Bloomberg Surveillance

Bloomberg Surveillance TV: June 5, 2024

Jun 5, 2024

Guests Emily Roland, Bob Diamond, Tom Porcelli, and Marilyn Watson discuss investing in mid-cap stocks, Federal Reserve risks, ADP jobs data, market dynamics, and strategies for adjusting investments. They also cover the Fed's interpretation of economic signals, managing portfolios in volatile markets, retirement security, ESG factors, and economic trends in the US.

28:56

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Quick takeaways

Opportunity to invest in mid-cap stocks at attractive valuations

Risk of the Fed cutting rates too early and having to reverse course as inflation grows

Deep dives

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Intro

2min

Market Trends, Federal Reserve Response, and Investment Strategies

6min

Balancing Investments and Fiscal Spending Amid Economic Contraction

3min

Analyzing the Fed's Response to Economic Signals

8min

Discussing Retirement Security, Economic Indicators, and ESG Scrutiny

2min

Economic Trends and Considerations in the US

9min

The Evolution of Banking Power and Economic Impact

2min

-Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist
-Bob Diamond, Atlas Merchant Capital CEO & Former Barclays CEO
-Tom Porcelli, PGIM Chief US Economist-Marilyn Watson, BlackRock Head of Global Fundamental Fixed Income Strategy

Emily Roland of John Hancock sees an opportunity to lean into mid-cap stocks at attractive valuations. Atlas Merchant Capital CEO Bob Diamond says the biggest risk for the Fed is to cut too early, 'and then having to reverse course as inflation begins to grow.' PGIM's Tom Porcelli and BlackRock's Marilyn Watson react to softer-than-expected ADP jobs data and look ahead to Friday's payrolls report.

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