Surveillance: Slowing US Growth
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 27 April 2023
⏱️ 36 minutes
🧾️ Download transcript
Summary
Lindsey Piegza, Stifel Chief Economist, says the US is losing momentum, but is still resilient following the latest GDP print. Michael Nathanson, SVB MoffettNathanson Senior Research Analyst, says Meta is a $300 stock. Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, expects the market will end the year higher than 4,200. Bob Doll, Crossmark Global Investments CIO, says a slowdown is still upon us. Gerard Cassidy, RBC Capital Markets Head of U.S. Bank Equity Strategy & Large Cap Bank Analyst, says the "monetary policy to stimulate the economy right now obviously is not there because [the Fed] has to fight inflation."
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| 0:00.0 | Is inflation finally on the retreat? Can labor markets withstand an economic slowdown and demographic |
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| 1:30.2 | Well Lindsey P.A.G. is joining us now from Steve Full here to distill this and move forward as well. |
| 1:34.8 | Let me ask you the same question. Good morning. Good morning. |
| 1:36.9 | Did I ask Michael McKee first look at JDP. What will the second and third look look like? When do we |
| 1:44.2 | get them? Like a month out? Do we get a second look? Exactly. We'll get them periodically throughout |
| 1:48.7 | now going forward for the next several weeks. But I think to your point, this is going to set |
| 1:53.3 | the tone. So the first look is very important. Yes, we do expect some revisions. They're always |
| 1:59.0 | are. But this sets the tone for what the expectation of the U.S. economy was at the start of the year. |
... |
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