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Bloomberg Surveillance
Market, Election, and M&A Outlook
Oct 18, 2024
Lara Rhame, Chief Economist at FS Investments, shares her insights on the potential for a not-so-soft landing in the economy and its ties to the 2024 election. Nancy Curtin, Partner & Global CIO at AlTi, remains bullish on the S&P 500, dissecting market fundamentals. Gautam Mukunda, a Yale lecturer, analyzes how the presidential race could impact markets. Carole Streicher from KPMG discusses the recovering M&A landscape and what trends to watch for in 2024, emphasizing the role of capital and upcoming regulatory changes.
30:42
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Quick takeaways
- The strong retail sales suggest economic resilience, yet there's a noted divergence with cooling employment trends and mixed labor market indicators.
- Experts highlight a cautious Federal Reserve approach moving into 2025, emphasizing data dependency given the current inflation and economic landscape.
Deep dives
Economic Trends and Predictions
Recent economic indicators suggest that the economy is performing well, particularly reflected in strong retail sales. However, a divergence exists between growth data and employment trends, with the latter indicating a notable slowdown. The forecast points towards a soft landing for the economy, highlighting a likely pause in business investment and a shift in government spending. Overall, while the GDP remains robust, the labor market is showing signs of cooling, indicating an evolving economic landscape.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode