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Bloomberg Surveillance
Bloomberg Surveillance TV: July 1, 2024
Jul 1, 2024
Financial experts Cameron Dawson, David Kelly, and Michael Darda discuss US GDP slowing down, the likelihood of a Republican sweep post-presidential debate, and the potential impact of a rising unemployment rate on the Fed. They also delve into economic forecasts, market risks, political decisions, investment trends in tech, and the influence of AI on the stock market.
21:40
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Quick takeaways
- Slowing US GDP indicates a cooling economy, not a sharp decline.
- Potential Republican sweep in November could impact market dynamics and policies.
Deep dives
Economic Trends and Market Forecasts
The podcast discusses the current economic trends and market forecasts for the second half of the year. Cameron Dawson from New Edge Wealth emphasizes the importance of understanding the shifts in GDP estimates and warns about potential risks from growth forecasts for EPS or GDP being trimmed. There is a focus on the need to monitor the moderate growth and the impact on the labor market, suggesting a potential rate cut by the Fed based on economic data and GDP moderation over time.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode