

Bloomberg Surveillance TV: May 23, 2024
May 23, 2024
Guests Sarah Hunt, Holger Schmieding, Dana Peterson, and Matthew Diczok discuss the impact of higher rates on mega-cap stocks, the Fed and ECB's paths, and falling jobless claims. Topics include AI in the market, global trade post-election, and the economy's response to higher rates.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Navigating Economic Uncertainty: Inflation, Employment, and Rate Hikes
01:42 • 11min
Investment Strategy Outlook and Portfolio Diversification
12:24 • 3min
Navigating AI Impact and Interest Rates in the Equity Market
15:31 • 8min
Discussion on Simplicity in Financial Planning and Advisor-Centric Support
23:47 • 2min
Election Impact on Fiscal Policy and Global Tariff Discussions
25:28 • 7min
Exploring the Impact of Trade Wars on German Automakers and the Economy
32:47 • 2min