Subadra Rajappa

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.

The podcast delves into dividend strategies in finance, highlighting a book predicting a stock market paradigm shift. Market analysis covers big cap tech resilience, Nvidia stock, and Federal Reserve rate cut debates. The discussion also includes financial planning dilemmas, wearable technology innovations, and housing market trends.

Jeannette Lowe, Director of Policy Research at Strategas Securities, dives into the unpredictability of policy from the Trump administration and the consequential trade tariffs. Subadra Rajappa, Head of US Rates Strategy at Societe Generale, shares insights on the potential paths for interest rates in the U.S., highlighting the effects of ongoing policy uncertainty. Together, they navigate the intricate relationship between tariffs, consumer behavior, and economic strategies while discussing the uncertainty facing small business owners.

Jay Pelosky discusses equity market rotation & US presidential race, Subadra Rajappa warns on over-aggressive Fed rate cut pricing, Christopher Harvey critiques Fed's odd easing cycle. Topics include political pressure on Biden, small cap shift, airline warnings, rate cut debates, interest rate forecasts, market dynamics, and commodity stocks.

Guests from Oppenheimer, Societe Generale, UBS, and Pangaea Policy Advisory discuss market highs post-Fed decision, react to CPI data, and analyze Trump's DC meeting. Topics include inflation, equities forecast, financial success, insurance solutions, Fed's economic outlook, rate cutting cycle, retirement security, Biden vs. Trump policies, U.S. foreign policy, and potential changes.