Bloomberg Surveillance TV: July 3, 2024
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 3 July 2024
⏱️ 33 minutes
🧾️ Download transcript
Summary
-James Athey, Marlborough Investment Management Fixed Income Fund Manager
-Charles Myers, Signum Global Advisors Chairman & Founder
-Thomas Simons, Jefferies Senior Economist: Money Market
-Mark McCormick, TD Bank Global Head: FX & EM Strategy
James Athey of Marlborough says it's too early to start trading the treasury market based on predictions of a second Trump administration. Charles Myers of Signum Global shares why he remains positive on Biden's reelection chances, saying the President needs to show the public over the next few days that he's fit for another term. Thomas Simons of Jefferies and Mark McCormick of TD Bank react to weekly jobless claims and discuss the Fed's path forward to cutting rates.
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Transcript
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| 0:00.0 | Join global business leaders and investors at the Bloomberg Sustainable Business Summit, returning to Singapore on July 31st. |
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| 0:24.0 | That's Bloomberg Live.com-sustainable-biz Singapore. |
| 0:28.6 | Bloomberg Audio Studios. |
| 0:34.0 | Podcasts, Radio News. |
| 0:37.0 | This is the Bloomberg Surveillance Podcast. I'm Jonathan Ferro along with Lisa |
| 0:45.5 | Abramowitz and Amri Hordern. Join us each day for insight from the best in markets, |
| 0:50.1 | economics and geopolitics. From our global headquarters in New York City |
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| 1:02.0 | and as always on the Bloombo |
| 1:03.6 | terminal and the Bloombo business app. |
| 1:05.4 | We be given our top story investors positioning for a potential second trump term. |
| 1:09.6 | James Athie of Marlborough Investment Management writing this, |
| 1:12.8 | isn't it a bit keen to be positioning for the Trump trade |
| 1:15.6 | four months before the election, six months before inauguration, |
| 1:19.4 | and based on the 2017 timeline, |
| 1:21.3 | around 18 months before the passing of legislation. |
| 1:24.4 | James joins us now for more. |
| 1:25.7 | So James, do you think maybe this move is a little bit premature? |
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