Introduction

Is the trading environment getting worse as many suggest or does today’s hot jobs report mean the economy might actually be able to withstand the interest rate onslaught from the Fed. Solus’ Dan Greenhaus gives his forecast. Plus, Vantage Rock’s Avery Sheffield breaks out her inflation playbook. She breaks down the parts of the market she thinks could thrive in this uncertain environment. And, Ed Yardeni is making a bold call on stocks and what might be in store for the rest of the year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.