Steve Wieting

Experts from Citi, Morgan Stanley, and Amundi Institute discuss midyear market outlooks, ECB decisions, and potential soft landings. They explore equity rally sustainability, cautious bull strategies, Federal Reserve cuts impact, market volatility, earnings growth, sector analysis, and fixed income investments.

Exploring predictions for tech profits, differences between U.S. and European mid-cap growth companies, hidden recessions in major economies, labor market dynamics, and investor sentiment towards various investment options.

Discussion on predictions for large cap tech profits, valuation differences between large cap and mid-cap companies, hidden recessions in global economies, convergence of tech with other industries, and labor market outcomes in services and manufacturing sectors.