After a slow and shaky recovery from the 2008 financial crisis, fiscal worries have diminished and the U.S. and global economic outlooks seem brighter. How long, though, can the S&P outrun the GDP? Under the surface, riddles abound. The Federal Reserve plans to wrap up quantitative easing in the fall unless the economy suddenly skids. What are the prospects for either scenario, and what effects would they have on the markets? Will borrowing costs for businesses and consumers stay suppressed or back up in the next 12 months? Is cash passe at this point, or is it preparing a comeback? If liquidity begins to drain, can profit growth by itself fuel further advances? Our panel of investment sages will offer their analysis and opinion on the questions facing the markets, and pose fresh ones of their own. What is the flurry of IPOs telling us, and what industries are going to rotate into the limelight? Will energy prices, geopolitical friction or global capital flows write the story of the next 12 months?

Moderator

Stephanie Ruhle

Co-Anchor, "Market Makers," and Managing Editor, Bloomberg TV

Speakers

John Calamos Sr.

CEO and Global Co-Chief Investment Officer, Calamos Investments

Michael Cembalest

Chairman of Market and Investment Strategy, J.P. Morgan Asset Management

James Litinsky

Founder and Chief Investment Officer, JHL Capital Group LLC

Morris Mark

President and Managing Partner, Mark Asset Management

Justin Slatky

Senior Portfolio Manager, Shenkman Capital Management


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