Bloomberg Surveillance
Bloomberg Surveillance TV: May 14, 2024
May 14, 2024
Market experts Brian Levitt, Gary Cohn, and Jeff Currie discuss strong market performance, efficient company operations, and the rise of copper as a top trade. Topics include interest rates, tariffs' effects on the economy, and the surge in copper prices driven by green investments and military demand.
28:33
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Quick takeaways
- Markets can perform well without Fed rate cuts, focus shifts on operating efficiently in companies.
- Copper emerges as a high-conviction trade with diverse demand sources and supply constraints.
Deep dives
Impact of Fiscal and Monetary Policy on Investment
Fiscal and monetary policies play a crucial role in directing investment decisions and capital availability. Over the years, shifts in interest rates and capital availability have influenced investing behaviors, particularly in startup and young companies. Changes in fiscal and monetary policies have led to alterations in how individuals approach holding and investing capital, affecting the IPO market and capital recirculation.
