Bloomberg Surveillance TV: May 8, 2024
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 8 May 2024
⏱️ 23 minutes
🧾️ Download transcript
Summary
-Tracie McMillion, Wells Fargo Head of Global Asset Allocation Strategy
-Janet Henry, HSBC Global Chief Economist
-Mandy Xu, CBOE Vice President & Global Markets Head of Derivatives Market Intelligence
Tracie McMillion of Wells Fargo says waning consumer confidence could soon impact companies' pricing power. HSBC's Janet Henry says the Fed is likely to either cut in September or December, given the 'unusual' nature of an election month rate cut. Mandy Xu of CBOE outlines how markets are pricing-in election-related volatility through the rest of the year.
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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. |
| 1:06.4 | We begin with that top story. |
| 1:07.7 | Stop setting out a fourth day of gains. |
| 1:10.1 | Tracy Macbillin of Wells Fargo writing this. |
| 1:12.4 | We remain more cautious at current levels in both fixed income and equities |
| 1:16.3 | until valuations improve and better opportunities present themselves. |
| 1:20.0 | We expect to see broader opportunities in equities over the next six to 12 months. |
| 1:24.7 | I'm pleased to say that joining us now is Tracy. |
| 1:27.1 | Tracy let's talk about this. |
| 1:28.3 | More cautious on both stocks and on fixed income as well. |
| 1:31.5 | How does a view on one asset class |
... |
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