

Bloomberg Surveillance TV: October 22, 2024
Oct 22, 2024
Torsten Slok, Chief Economist at Apollo Management, shares insights on the ‘no landing scenario’ in the U.S. economy. Brent Schutte, Chief Investment Officer at Northwestern Mutual, warns that investors might be overly optimistic about future Fed rate cuts. Kurt Reiman, Head of Fixed Income at UBS, explains the link between soaring U.S. treasury yields and strong economic growth, rather than political factors. Together, they dissect the impact of monetary policies, corporate earnings in a rising interest rate climate, and the complexities of navigating economic uncertainty.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 1min
Monetary Policy and Economic Resilience
01:29 • 8min
Navigating Corporate Earnings in a Rising Interest Rate Environment
09:44 • 3min
Navigating Economic Uncertainty
12:35 • 6min
Investment Strategies Amid Changing Markets
18:31 • 4min
Polling Trends and Market Impacts
22:10 • 4min
Economic Insights on the Dollar and Bond Market Dynamics
26:27 • 3min