Bloomberg Surveillance Markets Brace for Rate Cuts and Election Uncertainty
Sep 3, 2024
Kristina Campmany, a Senior Portfolio Manager at Invesco, discusses the effects of Fed easing on equities and investment strategies. Matt Hornbach, Global Head of Macro Strategy at Morgan Stanley, explains the unusual dynamics in the bond market and the impact of impending rate cuts. David Gura highlights the political landscape as the presidential election heats up, emphasizing the role of key economic indicators and international issues. The conversation blends market insights with political analysis, offering a well-rounded view of current uncertainties.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 2min
Navigating Portfolio Management in Evolving Markets
02:15 • 5min
Navigating Portfolio Allocation and Market Trends
07:37 • 3min
Navigating Japan's Economic Shifts
10:50 • 4min
Understanding the Unusual Bond Market Dynamics
15:04 • 3min
Economic Debates and Political Dynamics
17:40 • 7min
Infrastructure Repairs and Business Innovations
24:53 • 2min
Navigating the New Workforce: Gen Z and Beyond
26:25 • 5min
Reflections on Nostalgia and Cultural Icons
31:30 • 3min