Bloomberg Surveillance

Bloomberg Surveillance TV: October 2, 2024

Oct 2, 2024

Jim Bianco, a research expert, advocates for a 'no-landing' outlook on the economy following recent Fed rate cuts. Economist Joe Davis and financial professional Tony Rodriguez explore labor market trends and bond market dynamics ahead of upcoming job reports. Marc Rowan, CEO of Apollo, cautions that aggressive Fed cuts could backfire, while discussing the rising preference for private market financing over public bonds. Together, they analyze the implications of economic indicators and the shifting landscape of interest yields.

42:17

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Quick takeaways

Experts discuss a resilient labor market where increased unemployment is driven by labor supply rather than widespread job loss.

The shift towards private investments is reshaping portfolio management, blurring the lines between public and private market strategies.

Deep dives

Instagram's Teen Account Protections

New Instagram accounts for teens come with automatic safety features designed to protect them from potential online hazards. These features include restrictions on who can contact them and what content they can access, ensuring that their social media experience is safer and more secure. Additionally, users under the age of 16 are required to obtain parental consent to modify their safety settings, reinforcing the platform's commitment to protecting younger users. These measures aim to foster a healthier online environment for teens, allowing them to connect with friends and interests while prioritizing their safety.

Evolving Perspectives on Risk: Public and Private Investments

02:02

Adapt to Change, Embrace Challenges

00:48

Intro

2min

Labor Market Insights and Economic Implications

5min

Economic Impacts of Strikes and Mental Health Awareness

4min

Economic Indicators and Labor Market Insights

7min

Analyzing Bond Market Dynamics and Credit Sector Strength

2min

Navigating Bond Investments in Modern Markets

5min

Future Trends in Interest Yields and Economic Growth

2min

Navigating the Shift to Private Markets

18min

Assessing Rate Cuts in a Thriving Economy

2min

Jim Bianco of Bianco Research shares why he's in the 'no-landing camp' as the economy digests the Fed's rate cut. Vanguard's Joe Davis and Nuveen's Tony Rodriguez discuss the state of the labor market ahead of Friday's jobs report along with the outlook for the bond market. Apollo CEO Marc Rowan warns that aggressive Fed cuts risk backfiring, and overviews what he expects for the future of private and public markets.

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