Where the Equity Rally Goes in 2025

Where the Equity Rally Goes in 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 3rd, 2025
Featuring:

  • Neil Dutta, Partner/Head: US Economic Research at Renaissance Macro Research, on the rise in bond yields, the outlook for recession, and the health of he US economy as we kick off 2025
  • Priya Misra, Portfolio Manager - Core Plus Fund at JP Morgan Asset Management, talks about the US soft landing, peak rates, and where to go from here in fixed income
  • Mike Wilson, Chief US Equity Strategist at Morgan Stanley, joins for two segments to discuss US economic resilience, where we are in the equity market bull run, and whether traders will experience more choppiness in 2025
  • Lisa Mateo on newspapers

See omnystudio.com/listener for privacy information.

Jaksot(4325)

8am-9am: Kass & Zandi

8am-9am: Kass & Zandi

Seabreeze Partners' Doug Kass says a broken market system is being dominated by algos who are agnostic to balance sheets. Moody's Analystics' Mark Zandi says unemployment insurance claims remain low, ...

22 Helmi 201642min

Zandi: strong wage growth driving U.S. economic expansion

Zandi: strong wage growth driving U.S. economic expansion

Moody's Analytics' Mark Zandi says stronger wage growth and consumer spending are driving economic growth. He says this on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/li...

22 Helmi 201611min

Zandi: odds of recession in U.S. between 15-20%

Zandi: odds of recession in U.S. between 15-20%

Moody's Analytics' Mark Zandi says the odds of a U.S. recession are between 15 to 20 percent and there are more worries about economies overseas. He says this on Bloomberg Surveillance with Tom Keene ...

22 Helmi 201611min

Kass: we are at risk of saving ourselves into a recession

Kass: we are at risk of saving ourselves into a recession

Seabreeze Partners' Doug Kass says we are at risk of saving ourselves into a recession by hoarding cash and reducing personal consumption on Bloomberg Surveillance with Tom Keene and Michael McKee.See...

22 Helmi 20168min

Kass: algos exaggerating short-term market moves

Kass: algos exaggerating short-term market moves

Seabreeze Partners' Doug Kass weighs in on tepid economic growth and algos that are exaggerating short-term market moves on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/l...

22 Helmi 201612min

Sinche: countries eyeing competitive devaluation

Sinche: countries eyeing competitive devaluation

Amherst Pierpont's Robert Sinche says competitive devaluation is something countries are looking at because monetary policy is ineffective on Bloomberg Surveillance with Tom Keene and Michael McKee.Se...

22 Helmi 201611min

Sinche: markets more excited about "Brexit" than is justified

Sinche: markets more excited about "Brexit" than is justified

Amherst Pierpont's Robert Sinche says markets are more excited about "Brexit" than is justified on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy infor...

22 Helmi 201611min

Hintz: banks are difficult to shrink

Hintz: banks are difficult to shrink

NYU's Brad Hintz says banks are difficult to shrink and more likely you'll see trimming around the edges. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listen...

22 Helmi 20168min

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