Bloomberg Surveillance

Bloomberg Surveillance TV: June 20, 2024

Jun 20, 2024

Anastasia Amoroso sees economic momentum globally; Jonathan Miller discusses Manhattan apartment rents slipping; Seth Carpenter expects slower growth in 2024; Savi Synth shares insights on airlines and summer travel.

32:05

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Quick takeaways

Global economic momentum expected to continue in 2024

Consumer spending shifting from goods to services indicating resilience

Deep dives

US Economic Outlook for 2024

Seth Carpenter from Morgan Stanley discusses the US economic outlook, highlighting slower growth in 2024 compared to 2023. Despite concerns like jobless claims and housing supply constraints, Carpenter remains optimistic for the US economy. He notes the importance of monitoring housing demand and suggests a modest economic slowdown.

Intro

2min

US Economic Outlook and Uncertainties for 2024

9min

Analyzing FOMC Performance and Financial Sponsor Promotions

2min

Current State and Challenges in the Airline Industry

12min

Discussion on the Longevity of a Surge in Activity Post Rate Cut

2min

Assessing Market Conditions and Risks

7min

Market Analysis and Portfolio Rebalancing Recommendations

3min

- Anastasia Amoroso, iCapital Chief Investment Strategist,
- Jonathan Miller, Miller Samuel Inc President
- Seth Carpenter, Morgan Stanley Chief Global Economist
- Savi Synth, Raymond James Managing Director, Equity Research

Anastasia Amoroso of iCapital gives an update on markets at near record highs and updates her outlook following the recent rally stating she believes there's a fair bit of economic momentum globally. Miller Samuel's Jonathan Miller reacts to state of the housing market and mortgage rates as Manhattan apartment rents slipped in May. Seth Carpenter of Morgan Stanley reacts to data and shares the impact of impact of global elections on markets saying we're going to see slower growth over 2024 relative to 2023. Savi Synth of Raymond James provides insight on the outlook for airlines and travel going into summer.

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