Bloomberg Surveillance
Markets Weigh Rate Cut and Geopolitical Risks
Apr 3, 2024
Matt Luzzetti, Ed Morse, and Robert D. Kaplan discuss economic outlook, energy risks, and geopolitical concerns including China, Middle East tensions, and Ukraine's battle against Russian aggression in an engaging and informative podcast.
33:27
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Quick takeaways
- US economy shows resilience with strong growth and low inflation rates.
- Geopolitical risks, including oil price shifts, impact global market dynamics and stability.
Deep dives
US Economy Amid Pandemic
Despite fears of recession early in the pandemic, the US economy has performed surprisingly well, with over 3% real GDP growth, unemployment down to 3.7%, and core PC inflation below 2%. Analysts are now assessing whether this trend will continue, focusing on labor market resilience and potential inflation resurgence.
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