May 23, 2025
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26:34Now Playing- Jim Bianco, president and founder at Bianco Research
- Nadia Lovell, Senior Strategist: US Equity at UBS
- Dana Telsey, CEO at Telsey Advisory Group
- Russell Brownback, Head: Global Macro Positioning at BlackRock
Jim Bianco, president and founder at Bianco Research and Nadia Lovell, Senior Strategist: US Equity at UBS, join to offer their outlook on US equities and whether it could sustain its post-Liberation Day rebound. Dana Telsey, CEO at Telsey Advisory Group, discusses consumer health and the outlook for luxury goods in the US and globally. Russell Brownback, Head: Global Macro Positioning at BlackRock, talks about signals from the bond market globally after the House passed its tax bill.
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