Surveillance: Kettner: Bullish tech
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 19 September 2023
⏱️ 35 minutes
🧾️ Download transcript
Summary
Max Kettner of HSBS says tech still has room to run over the next few weeks. Ed Yardeni, Yardeni Research President sees a higher chance of a US recession than he did before. Jane Foley, Rabobank Head of FX Strategy, says the euro will feel the impact of global crises more than the US dollar. Simon French, Panmure Gordon Chief Economist and Head of Research looks ahead to Thursday's BOE rate decision.
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Transcript
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| 0:00.0 | Bonds are back. |
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| 1:05.5 | This is the Bloomberg surveillance podcast I'm Tom Keane, along with Jonathan Farrow and |
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| 1:29.4 | business app. |
| 1:30.4 | Joining us now is someone that makes you lean forward. |
| 1:33.4 | It is multi-asset strategy, but mostly a senior vice president courage to stay in the |
| 1:38.5 | market at the Hong Kong and Shanghai Banking Corporation, Max Ketner, Darkets, the London |
| 1:44.0 | Door. |
| 1:45.0 | Today, what is your new outlook? |
| 1:46.7 | What is the nuance of the last few weeks as you look forward into 2024? |
| 1:51.0 | Some of the nuances you guys were talking about already is oil prices, energy prices, |
| 1:56.7 | that changes a little bit of the narrative. |
... |
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