Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney
September 25, 2024 (with guest co-host David Gura)
Featuring:
• Virginie Maissonueve, Global CIO of Equity at Allianz Global Investors, examines the path of inflation in the US and weighs in on China’s massive economic stimulus package
• Connecticut Gov. Ned Lamont (D) explains his support for Vice President Kamala Harris and her economic proposals, while also addressing former President Donald Trump’s reversal on state and local tax policy (SALT).
• Michael Mauboussin, Head of Consilient Research for Morgan Stanley’s Counterpoint Global, breaks down the concept of market concentration risk
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