Bloomberg Surveillance TV: June 20, 2024
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 20 June 2024
⏱️ 34 minutes
🧾️ Download transcript
Summary
- Anastasia Amoroso, iCapital Chief Investment Strategist,
- Jonathan Miller, Miller Samuel Inc President
- Seth Carpenter, Morgan Stanley Chief Global Economist
- Savi Synth, Raymond James Managing Director, Equity Research
Anastasia Amoroso of iCapital gives an update on markets at near record highs and updates her outlook following the recent rally stating she believes there's a fair bit of economic momentum globally. Miller Samuel's Jonathan Miller reacts to state of the housing market and mortgage rates as Manhattan apartment rents slipped in May. Seth Carpenter of Morgan Stanley reacts to data and shares the impact of impact of global elections on markets saying we're going to see slower growth over 2024 relative to 2023. Savi Synth of Raymond James provides insight on the outlook for airlines and travel going into summer.
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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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| 0:28.6 | 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 Bloombergoebo Terminal and the |
| 1:04.5 | Bloombic business app. Joining us now is Seth Carpenter of Morgan Stanley |
| 1:08.2 | we're so pleased to say Seth what stands out to you initial jobless claim is |
| 1:12.3 | actually having an upward trend or this idea |
| 1:16.0 | that housing is flat on its back? I mean I think if I take them all together I'm |
| 1:20.4 | actually pretty constructive on the US for this year as a whole however I |
| 1:24.7 | think it's clear to me that we need to see we're going to see slower growth over 2024 relative |
| 1:30.5 | to 2023 and so the incremental softening |
| 1:34.2 | that you all were talking about when you talked |
| 1:36.1 | about jobless claims and where they were going, |
... |
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