Recorded at the Global Energy, Power, and Infrastructure Conference in New York, this special edition brings a real-time read on where markets stand. Lori Calvasina, Head of U.S. Equity Strategy, joined Amy Wu Silverman and Callie Simpkins for an on-the-ground conversation about the US equity outlook and key macro themes. They break down why inflation remains the risk to watch and what it means for equity market positioning.

Participants:

• Lori Calvasina (Research), Head of U.S. Equity Strategy
• Amy Wu Silverman, Head of Derivatives Strategy
• Callie Simpkins, Managing Director, Cross-Asset Hedge Fund Sales

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts