Bloomberg Surveillance cover image

Bloomberg Surveillance

A Look Ahead to the Fed & Trump 2.0

Nov 7, 2024
Guests Abby Joseph Cohen, a Columbia University professor, shares insights on how a second Trump presidency may reshape the economy and markets. Monica Guerra from Morgan Stanley discusses investment policy implications. Jackie Bowie analyzes the Bank of England's decisions amidst changing European economies. Political scientist Christina Greer contemplates Trump's new voter coalition and the Democratic Party's future. Together, they navigate economic forecasts, regulatory changes, and evolving political dynamics that could shape the financial landscape.
41:25

Podcast summary created with Snipd AI

Quick takeaways

  • The potential impact of regulatory changes under a new administration could significantly influence inflation rates and market stability.
  • Current equity market valuations, driven by high-profile tech stocks, raise concerns about sustainability amid varying economic conditions.

Deep dives

Futures Market Resilience

The futures market remains active even as other markets slow down. The CME Group's S&P 500 and NASDAQ 100 futures trade almost 24 hours a day with high liquidity, providing investors with continuous trading opportunities. In contrast, ETF markets experience a significant reduction in volume and liquidity after regular trading hours. This difference highlights the advantages of the futures market, making it a valuable tool for traders seeking to capitalize on market movements both day and night.

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