Drew Tyler
Global Head of Market Intelligence providing tactical market views and macro/earnings analysis, cited in the episode for his outlook on U.S. equities, consumer cash metrics, and geopolitical impacts on markets.
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Jan 27, 2026 • 16min
Rally or retreat: What‘s next for US equities?
Drew Tyler, Global Head of Market Intelligence who provides tactical market views and macro/earnings analysis, discusses a tactically bullish stance based on resilient macro data and earnings growth. He breaks down elevated consumer cash trends and sector bifurcation in consumer positioning. He also covers geopolitical shocks, rate and yield-curve effects, and sectors likely to lead a localized large-cap rally.
