The US Economic Outlook and Examining Tariffs
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 23 October 2024
⏱️ 35 minutes
🧾️ Download transcript
Summary
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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 23rd, 2024
Featuring:
- Frances Donald, Chief Economist at RBC, argues why the economic analysis shouldn't focus on soft v. hard landing in the US and why the US election is not driving global macro themes
- David Kelly, Chief Global Strategist at JP Morgan Asset Management, on living in a post-cycle world and the good and not so good news for the US and global economies
- Ernie Tedeschi, Director of Economics at the Yale Budget Lab, talks about his Bloomberg Opinion piece on the cost of Donald Trump's tariff proposals
- Kristen Bitterly, Head: Wealth At Work at Citi, discusses positioning for this market and gives her outlook for the US economy
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Transcript
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| 1:12.0 | Joining us now, Francis Donald, Chief Economist, |
| 1:14.6 | RBC, the Royal Bank of Canada, |
| 1:17.6 | and just outstanding work on the equation |
| 1:20.9 | that is gross domestic product. |
| 1:24.4 | I'm fascinated by the Coca-Cola earnings |
| 1:27.4 | where they basically had no unit growth |
| 1:30.0 | and it seemed like good organic revenue growth was all pricing power. |
| 1:34.6 | Is pricing power going to evaporate as nominal GDP evaporates? |
... |
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