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Bloomberg Surveillance
Traders Analyze CPI and US-China Developments
Dec 11, 2024
Andrew Sheets, Chief Cross-Asset Strategist at Morgan Stanley, sheds light on inflation trends and the anticipated shifts in monetary policy, describing a hopeful outlook for disinflation. Meanwhile, Elizabeth Economy, a Stanford University professor, shares expert insights into the complex dynamics of US-China relations, detailing China’s political landscape under Xi Jinping and the ramifications for global geopolitics. Both guests discuss strategic implications for investment and economic stability amid evolving international challenges.
32:20
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Quick takeaways
- The recent infrastructure legislation is set to enhance economic activity and job creation through revitalization projects across various sectors.
- Experts forecast a potential decline in inflation driven by easing pressures in the housing market, which could influence future monetary policy.
Deep dives
Impact of Infrastructure Legislation
Recent infrastructure legislation passed in Congress sets a foundation for significant transformation in American infrastructure. This legislation aims to revitalize and modernize various sectors, positioning the U.S. for future growth. Companies involved in infrastructure development are expected to see increased investments, which could enhance economic activity and job creation. As infrastructure projects advance, their successful implementation could serve as a model for future legislative efforts.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode