Time to Keep Reducing Risk, Particularly EM, Some Stocks: Tchir
Peter Tchir, Head of Macro Strategy at Academy Securities, on what CPI and retail sales signal for markets, and his current investment strategy. Walter Kemmsies, Economist and Chief Strategist of JLL’s Ports, Airports and Global Infrastructure Group, on the plausibility of the Trump infrastructure and financing proposal, and investment opportunities and risks. Michael Bellisario, equity analyst at Baird, on Marriott and Hilton earnings, and hospitality sector outlook. Marshall Steinbaum, Research Director and Fellow at the Roosevelt Institute, on a new report that examines a proposal for outright student debt cancellation financed by the federal government.
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