Bloomberg Surveillance: Mission Accomplished
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 22 December 2023
⏱️ 40 minutes
🧾️ Download transcript
Summary
Michael Gapen, Bank of America Securities Head of US Economics, says November's Core PCE inflation data supports a March rate cut from the Fed. Ed Yardeni, Yardeni Research President, calls for a bullish 5,400 on the S&P 500 by the end of 2024. Kim Wallace, 22v Research Head of Washington Policy Research, gives his end-of-year political recap and outlines his expectations for 2024. Deborah Cunningham, Federated Hermes Global Liquidity Markets CIO, says cash is continuing to enter the markets via deposit products and money market funds. Brian Kelly, The Points Guy founder, overviews the holiday travel season and says most of the current travel growth is international.
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.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Osage County, Oklahoma is getting a lot of attention right now. |
| 0:04.4 | It's the setting of Martin Scorsese's latest film, |
| 0:07.8 | Killers of the Flower Moon. |
| 0:10.0 | The movies based on a book about the 1920s Osage murders, |
| 0:14.1 | when white men poured into Osage County |
| 0:16.4 | and killed Osage people for their oil wealth. |
| 0:20.1 | I'm Rachel Adams Heard, the host of InTrust, a podcast from Bloomberg and I Heart Media. |
| 0:26.8 | For over a year I was reporting a different story about other ways white people got |
| 0:32.1 | Osage, land, land and wealth and how a prominent ranching family in Osage County became one of the biggest landowners here. |
| 0:40.0 | Their ranching empire was built on land that at the turn of the century was all owned by the Osage Nation. |
| 0:47.0 | So how did they get it? |
| 0:49.0 | Listen to the award-winning podcast, Trust on the I Heart Radio app Apple |
| 0:55.3 | Podcast or wherever you get your podcast. This is the Bloomberg Surveillance Podcast. I'm Lisa Abramowitz along with Tom Keene and |
| 1:10.0 | Jonathan Farrell. Join us each day for insight from the best in economics, |
| 1:14.4 | geopolitics, finance, and investment. |
| 1:16.8 | Subscribe to Bloomberg surveillance on demand, |
| 1:19.0 | on Apple, Spotify, and anywhere you get your podcasts. |
| 1:22.2 | And always on Bloomberg.com the |
| 1:24.0 | Bloomberg Terminal and the Bloomberg Business app. |
| 1:26.7 | What gives? Let's ask that question of Michael Gapin, head of U.S. economics at |
| 1:29.9 | Bank of America securities. Michael, what is your reaction, |
| 1:32.9 | given the fact that markets seem to be a little put off |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Bloomberg, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Bloomberg and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.