Bloomberg Surveillance Bloomberg Surveillance: Powell's Optimistic Outlook
Dec 18, 2023
Former NY Fed President Bill Dudley warns that the market may be getting ahead of itself after Fed Chair Powell's optimistic outlook. JP Morgan Asset Management Portfolio Manager Priya Misra believes markets are not pricing in the chance of Fed cuts below 3%. TPW Advisory Principal Jay Pelosky predicts a rate cutting cycle in 2024. US Marine Corps Veteran Elliot Ackerman provides an update on the Israel-Hamas war. Kevin Book, Clearview Energy Partners Co-Founder, discusses the impacts of ongoing attacks on commercial vessels in the Red Sea.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Fed Chair Powell's Perspective and Actions
01:59 • 13min
Understanding the Shape of the Curve and Assessing the Economy
14:38 • 3min
Bullish Outlook on Equity Market and Positive Outlook for Non-US Stocks
18:07 • 6min
Israel vs Hamas: Risks and Implications
24:01 • 8min
New Bank Capital Rules and the Importance of Red Sea Passage for Shipping
32:01 • 2min
The Impact of Attacks on the Red Sea
33:35 • 6min
Analyzing the Potential Range of Oil Prices and Geopolitical Risks
39:26 • 3min