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Bloomberg Surveillance

Bloomberg Surveillance: The Bullish Case For 2024

Bloomberg Surveillance

Bloomberg

News, Business, Business News, Investing

3.81.2K Ratings

🗓️ 21 December 2023

⏱️ 38 minutes

🧾️ Download transcript

Summary

Steven Ricchiuto, Mizuho Securities Chief US Economist, reacts to a resilient US jobless claims report and cautions that the recession the market is pricing-in doesn't happen. Stuart Kaiser, Citi Head of US Equity Trading Strategy, says bullishness likely has a wider window to perform going into 2024. Susan Thornton, Paul Tsai China Center at Yale University Senior Fellow, expects a tumultuous year ahead for US-China relations. Robert Fishman, Moffettnathanson Sr. Research Analyst, discusses the potential merger of Warner Bros. Discovery and Paramount Global.
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Transcript

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0:00.0

To me, context is about pattern recognition.

0:02.8

It's connecting the dots.

0:04.4

It's giving readers an ability to synthesize

0:07.6

a number of different perspectives

0:09.2

so they can understand how the greater whole works,

0:12.0

because nothing really occurs in isolation anymore.

0:14.4

I'm Tim O'Brien and I'm the senior executive editor at Bloomberg Opinion.

0:18.0

On our platform, we ask tough questions and solve complex problems with the facts in mind.

0:23.0

Start exploring our opinion coverage and more at Bloomberg.com slash subscribe. This is the Bloomberg Surveillance Podcast. I'm Lisa Abramowitz, along with Tom Keene and Jonathan

0:40.4

Pharaoh. Join us each day for insight from the best in economics,

0:44.4

geopolitics, finance, and investment.

0:46.8

Subscribe to Bloomberg surveillance on demand on Apple, Spotify,

0:50.2

and anywhere you get your podcasts.

0:52.2

And always on Bloomberg.com the

0:54.0

Bloomberg Terminal and the Bloomberg Business app. To talk about the

0:57.2

specific sectors and some of the rolling recessions, one of the

1:00.8

recessions has been in the logistics area in the shipping area and I do before we get to Steve Rishuto of Mizujo here I do want to just touch base with Lee

1:10.0

Glasgow senior a logistics analyst at Bloomberg Intelligence and Lee, the reason why you're

1:15.9

really the person who I want to speak to is to understand how much we could be dealing with

1:19.6

potential supply chain disruptions again because of what we're seeing in the Red Sea.

1:24.0

Yeah I don't think these are going to be a major dislocation. I think it's going to be more or less a

1:28.5

hiccup if you will. But the net effect is that freight rates are rising.

...

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