Surveillance: Notre Dame's Past & Future
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 16 April 2019
⏱️ 31 minutes
🧾️ Download transcript
Summary
Mona Mahajan, Allianz Global Investors U.S. Investment Strategist, says banks doesn't thrive in a flattening yield curve environment. Gerard Cassidy, RBC Capital Markets Head of U.S. Bank Equity Strategy and Large Cap Bank Analyst, thinks that technology will complement, not substitute the human component on the banking sector. Geetha Ranganathan, Bloomberg Intelligence Media Analyst, predicts Netflix and Disney will emerge as winners in the streaming sector. Matthew Luzzetti, Deutsche Bank Chief U.S. Economist, says 2% GDP growth is the new normal. Bloomberg's Bob Moon says Notre Dame has always managed to rise again.
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| 0:00.0 | Join us in New York on November 29th for the Bloomberg Canadian Finance Conference, |
| 0:04.6 | proudly sponsored by National Bank of Canada Financial Markets. |
| 0:07.8 | 2023 marks the 11 year anniversary of our Canada focused event and continues the tradition of providing timely |
| 0:13.8 | insights and actionable strategies. We'll have senior government |
| 0:17.1 | officials from Saskatchewan, Quebec, British Columbia, Alberta and Ontario as well |
| 0:21.9 | as speakers from Northland Power, World Bank, Transolta, and many more. |
| 0:26.0 | Register at Bloomberg Live.com I'm Tom Keene. |
| 0:43.5 | Daily, we bring you insight from the best |
| 0:45.9 | in economics, finance, investment, and international relations. |
| 0:49.9 | Find Bloomberg Surveillance on Apple Podcasts SoundCloud, Bloomberg.com, and of course, |
| 0:56.1 | on the Bloomberg. |
| 0:58.3 | To the equity market in the United States, we are still within 1% of an all-time high. |
| 1:03.7 | Will the equity market find continued support from the fundamentals, both the earnings and |
| 1:07.8 | the data I'm pleased to say here in New York, Mona Mahajan joins us now, Allianz's |
| 1:11.6 | global investors, U.S. investment strategists's global investors, US investment strategies. |
| 1:14.0 | Good morning, Jimona. |
| 1:15.0 | Good morning, John. |
| 1:16.0 | So let's explore that question, shall we and try and answer it. |
| 1:19.1 | Will we find support from the fundamentals? |
| 1:21.3 | Yeah, you know, I think the market, you know, year to date up about 16% from the December 24th low up 23% now. |
| 1:29.3 | So really to get a next leg higher, we're going to have to see a really impressive set of fundamentals. |
| 1:36.2 | What we're looking at and where we're seeing signs of optimism is probably more towards the |
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