Bloomberg Surveillance

Bloomberg Surveillance TV - October 17 2024

Oct 17, 2024

Governor Ned Lamont of Connecticut discusses the pragmatic shift in Democratic politics, contrasting it with the Biden Administration. Dan Skelly from Morgan Stanley warns that a 'red sweep' in the upcoming elections could lead to market volatility. Jeremy Stretch from CIBC provides valuable insights, suggesting the market appears oversold and analyzing the interplay between ECB and Fed policies. The conversation also touches on immigration challenges and their impact on the business landscape amid a transforming electoral climate.

18:20

Creator website

Episode guests

Jeremy Stretch

Dan Skelly

Ned Lamont

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Vice President Kamala Harris is adopting a more pragmatic campaign strategy, distancing herself from President Biden to resonate with voters.

The importance of effective communication regarding immigration policies is highlighted as essential for aligning economic growth with public perception.

Deep dives

Election Campaign Dynamics

The discussion highlights the evolving strategies of Vice President Kamala Harris as she distances herself from President Biden ahead of the upcoming election. Polling data shows a close race with Donald Trump, prompting Harris to take more risks in her campaign, which reflects a shift in her approach over the past few months. The conversation emphasizes the importance of direct engagement, such as debates, to resonate with voters, as Harris appears to be becoming more assertive in her candidacy. The governor of Connecticut praises her evolution, noting that the urgency for strong campaigning is crucial as election day approaches.

Intro

2min

Navigating the Political Landscape

7min

Exploring Immigration Policy and Business Perspectives

2min

Market Shifts and Economic Outlook

4min

Navigating the Potential Impact of a Contested Election

3min

Navigating Economic Challenges: The ECB's Balancing Act

2min

Navigating Euro Dynamics Amidst Fed and ECB Policy Changes

3min

- Governor Ned Lamont (D) Connecticut
- Dan Skelly, Morgan Stanley Wealth Management Head of market research and strategy
- Jeremy Stretch, CIBC

Connecticut Governor Ned Lamont says Vice President Kamala Harris and running mate Tim Walz are more pragmatic than the Biden Administration. Dan Skelly of Morgan Stanley says a "red sweep" in the U.S. election would cause "the most near-term volatility." Jeremy Stretch of CIBC says the market "is increasingly looking a little oversold."

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