Bloomberg Surveillance TV: May 2, 2024
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 2 May 2024
⏱️ 25 minutes
🧾️ Download transcript
Summary
-Andrew Hollenhorst, Citi Chief US Economist
-Savita Subramanian, Bank of America Head of US Equity & Quantitative Strategy
-Stephane Bancel, Moderna CEO
Citi's Andrew Hollenhorst reacts to the Fed's decision to hold interest rates, saying inflation data will give the Fed the opportunity to cut rates this year. BofA's Savita Subramanian says the US will achieve a soft landing where the market adapts to higher rates. Moderna CEO Stephane Bancel reacts to better-than-expected first quarter earnings and discusses the company's upcoming RSV vaccine.
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Transcript
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| 0:00.0 | The countdown has begun. |
| 0:02.0 | This May, a thousand global leaders will gather in Doha for the Carter Economic Forum powered by Bloebag, |
| 0:08.6 | held in conjunction with our official partners, the Carter Ministry of Commerce and Industry and |
| 0:14.3 | Media City Carter, and Premier sponsor, Q&B. |
| 0:18.5 | Join heads of state, influential ministers and leading CEOs to make new connections and gain unique insights. |
| 0:26.4 | Learn more 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 Bloombo Terminal and the Bloomboke Business app. |
| 1:06.2 | Sevita joins us now. |
| 1:07.1 | Sevita, good morning to you. |
| 1:08.4 | Good morning. |
| 1:09.4 | Which one is this? Thaflation, hard landing, no landing. |
| 1:11.1 | Where are we going? |
| 1:12.1 | I think we're going to a soft landing with a reasonable market environment. |
| 1:18.0 | Maybe better growth ahead than what we're used to. |
| 1:21.1 | Higher rates, a little bit higher inflation, but look where we are in inflation. |
| 1:25.1 | These are the levels that we all used to write about as the Goldilocks levels, right? |
| 1:30.0 | We're not at nine, we're not at zero, we're around three or four, those are healthy levels for equities. |
... |
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