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Bloomberg Surveillance TV: August 6, 2024
Manage episode 432845422 series 2997040
-Jim Caron, Morgan Stanley Investment Management CIO, Cross-Asset Solutions
-Neil Dutta, Renaissance Macro Research Head of US Economic Research
-Oliver Chen, TD Cowen Managing Director & Columbia Business School Professor of Retailing
Jim Caron of Morgan Stanley breaks down the selloff in global markets, saying the moves have more to do with investor positioning than economic fundamentals. Neil Dutta of Renaissance Macro discusses why he's calling for the Fed to cut 50 basis points in their September meeting. Oliver Chen of TD Cowen examines the state of the consumer after raising his price target on Walmart.
See omnystudio.com/listener for privacy information.
3332 episode
Manage episode 432845422 series 2997040
-Jim Caron, Morgan Stanley Investment Management CIO, Cross-Asset Solutions
-Neil Dutta, Renaissance Macro Research Head of US Economic Research
-Oliver Chen, TD Cowen Managing Director & Columbia Business School Professor of Retailing
Jim Caron of Morgan Stanley breaks down the selloff in global markets, saying the moves have more to do with investor positioning than economic fundamentals. Neil Dutta of Renaissance Macro discusses why he's calling for the Fed to cut 50 basis points in their September meeting. Oliver Chen of TD Cowen examines the state of the consumer after raising his price target on Walmart.
See omnystudio.com/listener for privacy information.
3332 episode
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