Ian Steely sees markets as well-behaved despite geopolitical shocks. He favors credit over Treasuries for yield, sees no recession risk, and expects the Fed to remain neutral. He sees opportunity in UK gilts and LatAm EM bonds, but is cautious on Asia due to energy exposure.

Jay Hatfield is bullish on equities, citing an earnings bubble driven by rising forward earnings estimates. He expects lower rates after geopolitical tensions resolve, which supports his S&P 9000 target. He views recent PPI uptick as oil-driven but transitory, and criticizes PCE as a flawed inflation measure.

Bailey Lipschall discusses the $75B SpaceX IPO, noting the fixed price of $135 is expected to stick. He expects the stock to go up on day one, as Wall Street needs this deal to work. He highlights the unique lockup structure and potential for strategic investors like Google.

Julia Wilson sees the US consumer as resilient, spending on experiences and beauty. The luxury consumer is still spending big on wellness and self-expression. Companies are focusing on portfolio simplification, AI-driven org redesign, and cost cutting due to gas prices.