#JohnStoltzfus, Chief #InvestmentStrategist at
#OppenheimerAssetManagement, says bonds are doing the Fed’s heavy lifting as oil fuels inflation, while equities hold up and AI offers upside. youtu.be/45mEeZnH0as

Bonds Are 'Dazed and Confused,' Says Emily Roland
#EmilyRoland, co-chief #investmentstrategist at
#ManulifeInvestmentManagement, says the firm still likes stocks, but it's time to let bonds do more of the work in investor portfolios. She speaks on #BloombergSurveillance." youtu.be/nWqgXLcoAs8

Wilmington Trust's #MeghanShue says equities will outperform over the next 12 months Meghan Shue, chief #investmentstrategist at #WilmingtonTrust, joins #SquawkBox’ to discuss the latest market trends, her outlook for equities, and more. youtu.be/ZeDGmqtwQzU

#JeremyGrantham, #GMO co-founder and long-term #investmentstrategist, joins #SquawkBox' to discuss the latest market trends, state of the economy, we're in a #bubble and how to know when it will burst, state of the AI boom, SpaceX IPO, and more. youtu.be/rhQx0y89UV4

#SteveLaipply, #BlackRock Global Co-head of #iShares #FixedIncome ETFs, and #GeorgeBory, #Allspring Chief #InvestmentStrategist of Fixed Income, join #CNBC's
#DomChu to layout what they think this new Fed regime could indicate for inflation, oil prices and rates. youtu.be/cdEHh3Tv85M

#SonaliBasak, Chief #InvestmentStrategist, #iCapital lays out the sectors investors should rotate into as #AI momentum cools, where pullbacks create opportunities, #WallStreet’s Next Big Trade Isn’t AI - It’s This Unloved Sector youtu.be/sff2sGYraKM

Alternatives at the core of our #portfolio, says #DavidStubbs, Chief #InvestmentStrategist at #AlphacorWealthAdvisory outlines how he plans to play markets ahead of this summer’s mega #IPO debuts. www.cnbc.com/video/2026/0...

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