Bloomberg Surveillance Bloomberg Surveillance TV: September 11, 2024
Sep 11, 2024
Mike Wilson, Chief US Equity Strategist at Morgan Stanley, discusses the shift in the equity market from growth stocks to defensives due to Federal Reserve constraints. Rob Casey offers insights from the Kamala Harris and Donald Trump debate, analyzing its impact on voter sentiment. David Kelly and Steve Ricchiuto weigh in on August CPI data that exceeded estimates, igniting a conversation about inflation's effect on the economy and the challenges facing the Fed in stabilizing the market.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Navigating Fed Policies and Market Dynamics
01:43 • 9min
Exploring the Latest Innovations in Technology and E-commerce Solutions
10:29 • 2min
Debate Dynamics: Harris vs. Trump
12:18 • 6min
Impact of a Blue Wave on Markets and Tech Innovations
18:02 • 4min
Navigating Federal Reserve Rate Decisions
21:40 • 5min
Analyzing Bond Yields and Federal Reserve Strategies
27:02 • 3min