Morgan Stanley Chief US Equity Strategist Mike Wilson discusses his outlook on the markets amid political uncertainty and AI hype. He speaks with Bloomberg's Alix Steel and Scarlet Fu. 

Morgan Stanley Chief US Equity Strategist Mike Wilson discusses his outlook on the markets amid political uncertainty and AI hype. He speaks with Bloomberg's Alix Steel and Scarlet Fu.&nbsp;

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Morgan Stanley Chief US Equity Strategist Mike Wilson Talks Markets

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Rebecca Patterson, Senior Fellow at Council on Foreign Relations and former chief investment strategist at Bridgewater, talks what happens when we have too much of a good thing. Too much growth, too much AI capex crowding out demand for Treasuries and too much stimulus in hindsight. She spoke to Bloomberg's Tom Keene and Paul Sweeney.

Rebecca Patterson, Senior Fellow at Council on Foreign Relations and former chief investment strategist at Bridgewater, talks what happens when we have too much of a good thing. Too much growth, too much AI capex crowding out demand for Treasuries and too much stimulus in hindsight. She spoke to Bloomberg's Tom Keene and Paul Sweeney.

Senior Fellow at Council on Foreign Relations Rebecca Patterson Talks "Too Much" 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/cefc3ea4-3376-42a3-9b90-b4d70188aa15/transcript

Claudia Sahm, Chief Economist at New Century Advisors talks renewed optimism about the labor market, unemployment insurance and hiring starting to pick up. She spoke to Bloomberg's Tom Keene and Paul Sweeney.

Claudia Sahm, Chief Economist at New Century Advisors talks renewed optimism about the labor market, unemployment insurance and hiring starting to pick up. She spoke to Bloomberg's Tom Keene and Paul Sweeney.

Chief Economist at New Century Advisors Claudia Sahm Talks Labor Market

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National Economic Council Director Kevin Hassett says higher long-term rates can reflect underlying economic strength. Speaking to Mike McKee and Dani Burger on Bloomberg Open Interest, Hassett calls the government’s debt-interest burden unacceptably high but says the administration is serious about deficit reduction. His comments come after the September jobs report showed payrolls rose just 29,000, unemployment edged up to 4.2%, and July and August payrolls were revised down by a combined 60,000.

National Economic Council Director Kevin Hassett says higher long-term rates can reflect underlying economic strength. Speaking to Mike McKee and Dani Burger on Bloomberg Open Interest, Hassett calls the government&rsquo;s debt-interest burden unacceptably high but says the administration is serious about deficit reduction. His comments come after the September jobs report showed payrolls rose just 29,000, unemployment edged up to 4.2%, and July and August payrolls were revised down by a combined 60,000.

NEC Director Kevin Hassett Talks US Debt

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/98827a13-264d-45bd-9390-b4d70110e32c/transcript

Morgan Stanley Chief US Equity Strategist Mike Wilson Talks Markets

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