Bloomberg Surveillance TV: September 11, 2024

Bloomberg Surveillance TV: September 11, 2024

-Mike Wilson, Morgan Stanley Chief US Equity Strategist & CIO
-Rob Casey, Signum Global Partner & Senior Analyst
-David Kelly, JPMorgan Chief Global Strategist-Steve Ricchiuto, Mizuho Chief US Economist

Morgan Stanley's Mike Wilson says the equity market is pivoting from quality growth stocks to defensives amid a constrained environment for the Federal Reserve. Rob Casey of Signum Global recaps the presidential debate between Kamala Harris and Donald Trump. David Kelly of JPMorgan and Steve Ricchiuto of Mizuho react to August CPI data coming in above estimates and find common ground on what the print means for the broader economy.

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Episoder(4376)

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23 Feb 20min

Trump Tariff Defeat Throws Trade Deals Into Doubt

Trump Tariff Defeat Throws Trade Deals Into Doubt

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Evolving Money: Blue Chip Meets Blockchain (Sponsored Content)

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22 Feb 16min

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20 Feb 2min

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20 Feb 24min

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