Bloomberg Surveillance TV: May 10, 2024
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 10 May 2024
⏱️ 27 minutes
🧾️ Download transcript
Summary
-Anastasia Amoroso, iCapital Chief Investment Strategist
-Neil Dutta, Renaissance Macro Head of US Economic Research
-Oliver Chen, TD Cowen Senior Equity Research Analyst
Anastasia Amoroso of iCapital says the US has entered the 'last mile' of disinflation, and believes Fed rate cuts are still on the table this year. Neil Dutta of Renaissance Macro expects a 'more balanced mix' of economic growth going forward and agrees the case for rate cuts is 'still quite strong.' TD Cowen's Oliver Chen looks ahead to a busy week of retail earnings, and says consumers are becoming increasingly price-conscious.
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Transcript
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| 0:00.0 | The countdown has begun. |
| 0:02.0 | From May 14th to 16th, a thousand global leaders will gather in Doha for the Carter Economic Forum powered by Bloembach. |
| 0:10.0 | Join heads of state, influential ministers and leading CEOs to make new connections, |
| 0:16.2 | gain unique insights and uncover valuable opportunities in one of the world's most rapidly rising regions. |
| 0:24.2 | Request your invite for this exclusive event at cuttereconomicforum.com. Bloomberg Audio Studios. |
| 0:34.0 | Podcasts, Radio News. |
| 0:37.0 | This is the Bloomberg Surveillance Podcasts I'm Jonathan Ferro along with Lisa |
| 0:45.6 | Abramowitz and Amri Hordern. Join us each day for insight from the best in markets, |
| 0:50.3 | 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 a.m. Eastern. Subscribe to the podcast on Apple, Spotify, or anywhere else you listen. |
| 1:02.6 | And as always on the Bloebo Terminal and the Bloebo Business app. |
| 1:06.1 | Anastasia joins us now for more. |
| 1:08.1 | Anastasia, can we start by talking about the setup going into next week with some big data points |
| 1:12.1 | on deck including |
| 1:12.8 | CPA and retail sales. Can you walk us through that? |
| 1:16.8 | Sure. Well, good morning, John. And first of all, I want to comment on this bad news |
| 1:20.9 | conversation going into next week. I don't actually think we have much in |
| 1:25.5 | terms of bad news. You know we had slightly weaker GDP report but if you look |
| 1:29.8 | underneath the hood we actually have a very strong core demand in the economy. |
| 1:35.2 | When you look at the real-time consumer data, it's actually improving from earlier in the |
| 1:39.6 | year. |
| 1:40.6 | And if you look at the manufacturing surveys, maybe they disappoint a little bit on a one month basis, |
... |
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