

Bloomberg Surveillance TV: September 26, 2024
Sep 26, 2024
Evan Brown, a portfolio manager at UBS, believes the Fed is likely to continue cutting rates, while Kelsey Berro from JPMorgan argues there's justification for a more aggressive 100 to 150 basis point cut due to decreasing inflation. Jay Bryson, chief economist at Wells Fargo, highlights a 30% to 35% risk of recession within the next year, especially in light of rising jobless claims. They dive into the implications of fiscal stimulus in China, the labor market's current state, and varying investment strategies for an uncertain economic future.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Economic Shifts and Market Responses
02:12 • 6min
Strategic Investment Insights
08:31 • 4min
Navigating the Labor Market Landscape
12:01 • 3min
Navigating Economic Policies and Inflation Challenges
15:24 • 3min
Navigating the Labor Market and Federal Reserve Policies
18:02 • 4min
Navigating Economic Uncertainty: The Risks and Rewards of Investment Strategies
21:41 • 2min