Bloomberg Surveillance TV: June 13, 2024

Bloomberg Surveillance

Bloomberg

News, Investing, Business News, Business

4 • 1.1K Ratings

🗓️ 13 June 2024

⏱️ 26 minutes

🔗️ Recording | iTunes | RSS

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Summary

- John Stoltzfus, Oppenheimer, Chief Investment Strategist
- Subadra Rajappa, Societe Generale, Head of US Rates Strategy
- Jonathan Pingle, UBS, Managing Director and Chief U.S. Economist
- Terry Haines, Pangaea Policy Advisory Founder

John Stoltzfus of Oppenheimer discusses how markets touched record highs following yesterday’s Fed decision. Societe Generale's Subadra Rajappa and Jonathan Pingle of UBS react to yesterday’s CPI data and Fed decision. Terry Haines of Pangaea Policy discusses Trump meeting with CEOs and lawmakers in DC.

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Transcript

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0:00.0	Bloomberg Audio Studios.
0:04.2	Podcasts, Radio News.
0:07.0	This is the Bloomberg Surveillance Podcast. I'm Jonathan Ferro, along with Lisa
0:15.8	Abramowitz and Anne Marie Hordern. Join us each day for insight from the best in
0:19.8	markets, economics and geopolitics.
0:22.5	From our global headquarters in New York City,
0:24.7	we are live on Bloomberg Television weekday mornings
0:26.9	from 6 to 9 a.m. Eastern.
0:28.7	Subscribe to the podcast on Apple, Spotify,
0:31.2	or anywhere else you listen.
0:32.8	And as always on the Bloombo Terminal and the Bloomburg Business app.
0:36.3	John Stolfus of Oppenheimer saying this,
0:38.4	Residence is what's likely underpinning the economy's
0:41.1	trajectory towards normalization.
0:42.9	We believe the U.S. economy is like the mid-cycle rather than late cycle as some suggest.
0:48.8	John is with us for more.
0:50.0	John can monitor.
0:51.2	Good morning, John.
0:52.2	Another all-time high in the equity market.
0:54.0	And I just want to frame your views coming into 24 because I think it's important to sing your
0:57.8	praises because you are a modest man and won't do it yourself.
1:00.8	You came into this year and you said, I'm constructive risk, I'm along the equity market, but it's not dependent on this Federal Reserve kind of interest rates.
	...

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