Traders Analyze CPI and US-China Developments
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 11 December 2024
⏱️ 36 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 11th, 2024
Featuring:
- Andrew Sheets, Chief Cross-Asset Strategist at Morgan Stanley, Jay Bryson, Chief Economist at Wells Fargo, and Ira Jersey, Chief US Interest Rates Strategist for Bloomberg Intelligence, react to CPI
- Elizabeth Economy, professor at Stanford University, discusses China's economy and the US-China relationship currently and in a second Trump term
- Bob Hormats, Vice Chairman at Kissinger Associates, on the latest geopolitical headlines and the US relationship with China and other allies
- Lisa Mateo on newspapers
See omnystudio.com/listener for privacy information.
Transcript
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| 0:00.0 | Landmark infrastructure legislation was passed in the last Congress. Now comes the work of getting it built. |
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| 1:02.2 | Bloomberg Audio Studios. |
| 1:04.7 | Podcasts, Radio News. |
| 1:14.2 | This is the Bloomberg Surveillance Podcast. |
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| 1:26.1 | Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 1:30.3 | Andrew Sheets with us now with Morgan Stanley. We're thrilled that he could be with us today. |
| 1:32.3 | Andrew, the first thing I did in honor of your Brown University of Mathematics is I took |
| 1:36.9 | Core CPI, the series, not the year over year, month, over month, the series, and I don't |
| 1:43.5 | have a first or second derivative |
| 1:45.1 | convexity towards disinflation. Does Morgan Stanley see disinflation in place, or can you not say |
... |
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