Bloomberg Surveillance
Bloomberg Surveillance TV: November 6, 2024
Nov 7, 2024
Jay Pelosky, Chief Investment Officer and co-founder of TPW Investment Management, dives into the shifting economic and political dynamics affecting markets. Torsten Slok, Chief Economist at Apollo Management, discusses the challenges for the Federal Reserve amid changing political landscapes. Isaac Boltansky from BTIG analyzes the Democratic Party's identity crisis post-election and what it means for future governance. Together, they explore how recent election outcomes will shape investment strategies and economic forecasts.
25:14
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Quick takeaways
- The recent election outcomes suggest a misalignment in political forecasting for the Democrats, raising questions about future policy directions.
- The mixed market reactions indicate a complex economic landscape where investors must navigate potential growth amidst rising interest rates and policy changes.
Deep dives
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