An in-depth discussion with Scott Kennedy, one of the nation’s leading experts on the Chinese economy and its wide-ranging impacts on industries and other countries. Mr. Kennedy is senior adviser and trustee chair in Chinese Business & Economics at the Center for Strategic & International Studies.
Insights on September market action, Fed controversies, opportunities in fixed income, and whether we’re headed for stagflation or "spendflation."
The broken semiconductor supply chain, the dominance of Taiwanese chip manufacturing, challenges facing the U.S. automotive industry, and plans for more U.S. manufacturing. Guest: Shalini Viswanathan, senior credit research analyst for Pacific Asset Management who covers technology.
Will the rise of inflation be transitory? Plus, Fed tapering and interest rates, market trends, and the outlook for fixed-income.
An in-depth discussion with Evercore ISI analyst Umer Raffat on the Delta variant, other looming variants, vaccine updates, and current expectations for dealing with the pandemic. Umer heads Evercore ISI’s large-cap therapeutics research and was inducted in 2020 to the Institutional Investor’s All-America Research Team Hall of Fame.
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