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Bloomberg Surveillance

Surveillance: Golub Lifts S&P 500 Target

Bloomberg Surveillance

Bloomberg

Investing, Business News, News, Business

3.81.2K Ratings

🗓️ 3 May 2021

⏱️ 27 minutes

🧾️ Download transcript

Summary

Jonathan Golub, Credit Suisse Securities Chief U.S. Equity Strategist & Head of Quantitative Research, explains why his firm raised their target for the S&P 500 to 4,600. Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, says the U.S. economy is in the midst of a boom and Europe is about to join it. Dana Peterson, Conference Board Chief Economist says most inflation will be transitory, but some is here to stay. Howard Forman, Yale University Professor of Radiology, Economics and Public Health, discusses the irrational fear around coronavirus in the U.S. despite high vaccination rate.

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Transcript

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0:00.0

What's on the horizon for financial markets?

0:03.6

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0:09.7

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0:12.8

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0:17.1

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0:20.7

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0:24.1

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0:30.2

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0:34.2

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0:36.3

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0:40.0

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0:44.2

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0:47.2

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0:50.1

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0:53.4

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0:55.9

Register at BloombergLive.com-transformation-slashradio.

1:25.9

I agree this morning, that is the story.

1:35.4

Credit Suisse, maybe just having a nice casual Friday morning,

1:39.0

Lisa and I, Tom was away, was very relaxing, I have to say, Tom.

1:42.8

And then the email came through from the team at Credit Suisse,

1:45.9

S&P 500 to 4,600 on stronger earnings.

1:50.5

Let's bring in Jonathan Gollum right now.

...

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