Kit Juckes

Kit Juckes, Societe Générale FX strategist on Japan, intervention and dollar trends. George Catrambone, DWS fixed-income head on jumbo tech bond deals, muni opportunities and carry strategies. Cameron Dawson, NewEdge CIO on lofty 2026 earnings forecasts, retail vs institutional positioning and big tech’s capex and AI spending.

Stuart Kaiser, Citi Head of US Equity Trading Strategy, says we're seeing some "fatigue" in tech buying. Gita Gopinath, IMF First Deputy Managing Director, says a number of factors could be "muting the effect of monetary policy transmission," and as those effects decline, "we can start seeing more of a slowing in activity." Kit Juckes, Societe Generale Chief FX Strategist, sees weakness ahead for the dollar. Cameron Dawson, NewEdge Wealth CIO, believes in the 60/40 portfolio plus alternatives. David Rubenstein, Carlyle Group Co-Chairman and Co-Founder, discusses his interview with Afsaneh Beschloss, RockCreek Founder & CEO.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Former St. Louis Fed President Bullard discusses the prospects for a soft landing. Kochugovindan reacts to BOE rate decision. Morse says there is no longer an oversupply of oil. Juckes discusses the FX market amid central bank decisions. Levy talks about the recent sale of star striker Harry Kane.

Kit Juckes, an FX and macro strategist at Société Générale, shares insights on U.S. economic resilience while questioning the market's expectations for rate cuts. Meanwhile, Jordan Rochester, a Bloomberg journalist focused on U.K. politics, compares the political brands of Nigel Farage and Donald Trump, delving into their differing personas and approaches. Together, they navigate the complex dynamics of market volatility, Japan's weakening yen, and the implications of AI in corporate strategies, providing a fascinating look at current financial landscapes.

In this discussion, Kit Juckes, Chief FX Strategist at SocGen, shares insights on the unpredictable nature of markets ahead of elections. Cameron Dawson, CIO at NewEdge Wealth, highlights how election uncertainty could trigger market volatility. Meanwhile, billionaire Mark Cuban critiques political figures, stating that Kamala Harris is more favorable for the economy. They also explore how different currency markets are influenced by election outcomes, examining potential impacts on taxation and inflation in a changing political landscape.