Bloomberg Surveillance 05/16/2024
ฝัง
- เผยแพร่เมื่อ 15 พ.ค. 2024
- Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern have the economy and global markets "under surveillance". Their daily conversations with leaders and decision makers from Wall Street to Washington and beyond cover the latest in business, investment, and geopolitics. No other program better positions investors and executives for the trading day.
000000 Bloomberg Surveillance
000459 Julian Emanuel, Evercore ISI
001528 Kit Juckes, Soc Gen
003201 George Ferguson, Bloomberg Intelligence
004106 Constance Hunter, MacroPolicy Perspectives
005323 Mona Mahajan, Edward Jones
010346 Libby Cantrill, PIMCO
011834 Chuck Grom, Gordon Haskett
012829 Mike Collins, PGIM Fixed Income
014159 Matthew Miskin, John Hancock Investment Management
014911 Jamie Dimon, JPMorgan Chase CEO
020900 Michelle Meyer, Mastercard and Collin Martin, Charles Schwab
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Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern have the economy and global markets "under surveillance". Their daily conversations with leaders and decision makers from Wall Street to Washington and beyond cover the latest in business, investment, and geopolitics. No other program better positions investors and executives for the trading day.
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Bravo, greatstuff. Nice episode.
Wow, no sound @beginning of clip/episode video.
Either way, cool.
Nicely rendered.
Keep up the good work👏
Revux technology is ahead of its time. This will be huge!
Revux unique features have me convinced it's a winner.
I see Revux as a long-term hold. Great fundamentals!
Ahhh the benefits of hindsight. @40:45 Good discussion with Constance Hunter, Macropolicy Perspectives, prior to the weekly jobless claims report and WM earnings. Lisa wins the gold star for mentioning "downshift" in higher income tier now shopping more at WM. Talk of K-shaped recovery is spot on. We don't want to dismiss the lower part of the 'K' but let's face it, the economy runs on consumers in the upper K, and they are doing just fine (with room to downshift to WM when needed). The lower part? We know they are cutting back on McD and SBUX in favor of WM groceries. They are also not stuck in long-term mortgages, they can double up on housing to save money if need be. For example, Junior the young adult paying more for an apartment, deciding to go back to parents home while inflation cools. Summer jobs with more hours should be plentiful, which will help out the lower tier as well. So the bottom half of the 'K' might have more options than what was presented in the discussion.
Constance mentioned "uptick in delinquencies... auto... credit cards." Not exactly. I mean, there's been an uptick, but it is not a recent phenomenon. As a matter of fact, the uptick has been going on for the better part of ten years! Refer to this article put out by St Louis FED a couple days ago: "The Broad Continuous Rise In U.S. Credit Card Debt Delinquency" - probably the most telling word is 'Continuous', as I mentioned its been going on for ten years! The only reason it isn't longer is so much fell off a cliff during the GFC, so many bankruptcies, there was basically a new starting point post-GFC. The two key elements of the GFC - Bank failures and bad mortgages - are not even on the radar of trouble right now. Again, upper K doing quite well, thank you.
Jobless claims 'uptick' turned out to be almost nil. Call me an optimist, but I think what we are seeing is a lull, not a downtrend. Summer 2024 is going to blow the socks off any economic 'softness'/'weakness', hiring for hospitality/travel will (ugh!) once again lead to stellar job creation for the young workers on summer break from school, immigrants, anyone with a pulse, once again leaving the FED with no other recourse but to keep rates higher (normal?) for longer.
Until the fed raises rates two hundred basis points, companies bring down prices , and volume actually goes up then inflation persists into the next great depression
Kit Juckes - I love Your accent!
Revux is one of the few cryptos with real-world utility.
Revux growth in the past months is just the beginning.
Why does Trump have to debate on left leaning Networks?
Who is Trump?
The security features of Revux set it apart from others.
Revux is making moves quietly. Keep an eye on it!
The market always want to rally
Revux recent update shows they're serious about success.
I reckon moscows gone soft, which means rising inflation from Sep to Dec alledgedly!
It’s all smoke and mirrors
Can't count on fiscal spending for growth, but can dismiss its inflationary data. Bidenomics can't support higher rates by itself. Can compliment growth but only alongside a growing economy. Right now we need rate cuts to get the economy moving. It's getting stuck, high rates restrictive meanwhile fiscal spending not flowing to all aspects of the economy. Meanwhile bullish momentum acting against economy. Markets need to come to terms with slowing economy and fall. Along with inflation and growth hopes. To get fed cuts. Then we may grow. Then can fiscal spending be stimulative.
Prices are the problem. Rates aren't coming down any time soon.
2 million followers, 14k views.. i know small unknown people with more engagement. All fake
all just chat nonsense, market dont make sense, kenneth cordele griffin we know.