Bloomberg Surveillance

Expect a surge in M&A activity from Europe and Asia, as industry leaders discuss new opportunities. The U.S. must brace for China's expanding global influence, especially in tech. With a bearish outlook for Europe, the experts analyze the implications of recent geopolitical shifts and their effect on financial markets. Topics on Federal Reserve policies, dollar dynamics, and investment banking trends paint a comprehensive picture of global economic health and future strategies for navigating competitive landscapes.

Join Jeffrey Rosenberg, a Portfolio Manager at BlackRock, and Lindsey Piegza, Chief Economist at Stifel, as they delve into the complexities of inflation and interest rates in the current market. They discuss the potential for rate cuts and the implications of a second Trump administration on economic policies. Rosenberg dives into fixed income strategies while Piegza offers insights on consumer spending trends. Together, they navigate the intricate landscape of economic resilience and the evolving political dynamics shaping investment opportunities.

Discover the impact of landmark infrastructure legislation on investment opportunities and the economy. Delve into the interplay between inflation trends and potential Federal Reserve rate cuts. Explore how geopolitical tensions with China shape the landscape. Plus, learn about the importance of mental health support in navigating today's complexities. This conversation is packed with insights that connect economics with well-being.

French Hill, a Republican Congressman from Arkansas, emphasizes that tariffs are more about long-term spending reform than simply balancing the budget. David Kelly, Chief Global Strategist at JPMorgan, discusses the Fed's balancing act—navigating current economic realities while anticipating future policy shifts. Both guests highlight the implications of recent CPI data on interest rate cuts, with Kelly expressing cautious optimism from CEOs and small businesses about the economic outlook.

Andrew Sheets, Chief Cross-Asset Strategist at Morgan Stanley, sheds light on inflation trends and the anticipated shifts in monetary policy, describing a hopeful outlook for disinflation. Meanwhile, Elizabeth Economy, a Stanford University professor, shares expert insights into the complex dynamics of US-China relations, detailing China’s political landscape under Xi Jinping and the ramifications for global geopolitics. Both guests discuss strategic implications for investment and economic stability amid evolving international challenges.

This discussion dives into varied predictions for economic outlooks leading up to 2025, noting the crucial impact of inflation data. It explores bold consensus forecasts for double-digit earnings growth while addressing challenges faced in small-cap predictions. The conversation also unpacks the historical ramifications of Syria's collapse and U.S. military involvement in the Eastern Mediterranean, illuminating its influence on American foreign policy and future engagements.

Bob Doll, the CEO and CIO of Crossmark Global Investments, shares his bullish outlook on dividend stocks for the upcoming year. Ellen Wald, a senior fellow at The Atlantic Council, highlights Saudi Arabia's pivotal role in Syria's future, especially after the Assad regime's decline. Jill Carey Hall from BofA notes that mid-cap stocks may be a smarter investment in 2025 as small-caps navigate an ongoing earnings recession. The conversation weaves through market trends, geopolitical influences, and strategic investment opportunities.

Monica Guerra, Executive Director at Morgan Stanley Wealth Management, shares insights on Trump's economic policies and cabinet selections. Ellen Wald, Senior Fellow at the Atlantic Council, dives into the complexities of the oil market amid Middle Eastern tensions. Lisa Mateo, a Bloomberg journalist, adds her take on current events. The discussion touches on the $2 trillion budget deficit, immigration reforms, and the unexpected stability of oil prices, reflecting on their implications for inflation and the U.S. economy.

Nela Richardson, ADP's Chief Economist and ESG Officer, shares valuable insights on the Fed's interest rate decision, emphasizing their wait for upcoming CPI data. She discusses the contrasting signals in the labor market and the high stakes of job loss in today's economy. Tim Adams suggests a more cautious fiscal approach, while Andrew Hollenhorst warns about job prospects. The conversation navigates through economic optimism amidst inflation concerns, reflecting on how policies and market dynamics will shape the future.

Joumanna Bercetche, a Bloomberg Television anchor in Dubai, and Henrietta Treyz, Managing Partner at Veda Partners, delve into the geopolitical implications of the Assad regime's collapse in Syria. They discuss the jubilant reactions from Syrians and the emerging complexities in regional politics. The duo also explores how these developments impact the market, emphasizing the need for cautious investment strategies amidst shifting political landscapes and potential legislative challenges in Washington.