Consumer Discretionary Performance and Big Tech Stocks

Andrew Hollenhorst, Citi Chief US Economist expects the Fed to pause in September. John Stoltzfus, Oppenheimer Asset Management Chief Investment Strategist is sticking with his bullish forecast, expecting the S&P to finish the year at 4,900. Cameron Dawson, Newedge Wealth Chief Investment Officer says there is no evidence that a recession is imminent. Bloomberg's Jan-Patrick Barnert discusses UBS's record breaking profit. Max Verstappen, Red Bull Racing F1 Driver looks ahead to the Monza Grand Prix this weekend.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance 

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