Bloomberg Surveillance Traders Expect Fed Dovishness and Obamas Speak at the DNC
Aug 21, 2024
Sarah Hunt, Chief Market Strategist at Alpine Woods Capital Investors, shares insights on how market risks have subsided, while Bill Lee, Chief Economist at the Milken Institute, addresses concerns about China's economic stability and its impact on global markets. Annmarie Hordern discusses political dynamics at the Democratic National Convention, especially around Kamala Harris’s voter engagement efforts. The conversation navigates the relationship between economic data, market trends, and cautious investment strategies.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 2min
Navigating the Labor Market and Economic Outlook
01:57 • 7min
Navigating Market Sentiments and Political Shifts
08:51 • 4min
Harris and the Hispanic Caucus: Energizing the Vote
12:36 • 4min
Insights into Economic Developments and Market Trends
16:49 • 2min
Challenges in the EV Market: U.S. vs. China
18:49 • 4min
Market Dynamics and the US Open
23:12 • 6min
Surgery Trends and Longevity
28:55 • 3min
Personal Narratives and Business Insights
32:09 • 2min