Surveillance: Equity & Fixed Income Disjointment
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 25 September 2023
⏱️ 31 minutes
🧾️ Download transcript
Summary
Katy Kaminski of Alpha Simplex sees equity markets disjointed from fixed income. Earl Davis of BMO Asset Management sees 2024 as a cyclical bull market. Holger Schmieding of Berenberg expects upside for Europe next year. Former FDIC Chair Sheila Bair says more banks are going to fail.
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| 1:26.9 | Bloomberg Terminal, and the Bloomberg Business app. If you're part of Global Wall |
| 1:31.9 | Street, arguably this is the conversation of the day. Cancer Kaminsky and the |
| 1:37.0 | titles boring, chief research strategist at Alpha Simplex. But far more |
| 1:42.3 | importantly, out of the Andrew Lowe Connbine in MIT Boston is trend-based. She |
| 1:49.8 | in her shop followed trends in the probability of coming out of a range into |
| 1:55.4 | some trend across all assets like nobody on the street. Katie Kaminsky to |
| 2:00.6 | brief us this morning. Katie, I'm going to be honest here. You correlate across |
| 2:04.0 | some bonds, economics and all that over to equity markets where you are more |
| 2:09.2 | than tentative. Tell us about the repricing that we could see in the equity |
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