Bloomberg Surveillance Bloomberg Surveillance TV: November 14, 2024
7 snips
Nov 14, 2024 
Join renowned economist Mohamed El-Erian, President of Queens' College, Cambridge, along with Rob Casey from Signum Global Advisors and Brian Weinstein of Morgan Stanley Investment Management, as they delve into vital economic issues. El-Erian discusses global market reactions to economic announcements. Casey analyzes President-elect Trump's trade priorities and potential surprises in his agenda. Weinstein shares insights on the shifting dynamics in fixed income markets, yielding crucial strategies for investors amid changing interest rates.
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Market Focus Shift
- The market is gradually prioritizing levels over trends.
- The Federal Reserve is currently more focused on the ongoing trend.
Inflation Plateau
- Inflation's decline is slowing down, and components suggest this will persist.
- Economists predict a 3% inflation rate, posing challenges if the Fed maintains a 2% target.
Fed's Restrictive Stance
- The Federal Reserve might be less restrictive than intended.
- They seem to be shifting away from their previously expressed views.