

Bloomberg Surveillance TV: September 6, 2024
Sep 6, 2024
Jeff Rosenberg, Senior Portfolio Manager at BlackRock, joins Torsten Slok, Chief Economist at Apollo, and Michael Zezas, Global Head of Fixed Income & Public Policy Research at Morgan Stanley. They discuss the recent underwhelming jobs report and its implications for Federal Reserve policy. The trio evaluates the resilience of the economy amidst mixed signals and explores the potential impact of Trump's and Harris' fiscal policies on future market dynamics. They also dive into the shifting focus of the Fed from inflation to growth data.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Resilience Amidst Uncertainty
01:46 • 7min
Evaluating Economic Stability Amidst Monetary Policy
08:40 • 3min
Interpreting Employment Data and Monetary Policy
11:12 • 4min
Shifts in Fed Focus and Market Implications
14:58 • 3min
U.S. Trade Policies and Economic Dynamics
18:19 • 6min
Political Outcomes and Market Sector Implications
24:19 • 3min