

Bloomberg Surveillance: Jobless Claims Fall
Jan 4, 2024
US weekly jobless claims fall below estimates. Shift from long to short positioning in bonds. Busy month ahead in Washington. Selective approach with airline investments advised. Predictions of ECB cutting interest rates before the Fed.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 1min
Analyzing the Current State of the Economy
01:30 • 13min
Asset Class Relationships, Inflation, and the 60-40 Investment Strategy
14:05 • 3min
National Security and Government Shutdown
16:57 • 15min
Bitcoin Investment and the History of Land Acquisition in OCH County
32:08 • 2min
Differences in Inflation Challenges and Concerns about Wage Growth
33:55 • 3min
Comparing ECB and Federal Reserve Rate Cut Thresholds
37:16 • 3min