Bloomberg Surveillance TV: May 28, 2024
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 28 May 2024
⏱️ 31 minutes
🧾️ Download transcript
Summary
-Lori Calvasina, RBC Capital Markets Head of US Equity Strategy
-Pooja Sriram, Barclays VP, US Economics Research
-Deborah Cunningham, Federated Hermes Chief Investment Officer, Global Liquidity Markets
-Steven Pagliuca, Bain Capital Private Equity Senior Advisor + PagsGroup Chair, CEO and Founder, Boston Celtics and Atalanta BC co-owner
RBC's Lori Calvasina says investors are facing 'a lot of fog' around what the next year brings for markets. Pooja Sriram of Barclays and Deborah Cunningham of Federated Hermes share their outlooks for the Federal Reserve, inflation and whether current policy is restrictive. Boston Celtics and Atalanta BC co-owner Steven Pagliuca discusses how he's built success across two storied franchises as Atalanta celebrates its Europa League title and the Celtics return to the NBA Finals.
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Transcript
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| 0:00.0 | Bloomberg Audio Studios. |
| 0:04.2 | Podcasts, Radio News. |
| 0:07.0 | This is the Bloomberg Surveillance Podcast. I'm Jonathan Ferro, along with Lisa |
| 0:15.8 | Abramowitz and Anne Marie Hordern. Join us each day for insight from the best in |
| 0:19.8 | markets, economics and geopolitics. |
| 0:22.5 | From our global headquarters in New York City, |
| 0:24.7 | we are live on Bloomberg Television weekday mornings |
| 0:26.9 | from 6 to 9 a.m. Eastern. |
| 0:28.7 | Subscribe to the podcast on Apple, Spotify, |
| 0:31.2 | or anywhere else you listen. |
| 0:32.8 | And as always, on the Bloombo Terminal and the Bloombicina |
| 0:37.2 | of RBC saying this, for a material move higher in the market by year end |
| 0:40.9 | to be justified on the math, |
| 0:42.4 | we think investors will need to start |
| 0:43.9 | focusing on the outlook for 25 where visibility still seems a bit limited. |
| 0:49.6 | Lori's with us here in New York. |
| 0:50.8 | Lori good morning to you. |
| 0:51.8 | Thanks for having me. |
| 0:52.8 | Let's talk about 2025. |
| 0:54.0 | I think it's so difficult to do without really knowing |
| 0:56.0 | what happens in November. |
| 0:57.2 | How hard is it to answer that question? |
... |
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