Bloomberg Surveillance Bloomberg Surveillance TV: August 30, 2024
Aug 30, 2024
Eric Freedman, Chief Investment Officer at US Bank, shares insights on the risk of a reacceleration in the economy as the crucial payroll report approaches. Claudia Sahm, Chief Economist at New Century Advisors, forecasts further labor market softening and discusses the Fed's impending rate decision. Dana Telsey, CEO of Telsey Advisory Group, analyzes the consumer landscape, highlighting challenges for retailers amidst evolving spending behaviors. Together, they unpack the intricate dynamics of inflation, market vulnerabilities, and consumer confidence.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Evolving Investment Strategies
02:03 • 8min
Market Vulnerabilities and Economic Insights
09:35 • 4min
Navigating the Consumer Landscape Amid Inflation
13:12 • 4min
Navigating the Labor Market and Economic Outlook
16:55 • 4min
Luxury Spending Trends and Retail Challenges
20:40 • 3min
Consumer Spending Trends and Market Insights
23:55 • 3min