Mike Wilson, Morgan Stanley Chief US Equity Strategist & Chief Investment Officer, says inflation will come down but "it's not going to be good for stocks." Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, suggests there could be a scenario in which the Fed "has to come back" if inflation doesn't go down. Anastasia Amoroso, iCapital Chief Investment Strategist, believes the Fed would need to go higher to really crack the economy. Mike Schumacher, Wells Fargo Global Head of Macro Strategy, says it's surprising to see the markets pricing in so much Fed easing. Tom Forte, DA Davidson Sr. Research Analyst, discusses Apple and AI. 
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Mike Wilson, Morgan Stanley Chief US Equity Strategist &amp; Chief Investment Officer, says inflation will come down but "it's not going to be good for stocks." Bruce Kasman, JPMorgan Chief Economist &amp; Head of Global Economic Research, suggests there could be a scenario in which the Fed "has to come back" if inflation doesn't go down. Anastasia Amoroso, iCapital Chief Investment Strategist, believes the Fed would need to go higher to really crack the economy. Mike Schumacher, Wells Fargo Global Head of Macro Strategy, says it's surprising to see the markets pricing in so much Fed easing. Tom Forte, DA Davidson Sr. Research Analyst, discusses Apple and AI. 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

Surveillance: Traders Weigh A Fed Pause

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d05b5082-845b-4cb4-a11f-b02100f012e3/transcript

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