Om episode
-Philip Camporeale, JP Morgan Portfolio Manager Multi Asset Solutions-Bert Subin, Stifel Managing Director - Defense, Government Services and Aerospace-Kit Juckes, Societe Generale Chief FX Strategist}"Philip Camporeale of JP Morgan discusses how stocks are approaching record highs as markets anticipate the countdown to cut. Bert Subin of Stifel analyzes how Boeing is navigating the future of its space program following NASA's snub. Kit Juckes of Societe Generale discusses how the labor market slowdown will lead to further reductions in long dollar positions. See omnystudio.com/listener for privacy information.