Bloomberg Surveillance Reaction to the Fed's Rate Cut
8 snips
Sep 19, 2024 
Steve Eisman, a Senior Portfolio Manager at Neuberger Berman, shares insights on investment opportunities and a soft landing for the US economy. Julian Emanuel from Evercore ISI maintains a bullish outlook on equities, emphasizing key market dynamics. Jim Caron of Morgan Stanley discusses the implications of the Fed's recent rate cut, focusing on labor economics, inflation trends, and the complexities of forecasting in an unpredictable market. They explore how technology and AI are reshaping investment strategies and the landscape ahead.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Economic Themes and Market Dynamics
02:25 • 11min
Shifting Economic Perspectives and AI Solutions in Development
13:07 • 2min
Economic Trends and Forecasting Challenges
14:51 • 5min
Navigating Economic Shifts: The Fed's Rate Cut Impact
19:43 • 15min
Celestial Observations and AI Insights
34:28 • 4min
Job Growth Myths and Economic Realities
38:09 • 5min
Unemployment Rates and Economic Stress Analysis
42:46 • 3min