Bloomberg Surveillance TV: October 4, 2024
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 4 October 2024
⏱️ 26 minutes
🧾️ Download transcript
Summary
- Priya Misra, JPMorgan Core Plus Bond ETF Portfolio Manager
- Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund
- Mohamed El-Erian, Queens' College Cambridge President
- Stephanie Roth, Chief Economist at Wolfe Research
Priya Misra of JPMorgan says high-quality fixed income is the best place to be right now. Jeff Rosenberg of BlackRock believes growth is running well above potential. "It's a strong labor market late in the cycle," says Mohamed El-Erian of Queens' College Cambridge in response to the latest jobs report. Stephanie Roth with Wolfe Research also provides analysis of the jobs figures.
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Transcript
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| 0:00.0 | Are you looking for a new podcast about stuff related to money? |
| 0:05.0 | Well, today's your lucky day. |
| 0:07.0 | I'm Matt Levine. |
| 0:08.0 | And I'm Katie Grifield. |
| 0:10.0 | And we are the hosts of Money Stuff, the Podcast. |
| 0:13.1 | Every Friday we dive into the top stories |
| 0:15.1 | about Wall Street, Finance, and other stuff. |
| 0:18.0 | We have fun, we get weird, and we want you to join us. |
| 0:21.5 | You can listen to Money Stuff the Podcast on Apple Podcasts, Spotify, or wherever you get your |
| 0:25.8 | podcasts. Bloomberg Audio Studios. |
| 0:34.3 | Podcasts, Radio News. |
| 0:37.1 | 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 |
| 0:50.0 | markets, economics and geopolitics. From our global headquarters in New York City |
| 0:54.4 | we are live on Bloomboom Television weekday mornings from 6 to 9 a.m. |
| 0:58.0 | Eastern subscribe to the podcast on Apple, Spotify or anywhere else you listen. |
| 1:02.9 | And as always on the Bloombo Terminal and the Bloebo Business app. |
| 1:06.5 | Preamiser of J.P. Morgan writing a print of 150 or higher, |
| 1:10.1 | and the Fed will likely cut 25 in November. |
| 1:13.0 | Payrolls around 100K or below means 50 basis points. |
| 1:16.8 | Bad news on jobs, bad news for risk assets, |
| 1:19.6 | and the curve should bull steepen. |
... |
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