David Lebovitz

Ed Hyman, Evercore ISI Chairman & Head of Macro Economic Research, sees the Fed hiking one more time then they will be done. Thomas Tzitzouris, Strategas Head of Fixed Income Research, believes inflation expectations are bottoming for this cycle. David Lebovitz, JPMorgan Asset Management Global Market Strategist, warns against chasing the rally. Ellen Wald, Atlantic Council Senior Fellow, isn't surprised by Saudi Arabia's search for "global prestige" in the sports world, as they are "not really getting it from oil anymore." Helane Becker, TD Cowen Senior Research Analyst, discusses the airline industry following the influx of travel on July 4th. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

David Lebovitz and Jared Gross conduct an annual asset allocation draft for 2024. They discuss the economic outlook, Fed policies, fixed income market analysis, asset allocation strategies for various regions, insights on real estate and high-yield investments.

Lori Calvasina predicts a sluggish economy while Nela Richardson discusses the complexity of the Fed's job. Kevin Book believes there is room for oil to run, and Alan Ruskin anticipates a weaker dollar with a Fed cut. David Lebovitz expects airlines to raise prices. Topics include the impact of rising jet fuel prices, the state of the labor market, the stability of the dollar, and the uncertainty of economic forecasts.

Global Market Strategist David Lebovitz and J.P. Morgan Asset Management's Global Private Equity Group Co-Heads Stephen Catherwood and Ashmi Mehrotra discuss valuations, sector preferences, the secondaries market, and more. Topics include challenges faced by venture capital and buyouts in 2022, exponential growth of the private equity secondary market, and pros and cons of GP leads and LP leads.

David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, discuss macro pressures affecting private markets including slower growth, risk of recession, higher interest rates, and challenges for private equity managers in a high inflation environment.