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.

Episoder(4445)

Levy: Fed is struggling to boost aggregate demand

Levy: Fed is struggling to boost aggregate demand

Berenberg's Mickey Levy says that the Fed is finding it hard to translate policy into action. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy inf...

4 Mar 20168min

Levy: Europe is overly dependent on Draghi

Levy: Europe is overly dependent on Draghi

Berenberg's Mickey Levy says that the ECB is the backstop for Europe. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

4 Mar 201612min

8am-9am ET: Levy & Gross

8am-9am ET: Levy & Gross

Berenberg's Mickey Levy counts down to the U.S. monthly jobs report, while Janus Capital Management's Bill Gross analyzes the numbers as they come out. They join Tom Keene and Michael McKee on Bloombe...

4 Mar 201642min

Mather: negative rates already counterproductive in Europe

Mather: negative rates already counterproductive in Europe

PIMCO's Scott Mather says that the ECB's loose policy is damaging the financial sector in Europe. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy...

4 Mar 201611min

Mather: if Fed waits too long, it faces impossible situations

Mather: if Fed waits too long, it faces impossible situations

PIMCO's Scott Mather says that in the course of this year, the market will go from worrying about deflation to expecting an overshoot on inflation targets. He joins Tom Keene and Michael McKee on Bloo...

4 Mar 201611min

Koesterich: gold is working well for portfolios

Koesterich: gold is working well for portfolios

BlackRock's Russ Koesterich says that gold is reasserting itself as a hedge. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

4 Mar 20168min

Koesterich: market doesn't know what to make of the jobs report

Koesterich: market doesn't know what to make of the jobs report

BlackRock's Russ Koesterich says that the jobs report is full of mixed messages. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

4 Mar 201612min

9am-10am ET: Koesterich & Mather

9am-10am ET: Koesterich & Mather

Blackrock's Russ Koesterich & PIMCO's Scott Mather provide insight and analysis on the monthly U.S. jobs report. They join Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/list...

4 Mar 201642min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
pengesnakk
utbytte
rss-politisk-preik
finansredaksjonen
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
livet-pa-veien-med-jan-erik-larssen
stormkast-med-valebrokk-stordalen
rss-markedspuls-2
rss-pa-konto
rss-sunn-okonomi
lederpodden
rss-investering-gjort-enkelt