Bloomberg Surveillance

Bloomberg Surveillance TV: November 13, 2024

Nov 13, 2024

Neel Kashkari, President of the Minneapolis Federal Reserve Bank, shares insights on inflation, the housing market, and the labor landscape. He discusses the complexities of economic forecasting, emphasizing the impact of labor dynamics on inflation trends. Kashkari offers predictions for the Federal Reserve's actions as the economy enters a new political era and addresses potential risks of asset bubbles in today's financial conditions. He underscores the importance of strategic investments against a backdrop of evolving market uncertainties.

32:14

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Neel Kashkari

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Episode notes

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Quick takeaways

The futures market provides around-the-clock trading opportunities, enabling investors to respond swiftly to global events affecting prices.

Recent inflation data shows improvements in goods and services inflation, although housing inflation remains a lagging concern for policymakers.

Deep dives

Opportunities in the Futures Market

The futures market offers continuous trading opportunities, contrasting sharply with the ETF markets, where liquidity diminishes after regular trading hours. By trading nearly 24 hours, the CME Group S&P 500 and NASDAQ 100 futures allow traders to engage in market activities both day and night, capitalizing on global events that could affect prices. This liquidity provides investors with the flexibility to react promptly to news and market movements, underscoring the advantages of using futures for those seeking more active trading strategies. As traditional markets slow, futures can be a strategic avenue for those looking to mitigate risk and seize potential gains.

Intro

2min

Inflation Trends and Economic Forecasting

15min

Futures Market Resilience and Economic Outlook

4min

Market Conditions and Tariff Implications

3min

Navigating Political and Economic Uncertainty

4min

Navigating Economic Uncertainties

6min

Market Reactions Post-Election: Analyzing Yields and Equities

3min

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- Kevin Gordon, Charles Schwab Senior Investment Strategist
- David Kelly, JPMorgan Asset Management Chief Global Strategist
- Neel Kashkari, Minneapolis Fed President

Kevin Gordon of Charles Schwab says the economic environment 'could not be more different' between Donald Trump's first and second terms as President. David Kelly of JPMorgan reacts to October CPI data, saying a December Fed rate cut is still on the table despite markets stopping short of pricing-in the amount of further cuts in the Fed's dot plot next year. Minneapolis Fed President Neel Kashkari discusses inflation, housing, and the labor market, as well as his expectations for the Fed and the economy heading into Trump's second term.

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