Bloomberg Surveillance TV: May 23, 2024
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 23 May 2024
⏱️ 33 minutes
🧾️ Download transcript
Summary
-Sarah Hunt, Alpine Saxon Woods Chief Market Strategist
-Holger Schmieding, Berenberg Chief Economist
-Dana Peterson, The Conference Board Chief Economist-Matthew Diczok, Bank of America Head of Fixed Income Strategy
Sarah Hunt of Alpine Saxon Woods discusses Nvidia's impact on the equity market, saying mega-cap stocks are insulated from the effects of higher rates and that the market would struggle without the impacts of AI. Berenberg's Holger Schmieding overviews the Fed and ECB's diverging paths forward and his expectations for global trade after the US presidential election. Matthew Diczok of Bank of America and Dana Peterson of The Conference Board react to falling weekly jobless claims numbers and how higher rates are impacting the economy.
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Transcript
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| 0:29.0 | Bloomberg Audio Studios Bloomberg Audio Studios. |
| 0:34.2 | 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. |
| 0:52.5 | From our global headquarters in New York City, |
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| 1:02.8 | And as always on the Bloombo Terminal and the Bloomboke Business app. |
| 1:06.5 | Joining us now is Dana Peterson of the Conference Board alongside Matt Desock of Merrill and Bank for |
| 1:11.2 | America Private Bank. |
| 1:12.4 | Dana, can I come to you first please and just get your response to jobless claims? |
| 1:16.0 | The scare of a few weeks ago, is it over? |
... |
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