Bloomberg Surveillance

Kristina Hooper advises investors to be well-diversified in 2024, while Gerard Cassidy suggests a risk-on investment strategy. Steven Cook discusses the US's defensive approach to recent escalations in the Red Sea, and Nadia Martin Wiggen examines the impacts of geopolitical conflicts on the global oil market. Sel Hardy predicts a gradual recovery in the healthcare sector next year.

Dana Telsey recaps a busy holiday shopping season and notes moderation in consumer spending. Dan Ives predicts Apple's market cap to hit $4 trillion. Matt Miskin expects the Fed's influence over markets to decrease. Tom Tzitzouris discusses rate cuts for central banks. Norman Roule highlights escalating tensions in the Middle East.

Topics discussed include November's Core PCE inflation data, bullish 5,400 on S&P 500 by 2024, end-of-year political recap, cash inflow into markets, holiday travel season, potential disruptions, loyalty program impact on consumers, and need for consumer protections.

The podcast features guests including Mizuho Securities Chief US Economist, Citi Head of US Equity Trading Strategy, a Senior Fellow from Yale University, and a Senior Research Analyst. They discuss topics like resilient US jobless claims, bullishness in market performance, US-China relations, and the potential merger of Warner Bros. Discovery and Paramount Global. They also touch on rising shipping costs, the impact of new bank capital rules, and challenges in the media industry.

China's intention to reunify Taiwan, global easing cycle, balanced portfolio approach, Apple's expanding margins, Houthi attacks on Red Sea shipping vessels, consequences of new bank capital rules, geopolitical situation in the Red Sea

Bank of America Chairman & CEO, Brian Moynihan, discusses the bank's eventful year in 2023 and his economic outlook. Other topics include Fed Chair Powell's comments, consumer spending habits, market outlook, potential surprises, new bank capital rules' consequences, bond market momentum, yield curve outlook, and escalating Middle East tensions' impact on oil prices.

Former NY Fed President Bill Dudley warns that the market may be getting ahead of itself after Fed Chair Powell's optimistic outlook. JP Morgan Asset Management Portfolio Manager Priya Misra believes markets are not pricing in the chance of Fed cuts below 3%. TPW Advisory Principal Jay Pelosky predicts a rate cutting cycle in 2024. US Marine Corps Veteran Elliot Ackerman provides an update on the Israel-Hamas war. Kevin Book, Clearview Energy Partners Co-Founder, discusses the impacts of ongoing attacks on commercial vessels in the Red Sea.

Topics discussed include Israel-Hamas War, Jay Powell's speech, Biden's re-election fight, US-China relations, housing market difficulties, and ECB's decision date.

Fed's silence expected, global resistance affecting aid to Ukraine, disinflationary environment expected in 2024, uncertainty around inflation hinders market pricing, potential catalysts for market downturn, challenges in getting aid for Ukraine, key factors for Fed and market reaction, market response to Powell's comments

Neil Dutta discusses the Fed's rules-based framework for inflation and predicts continued economic growth. Elyse Ausenbaugh reacts to the ECB decision. Sree Kochugovindan sees the possibility of a technical recession in the UK. Stephanie Roth believes there is a wide runway for a soft landing in the US.