Bloomberg Surveillance TV: December 6, 2024
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 6 December 2024
⏱️ 32 minutes
🧾️ Download transcript
Summary
- Sucharita Kodali, Forrester VP & Principal Analyst
- Tom Porcelli, PGIM Chief US Economist
- Mohamed El-Erian, BBO & President, Queens' College Cambridge
- Jeffrey Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund
Sucharita Kodali of Forrester says consumers are spending on athleisure, after Lululemon's strong outlook. Tom Porcelli of PGIM, reacting to the November jobs data, says he thinks there are some cracks in the labor backdrop. Mohamed El-Erian of Queens' College Cambridge says, "The challenge for markets and policy would have been a consistently strong report. This is a somewhat strong report, but not consistently strong." Jeffrey Rosenberg with BlackRock also reacts to the jobs figures.
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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 in the full or summary prospectus at globalxetfs.com. |
| 0:27.2 | Read carefully, distributed by SEI Investments Distribution Company. |
| 0:29.9 | The forces shaping markets and the economy are often hiding behind a blur of numbers. |
| 0:34.9 | So that's why we created the Big Take from Bloomberg Podcasts, |
| 0:38.5 | to give you the context you need to make sense of it all. |
| 0:41.6 | Every day in just 15 minutes, we dive into one global business story that matters. |
| 0:46.2 | You'll hear from Bloomberg journalists like Matt Levine. |
| 0:49.2 | A lot of this meme stock stuff is, I think, embarrassing to the SEC. |
| 0:53.4 | Follow the Big Take podcast on the IHeart Radio app, Apple Podcasts, or wherever you listen. |
| 1:02.3 | Bloomberg Audio Studios. |
| 1:04.9 | Podcasts, Radio News. |
| 1:13.7 | This is the Bloomberg Surveillance Podcast. |
| 1:17.4 | I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Hordern. |
| 1:22.3 | Join us each day for insight from the best in markets, economics and geopolitics. From our global headquarters in New York City, we are live on Bloomberg Television |
| 1:26.1 | weekday mornings from 6 to 9 a.m. Eastern. |
| 1:28.8 | Subscribe to the podcast on Apple, Spotify, or anywhere else you listen. And as always, on the |
| 1:33.6 | Bloomberg Terminal and the Bloomberg Business app. |
| 1:36.3 | Let's turn to retail, Lulu Laman, upping its full year outlook thanks to strong sales in |
| 1:40.9 | international markets. The company is seeing flat sales in the United States last |
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