Surveillance: Global Market Selloff (Podcast)
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 13 June 2022
⏱️ 37 minutes
🧾️ Download transcript
Summary
Lori Calvasina, RBC CApital Markets US Equity Strategy Head, says we are back at a crossroads for markets. Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, says the US consumer is losing purchasing power. Steven Wieting, Citigroup Private Bank Chief Economist & Chief Investment Strategist, expects 2023 to be a year of decline for EPS. Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says his base case is still for no US recession. Darwei Kung, DWS Portfolio Manager and Head of Commodities, anticipates oil demand will come down.
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| 1:05.2 | Welcome to the Bloomberg's surveillance podcast I'm Tom Keane along with Jonathan Ferrell and Lisa |
| 1:11.1 | Abbrowitz. Daily we bring you insight from the best and economics finance investment |
| 1:17.2 | and international relations find Bloomberg's surveillance. An ample podcast sun cloud, |
| 1:22.9 | bloomberg.com and of course on the Bloomberg terminal. |
| 1:30.6 | I demand it after Friday'site guys where she was the focus of attention in the markets Friday |
| 1:36.6 | afternoon. Laurie Kelvacina joins us now head of U.S. equity strategy at RBC Capital |
| 1:41.8 | markets. What's so extraordinary about the kelvacina view Laurie what's the distinction that got |
| 1:48.0 | global Wall Street's attention this weekend? You tell me Tom I mean I try to keep a cool head |
| 1:54.8 | in in topsy-turvy markets whether it's to the upside or to the downside but look I will tell you |
| 2:00.4 | I think we were at a crossroads back in mid-May we wrote a piece titled that saying that if the |
| 2:04.8 | market kind of broke below the 383850 type level exited growth sticker or territory that we'd |
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