Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, thinks we are close to the end of the Fed's hiking cycle. Michael Shaoul, Marketfield Asset Management CEO, doesn't expect the Nasdaq to hit a new high this year. Julie Norman, UCL Center on US Politics Co-Director, says China has been put on the backfoot because of the balloon incident. Sarah Hewin, Standard Chartered Head of Europe & Americas Research, thinks the recovery in China will be led by consumers. 

<p>Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, thinks we are close to the end of the Fed's hiking cycle. Michael Shaoul, Marketfield Asset Management CEO, doesn't expect the Nasdaq to hit a new high this year. Julie Norman, UCL Center on US Politics Co-Director, says China has been put on the backfoot because of the balloon incident. Sarah Hewin, Standard Chartered Head of Europe &amp; Americas Research, thinks the recovery in China will be led by consumers. </p>

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. 

<p>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>. </p>

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

Surveillance: Fed Cycle with Calvasina

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/bd5b7169-499f-4a32-a4ac-afa100fb8ef5/transcript

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