The Equity Bull Case

The Equity Bull Case

July 16, 2026 · 31 min

About this episode

The episode discusses the current state of the equity market with insights from various financial experts.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, July 16, 2026 Featuring: 1) Brian Levitt, Global Market Strategist at Invesco, joins to discuss how the market's pricing in the Fed, inflation, and earnings. 2) RaeAnne Mitrione, Partner at Callan Family Office, talks earnings, AI volatility, and the path of the S&P. 3) Brian Belski, CEO at Humilis Investment Strategies, and Dan Ives, Partner at Yorkville Ives & Co., discuss bull cases for tech and the market. 4) Atsi Sheth, Chief Credit Officer for Moody's Ratings, discusses her 2H fixed income outlook and global credit trends. See omnystudio.com/listener for privacy information.

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