Bloomberg Intelligence Fed Survey, Cisco Cuts, US Election
Aug 9, 2024
Steve Matthews, Bloomberg Federal Reserve Reporter, shares insights on why the Fed might resist major rate cuts. Adam Coons, Chief Portfolio Manager at Winthrop Capital Management, updates listeners on market trends amidst uncertainty. Dan Ives, Senior Equity Analyst, discusses the implications of Cisco's job cuts and TSMC earnings. Shawn Donnan, Senior Economics Correspondent, explores how economic factors in swing states could shape the upcoming US election, revealing key insights into voter behavior and its potential impact on the tech industry.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 5min
Navigating Uncertainty: Fed Actions and Market Reactions
04:52 • 10min
Navigating the Bond Market and Tech Layoffs
15:04 • 4min
Navigating Tech Growth and Political Shifts
18:57 • 14min
Understanding Financial Decision-Making Biases
33:23 • 2min
Navigating Turbulent Markets
35:23 • 6min
Economic Outlook: Interest Rate Cuts and Market Stability
41:05 • 2min