Claudia Sahm, Sahm Consulting Founder & Bloomberg Opinion Writer, says her biggest risk factor in the markets is the Fed itself. John Stoltzfus, Oppenheimer Asset Management Chief Investment Strategist, says any interest rate cuts would likely happen toward the end of 2024. Mike Schumacher, Wells Fargo Global Head of Macro Strategy, says that markets are running ahead of the Fed. Andrew Hollenhorst, Citi US Chief Economist, says an overall slowing of economic activity points to a Fed cut. Chris McGratty, KBW Head of US Bank Research, says banks are deleveraging amid expectations of slower growth.
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Claudia Sahm, Sahm Consulting Founder &amp; Bloomberg Opinion Writer, says her biggest risk factor in the markets is the Fed itself. John Stoltzfus, Oppenheimer Asset Management Chief Investment Strategist, says any interest rate cuts would likely happen toward the end of 2024. Mike Schumacher, Wells Fargo Global Head of Macro Strategy, says that markets are running ahead of the Fed. Andrew Hollenhorst, Citi US Chief Economist, says an overall slowing of economic activity points to a Fed cut. Chris McGratty, KBW Head of US Bank Research, says banks are deleveraging amid expectations of slower growth. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: <a href="https://www.bloomberg.com/account/newsletters/surveillance" data-destination="rte:bind">https://www.bloomberg.com/account/newsletters/surveillance</a>

The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF. 

The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: <a href="http://bit.ly/3P7nstQ" data-destination="rte:bind">http://bit.ly/3P7nstQ</a>. Watch Surveillance Radio LIVE weekday mornings: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>.

Tom Keene and Paul Sweeney have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment.

Bloomberg Surveillance

Bloomberg Surveillance: Final Fed Decision of 2023

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2f70e69c-082e-4fd3-9f6a-b0d700f90dd7/transcript

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