In his latest Bloomberg TV interview, Bilal Hafeez gives his take on NFP, a 50bp Fed cut in September, recession signs, and more!
00:20-03:45 – NFP expectations.
03:51-04:30 – A 50bp Fed cut in September?
04:45-06:46 – Signs of a recession?
07:03-07:51 – Bond market dynamics.
08:17-11:34 – US consumers and AI market dynamics.
(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)
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