Bloomberg Surveillance

In this insightful discussion, Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, focuses on the Fed's impact on the economy and political influences on markets in 2025. Wendy Schiller, a political analyst from Brown University, shares perspectives on the upcoming Trump administration and its implications. Nicole Larson from Colliers discusses shifts in consumer spending towards goods rather than experiences. Talley Leger, from The Wealth Consulting Group, critiques macroeconomic indicators, emphasizing the mixed signals in the bear case for the U.S. economy.

Margie Patel, Senior Portfolio Manager at Allspring Global Investments, shares that the stock market is set for a decent year, highlighting investment strategies. Ryan Petersen, Founder and CEO of Flexport, discusses the looming impact of strikes and tariffs on supply chains, emphasizing businesses' need to adapt. Both delve into the volatility in markets and the shift towards equities as interest rates rise, while also considering the implications of upcoming political events on various sectors.

Explore how the upcoming earnings season could reshape the market, especially during the holiday shopping period. Dive into the crucial role of inflation-adjusted rates and understand their implications for investors. Discover insights on current real rates and their historical context. Learn about consumer behavior after Fed rate hikes and how corporations are adapting to changing market conditions.

Ann Miletti, Head of Equity at Allspring Global Investments, shares her expertise on value investing strategies. She delves into the potential of small and mid-cap stocks, emphasizing diversification and growth prospects in the financial and healthcare sectors. The conversation also touches on the implications of artificial intelligence and 5G in investment opportunities, while analyzing the current economic outlook influenced by political tensions. A fascinating exploration of how these factors intersect to shape the market landscape!

Delve into the ripple effects of recent U.S. infrastructure legislation and how it shapes economic growth. Discover insights into the logistics and retail dynamics that drive national security concerns and family-owned business strategies. Explore the evolving landscape of a legacy retail brand, focusing on Nordstrom's privatization challenges. Learn about the necessary shifts to enhance customer loyalty and get a glimpse into the future of luxury retail as it heads toward 2025.

Michael O'Rourke, an analyst at Jones Trading, advises caution when considering the S&P 500, highlighting the complexities of market dynamics. Clint Henderson from The Points Guy shares that travelers are venturing further and longer this holiday season, and he suggests seeking international travel deals. They also touch on changing behaviors in the real estate market and the potential impact of upcoming economic forecasts on consumer habits.

Tina Fordham, a seasoned geopolitical strategist at Fordham Global Foresight, dives into the shifting landscape of global politics and its impact on markets. She highlights the erosion of norms in U.S. foreign policy and the need for investors to adapt to rising geopolitical tensions. The conversation also touches on the importance of diplomatic relationships among major powers and the influence of smaller nations’ interactions with Russia. Fordham emphasizes how these dynamics can reshape strategies for investors navigating today’s complex global market.

Explore the historical struggles of content creators fighting against monopolies and how blockchain could reshape their financial landscape. Discover how on-chain technology empowers creators, allowing them to retain ownership and connect directly with their audiences. Learn about innovative platforms enhancing artist-fan relationships, especially in music. Dive into a unique on-chain rewards system transforming customer interactions in restaurants and envision a more equitable creator economy that benefits everyone involved.

The House narrowly passed a funding bill just before a shutdown deadline, showcasing deep partisan divides. Experts discuss the challenges facing the Democratic party under new leadership and the Republican struggles with border security. They also tackle the influence of figures like Ramaswamy and Musk on legislation, despite not being elected officials. Moreover, the potential impact of cryptocurrencies, especially Dogecoin, on political conversations raises questions about readiness for complex issues. The Senate's role in ensuring government continuity is also highlighted.

Jordan Rochester, Head of Macro Strategy at Mizuho, and Jim Caron, CIO at Morgan Stanley Investment Management, dive into pressing economic issues. They discuss President-elect Trump's tariff threats, questioning their seriousness and implications. Caron highlights the recent equity selloff as a healthy market correction. The conversation also touches on currency trends, anticipated interest rate changes, and the potential impacts of infrastructure investments, offering a comprehensive outlook as 2025 approaches.