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Bloomberg Surveillance

Surveillance: Earnings Contraction with Han

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.81.2K Ratings

🗓️ 2 May 2023

⏱️ 40 minutes

🧾️ Download transcript

Summary

Anna Han, Wells Fargo Securities Equity Strategist, says earnings contraction is already occurring. Gerard Cassidy, RBC Capital Markets Head of U.S. Bank Equity Strategy & Large Cap Bank Analyst, discusses JPMorgan's acquisition of First Republic. Thierry Wizman, Macquarie Global Interest Rates and Currencies Strategist, says the debt ceiling might "come down to the wire." Mike Krack, Aston Martin F1 Team Principal, discusses the team's strong start to the 2023 season and the Miami Grand Prix coming up this weekend. Henrietta Treyz, Veda Partners Economic Policy Research Director, discusses Biden's debt limit meeting. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance 

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Transcript

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0:00.0

What do you see on the horizon? Uncertainty or opportunity?

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Whatever you see at PGM, we can help you rise to the challenges of today

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Pissue your tomorrow with PGM, a leading global asset manager.

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0:38.0

so you can evolve, scale and embrace change.

0:41.0

This is Bloomberg for the sell-side. Visit Bloomberg.com slash sell-side.

0:50.0

This is the Bloomberg surveillance podcast I'm Tom Keane, along with Jonathan Farrow

0:54.0

and Lisa Abramowitz join us each day for insight from the best

0:59.0

and economics geo-politics finance and investment.

1:02.0

Subscribe to Bloomberg surveillance on demand, on Apple, Spotify,

1:07.0

and anywhere you get your podcasts and always on Bloomberg.com,

1:11.0

the Bloomberg terminal and the Bloomberg business app.

1:15.0

Should we get to our guests?

1:17.0

We should. She's around the table with us.

1:19.0

Usually on the other end of a camera and a hand.

1:21.0

Good to see you in person. Thanks for being with us.

1:23.0

From Wells Fargo, as Tom just moves his auto-sport magazines away from us.

...

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