Bloomberg Surveillance TV: July 1, 2024
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 1 July 2024
⏱️ 25 minutes
🧾️ Download transcript
Summary
-Cameron Dawson, NewEdge Wealth Chief Investment Officer
-David Kelly, JPMorgan Chief Global Strategist
-Michael Darda, Roth MKM Chief Economist & Macro Strategist
Cameron Dawson of NewEdge Wealth says the slowing in US GDP indicates the US is 'coming off the boil' but not yet falling off a cliff. David Kelly of JPMorgan says last week's presidential debate 'meaningfully increases the likelihood of a Republican sweep in November.' Michael Darda of Roth MKM looks ahead to a busy week of economic data headlined by Friday's payrolls report, saying an uptick in the unemployment rate should set off alarm bells at the Fed.
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Transcript
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| 0:00.0 | Join Stacey Abrams, Leib Shriver, Gina McCarthy, and more of the planet's environmental |
| 0:06.2 | leaders and problem solvers for the Bloomberg Green Festival in Seattle, July 10th to the 13th. |
| 0:12.8 | Title sponsor Amazon, Official Airline, Alaska Airlines. |
| 0:17.6 | Supporting sponsor, Providence. |
| 0:19.9 | Contributing sponsor, Wareyerhauser. |
| 0:22.6 | Get 40% off using promo code Radio 40 |
| 0:26.0 | at Bloomberg Live.com slash Green Festival. |
| 0:34.3 | Bloomberg Audio Studios. Podcasts, Radio News. |
| 0:37.1 | 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 |
| 0:50.0 | markets, economics and geopolitics. From our global headquarters in New York City |
| 0:54.4 | we are live on Bloomboomte Television weekday mornings from six to nine a.m. |
| 0:58.0 | Eastern subscribe to the podcast on Apple, Spotify or anywhere else you listen. |
| 1:02.9 | And as always on the Bloombo Terminal |
| 1:04.6 | and the Bloombo Business app. |
| 1:06.3 | We begin with the big issue, positioning for the second half. |
| 1:08.8 | Cameron Dawson of New Edge Wealth saying this, |
| 1:10.6 | the trend is still your friend, up don't fight the trend of |
| 1:14.8 | positive equities but be aware that the market could shift quickly if growth |
| 1:18.3 | forecasts for EPS or GDP begin to get trimmed. Cameron, join us now for more. |
| 1:23.1 | Cameron, good morning to you. |
| 1:24.1 | Are we starting to see that already? |
... |
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