Equities outlook for 2024 with Lori Calvasina, RBC Capital Markets Head of US Equity Strategy. Dana Telsey discusses record-high Black Friday sales. Aaron David Miller provides insight on the Israel-Hamas war. Torsten Slok analyzes the Fed's rate policy. Steve Schwarzman shares buying opportunities in European real estate.

Daleep Singh discusses the flight to quality in uncertain markets. Julie Norman talks about the challenges Israel faces in responding to attacks by Hamas. Torsten Slok comments on the Fed's tightening and a slowing economy. Savita Subramanian predicts a rip in markets with a projected 4,600 S&P by year-end.

In this engaging discussion, Torsten Slok, Chief Economist at Apollo Global Management, shares his insights on the potential for interest rate cuts and economic forecasts. Jennifer Lawless, a political expert from UVA, delves into the crucial role of women in upcoming elections and the barriers they face. Jeffrey Rosenberg from BlackRock analyzes bond market trends and signals for economic growth, while Greg Giroux highlights the impact of down-ballot races on political power dynamics. The conversation is a captivating blend of economics and politics!

Global Chief Investment Strategist at BlackRock, Chief Economist at Apollo Global Management, and Chief Investment Strategist at iCapital talk about global markets, Fed's stance on rate cuts, predicting market trends with AI technology, and investment strategies for public and private markets.

Jeff Rosenberg, Senior Portfolio Manager at BlackRock, joins Torsten Slok, Chief Economist at Apollo, and Michael Zezas, Global Head of Fixed Income & Public Policy Research at Morgan Stanley. They discuss the recent underwhelming jobs report and its implications for Federal Reserve policy. The trio evaluates the resilience of the economy amidst mixed signals and explores the potential impact of Trump's and Harris' fiscal policies on future market dynamics. They also dive into the shifting focus of the Fed from inflation to growth data.

Claudia Sahm, Chief Economist at New Century Advisors, leads a discussion with experts including Ira Jersey, a Chief US Interest Rate Strategist, and Anna Wong, Chief US Economist at Bloomberg Economics. They explore the recent market sell-off and its implications for interest rates. The panel analyzes job market declines and their potential effect on recession risks. Torsten Slok from Apollo Global Management adds insights on how these trends could reshape monetary policy decisions and impact investor strategies moving forward.

Jay Pelosky, Chief Investment Officer and co-founder of TPW Investment Management, dives into the shifting economic and political dynamics affecting markets. Torsten Slok, Chief Economist at Apollo Management, discusses the challenges for the Federal Reserve amid changing political landscapes. Isaac Boltansky from BTIG analyzes the Democratic Party's identity crisis post-election and what it means for future governance. Together, they explore how recent election outcomes will shape investment strategies and economic forecasts.

Torsten Slok, Chief Economist at Apollo Management, shares insights on the ‘no landing scenario’ in the U.S. economy. Brent Schutte, Chief Investment Officer at Northwestern Mutual, warns that investors might be overly optimistic about future Fed rate cuts. Kurt Reiman, Head of Fixed Income at UBS, explains the link between soaring U.S. treasury yields and strong economic growth, rather than political factors. Together, they dissect the impact of monetary policies, corporate earnings in a rising interest rate climate, and the complexities of navigating economic uncertainty.

Torsten Slok, Chief Economist at Apollo Management, dives deep into the latest labor market dynamics. He shares insights on how recent payroll data could sway Federal Reserve monetary policy. The discussion reveals the intricate ties between economic performance and consumer behavior while evaluating the stock market as a barometer for economic health. Slok highlights contrasting trends in robust economic data versus inflation and unemployment concerns, suggesting a potential shift towards less strict monetary policy and possible interest rate cuts.

Torsten Slok, Chief Economist at Apollo, shares his expert insights on the Federal Reserve and its impact on the economy. He dissects the role of economic indicators on monetary policy, emphasizing the delicate balance between inflation and employment. Slok delves into how potential Fed rate cuts could influence market dynamics and government debt servicing. He also discusses the gaps between market expectations and economic forecasts, highlighting the importance of collaboration for business success amidst uncertainty.