Bloomberg Surveillance PPI Reaction and Energy Outlook
May 14, 2024
Jeff Currie from Carlyle Group discusses energy and commodity calls, including oil, copper, and gold. Adam Posen talks about PPI data and inflation outlook. Congressman French Hill covers Washington DC headlines. Julian Emanuel reacts to PPI, addresses small caps, and potential recession.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 2min
The Copper Market Surge
01:43 • 4min
Market Trends and Economic Shifts
05:49 • 4min
Implications of Monetary Policy and Global Market Dynamics
10:03 • 15min
Navigating Economic Challenges and Regulatory Innovations
25:10 • 4min
Analysis of Market Surprises and Growth Expectations
29:14 • 2min
Discussion on Loose Financial Conditions, Small Cap Standouts, and Momentum Analysis
30:49 • 2min
Analyzing Momentum Miser Stocks and Materials Outlook
33:05 • 2min
Valuation Concerns and Economic Insights
34:42 • 2min