El-Erian discusses bond market volatility and restoring Fed's credibility. Kelton talks about putting fiscal policy on autopilot. Chiavarone describes Fed's policy trajectory as rocky. Schork highlights traders' skepticism about oil supply levels. Lowe says Biden-Xi Jinping meeting won't change dynamic between two countries.

Steve Chiavarone, Head of Multi-Asset Solutions, Equity Strategist, and Senior Portfolio Manager with Federated Hermes, discusses his macro and market expectations for 2024, including the risks and headwinds facing markets. They explore topics such as the U.S. economy, rate cuts, allocation within fixed income, investing in quality and selective dividend payers, and non-US investment opportunities.

Israel Minister of Strategic Affairs discusses Israel's goal to cripple Hamas. Oil surges after Hamas' attack. Concerns over terrorist activity outside the Middle East. Iran's enabling of proxies. Long-standing relationship between Iran and Hamas. Challenges in taking over Gaza. Biden administration's approach to the conflict.