Trump and Fed Angst | Bloomberg Surveillance | December 27, 2024
Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney
December 27, 2024 (with guest co-host Jess Menton)
Featuring:
• Robert Teeter, Chief Investment Strategist at Silvercrest Asset Management, looks back on 2024 in markets and examines the prospects for greater returns from small caps in 2025
• Melissa Otto, Head of TMT Research at Visible Alpha, previews the year ahead in technology investing and discusses whether mega cap growth stocks can continue to outpace the rest of the market
• Jennifer Lee, Senior Economist at BMO Capital Markets, breaks down the positive macroeconomic picture in the US and enduring resilience of its consumers
• Julie Van Ullen, Chief Revenue Officer at Rakuten Rewards, dissects the biggest trends to impact the retail sector this holiday season and where consumer strength will come from in the year ahead
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