Bloomberg Surveillance TV: July 22, 2024
Bloomberg Surveillance
00:00
Economic Surprises, Fiscal Support, and Market Implications
A discussion on the state of the economy, covering topics such as economic surprises, fiscal support, inflation, and political impact on small and medium-sized businesses. The chapter explores potential trade opportunities based on political outcomes, regulatory changes, and the effects of a Fed rate cut in September. It also delves into market reactions to shifting election odds, fiscal deficits, and the implications of changing probabilities on yield curves.
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Transcript
