Bloomberg Surveillance Surveillance: Time to Buy with Emanuel
Sep 29, 2023
Julian Emanuel suggests it's time to buy equities. Veronica Clark discusses US economic data. Alan Ruskin talks about the BOJ's fine line. Patrick Anderson discusses UAW strikes and electric vehicle transition.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
The Linkage Between Disinflation Prediction and Current Environment
02:22 • 6min
Analyzing the Underperformance of Value Stocks and the Importance of Targeted Investing
07:55 • 2min
The Current State of the Economy: Inflation and Spending Patterns
10:11 • 10min
Financial Conditions, Bond Market Move, and BOJ Intervention
20:25 • 3min
The Impact of Strikes on the Automaker Industry
23:00 • 5min
The Future of American Auto Manufacturing: Impact of EV Advancements
27:58 • 4min