Bloomberg Surveillance TV: December 20, 2024
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 20 December 2024
⏱️ 27 minutes
🧾️ Download transcript
Summary
- Jordan Rochester, Head of Macro Strategy at Mizuho
- Jim Caron, CIO: Cross Asset Solutions at Morgan Stanley Investment Management
- Subadra Rajappa, Head: US Rates Strategy at Societe Generale
Jordan Rochester of Mizuho joins to discuss President-elect Trump's EU tariff threat, calling it "news, if he's serious." Morgan Stanley's Jim Caron discusses why the recent equity selloff is "healthy." Subadra Rajappa of Societe Generale offers her take on where yields could move by the end of 2025.
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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. Before investing, carefully consider the fund's objectives, risks, charges, expenses, |
| 0:24.2 | and more in the full or summary prospectus at globalxetfs.com. Read carefully, distributed by |
| 0:28.3 | SEI Investments Distribution Company. What could you do if your data was working for you and not against |
| 0:35.1 | you? With Bloomberg delivering enterprise data directly to your systems, |
| 0:40.2 | you get easy access to the details you want, |
| 0:43.4 | optimized for higher level analysis, |
| 0:46.0 | and financial data experts committed to helping you maximize your every move. |
| 0:50.9 | Our data is made for more, |
| 0:53.4 | so you can show the world what you're made of. Visit |
| 0:56.7 | Bloomberg.com slash enterprise data to learn more. |
| 1:02.4 | Bloomberg Audio Studios. Podcasts, radio, news. |
| 1:11.4 | This is the Bloomberg Surveillance Podcast. |
| 1:14.4 | I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Hordern. |
| 1:18.0 | Join us each day for insight from the best in markets, economics and geopolitics. |
| 1:22.7 | From our global headquarters in New York City, we are live on Bloomberg Television |
| 1:26.2 | weekday mornings from 6 to 9 a.m. Eastern. |
| 1:29.0 | Subscribe to the podcast on Apple, Spotify or anywhere else you listen. And as always, on the Bloomberg |
| 1:34.0 | Terminal and the Bloomberg Business app. The EU will be hoping this is the same political |
| 1:38.6 | theatre as 2018. I would argue that hope is not a plan. And LNG imports won't address the |
| 1:43.8 | size of the US trade deficit, but it's the best the EU have got to work with. |
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