Bloomberg Surveillance Analysis of PCE Data and Kamala Harris' Interview
Aug 30, 2024
Ira Jersey, Chief US Interest Rates Strategist at Bloomberg Intelligence, and Tiffany Wilding, Managing Director at PIMCO, delve into the latest PCE data and its implications for inflation and consumer spending. The duo discusses future Federal Reserve policies in light of market signals. Justin Sink, White House reporter, shares insights from Kamala Harris's recent CNN interview, reflecting on her political strategy and voter sentiments. The conversation also navigates the evolving landscape of investment strategies amid economic changes and tech stock challenges.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 4min
PCE Data Insights and Federal Reserve Implications
03:47 • 7min
In-Depth Market Analysis and Economic Insights
10:45 • 2min
Market Sentiment and Political Dynamics
12:57 • 13min
Polling Insights and Market Trends
25:51 • 4min
Investing Insights: The Evolving 60-40 Strategy
29:50 • 7min
Engaging Conversations and Upcoming Events Promotion
36:33 • 2min