SOTS 2nd Hour: Mohamed El-Erian's Market Picture, Moody's Chief Economist, & Evercore's Top Tech Picks 11/26/25

SOTS 2nd Hour: Mohamed El-Erian's Market Picture, Moody's Chief Economist, & Evercore's Top Tech Picks 11/26/25

  • Af
  • Episode
      2421
  • Published
      26. nov. 2025
  • Forlag
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Episode
2421 of 2426
Længde
45M
Sprog
Engelsk
Format
Kategori
Økonomi & Business

Carl Quintanilla, Sara Eisen, and David Faber began the hour with key takeaways from the latest batch of earnings - before diving into the state of markets with former PIMCO CEO and longtime economist Mohamed El-Erian... Later on, Moody's Chief Economist Mark Zandi joined the team to break down what he's calling America's "affordability squeeze" - and the team discussed what's next in the tech trade (along with some top picks) with Evercore's Head of Internet Research.

Also in focus: Staggering numbers out of a new MIT study analyzing AI's impact on the jobs market - hear the details, this hour... Plus - the stock implications of new Medicare pricing, sending Novo Nordisk shares higher in the early trade.

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