About this episode
Jack Caffrey, JP Morgan Asset Management Equity Portfolio Manager, says the holiday rally in the equity market is in full force. Aaron David Miller, Carnegie Endowment for International Peace Senior Fellow, discusses the latest in the Israel-Hamas war and its impact on domestic politics. Helane Becker, TD Cowen Senior Research Analyst, walks through what's expected to be the busiest holiday travel season in years amid uncertainty in the airline industry. Earl Davis, BMO Global Asset Management Head of Fixed Income & Money Markets, doesn't expect the Fed to cut rates until after the US presidential election. Mandeep Singh, Bloomberg Intelligence Sr. Technology Analyst, recaps a chaotic week for OpenAI founder Sam Altman and Nvidia's lukewarm earnings report. 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.