Om episode
Andrew Sheets Morgan Stanley Chief Cross Asset Strategist, says we are into the thick of what we think is going to be a disappointing earnings revision lower. Jane Foley, Rabobank Head of FX Strategy, says she can't dismiss the possibility of parity between the British pound and the US dollar. Subadra Rajappa, Societe Generale US Rates Strategy Head, says all assets are very correlated right now. José Antonio Ocampo, Colombia Finance Minister, discusses the impact of inflation on his nation's economy, plans to raise capital, and growth in tourism. Seth Carpenter, Morgan Stanley Chief Global Economist, says to expect earnings to be lower across the board if the economy is going to slow down enough to get inflationary pressures under control. See omnystudio.com/listener for privacy information.