About this episode

The episode discusses the US equity outlook and macro themes, focusing on inflation and its impact on market positioning.

Recorded at the Global Energy, Power, and Infrastructure Conference in New York, this special edition brings a real-time read on where markets stand. Lori Calvasina, Head of U.S. Equity Strategy, joined Amy Wu Silverman and Callie Simpkins for an on-the-ground conversation about the US equity outlook and key macro themes. They break down why inflation remains the risk to watch and what it means for equity market positioning. Participants: Lori Calvasina (Research), Head of U.S. Equity Strategy Amy Wu Silverman, Head of Derivatives Strategy Callie Simpkins, Managing Director, Cross-Asset Hedge Fund Sales * Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

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