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(4448)

Dalio: Fed's next 'big' move will be easing

Dalio: Fed's next 'big' move will be easing

Bridgewater Associates' Ray Dalio tells Bloomberg's Erik Schatzker that a Fed rate increase would be a serious mistake. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See...

3 Mar 20168min

Dalio: monetary policy in Europe & Japan is pushing on a string

Dalio: monetary policy in Europe & Japan is pushing on a string

Bridgewater Associates' Ray Dalio tells Bloomberg's Erik Schatzker that monetary policy must prioritize putting cash in the hands of spenders. All this and more on Bloomberg Surveillance with Tom Keen...

3 Mar 201612min

Stanley: Fed starting to focus on alternative inflation measure

Stanley: Fed starting to focus on alternative inflation measure

Amherst Pierpont's Stephen Stanley says that inflation expectations are very important for inflation outcomes. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listene...

3 Mar 201611min

Rattner: Trump has deep psychological problems

Rattner: Trump has deep psychological problems

Willett Advisors Chairman Steve Rattner says that Donald Trump is unfit to run for president. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy inf...

3 Mar 201611min

Hoffman: energy sector skewing jobs numbers

Hoffman: energy sector skewing jobs numbers

PNC Financial Services' Stuart Hoffman says that the collapse of American energy producers is complicating attempts to gauge the health of the jobs market. He joins Tom Keene and Michael McKee on Bloo...

3 Mar 20168min

Hoffman: Fed is stalling

Hoffman: Fed is stalling

PNC Financial Services' Stuart Hoffman says that the Fed is trying to buy time, to figure out the implications of international events. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.S...

3 Mar 201612min

8am-9am ET: Hoffman, Rattner & Stanley

8am-9am ET: Hoffman, Rattner & Stanley

PNC Financial Services Chief Economist Stuart Hoffman counts down to Friday's jobs report. Willett Advisors Chairman Steve Rattner takes the pulse of the U.S. economy. And Amherst Pierpont's Stephen S...

3 Mar 201642min

Cantrill: Trump not good for markets

Cantrill: Trump not good for markets

Pimco's Libby Cantrill weighs in on the presidential elections and how that affects markets on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy informati...

2 Mar 201611min

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