Podknife - Bloomberg Surveillance TV: September 11, 2024 by Bloomberg Surveillance

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Bloomberg Surveillance TV: September 11, 2024

Podcast |: Bloomberg Surveillance
Publisher |: Bloomberg
Media Type |: audio
Podknife tags |: Business,; Business News,; Economics,; Interview,; Investing,; Stock Market
Categories Via RSS |: Business,; Business News,; News
Publication Date |: Sep 11, 2024
Episode Duration |: 00:25:39

-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 EconomistMorgan 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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