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Bloomberg Surveillance TV: July 18, 2024
Manage episode 429522195 series 3493768
-Jay Peloksy, TPW Advisory CIO & Co-Founder
-Subadra Rajappa, Société Générale Head of US Rates Strategy
-Christopher Harvey, Wells Fargo Head of Equity Strategy
Jay Pelosky of TPW Advisory discusses the big rotation in the equity market, his expectations for the US presidential race, and his global investment outlook. SocGen's Subadra Rajappa says the market may be over-aggressive in pricing-in multiple Fed rate cuts by the end of the year. Christopher Harvey of Wells Fargo explains why the Fed's current policy trajectory 'might be probably the oddest easing cycle' he's ever seen.
See omnystudio.com/listener for privacy information.
3198 episodes
Manage episode 429522195 series 3493768
-Jay Peloksy, TPW Advisory CIO & Co-Founder
-Subadra Rajappa, Société Générale Head of US Rates Strategy
-Christopher Harvey, Wells Fargo Head of Equity Strategy
Jay Pelosky of TPW Advisory discusses the big rotation in the equity market, his expectations for the US presidential race, and his global investment outlook. SocGen's Subadra Rajappa says the market may be over-aggressive in pricing-in multiple Fed rate cuts by the end of the year. Christopher Harvey of Wells Fargo explains why the Fed's current policy trajectory 'might be probably the oddest easing cycle' he's ever seen.
See omnystudio.com/listener for privacy information.
3198 episodes
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