Mike Wilson says that given earnings disappointments, the stock rally might be a head fake.
The world economy's outlook is actually improving, says Edward Yardeni.
Choosing which sectors to be in is made more challenging by the stock rally of the past two months.
“We're moving in the right direction. We are slowing,” he said.
The nation's robust labor and credit markets could help stave off a recession, economist Mohamed El-Erian said.
“All of you who are looking for a pivot, be careful what you wish for,” economist Mohamed El-Erian said.
The firm's chief economist thinks Fed Chairman Jerome Powell will slow the pace of rate increases.
Mohamed El-Erian said some markets have become locked out of funding.
"The drivers of inflation are broadening," strategist Mohamed El-Erian said.
"The chances of a deep recession are pretty low,” market strategist Anthony Crescenzi.
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