Bloomberg Surveillance

Torsten Slok, Chief Economist at Apollo Management, shares insights on the ‘no landing scenario’ in the U.S. economy. Brent Schutte, Chief Investment Officer at Northwestern Mutual, warns that investors might be overly optimistic about future Fed rate cuts. Kurt Reiman, Head of Fixed Income at UBS, explains the link between soaring U.S. treasury yields and strong economic growth, rather than political factors. Together, they dissect the impact of monetary policies, corporate earnings in a rising interest rate climate, and the complexities of navigating economic uncertainty.

Brian Belski, Chief Investment Strategist at BMO Capital Markets, shares bullish insights on the equity market and predicts strong performance through 2025. Wendy Schiller, a Brown University professor, analyzes the complex dynamics leading to the 2024 election, highlighting voter behavior and political strategies. Meanwhile, Francisco Blanch, an expert from Bank of America, provides valuable perspectives on the commodities market, including trends in oil and gold amid geopolitical tensions. This discussion combines finance with keen political insights.

Daniel Morris, Chief Market Strategist at BNP Paribas Asset Management, discusses the resilience of the U.S. economy despite looming negative shocks. Jim Caron, Co-CIO at Morgan Stanley, shares insights on the challenges of controlling inflation, regardless of election outcomes. Meanwhile, Aditya Bhave, Senior U.S. Economist at BofA Global Research, remains skeptical about economic reacceleration. Together, they analyze market dynamics, geopolitical pressures, and investment strategies, underscoring the complexity of today's economic landscape.

Kathy Bostjancic, Chief Economist at Nationwide, dives into the potential economic impacts of Federal Reserve rate cuts, while Henrietta Treyz, Managing Partner at Veda Partners, analyzes the 2024 U.S. election dynamics, focusing on voter behavior and polling challenges. Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, shares her bullish outlook on the stock market amidst political uncertainties. Lisa Mateo rounds it all up with global newspaper headlines, giving context to the evolving landscape. Expect insightful takes on economic resilience and investment strategies!

Anastasia Amoroso, Chief Investment Strategist at iCapital, discusses the economy's surprising resiliency driving market trends. Lindsey Piegza, Chief Economist at Stifel, critiques the Federal Reserve's recent interest rate cut, suggesting it sent mixed signals about their economic strategy. Kit Juckes, Soc Gen's Chief FX strategist, analyzes the foreign exchange landscape, noting the U.S. dollar's strength amidst global economic challenges. The trio explores investment strategies and upcoming political factors that could reshape market dynamics.

Lara Rhame, Chief Economist at FS Investments, shares her insights on the potential for a not-so-soft landing in the economy and its ties to the 2024 election. Nancy Curtin, Partner & Global CIO at AlTi, remains bullish on the S&P 500, dissecting market fundamentals. Gautam Mukunda, a Yale lecturer, analyzes how the presidential race could impact markets. Carole Streicher from KPMG discusses the recovering M&A landscape and what trends to watch for in 2024, emphasizing the role of capital and upcoming regulatory changes.

Dan Morgan, a senior portfolio manager at Synovus Trust, provides insight into Netflix's impressive third-quarter performance, with over 5 million new subscribers adding to its growth. He discusses the company's strategic shift towards advertising, attracting nearly half of new users with ad-supported tiers. Morgan also analyzes the focus on revenue metrics over subscriber counts and the pricing challenges amid fierce competition in the streaming market. His perspective sheds light on Netflix's path to profitability and future growth catalysts.

Kara Murphy, CIO at Kestra Investment Management, shares her insights on the US economy and market behavior, particularly in light of recent retail sales data. Matt Sigel from Van Eck Associates discusses the evolving landscape of Bitcoin and crypto, emphasizing institutional interest and regulatory impacts. David Gura analyzes the upcoming 2024 election and the significance of voter engagement. Lastly, Lisa Mateo provides perspectives from various news sources, connecting the dots between market trends and political dynamics.

Governor Ned Lamont of Connecticut discusses the pragmatic shift in Democratic politics, contrasting it with the Biden Administration. Dan Skelly from Morgan Stanley warns that a 'red sweep' in the upcoming elections could lead to market volatility. Jeremy Stretch from CIBC provides valuable insights, suggesting the market appears oversold and analyzing the interplay between ECB and Fed policies. The conversation also touches on immigration challenges and their impact on the business landscape amid a transforming electoral climate.

Elyas Galou, Senior Investment Strategist at BofA Securities, shares his insights on the transformation of investor sentiment from 'nervous bulls' to outright bulls. Keith Lerner, Co-CIO at Truist, discusses the strongest election year for the stock market since the 1950s. Julia Coronado, founder of Macropolicy Perspectives, warns of high expectations for the Fed's next move. The conversation also touches on China's economic stimulus and the impacts on global growth, with a focus on optimistic yet cautious market dynamics.