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.