-Peter Tchir, Head of Macro Strategy, Academy Securities
-Wendy Schiller, Taubman Center For American Politics and Policy Director At Brown University
-Jay Pelosky, Chief Investment Officer/Co-Founder, TPW Investment Management

Peter Tchir of Academy Securities says he thinks January will bring, "a lot of volatility." Wendy Schiller of Brown University warns the incoming Trump administration, "Even with the Republican trifecta you will not always get the victories quickly." Jay Pelosky of TPW Investment Management is, "looking at opportunities outside the US."

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney & David GuraDecember 26th, 2024
Featuring:

• Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, joins for an extended discussion on the Fed, the US economy, and how politics could play a role in markets in 2025
• Wendy Schiller, professor at Brown University, on the incoming second Trump administration and other DC headlines
• Nicole Larson, Manager of National Retail Research at Colliers, on consumer health, recent retail trends, and spending outlook for 2025
• Talley Leger, Chief Market Strategist at The Wealth Consulting Group, talks about why the "indicator macro" has been so wrong and discusses the bear case for the US economy

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-Margie Patel, Sr. Portfolio Manager, Allspring Global Investments

-Ryan Petersen, Founder & CEO, Flexport

-Stuart Kaiser, Head of Equity Trading Strategy, Citi

Margie Patel of Allspring Global Investments says the stock market, "is reasonably priced for another decent year." "People are trying to get goods in before a potential strike or tariffs," says Ryan Petersen of Flexport gauging the impact of Trump's looming tariffs. Stuart Kaiser of Citi warns, "volatility is kind of a little bit all over the place."

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