Bloomberg Surveillance

Bloomberg Surveillance: Peak Restrictions Not Reached

Dec 11, 2023

Guests include Carl Riccadonna, BNP Paribas Chief US Economist, Sarah Hunt, Alpine Saxon Woods Chief Market Strategist, Greg Valliere, AGF Chief US Policy Strategist, and Max Layton, Citi Global Head of Commodities Research. Topics covered include peak restrictions, the role of bonds in investor portfolios, potential surprises from the Democrats, and the need for OPEC+ to maintain cuts for market balance.

25:46

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Quick takeaways

The Democrats could surprise with an unknown nominee in the upcoming elections.

OPEC+ will need to continue production cuts next year to balance the oil market.

Deep dives

The Impact of Costly Capital Rules on Working Families

The government's costly new capital rules have significant consequences for everyday Americans, especially working families. These rules make loans more expensive and harder to obtain, potentially leading to challenges in homeownership and small business development. Congress needs to take action to prevent the negative outcomes of Basel Endgame.

Introduction

2min

Restrictive Monetary Policy and Supply Chain Healing

12min

Unwrapping Pine and Discussing Bank Capital Rules

3min

Analyzing the U.S. Presidential Election and Potential Surprise Nominee

5min

The Complex Politics of Oil Production and Prices

5min

Market Outlook and Expectations for Stabilization

3min

Carl Riccadonna, BNP Paribas Chief US Economist, says we still have yet to feel peak restriction. Sarah Hunt, Alpine Saxon Woods Chief Market Strategist, says there's a place for bonds as investors look to a more balanced portfolio. Greg Valliere, AGF Chief US Policy Strategist, says we could see a surprise from the Democrats with an unknown nominee. Max Layton, Citi Global Head of Commodities Research, says OPEC+ would need to maintain cuts next year in order to balance markets.
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