Markets Look Ahead to Fed Decision and Jobs

This Bloomberg Surveillance podcast features interviews with several guests, including Nisha Patel from Parametric, Neil Dutta from Renaissance Macro, Kristy Akullian from BlackRock, and Peter Tchir from Academy Securities. Patel discusses the municipal bond market, highlighting the opportunity for tax rebounds and high-quality assets. Dutta analyzes the impact of tariffs on the economy, noting their potential to rotate growth between sectors. Tchir examines market dynamics, focusing on national production for national security and the influence of tariffs on small to mid-sized companies. Akullian explores the growth and changes in the ETF market, particularly the rise of active management within ETFs and alternative investment categories like gold and Bitcoin.