Bloomberg Surveillance

Bloomberg Surveillance TV: July 29, 2024

Jul 29, 2024

Steve Englander, the Global Head of G10 FX Research at Standard Chartered Bank, dives into Treasury Secretary Yellen's remarks about Trump’s influence on the dollar and previews the BOJ's upcoming moves. Jeannette Lowe from Strategas discusses Kamala Harris's hunt for a VP pick amidst a shifting political landscape. Meanwhile, James Camp and Zach Griffiths analyze data suggesting possible rate cuts by the Fed in September, investigating how these financial decisions could impact markets and bond trading.

24:05

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Quick takeaways

Central bank decisions, particularly from the Federal Reserve and Bank of Japan, will significantly influence market expectations and currency trends.

The political dynamics involving candidates like Trump and Harris are intensifying ahead of the election, affecting voter engagement and policy discussions.

Deep dives

Central Bank Decisions Anticipated

The upcoming decisions of central banks, particularly the Federal Reserve and the Bank of Japan, are set to shape market expectations. Analysts are speculating that the Bank of Japan might indicate a rate hike in September, while the Federal Reserve is expected to maintain a flexible stance on interest rates. This potential divergence in monetary policy approaches could lead to varying impacts on currency trends, particularly concerning the Japanese yen and the US dollar. The emphasis on how these banks engage with market expectations is critical as it can adjust investor sentiment and behavior in the coming weeks.

Intro

2min

Monetary Policy Perspectives: Fed vs. Bank of Japan

6min

Market Reactions to Treasury Issuance Strategies

3min

Election Dynamics: Harris vs. Trump

6min

Enhancing Wealth Management and Tech Solutions for Small Businesses

2min

Federal Reserve Policy Outlook and Economic Dynamics

8min

Analyzing the Quarterly Refunding Announcement

2min

- Steve Englander, Standard Chartered Bank Global Head: G10 FX Research
- Jeannette Lowe, Strategas Director of Policy Research
- James Camp, Eagle Asset Management Managing Director Strategic Income & Fixed Income
- Zach Griffiths, CreditSights Head of US IG & Macro Strategy

Steve Englander of Standard Chartered discusses Treasury Secretary Yellen’s comments to Bloomberg on Donald Trump and the dollar, and what to expect from the BOJ this week. Jeannette Lowe of Strategas, a Baird company, breaks down Kamala Harris's search for a running mate. James Camp of Eagle Asset Management and Zach Griffiths of CreditSights discuss the data fueling September rate cut bets.

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