Bloomberg Surveillance

Bloomberg Surveillance TV: April 8, 2024

Apr 8, 2024

Guests Lara Rhame, Jack Manley, and Ellen Wald discuss the nuances of inflation, Fed's patience, and strategic oil reserves. Topics include inflation complexities, growth indicators, Fed rate cuts skepticism, equity market performance, investment strategies, and the impact of interest rates on housing market.

23:17

Creator website

Episode guests

Ellen Wald

Lara Rhame

Jack Manley

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Episode notes

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Quick takeaways

Fed may show patience on interest rates due to inflation nuances.

US unlikely to use strategic oil reserves to lower gas prices in short-term.

Deep dives

Inflationary Pressure and Interest Rates

The podcast discusses how inflationary pressures are connected to interest rate movements. It explains that the rising interest rates can impact borrowing costs, leading to increases in rental prices and shelter costs which contribute to inflation. The conversation highlights the potential impact of interest rates on the housing market and consumer prices, emphasizing the complex relationship between interest rates and inflation.

Introduction

2min

Navigating Inflation Dynamics and Economic Growth Outlook

5min

Perspectives on Rate Cuts by the Fed and Market Conditions

2min

Analysis of Equity Market and Economic Performance

2min

Navigating Inflation, Interest Rates, and Investment Strategies

4min

Impact of Interest Rates on Housing Market

11min

-Lara Rhame, Chief US Economist, FS Investments
-Jack Manley, Executive Director & Global Market Strategist, JPMorgan
-Ellen Wald, Sr. Fellow, Atlantic Council

Lara Rhame of FS Investments says the nuances around inflation should give the Fed more patience before cutting interest rates. JPMorgan's Jack Manley says the dynamic between the Fed and inflation has become a 'chicken and the egg' situation. Ellen Wald, Sr. Fellow at the Atlantic Council, says she doesn't expect the US to tap into its strategic oil reserves to lower gas prices in the short-term.

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