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Market concern about the Fed is 'well placed', says HSBC's Jose Rasco
CNBC Televisionยท2025-11-14 22:01

Oh, if you add all this together, the momentum trade unwinding perhaps not just in AI but across sectors and uncertainty about a December rate cut. With all that, where does that leave investors. Well, CFR research chief investment strategist Sam Stovall and HSBC Global Private Banking and Wealth Management CIO Jose Rasco join me now.Uh, welcome guys. Jose, what kind of rotation are you seeing here. >> Well, I think there's concern about the Fed, right.No question about it. And I think it's well placed beca ...