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Jan 28, 2022

Markus Schomer, chief economist at PineBridge Investments, says that the big economic headlines and numbers are creating a whipsaw of reactions, which he expects to be reflected ni a 'yo-yo market -- up-and-down, up-and-down, up-and-down' for much of the year. Schomer notes that the economic cycles of nations and regions are not in sync right now, contributing to the back-and-forth. Dncan Farley, manager of the BlueBay Destra International Event-Driven Credit Fund, says those same economic events are creating opportunities for him to find good companies with bad balance sheets or caught in sticky situations, a strategy that can generate above-market returns in time. Also on the show, Ed Moya, senior market analyst at OANDA, talks technicals and trading in this volatile market, and Jeff Lipton, head of municipal research and strategy for Oppenheimer and Co., talks about how bonds in general -- and munis in particular -- are likely to fare as rates start to rise, tax-law proposals hit Congress and more.