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Bloomberg Surveillance

Bloomberg Surveillance TV: December 12, 2024

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.81.2K Ratings

🗓️ 12 December 2024

⏱️ 26 minutes

🧾️ Download transcript

Summary

- Frank Aquila, Sullivan & Cromwell
- Peter Tchir, Academy Securities Head of Macro Strategy
- Samuel Zief, JP Morgan Private Bank Global Macro Strategist & Head of Global FX Strategy

Frank Aquila of Sullivan & Cromwell is expecting a lot of inbound M&A from Europe and Asia. Peter Tchir of Academy Securities says the U.S. must prepare for China to increasingly share their brands globally, and its chips and A.I. focus are a big concern. Samuel Zief of JP Morgan believes European outlook is tilted to the downside. 

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Transcript

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0:00.0

Landmark infrastructure legislation was passed in the last Congress. Now comes the work of getting it built.

0:04.9

The Global X U.S. infrastructure development ETF, ticker PAVE, invests in dozens of companies helping shape the future of American infrastructure.

0:12.1

Investing involves risk, including possible loss of principle. Investments in infrastructure-related companies have greater exposure to the potential adverse economic, regulatory, political, and other changes affecting such entities.

0:21.0

Before investing, carefully consider the fund's objectives, risks, charges, expenses, and more

0:24.5

in the full or summary prospectus at globalxetfs.com.

0:27.2

Read carefully, distributed by SEI Investments Distribution Company.

0:30.9

Are you looking for a new podcast about stuff related to money?

0:35.4

Well, today's your lucky day.

0:37.2

I'm Matt Levine.

0:38.3

And I'm Katie Greifeld.

0:39.7

And we are the hosts of Money Stuff, The Podcast.

0:43.1

Every Friday, we dive into the top stories about Wall Street, Finance, and other stuff.

0:48.0

We have fun. We get weird, and we want you to join us.

0:51.5

You can listen to Money Stuff, the podcast on Apple Podcasts, Spotify, or wherever you get your podcasts.

1:00.6

Bloomberg Audio Studios.

1:05.0

Podcasts, Radio News.

1:14.0

This is the Bloomberg surveillance podcast.

1:17.6

I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Hordern.

1:22.4

Join us each day for insight from the best in markets, economics and geopolitics.

1:26.2

From our global headquarters in New York City, we are live on Bloomberg Television weekday mornings from 6 to 9 a.m. Eastern.

1:28.9

Subscribe to the podcast on Apple, Spotify, or anywhere else you listen. And as always, on the

1:33.8

Bloomberg Terminal and the Bloomberg Business app. Peter Shear of Academy Securities, coming back with

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