Bloomberg Surveillance

Ben Laidler, Tower Hudson Research CEO, expects a melt-up in the fourth quarter. John Normand, JPMorgan Head of Cross-Asset Fundamental Strategy, discusses where vulnerabilities are in the markets ahead of the U.S. election. Michael Zezas, Morgan Stanley Head of U.S. Policy Research and Municipal Strategist, examines how the election could impact infrastructure policy. Stephen Stanley, Amherst Pierpont Chief Economist, says the economy can continue to recover without more stimulus in the near-term.