Bloomberg Surveillance TV: July 18, 2024
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 18 July 2024
⏱️ 40 minutes
🧾️ Download transcript
Summary
-Jay Peloksy, TPW Advisory CIO & Co-Founder
-Subadra Rajappa, Société Générale Head of US Rates Strategy
-Christopher Harvey, Wells Fargo Head of Equity Strategy
Jay Pelosky of TPW Advisory discusses the big rotation in the equity market, his expectations for the US presidential race, and his global investment outlook. SocGen's Subadra Rajappa says the market may be over-aggressive in pricing-in multiple Fed rate cuts by the end of the year. Christopher Harvey of Wells Fargo explains why the Fed's current policy trajectory 'might be probably the oddest easing cycle' he's ever seen.
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | The Bloomberg Sustainable Business Summit returns to Singapore on July 31st for solutions-driven discussions on unlocking growth in times of increased ESG scrutiny. |
| 0:09.0 | Join global business leaders to drive innovation and scale best practices in sustainable |
| 0:13.5 | business summit advisors Bangkok bank crazers |
| 0:16.6 | property redseat global rge echneider electric star energy geothermal |
| 0:21.8 | presenting sponsors standard, the Singapore Economic Development Board. |
| 0:26.0 | Learn more at Bloomberg Live.com |
| 0:28.0 | slash Sustainable Biz Singapore Bloomberg Audio Studios. |
| 0:34.2 | 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 |
| 0:49.8 | markets, economics and geopolitics. From our global headquarters in New York City, |
| 0:54.0 | we are live on Bloombo Television weekday mornings from 6 to 9 AM |
| 0:58.0 | Eastern. Subscribe to the podcast on Apple, Spotify, |
| 1:01.0 | or anywhere else you listen. |
| 1:02.0 | And as always on the Blumbo Terminal and the Bloebu Television. Apple, Spotify, or anywhere else you listen. |
| 1:02.8 | And as always on the Bloombo Terminal and the Bloomburg Business App. |
| 1:06.4 | Jay, remember when Summer was boring, wasn't that great? |
| 1:10.6 | There is nothing boring about this right now, is there? |
| 1:12.6 | No, not at all, John. It's been really a crazy market just in the last couple of days, going |
| 1:17.2 | back the last couple of months. I mean, when you talk about, just as the crescendo about a |
| 1:21.6 | narrow market in bad breath reaches its peak right boom massive |
| 1:26.2 | reversal huge move in small caps that we can talk about throughout this morning |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Bloomberg, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Bloomberg and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.