Bloomberg Surveillance Bloomberg Surveillance TV: September 30, 2024
4 snips
Sep 30, 2024 
Brian Weinstein, Head of Global Markets at Morgan Stanley, predicts bond yields to rise significantly, reflecting the easing cycle. Aditya Bhave, Senior US Economist at BofA, maintains a soft landing outlook due to low layoffs. Venu Krishna, Head of US Equity Strategy at Barclays, highlights the disparity between the rates and equity markets. They delve into the transformative role of AI in businesses and the complexities of identifying neutral interest rates amid economic fluctuations.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Navigating Bond Yields and Market Volatility
02:14 • 4min
Navigating Neutral Rates and Economic Uncertainty
06:06 • 4min
Navigating U.S. Economic Dynamics
09:56 • 8min
Macro Market Concerns and the Rise of Direct Lending
17:31 • 2min
Economic Indicators and Labor Market Insights
19:30 • 8min