Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney
January 3, 2025
Featuring:
• Neil Dutta, Head of Economic Research at Renaissance Macro Research, expresses pessimism about the health of the US economy in the new year, particularly when it comes to the housing and labor markets
• Priya Misra, Fixed Income Portfolio Manager at JP Morgan Asset Management, discusses the outlook for fixed income in 2025 and the continued strength of the corporate debt market
• Mike Wilson, Chief US Equity Strategist at Morgan Stanley, offers his outlook for investors in the year ahead and explains why he believes short-duration assets and cash are still viable options until earnings breadth improves.
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