Surveillance: Concern, Not Fear with Calvasina
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 2 October 2023
⏱️ 36 minutes
🧾️ Download transcript
Summary
Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says she saw concern, not fear, in markets as the US faced a potential government shutdown. Jordan Rochester, Nomura G-10 FX Strategist, says EUR-USD towards parity is possible. Mike Darda, Roth MKM Chief Economist & Macro Strategist, says yield trades can be unwound over the course of the year if we see softer data. Rep. French Hill (R) Arkansas, discusses congress averting a US government shutdown.
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| 2:24.0 | We have a lot of different issues that have been weighing on market short-term off the table |
| 2:28.0 | and we only took it off the table for maybe a month and a half or so. |
| 2:31.0 | We'll see how long it lasts. |
| 2:33.0 | We always look at these kind of episodes and markets and say where was sentiment. |
| 2:38.0 | I don't think sentiment got bad enough last week to serve as any kind of big springboard. |
| 2:43.0 | We were looking at some of the commentary that was coming out over the weekend saying it's time to buy. |
| 2:48.0 | We picked down the road. There's still a lot of other stuff we're going through. |
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