Surveillance: Supply Chains Dominate Earnings

Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist & Head of Quantitative Research, defends his bullish call on the S&P hitting 5,000 next year. Rubeela Farooqi, High Frequency Economics Chief U.S. Economist, discusses the headwinds facing the economy, and how they factor into her growth expectations. Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says market rotational shifts will likely persist. Helane Becker, Cowen Senior Research Analyst, discusses key takeaways from airlines earnings and trends in travel.

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