollenhorst, Chief US Economist at Citi, discusses the intricacies of US inflation, labor market conditions, and the evolving Fed policy outlook. The conversation explores various market dynamics and investor sentiment influencing today's economy.
