Bloomberg Surveillance TV: May 29, 2024
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 29 May 2024
⏱️ 34 minutes
🧾️ Download transcript
Summary
-Victoria Fernandez, Crossmark Global Investments Chief Market Strategist
-Neil Dutta, Renaissance Macro Head of US Economic Research
-Tony Rodriguez, Nuveen Asset Management Head of Fixed Income Strategy
-Tom Steyer, Galvanize Climate Solutions Co-Founder
Crossmark's Victoria Fernandez advises a 'cautious approach' for US investing as earnings growth has largely consolidated within mega-cap tech stocks. Neil Dutta of Renaissance Macro and Tony Rodriguez of Nuveen discuss what's next for the Fed, the labor market and inflation. Former Democratic Presidential candidate and co-founder of Galvanize Climate Solutions Tom Steyer talks about his new book, "Cheaper, Faster, Better: How We’ll Win the Climate War."
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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 Bloomboke Business app. |
| 0:36.4 | Victoria Fernandez is a crossmark, right in this we continue to see volatility in the markets |
| 0:40.6 | as the uncertainty surrounding the rate path in the US remains high. |
| 0:44.0 | Keeping us cautious as cracks in the labor market begin to appear. |
| 0:48.0 | Victoria is with us right now. |
| 0:50.0 | Victoria, let's start with the sustainability of this uptrend. |
| 0:52.0 | Other question marks around that now, given that we've... Let's start with the sustainability of this uptrend. |
| 0:52.6 | Other question marks around that now, |
| 0:54.5 | given that we've seen a big move in the biggest name, |
| 0:56.6 | the most important name in this equity market, |
| 0:58.4 | three days, 20% gain from NVIDIA, |
| 1:00.8 | and this equity market more broadly has done nothing. |
... |
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