Bloomberg Surveillance

Bloomberg Surveillance TV: March 27, 2024

Mar 27, 2024

JPMorgan's Chief Economist discusses minimal private sector damage from higher interest rates. BlackRock's Head of Macro Credit Research notes hidden credit market discrimination. VW North America CEO emphasizes commitment to EV development in response to consumer demand.

19:18

Creator website

Episode guests

Pablo Di Si

Amanda Lynam

Bruce Kasman

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Higher interest rates haven't harmed the private sector as expected, data-dependent Fed may start rate cuts soon.

Competition in credit market prevents exuberance, automakers focusing on EVs consider consumer demand and strategic shifts.

Deep dives

Inflation and Federal Reserve's Strategy

The podcast discusses how the Federal Reserve is considering easing measures amidst inflation concerns. The conversation centers around predictions of rate cuts starting in the second half of the year. There is emphasis on the Fed's stance on data dependency and the potential factors that could influence their decision-making process.

Introduction

2min

Navigating High Interest Rates and Supply Side Pressures

4min

Exploring the Fed's Data Dependency and Policy Inconsistencies

4min

Navigating Competitive Dynamics in Corporate Credit Markets

6min

Capital Markets Resilience and Wealth Management Focus

2min

Navigating Challenges in the EV Market

4min

Long-term Vision and Manufacturing Strategy in EV Industry

3min

-Bruce Kasman, Chief Economist & Head of Global Economic Research, JPMorgan
-Amanda Lynam, Head of Macro Credit Research, BlackRock
-Pablo Di Si, VW North America CEO

JPMorgan Chief Economist Bruce Kasman says higher interest rates haven't done nearly as much damage to the private sector as expected. BlackRock's Amanda Lynam says there's enough 'discrimination under the surface' in the credit market to keep conditions from becoming over-exuberant. Pablo Di Si, VW North America CEO, says the automaker remains committed to developing EVs and will respond to the pace of consumer demand.

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