Bloomberg Surveillance TV: May 20, 2024
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 20 May 2024
⏱️ 37 minutes
🧾️ Download transcript
Summary
-Stuart Kaiser, Citi Head of Equity Trading Strategy
-Michael O'Leary, Ryanair CEO
-Stephanie Roth, Wolfe Research Chief Economist
-Mark McCormick, TD Securities Global Head: FX and EM Strategy
Stuart Kaiser of Citi says markets are trying to run with the Fed's bias toward cutting interest rates. Ryanair CEO Michael O'Leary says he's seeing the situation around Boeing improving in 'baby steps' and overviews his expectations for the summer travel season. Stephanie Roth of Wolfe Research and TD's Mark McCormick share their views on whether we're seeing a 'cracking' or a 'normalization' in inflation and what it means for the Fed and the currency exchange market.
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Transcript
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| 0:29.0 | Bloomberg Audio Studios 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 |
| 0:45.8 | Abramowitz and Anne Marie Hordern. Join us each day for insight from the best in |
| 0:49.8 | markets, economics and geopolitics. |
| 0:52.6 | From our global headquarters in New York City, we are live on Blo |
| 0:55.6 | television weekday mornings from 6 to 9 a.m. Eastern. |
| 0:58.8 | Subscribe to the podcast on Apple, Spotify or anywhere else you listen. |
| 1:02.8 | And as always on the Bloombo Terminal and the Bloomboke Business app. |
| 1:06.6 | We begin with our top story, kicking off the week with all eyes on NVIDIA. |
| 1:10.4 | The city Stuart Kaiser writing this, |
| 1:12.1 | markets will be captivated by NVIDIA earnings, but after that event, |
| 1:16.0 | there are about two weeks without clear catalyst. |
| 1:19.0 | Last quarter, Russell 2000 and S&P 500 equal weight, both outperformed the S&P by about 200 basis points between |
| 1:26.4 | NVIDIA earnings and the March-CPI report. |
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