Bloomberg Surveillance Bloomberg Surveillance: Inflation Data Moving Markets
Feb 9, 2024
In this podcast, guests Ed Yardeni, Jurrien Timmer, Amrita Sen, and Lisa Mateo discuss various topics such as market performance, concerns about earnings, technology and productivity, sector ETFs, peak oil demand, transportation challenges for World Cup finals, and Gen Z payments.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 2min
Analysis of Market Performance and Concerns about Earnings
02:04 • 2min
Discussion on Earnings, Market Exuberance, and Money Market Funds
03:39 • 2min
Technology and Productivity
05:17 • 7min
CJ Lawrence's Research, Schwab's Specialized Support, and Bloomberg's Context
12:43 • 2min
The Evolution of Sector Funds into Sector ETFs
14:21 • 10min
Peak Oil Demand and Energy Transition
24:33 • 4min
Transportation Challenges for Fans Attending World Cup Finals at Met Life Stadium
28:58 • 2min
World Cup, Gen Z Payments, and Writing Checks
30:38 • 3min