Bloomberg Surveillance

Jeffrey Rosenberg, Blackrock Managing Director, discusses the latest Fed decision with Bloomberg's Tom Keene, Lisa Abramowicz, and Jonathan Ferro. They analyze Jerome Powell's statements, market reactions, changing dynamics in the market, impact on different segments of society, and strategies for higher returns.

Former NY Fed President Bill Dudley discusses the impact of capital rules on working families, the state of the economy, Powell's approach to rate cuts, the recent Fed decision on inflation, and Chairman Powell's views on a soft landing for the economy.

Fed Chair Jay Powell discusses the current state of equity and bond markets, lack of pushback on rate cuts, stability of cash, recent price action, reflections on economic forecasting, strategies for stepping out of cash, and potential rate cut and inflation.

The hosts discuss the Federal Reserve's decision and unemployment forecast, potential consequences of new bank capital rules, and the impact of the decision on financial markets. They analyze the yield curve inversion and anticipate questions for Chairman Powell, and discuss potential adjustments in Federal Reserve policy.

The podcast touches on the risk factor of the Fed in the markets, interest rate cuts predicted for late 2024, the market running ahead of the Fed, economic slowdown indicating a Fed cut, banks deleveraging due to anticipated slower growth.

Dana Peterson predicts consumer spending to decrease with rising core prices. Alicia Levine believes the Fed won't cut rates until late 2024. Lindsey Piegza worries about insufficient tightening leading to entrenched inflation. Christyan Malek expects global oil markets to tighten soon.

Guests include Carl Riccadonna, BNP Paribas Chief US Economist, Sarah Hunt, Alpine Saxon Woods Chief Market Strategist, Greg Valliere, AGF Chief US Policy Strategist, and Max Layton, Citi Global Head of Commodities Research. Topics covered include peak restrictions, the role of bonds in investor portfolios, potential surprises from the Democrats, and the need for OPEC+ to maintain cuts for market balance.

Julie Su, US Acting Secretary of Labor, discusses the better-than-expected November jobs report. Economists analyze the report's impact on the Fed's rate decision and services inflation. The potential consequences of new bank capital rules on working families and small businesses are explored. Uncertainty in monetary policy outlook and managing short-term investments are also discussed, along with the tension between the Federal Reserve's cautious outlook and investors seeking high yields.

Tiffany Wilding expects growth stagnation as Fed's policy drags build. David Bailin sees opportunity in rising earnings as markets normalize. Randy Kroszner doubts Fed's inflation goal due to wage growth. Paul Sankey worries about Saudi Arabia dumping oil market. Terry Haines recaps fiery Republican debate.

Liz Ann Sonders doesn't believe the economy justifies a Fed rate cut. Amanda Lynam discusses how private credit can now compete with banks. Libby Cantrill previews the fourth GOP debate. Elliot Ackerman provides insight on the Israel-Hamas war.