Bloomberg Surveillance TV: July 8, 2024
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 8 July 2024
⏱️ 24 minutes
🧾️ Download transcript
Summary
-Pierre Ferragu, New Street Research Managing Partner
-Henrietta Treyz, Veda Partners Director Economic Policy Research
-Zachary Griffiths, CreditSights Head of US IG & Macro Strategy
-Rubeela Farooqi, High Frequency Economics Chief U.S. Economist
Pierre Ferragu of New Street Research discusses his call to downgrade NVDA from buy to neutral on valuation. Henrietta Treyz of Veda Partners discusses Democrats calling for Biden to step aside. Zachary Griffiths of CreditSights and Rubeela Farooqi of High Frequency Economics discuss the bond market rally following US payroll data and look ahead to CPI and PPI data.
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Transcript
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| 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 Bloebo Business App. |
| 1:06.4 | Joining us now, we won't be patient at all. |
| 1:08.5 | Zach Griffith is a credit size alongside Rabila Faruki of high frequency economics. |
| 1:13.0 | Rabila a question that I had last week, |
| 1:14.8 | many others as well. |
| 1:16.4 | The data last week, never mind opening the door to September. |
| 1:20.1 | Does it open the door for a real conversation, |
... |
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