Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney
January 3, 2025
That includes:
• Neil Dutta, Head of Financial Analysis at Renaissance Macro Analysis, expresses pessimism concerning the well being of the US financial system within the new yr, significantly in terms of the housing and labor markets
• Priya Misra, Mounted Revenue Portfolio Supervisor at JP Morgan Asset Administration, discusses the outlook for mounted revenue in 2025 and the continued power of the company debt market
• Mike Wilson, Chief US Fairness Strategist at Morgan Stanley, affords his outlook for buyers within the yr forward and explains why he believes short-duration property and money are nonetheless viable choices till earnings breadth improves.
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