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James Athey, Abrdn Investment Director, says credit spread are too tight. Matthew Luzzetti, Deutsche Bank Chief US Economist, still expects a recession and for equities to come down. Susan Thornton, Yale University Law School Paul Tsai China Center Senior Fellow, says China needs households to start spending. Joe Feldman, Telsey Advisory Group Senior Research Analyst and Assistant Director of Research, discusses Walmart lifting its profit outlook on a boost from US shoppers. See omnystudio.com/listener for privacy information.