Win Thin

Join Alicia Levine, Head of Investment Strategy at BNY Wealth, as she paints an optimistic picture for the 2026 market with a projected S&P target of 7,600. Win Thin, Chief Economist at Bank of Nassau, provides insights on inflation dynamics and labor market weakness, suggesting modest recession odds. Katy Kaminsky, Chief Research Strategist at AlphaSimplex, analyzes stock trends, emphasizing AI’s role while noting the complexities of rising yields and inflation. Together, they explore the intricacies of the current economic landscape with wit and depth.

Win Thin, Chief Economist at Bank of Nassau, offers insights on labor market trends and the potential for Fed easing, suggesting it could boost equities. Scott Diamond, Co-Head of Goldman Sachs' Municipal Bond Team, discusses the heavy issuance in the muni market, explaining strategies for accessing these bonds and predicting sustained issuance into 2026. Together, they dive into the macroeconomic landscape, including the impact of AI on capital expenditure and the evolving dynamics of the municipal bond market.

Win Thin, Chief Economist at Bank of Nassau, dives into U.S. growth concerns, arguing that momentum is fading and tariff pressures could inflate costs. He warns about the downside risks looming over the economy. Ethan Bronner, Bloomberg's Israel bureau chief, shares insights on the Israel-Gaza conflict, including shifting perceptions of U.S. reliability in the region and the complexities of negotiating with Hamas. He discusses Israel's military strategy and the challenge of balancing internal and external pressures amid a contentious political landscape.