Bloomberg Surveillance

Dive into the future of trading as experts discuss the round-the-clock liquidity of S&P 500 and NASDAQ 100 futures. Explore the upcoming jobs reports and their significant implications for the economy. Unpack the evolving roles of retail investors amidst ongoing unemployment challenges and Federal Reserve dynamics. Gain insights into economic strategies and market trends that are shaping investor decisions and forecasts. It's a captivating exploration of the forces shaping our financial landscape!

Ken Rogoff, a Harvard professor and former IMF Chief Economist, shares insights on the current U.S. economy and job market. He discusses implications of the latest jobs report and the potential for rate cuts, shedding light on concerns surrounding fiscal policy amid rising interest rates. Rogoff also delves into his book about the dollar, highlighting its global impact. The conversation touches on the political dynamics influencing monetary policy and the uncertainties facing labor markets, offering a thought-provoking look into economic challenges ahead.

Howard Lutnick, the US Commerce Secretary, shares insights on a groundbreaking trade deal between the U.S. and Japan, emphasizing its economic impacts and the importance of international relations. Jeffrey Rosenberg from BlackRock discusses market reactions to the recent jobs report, while Michael Nathanson analyzes the tech industry's future following a key White House meeting. The conversation also touches on labor market dynamics, the role of immigration policy, and the effects of Federal Reserve actions on the economy.

Discover the continuous trading opportunities available in the futures market, especially with S&P 500 and NASDAQ 100 futures operating nearly around the clock. Hear insights on the limited liquidity of ETF markets and how recent job reports are shaping labor market trends. Delve into the challenges economic leaders face with downward revisions in data, as they balance inflation control against signs of slowing growth. This enlightening discussion with leading economists uncovers the complexities of navigating today's economic landscape.

Monica Guerra, Head of US Policy at Morgan Stanley, dives into President Trump's tariff regime and its economic implications. She discusses how recent tariff policies can impact the budget deficit and the rising revenue from tariffs. Guerra emphasizes the complex relationship between government actions and market behavior, highlighting consumer sentiment and resilience in various sectors. The conversation also touches on the economic landscape shaped by these policies and their effects on small businesses and overall market stability.

A deep dive into the shifting tides of investment highlights a focus on gold amidst monetary instability and rising inflation concerns. Experts share insights on the potential for interest rate cuts as economists assess economic data. The discussion veers into President Trump's influence on trade policies and tariffs, signaling his push for greater control over the economy. Alongside strategies in equity trading, the challenges facing the Federal Reserve in navigating inflation and recession paint a complex financial landscape just ahead.

Dive into the contrasting trading dynamics of futures and ETFs, revealing how CME Group's offerings shine in nearly 24-hour trading. Explore the economic struggles faced by governments, spotlighting the UK's balancing act between fiscal discipline and growth. Delve into a tech giant's slowdown in innovation, pondering missed opportunities and the impact of historical figures on the industry's future. Critiques of modern tech journalism add an intriguing twist to the tech landscape discussion.

Nancy Lazar, Chief Global Economist at Piper Sandler, delves into the latest U.S. labor market trends and economic growth drivers, highlighting the role of private sector job creation. Mark Cabana, Head of U.S. Rates Strategy at Bank of America, discusses interest rate forecasts and the impact of monetary policy on investment strategies. They explore the evolving dynamics of technological innovation in economic analysis and the potential effects of AI on various sectors, especially retail, signaling a transformative shift in market operations.

Julian Emanuel, Chief Equity and Quantitative Strategist at Evercore ISI, dives into the bullish outlook for equities amid a global bond selloff. Johanna Chua from Citi reveals insights on rising yields in Japan and the implications for Chinese economic growth. Libby Cantrill of PIMCO discusses the looming government shutdown and its potential market effects. The conversation navigates through pressing inflation concerns, geopolitical dynamics involving major world players, and the intricate relationship between monetary policy and market stability.

Tom Keene dives into the bustling futures markets, highlighting contrasts with ETF liquidity. The discussion shifts to how recent economic changes are reshaping the bond market, especially with an eye on tariffs and inflation. Insights from Yale's Budget Lab reveal the intricate dance of global relations influenced by economic policies. As a potential government shutdown looms, the implications of consumer sentiment on price changes also take center stage.