Engage brings back Risk Pulse Meteorologist Jon Davis to discuss the persistent weather patterns in the United States. Global warming/climate change translates into a change in the jet stream. We discuss the cyclone bomb in Nebraska and Kansas, what to expect from the hurricane season and how the weather future will be more volatile and extreme.
Engage brings on Peterson Institute for International Economics Senior Fellow and Syracuse Prof. Mary Lovely to discuss PIIE event, "China and the World: Inside the Dynamics of a Changing Relationship." This is a deep dive into the extent of China's global scale and reach, and the exposure of sectors and countries to the China-World relationship.
Engage brings on Aviva Investors' Head of US Equities Susan Schmidt. We talk about rising uncertainty and risk from Federal Reserve interest rate policy, the upcoming 2020 US elections and US-China trade war/truce. We answer the question: how can stocks go up during an earnings recession?
Engage brings on CFRA Chief Investment Strategist Sam Stovall. We cover key factors impacting stocks: interest rates, earnings and the 2020 elections. We try to answer the big question: is the rally over or is this like 1995 with much more to come?