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Bloomberg Surveillance
Traders Ready for Jackson Hole and DNC
Aug 19, 2024
Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, analyzes recent equity market movements and whether we've exited correction territory. Kelsey Berro from JP Morgan Investment Management discusses how fixed income acts as a hedge amid market uncertainty. Meanwhile, Henrietta Treyz, Managing Partner at Veda Partners, shares insights on the upcoming Democratic National Convention, Kamala Harris's strategies, and how political dynamics might influence the presidential race. Together, they provide a comprehensive look at markets and the political landscape.
28:47
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Quick takeaways
- The current market shows mixed valuations, with small-cap stocks rebounding but lacking robust economic signals for sustained performance.
- Investors are adjusting fixed income strategies in anticipation of potential interest rate cuts as inflation risks continue to influence market sentiment.
Deep dives
Market Indicators and Performance Outlook
Watching market indicators is crucial for investors seeking to understand potential shifts in economic conditions. Small-cap stocks, for example, have recently seen a rebound, driven by lower valuations compared to larger stocks. However, there is uncertainty around their relative performance, as a strong economy typically helps small caps outperform. Currently, the economic growth is stable but not robust enough to signal an imminent small-cap resurgence.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode