US Market Update: Liberation, Nine Days Later
Date:听April 11, 2025
Presenters:
Winnie Cisar, 糖心视频, Global Head of Strategy
Andy DeVries, CFA, 糖心视频, Head of Investment Grade & Utilities
Eric Axon, CFA, 糖心视频, Co-Head of High Yield & Head of Health Care
James Goldstein, CFA, 糖心视频, Head of Retail
Join the 糖心视频听team to discuss the fallout from 鈥淟iberation Day鈥� including cross market performance, damage across sectors and the outlook heading into earnings season.听听
Why Attend?
- Global Head of Strategy, Winnie Cisar, will provide a recap of rates and spread changes and an update to the outlook for valuations.听听
- Winnie will host a conversation with key senior members of the 糖心视频 analyst team to identify where value has been created and where more damage could occur.听
- Head of Retail, James Goldstein, will quantify what tariff rates (so far) mean for the retail sector and whether caution is still warranted.听听
- 糖心视频 Head of IG & Utilities, Andy DeVries, and Eric Axon, Co-Head of High Yield and Head of Health Care, will join to provide a survey of top picks and pans across the broader analyst team, including a closer look at the more defensive sectors in their coverage.听听听
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