Max Kettner

Max Kettner, Chief Multi-Asset Strategist at HSBC, predicts economic turbulence ahead and the potential for a recession in 2025. Christopher Hughes, co-founder of Facebook, dives into the challenges facing Big Tech as they gear up for Meta's earnings. Former Federal Reserve President Eric Rosengren shares insights on balancing Fed independence with current economic pressures and the outlook for interest rates. Together, they unravel the complexities of navigating the U.S. economy and emerging market opportunities amidst shifting government policies.

Manny Roman, CEO of PIMCO, discusses the explosive need for private credit financing in the AI data center boom and the importance of careful capital deployment amid uncertainty. He warns that historical recessions could significantly impact private market returns. Max Kettner, Chief Multi-Asset Strategist at HSBC, explores the current equity rally and posits that a Federal Reserve rate cut could drive asset inflation, despite concerns about potential policy reversals. Their insights shed light on pivotal market dynamics.

Max Kettner, Chief Multi-Asset Strategist at HSBC, dives deep into sinking Q4 earnings expectations and highlights a bullish stance on US equities and AI investments. Steve Sadove, former CEO of Saks Inc., shares insights on holiday retail trends and the creative strategies behind luxury brand management. Jeffrey Roach, Chief Economist at LPL Financial, discusses economic tailwinds for 2026, while Jordan Rochester analyzes the FX landscape, emphasizing market skepticism around UK borrowing forecasts. It's a rich blend of finance and innovation!

Subadra Rajappa, Societe Generale Head of US Rates Strategy, sees a recession in the first half of 2024. Tom Forte, DA Davidson Sr. Research Analyst, discusses Apple as Citi sees another 30% upside. Paul Donovan, UBS Global Wealth Management Chief Economist, says we're seeing disinflation. Max Kettner, HSBC Chief Multi-Asset Strategist, says he struggles to see a big downside surprise in earnings. Clint Henderson, The Points Guy Managing Editor, discusses airline delays persisting ahead of the holiday weekend. 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.

Max Kettner, Analyst at HSBS, discusses the bullish outlook for tech. Ed Yardeni predicts a US recession. Jane Foley anticipates the euro's vulnerability. Simon French shares insights on the BOE rate decision.

Vishal Khanduja, Head of Broad Markets Fixed Income at Morgan Stanley, discusses the low spread risk in bond portfolios. Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, emphasizes companies with strong balance sheets during earnings season. Max Kettner, HSBC's Chief Multi-Asset Strategist, believes the market is underestimating the resilience of the US consumer. The trio delves into the interplay of geopolitical concerns and economic uncertainty, offering strategic insights into navigating investments as 2025 approaches.

Max Kettner, Global Research Chief Multi-Asset Strategist at HSBC, analyzes recent equity market volatility and anticipates the upcoming FOMC policy meeting. Sharon Miller, Co-Head of Business Banking at Bank of America, notes a sense of cautious optimism among small business owners with potential Fed rate cuts ahead. Tiffany Wilding, an Economist at PIMCO, and Troy Gayeski, Chief Market Strategist at FS Investments, discuss the implications of these cuts on both the economy and credit markets, highlighting the resilience of small businesses amid inflation.

Avery Sheffield from Vantage Rock shares insights on market rebounds post-pullback. Warren Pies of 3Fourteen and Max Kettner from HSBC offer predictions on market trends amid earnings season and the Fed meeting. Investor Bill Miller IV discusses crypto opportunities amidst rising interest. Tech expert Steve Kovach analyzes challenges facing major tech players like Amazon and Apple, highlighting what to watch as the market navigates significant fluctuations. The episode dives into how these factors could shape future market conditions.

Financial analyst Larry McDonald and economic strategist Max Kettner discuss market updates, passive investing risks, and the impact of interest rate volatility on equity multiples. They also touch on HSBC experts, social media presence, and upcoming events.

Former St. Louis Fed President Jim Bullard discusses reacceleration of the US economy. Michael Darda predicts high probability of US recession. Max Kettner highlights bearish market sentiment. Diana Amoa talks about lackluster growth outside the US.