Bloomberg Surveillance

Aoifinn Devitt, Chief Global Strategist at Moneta, shares insights on the market effects of the 2024 presidential race and ASML's chip warning. Ann Miletti, Head of Equity at Allspring Global Investments, discusses the upcoming earnings season's impact on U.S. equities. Lakshman Achuthan, Founder of ECRI, analyzes the current economic cycle and inflation trends. Kailey Leinz, host of Bloomberg's "Balance of Power," reflects on political uncertainties surrounding the presidential race and highlights key moments from John Micklethwait's interview with Donald Trump.

Dive into the world of finance as seasoned professionals share their insights. Discover how demographic shifts are shaping market strategies and influencing investment decisions. Explore the long-term impacts of declining interest rates and inflation, along with the spending habits of aging populations. Gain valuable perspectives on the challenges of fixed income investments and the evolving real estate landscape in today's economic climate.

Vishal Khanduja, Head of Broad Markets Fixed Income at Morgan Stanley, discusses the low spread risk in bond portfolios. Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, emphasizes companies with strong balance sheets during earnings season. Max Kettner, HSBC's Chief Multi-Asset Strategist, believes the market is underestimating the resilience of the US consumer. The trio delves into the interplay of geopolitical concerns and economic uncertainty, offering strategic insights into navigating investments as 2025 approaches.

Chuck Clough, Chairman at Clough Capital, dives into current market trends, emphasizing the interplay of earnings and investor reactions. Jennifer Lawless from the University of Virginia shares insights on the pivotal dynamics of the 2024 presidential race. Retired Brigadier General Mark Kimmitt analyzes the complexities of the Middle East conflict and its global implications. Lisa Mateo rounds things out by discussing crucial news trends, making for a well-rounded look at how politics and geopolitics impact financial markets.

Tune in live on YouTube for an engaging morning experience, complete with real-time market insights. The interactive format brings a visual twist to the essential financial discussions. Join industry experts as they delve into the latest economic trends and data. Subscribers get a front-row seat to the conversations shaping the markets.

Nela Richardson, Chief Economist at ADP, shares insights on the labor market, predicting a clouded October jobs report. Kate Moore, Head of Thematic Strategy at BlackRock, discusses solid but not spectacular revenue growth in Q3. Both guests highlight the cautious investor sentiment ahead of the U.S. elections, as the landscape shows mixed market signals. They also explore the impact of high interest rates on real estate, consumer resilience amid uncertainties, and how China’s economic struggles might affect the U.S. economy.

Simon Johnson, a renowned MIT economics professor and Nobel Prize co-recipient, shares insights on technology, prosperity, and societal progress. He emphasizes the need for inclusive prosperity, advocating for equitable job opportunities and addressing corruption's historical effects on economic development. The conversation also highlights effective investment strategies in today's real estate market and critiques the adverse impacts of heavy tariffs on lower-income populations, offering a comprehensive look at the current economic landscape.

Simon Johnson, a 2024 Nobel Prize winner in Economics and MIT professor, shares insights on technology's impact on jobs and wealth disparity. Lori Calvasina analyzes the potential downturn in US equities amid election uncertainties, while Johanna Chua offers a deep dive into China's fiscal strategies and growth outlook. Amrita Sen discusses energy policies, including Saudi Arabia's production strategies and the implications of low inventory levels. Together, they explore the complex dynamics shaping today’s global economy.

Discover timely updates on Boeing's workforce reduction and insights into union negotiations. Hear about U.S. sanctions on Iran and the latest corporate earnings from BlackRock and JPMorgan. Explore President Biden's response to Hurricane Milton and the effects of declining consumer sentiment on the economy. Stay informed with quick, engaging news that impacts global business.

John Stoltzfus, Chief Investment Strategist at Oppenheimer, discusses the surprising resilience of the American consumer amidst economic shifts. Gerard Cassidy, Head of US Bank Equity Strategy at RBC, analyzes bank earnings and suggests the sector has less risk compared to previous downturns. Lara Rhame, Chief US Economist at FS Investments, describes inflation as a persistent challenge for the Fed. The trio explores the implications of stable interest rates, recent economic data, and the evolving banking landscape.