Macro Minutes
Avsnitt

Investment strategy through the ‘up crash’ and beyond

Macro Minutes
Dela

Recorded at the Global Energy, Power, and Infrastructure Conference in New York, this special edition brings a real-time read on where markets stand. Lori Calvasina, Head of U.S. Equity Strategy, joined Amy Wu Silverman and Callie Simpkins for an on-the-ground conversation about the US equity outlook and key macro themes. They break down why inflation remains the risk to watch and what it means for equity market positioning.

Participants:

  • Lori Calvasina (Research), Head of U.S. Equity Strategy
  • Amy Wu Silverman, Head of Derivatives Strategy
  • Callie Simpkins, Managing Director, Cross-Asset Hedge Fund Sales


* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

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