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.

37:13

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Episode guests

Christopher Harvey

Subadra Rajappa

Jay Peloksy

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Episode notes

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Quick takeaways

The market may be over-aggressive in pricing-in multiple Fed rate cuts by the end of the year.

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Deep dives

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Intro

2min

Political Pressure on President Biden and Shift in Small Caps

19min

Analysis of airline warnings and economic indicators

2min

Debating Rate Cuts and Market Dynamics

8min

Analysis of Interest Rates Forecasts and Challenges Faced by Financial Advisors and Businesses

2min

Market Dynamics and Political Events

6min

Analysis of Fed cuts, small caps, and commodity stocks in the market

3min

-Jay Peloksy, TPW Advisory CIO & Co-Founder
-Subadra Rajappa, Société Générale Head of US Rates Strategy
-Christopher Harvey, Wells Fargo Head of Equity Strategy

Jay Pelosky of TPW Advisory discusses the big rotation in the equity market, his expectations for the US presidential race, and his global investment outlook. SocGen's Subadra Rajappa says the market may be over-aggressive in pricing-in multiple Fed rate cuts by the end of the year. Christopher Harvey of Wells Fargo explains why the Fed's current policy trajectory 'might be probably the oddest easing cycle' he's ever seen.

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