The Equity Bull Case

The latest in finance, economics and investment.
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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.

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