Bloomberg Surveillance Bloomberg Surveillance Television: March 15, 2024
Mar 15, 2024
Experts discuss 'insidious' inflation pushing Fed rate cuts, AI stocks with cashflow support, hints of stagflation in data analysis. Market dynamics, economic forecasts, and policy impact on stagflation risk explored. Caution urged amidst differing market outlooks and uncertainties in Fed decisions. Political messaging disconnect, Fed's response to stagflation concerns, and review of inflation target and rate cut projections.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Navigating Economic Indicators and Market Resilience
01:52 • 7min
Market Outlook Discussion and Cautionary Approach
09:22 • 2min
Navigating Market Volatility and Policy Uncertainties
11:34 • 9min
Analysis of Political Messaging and Financial Services Ads
20:14 • 2min
Fed's Response to Stagflation Concerns and Neutral Policy Rates
22:19 • 5min
Discussion on Fed's Review of Inflation Target and Rate Cut Projections
27:37 • 2min