- Dan Ives, Wedbush Equity Research Analyst
- Rob Casey, Signum Global Advisors Senior Analyst
- Chuck Lieberman, Advisors Capital Management Co-Founder & Chief Investment Officer

Dan Ives of Wedbush is predicting a record year for Apple in 2025, saying, "This is going to be an AI-driven supercycle that's multi-year." Rob Casey of Signum Global Advisors discusses the difficulties of a slim and "disunified" House majority under the Trump administration. Chuck Lieberman of Advisors Capital Management says, "No matter how you slice it, I think we've got inflation risk out there."

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Bloomberg Surveillance hosted by Paul Sweeney & Jess MentonDecember 27th, 2024
Featuring:

• Robert Teeter, Chief Investment Strategist at Silvercrest Asset Management, on market observations from 2024 and what to expect from equities in 2025
• Melissa Otto, Head: TMT Research at Visible Alpha, discusses expectations for Big Tech in 2025 and some of the most pressing questions the sector faces heading into the new year
• Jennifer Lee, Senior Economist at Managing Director at BMO Capital Markets, talks about the macroeconomic picture in the US and abroad and the outlook for inflation and the US labor market
• Julie van Ullen, Chief Revenue Officer at Rakuten, on consumer behavior this holiday season and consumer strength heading into the new year

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-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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