Bloomberg Surveillance TV: May 1, 2024
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 1 May 2024
⏱️ 28 minutes
🧾️ Download transcript
Summary
-Tony DeSpirito, BlackRock Global CIO of Fundamental Equities
-Earl Davis, BMO Global Asset Management Head of Fixed Income & Money Markets
-Jonathan Pingle, UBS Chief US Economist
BlackRock's Tony DeSpirito sees 'an opportunity for stock pickers' ahead with earnings estimates normalizing between mega-cap stocks and the rest of the market. BMO's Earl Davis says US 10-yr yields could retest 5% and previews the Fed decision's impact on the treasury market. Jonathan Pingle of UBS reacts to stronger-than-expected ADP labor market data for April and looks ahead to the Fed's rate decision.
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Transcript
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| 0:00.0 | Join us in Chicago, we're virtually on May 2nd for Bloomberg's business value of AI event and networking reception. |
| 0:06.5 | This event will gather business and technology executives to share their experiences |
| 0:11.3 | and provide insights into their strategies for deploying AI that |
| 0:14.5 | achieves a desirable ROI. |
| 0:16.8 | You'll also learn how companies have successfully implemented AI solutions that have improved |
| 0:21.3 | productivity and profitability. |
| 0:23.6 | This program is proudly sponsored by IBM. |
| 0:26.1 | Register at Bloomberg Live.com. |
| 0:28.3 | A.I. |
| 0:31.0 | radio studios. Podcasts. Bloomberg Audio Studios. |
| 0:33.7 | Podcasts, Radio News. |
| 0:36.5 | This is the Bloomberg Surveillance Podcasts. The Bloomberg Surveillance Podcast. I'm Jonathan Ferro along with Lisa |
| 0:45.2 | Abramowitz and Amari Hordern. Join us each day for insight from the best in |
| 0:49.3 | markets, economics and geopolitics. From our global headquarters in New York City |
| 0:54.0 | we are live on Bloomberg Television weekday mornings from 6 to 9 a.m. |
| 0:58.0 | Eastern subscribe to the podcast on Apple, Spotify or anywhere else you listen |
| 1:02.0 | and as always on the Bloombo |
| 1:03.3 | terminal and the Bloombic business app. |
| 1:05.3 | Jonathan Pinkle of UPS is still with us. |
| 1:07.3 | Jonathan we've been talking about the effort the Federal Reserve needs to go |
| 1:09.8 | to get inflation back down towards target. |
| 1:12.2 | How much of that is being offset by |
... |
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