Tony Crescenzi

Tony Crescenzi, Executive Vice President at PIMCO, shares his expertise on the US market's resilience and his prediction of all-time highs by 2026. He discusses the impact of tariffs on economic conditions and emphasizes the evolving monetary landscape. With a focus on fixed income, he highlights investment opportunities in ETFs and explains the advantages of mortgage-backed securities for defensive positions. Crescenzi provides insights into liquidity, credit quality, and the renewed interest in fixed income amid market uncertainties.

Tony Crescenzi, Exec VP at PIMCO, shares insights on bond market shifts and potential warning signs, painting a cautious picture. Christopher Wright, US Energy Secretary, discusses the Trump administration's energy strategy amidst a trade war with China, shedding light on gas prices. Savita Subramanian, Head of US Equity Strategy, offers her forecast for the S&P 500, addressing the rising policy uncertainties. Together, they navigate the complexities of today's financial landscape, highlighting the interplay of energy costs, market fluctuations, and strategic investments.

Guests Ken Leon, Gene Munster, and Tony Crescenzi discuss bank earnings, iPhone sales slowdown, Tesla, market outlook, and risks of geopolitical conflict. Topics include sector dispersion in equity markets, tech M&A outlook, Fed's stance on inflation, Live Nation antitrust suit, setting artist fees, and Ticketmaster legal issues.

Tony Crescenzi, an Executive VP and Market Strategist at PIMCO, discusses the potential for U.S. interest rate cuts and their implications on bond markets. He explains how shifting economic data influences portfolio allocation strategies. Randy Schwimmer, Vice Chairman at Churchill Asset Management, shares his insights on private equity's increasing optimism and the risks associated with the rapidly evolving credit market. The two guests highlight the need for cautious investment as they navigate the dynamic landscape of financial opportunities.

Economist Lindsey Piegza and market strategist Tony Crescenzi join the podcast to discuss economic data, Federal Reserve rate adjustments, asset valuations, housing market dynamics, bond market trends, investment debates, and total return strategies. The conversation delves into the implications of these factors on diverse asset classes and their forecasts for the Dow Jones index.