Bloomberg Surveillance

Gina Martin Adams, a savvy financial market strategist, joins alongside Betsey Stevenson, an expert in labor and family economics. They dive into the potential of Chinese equities, currently undervalued, while discussing the necessary reforms for a brighter investment future. Betsey sheds light on pressing family dynamics, emphasizing the challenges of childcare and divorce in America, particularly post-COVID. Together, they paint a vivid picture of how socio-economic factors intertwine with market trends.

Sarah Hunt, Chief Market Strategist at Alpine Woods Capital Investors, shares insights on how market risks have subsided, while Bill Lee, Chief Economist at the Milken Institute, addresses concerns about China's economic stability and its impact on global markets. Annmarie Hordern discusses political dynamics at the Democratic National Convention, especially around Kamala Harris’s voter engagement efforts. The conversation navigates the relationship between economic data, market trends, and cautious investment strategies.

Join investment expert John Stoltzfus from Oppenheimer as he discusses the potential for an equity rally and the impact of the Jackson Hole conference on market projections. Kailey Leinz shares insights on voter dynamics at the DNC, highlighting the influence of female and Latino voters in the election. Mick Mulroy offers a deep dive into the proposed ceasefire between Israel and Hamas, emphasizing humanitarian concerns. Expect engaging discussions on market dynamics, political strategies, and the intersection of finance and global events.

Anna Wong, a financial analyst renowned for her economic forecasts, teams up with Geoffrey Yu, a specialist in global investment strategies. They dive into recent trends in the dollar's performance, highlighting its notable weakness. The discussion also covers the implications of July's surprisingly low payroll figures and how financial institutions like Goldman Sachs shape government policies. They analyze current currency dynamics, focusing on the dollar's influence in Asia-Pacific and Latin America, along with market predictions for the Euro.

Bob Michele, Global Head of Fixed Income at JP Morgan, shares insights on Fed rate cut expectations. Mike Pyle, former Deputy National Security Advisor, discusses his role in shaping economic policy during the Biden Administration. Mary Powell, CEO of Sunrun, highlights the urgent need for a revamped US electrical grid to support AI advancements and renewable energy. They explore the intricate interplay between monetary policy, economic trends, and the future of energy, providing listeners with thought-provoking perspectives on today’s economy.

Kelsey Berro, an insightful finance expert, and Gautam Mukunda, a strategist and leadership guru, delve into current market trends influenced by recent events. They discuss the cyclical nature of American political polarization, revealing how it shapes economic policies. The duo shares investment insights crucial for navigating today's financial landscape, analyzing key indicators and sector performance. They also touch on the transformative role of technology in business collaboration, highlighting innovative tools that empower financial decision-making.

Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, analyzes recent equity market movements and whether we've exited correction territory. Kelsey Berro from JP Morgan Investment Management discusses how fixed income acts as a hedge amid market uncertainty. Meanwhile, Henrietta Treyz, Managing Partner at Veda Partners, shares insights on the upcoming Democratic National Convention, Kamala Harris's strategies, and how political dynamics might influence the presidential race. Together, they provide a comprehensive look at markets and the political landscape.

Amos Hochstein, Senior Advisor to the President for Energy and Investment, discusses the nuances of White House energy policy and ongoing ceasefire talks in Gaza. Steve Englander, Global Head of FX Research at Standard Chartered, analyzes the strength of the Yen and market expectations surrounding a potential rate hike from Ueda. Kelsey Berro, a Fixed Income Portfolio Manager at JPMorgan, sheds light on shifting Federal Reserve expectations in response to robust U.S. economic data, impacting investment strategies in the bond market.

Katy Kaminski, a leading analyst renowned for her market insights, joins investment strategist Aoifinn Devitt, who specializes in risk management. They delve into the current resilience of the financial markets, drawing parallels to August 1998, while discussing effective trading strategies. The conversation highlights the need for portfolio diversification beyond the classic 60-40 model. Plus, they share a delightful nod to local culture by connecting baseball teams to their nearby hot dog stands, emphasizing the importance of community.

John Bolton, a former U.S. Ambassador to the UN, discusses the escalating tensions between Israel and Iran, emphasizing the potential repercussions for U.S. foreign policy as elections approach. Darrell Cronk, Wells Fargo's Chief Investment Officer, predicts a modest economic slowdown, hinting that equities may face challenges ahead. Noel Dixon from State Street Global Markets considers the implications of Vice President Kamala Harris's upcoming economic plan amidst current market dynamics and political uncertainties.