Bloomberg Surveillance Bloomberg Surveillance TV: July 18, 2024
Jul 18, 2024
Jay Pelosky discusses equity market rotation & US presidential race, Subadra Rajappa warns on over-aggressive Fed rate cut pricing, Christopher Harvey critiques Fed's odd easing cycle. Topics include political pressure on Biden, small cap shift, airline warnings, rate cut debates, interest rate forecasts, market dynamics, and commodity stocks.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Political Pressure on President Biden and Shift in Small Caps
01:42 • 19min
Analysis of airline warnings and economic indicators
20:14 • 2min
Debating Rate Cuts and Market Dynamics
22:41 • 8min
Analysis of Interest Rates Forecasts and Challenges Faced by Financial Advisors and Businesses
30:39 • 2min
Market Dynamics and Political Events
32:43 • 6min
Analysis of Fed cuts, small caps, and commodity stocks in the market
38:34 • 3min