Surveillance: Rajappa's Recession Call
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 30 June 2023
⏱️ 38 minutes
🧾️ Download transcript
Summary
Subadra Rajappa, Societe Generale Head of US Rates Strategy, sees a recession in the first half of 2024. Tom Forte, DA Davidson Sr. Research Analyst, discusses Apple as Citi sees another 30% upside. Paul Donovan, UBS Global Wealth Management Chief Economist, says we're seeing disinflation. Max Kettner, HSBC Chief Multi-Asset Strategist, says he struggles to see a big downside surprise in earnings. Clint Henderson, The Points Guy Managing Editor, discusses airline delays persisting ahead of the holiday weekend.
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