Bloomberg Intelligence
Markets, Banks, and M&A
Oct 13, 2023
Guests including Matthew Jessup, Brad McMillan, Alison Williams, and Jared Dillian talk about markets, investing, big bank earnings, the Fed and inflation, geopolitical risks, corporate takeovers, attracting younger investors, interest rates, consumer credit card usage, oil volatility, Exxon Pioneer deal, mergers and consolidation, and upcoming deals in the market.
53:25
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Quick takeaways
- The Exxon-Pioneer deal is likely to face regulatory scrutiny due to its size and involvement in the oil and gas industry, but is expected to ultimately be cleared as it is not anticipated to significantly impact competition.
- The Federal Reserve is expected to maintain a data-dependent approach to interest rates, with rate cuts dependent on future economic indicators. Registered investment advisors should focus on higher-quality fixed income assets and consider duration in portfolio strategies.
Deep dives
Regulatory Scrutiny on Exxon-Pioneer Deal
The Exxon-Pioneer deal is expected to face regulatory scrutiny due to its size and its involvement in the oil and gas industry. However, it is likely to ultimately be cleared, as the deal is not expected to significantly impact competition in the industry.
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