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.

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8am-9am: Kass & Zandi

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

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Kass: algos exaggerating short-term market moves

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