Bloomberg Surveillance TV: August 6, 2024
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 6 August 2024
⏱️ 29 minutes
🧾️ Download transcript
Summary
-Jim Caron, Morgan Stanley Investment Management CIO, Cross-Asset Solutions
-Neil Dutta, Renaissance Macro Research Head of US Economic Research
-Oliver Chen, TD Cowen Managing Director & Columbia Business School Professor of Retailing
Jim Caron of Morgan Stanley breaks down the selloff in global markets, saying the moves have more to do with investor positioning than economic fundamentals. Neil Dutta of Renaissance Macro discusses why he's calling for the Fed to cut 50 basis points in their September meeting. Oliver Chen of TD Cowen examines the state of the consumer after raising his price target on Walmart.
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Transcript
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| 0:00.0 | I'm Jason Kelly Bloomberg Original's chief correspondent. |
| 0:04.0 | Join me and sports leaders like Boston Celtics co-owner Steve Paliuka, |
| 0:08.0 | National Women Soccer Commissioner Jessica Berman, |
| 0:11.0 | Orioles owner David Rubinstein, |
| 0:13.6 | and even my co-host on the deal, Alex Rodriguez. |
| 0:16.5 | Plus many more at Bloomberg Power Players New York |
| 0:19.3 | on September 5th, conversations that |
| 0:21.6 | will empower you to stay ahead of the game. |
| 0:25.0 | Register now at Bloomberg Live.com slash Power Player. |
| 0:30.0 | Bloomberg Audio Studios. |
| 0:34.3 | Podcasts, Radio News. |
| 0:37.0 | This is the Bloomberg Surveillance Podcast. I'm Jonathan Ferro, along with Lisa |
| 0:45.8 | Abramowitz and Anne Marie Hordern. Join us each day for insight from the best in |
| 0:49.9 | markets, economics and geopolitics. From our global headquarters in New York City |
| 0:54.3 | we are live on Bloombe Television weekday mornings from 6 to 9 a.m. Eastern |
| 0:58.3 | subscribe to the podcast on Apple, Spotify, or anywhere else you listen. |
| 1:02.8 | And as always on the Bloombo Terminal |
| 1:04.6 | and the Bloomburg Business app. |
| 1:06.4 | We begin with our tough story. |
| 1:07.6 | Stocks rebounding from a three day global slump. |
| 1:10.0 | Jim Karen and Morgan Stanley saying the selloff is a correction rather than the start of a bare market, |
| 1:15.3 | writing the magnitude is not unusual, but the speed at which is happening is. |
... |
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