

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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Restrictive Monetary Policy and Supply Chain Healing
01:54 • 12min
Unwrapping Pine and Discussing Bank Capital Rules
13:38 • 3min
Analyzing the U.S. Presidential Election and Potential Surprise Nominee
16:14 • 5min
The Complex Politics of Oil Production and Prices
21:19 • 5min
Market Outlook and Expectations for Stabilization
26:41 • 3min