Bloomberg Surveillance Bloomberg Surveillance TV: October 11, 2024
Oct 11, 2024
John Stoltzfus, Chief Investment Strategist at Oppenheimer, discusses the surprising resilience of the American consumer amidst economic shifts. Gerard Cassidy, Head of US Bank Equity Strategy at RBC, analyzes bank earnings and suggests the sector has less risk compared to previous downturns. Lara Rhame, Chief US Economist at FS Investments, describes inflation as a persistent challenge for the Fed. The trio explores the implications of stable interest rates, recent economic data, and the evolving banking landscape.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Navigating Banking Resilience and Consumer Dynamics
01:52 • 6min
Interest Rates and Economic Shifts
07:46 • 3min
Inflation Insights and Fed Dynamics
11:14 • 3min
Market Movements and J.P. Morgan's Financial Performance
14:38 • 2min
Analyzing J.P. Morgan's Provisions and Credit Costs Amid Economic Uncertainty
16:44 • 2min
Assessing the Stability of Banking Amidst Regulatory Challenges
18:25 • 3min