Episodes
Tuesday Dec 10, 2024
Denise Chisholm's sector and factor perspectives – December 4, 2024
Tuesday Dec 10, 2024
Tuesday Dec 10, 2024
Denise Chisholm, Director of Quantitative Market Strategy, joins us on the program today to unpack the current landscape for financials and give her outlook on market dynamics. Denise explores the Fed’s evolving toolkit, highlighting its capacity to navigate economic shocks and support growth even amid sticky inflation. She also delves into the challenges and opportunities posed by de-globalization trends, emphasizing strength of U.S. financials compared to weaker international markets.
Recorded on December 4, 2024.
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