Bloomberg Surveillance

Cam Dawson, CIO of New Edge Wealth, shares insights on investment strategies for 2025 amidst expectations of slower growth. Winnie Cisar, Global Head of Strategy at Creditsights, dives into bond market signals and economic forecasts, emphasizing key trends in fixed income. Lisa Mateo, a Bloomberg journalist, adds her perspective on the current media landscape. The discussion also touches on the legacy of Jimmy Carter, reflecting on his humanitarian impact and lasting influence in today’s political climate.

Jeannie Shanzano, a political science professor at Iona University, and Rick Davis, a partner at Stonecourt Capital, discuss the life and legacy of former President Jimmy Carter, who recently passed away at 100. They delve into Carter's rise to the presidency, his pivotal role in the Camp David Accords, and the challenges he faced, such as the Iran hostage crisis. The conversation also highlights Carter's post-presidential humanitarian efforts and the impact of his innovative governance, setting a precedent for future leaders and earning him the Nobel Peace Prize.

Dan Ives predicts a monumental AI-driven upgrade cycle for Apple in 2025, sparking excitement in tech investments. The conversation dives into the rocky landscape of the Republican party, highlighting challenges in passing legislation amid a slim majority. Experts discuss the implications of tariffs and immigration policies on inflation, complicating the Federal Reserve's strategies. With forecasts for economic growth, the potential for rate hikes looms, reflecting the delicate balance between managing inflation and fostering growth.

Melissa Otto, Head of TMT Research at Visible Alpha, shares insights on Big Tech's 2025 landscape, discussing upcoming challenges and an anticipated product upgrade cycle. Julie van Ullen, Chief Revenue Officer at Rakuten, analyzes changing consumer behaviors, emphasizing the impact of early holiday shopping and value-driven purchases. They explore the evolving dynamics between e-commerce and brick-and-mortar stores, and how retailers must adapt to meet the demands of savvy consumers, particularly Gen Z.

Peter Tchir, Head of Macro Strategy at Academy Securities, predicts increased market volatility in January, urging vigilance among investors. Wendy Schiller, Director at Brown University, discusses the complexities facing the incoming Trump administration, emphasizing that quick victories are unlikely despite a Republican trifecta. The conversation also touches on global investment opportunities, with a focus on China amidst rising trade tensions and geopolitical strategies that could reshape U.S.-Europe relations.

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.