Bloomberg Surveillance TV: May 7, 2024
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 7 May 2024
⏱️ 38 minutes
🧾️ Download transcript
Summary
-Steve Eisman, Neuberger Berman Senior Portfolio Manager
-Mark Zandi, Moody's Analytics Chief Economist
-Hugh Johnston, Disney CFO
Neuberger Berman's Steve Eisman says he's not overly concerned about the US deficit or the timing of when the Fed cuts rates. Mark Zandi of Moody's Analytics shares a differing take on the deficit and says everything is pointing green for the Fed to start cutting.' Disney CFO Hugh Johnston discusses Disney's mixed second-quarter report and overviews the company's outlook on their streaming and parks divisions.
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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 Bloomburg Business app. |
| 1:06.1 | Steve is with us around a table. |
| 1:07.2 | Steve, good morning to you. |
| 1:08.3 | Good morning. |
| 1:08.9 | I'm going to ask it then, first question, who wins? |
| 1:11.3 | So, caveat first. Okay. I'm not speaking for New Burger Berman. I'm speaking just for myself. |
| 1:16.7 | Don't want to get into trouble. And what I'm about to say is just pure political analysis. And the analogy I'll draw is to the financial crisis |
| 1:25.2 | you know in August of 2007 the sub-prime paper market collapsed and at that point |
| 1:31.5 | when you look back on it, the financial crisis was baked. |
| 1:35.0 | Everything else was completely inevitable. |
| 1:37.0 | So I think that it is completely inevitable at this point that Donald Trump will win every single swing state and will get elected. |
... |
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