Bloomberg Surveillance TV: June 26, 2024
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 26 June 2024
⏱️ 30 minutes
🧾️ Download transcript
Summary
- Katrina Dudley, Franklin Templeton Public Markets Senior Investment Strategist
- Neil Dutta, Renaissance Macro Research Head of US Economic Research
- Jason Draho, UBS Global Wealth Management Head of Asset Allocation Americas
- Blerina Uruci, T. Rowe Price Chief U.S. Economist
Katrina Dudley of Franklin Templeton expects a rate cut this year, but politics may push it to 2025. Neil Dutta of Renaissance Macro Research provides insights on the risks to labor market with inflation coming down. Jason Draho of UBS and Blerina Uruci of T. Rowe Price offer perspectives on risks being skewed towards one rate cut this year and soft landing trajectory.
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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. |
| 0:36.2 | Katrina Dudley of Franklin Templeton, writing this, |
| 0:38.8 | we continue to believe in a soft landing. |
| 0:40.4 | Today's economy is better than it was at the beginning of the year. |
| 0:43.5 | The one risk on the horizon is the impact of the presidential election. |
| 0:47.6 | Katrina, I'm so pleased to say joins us now. |
| 0:49.2 | Katrina, before we get to the presidential election, we have to go to the fact that we began the show saying |
| 0:54.4 | that the runway to a soft landing is getting narrower and narrower and you're basically coming |
| 0:58.0 | out and saying, actually it's completely the opposite and people are getting more confident |
| 1:02.1 | and we have complete conviction. |
| 1:04.7 | Can you just sort of bring that together? |
| 1:07.0 | Okay, so if we think about a soft landing and you're talking about that runway being narrower, |
... |
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