Bloomberg Surveillance

Bloomberg Surveillance TV: March 26, 2024

Mar 26, 2024

Citi's Andrew Hollenhorst discusses potential Fed rate cuts, while Julian Emanuel notes 'zone of exuberance' in equity market. Israel's Ron Dermer emphasizes Israel's commitment in Gaza. Topics cover inflation concerns, market behavior, and economic indicators in the US.

31:21

Creator website

Episode guests

Ron Dermer

Julian Emanuel

Andrew Hollenhorst

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

The Fed may consider rate cuts with inflation nearing 3%, equity market shows signs of exuberance.

Israel confronts complexities in military operations, highlighting geopolitical challenges and strategic decision-making.

Deep dives

Issues in Osage County and Historical Wealth Acquisition

Osage County, Oklahoma and the historical events surrounding it are gaining attention, notably in Martin Scorsese's depiction in 'Killers of the Flower Moon'. These events delve into the 1920s Osage murders, where white individuals targeted Osage people for their oil wealth. The podcast host, Rachel Adams-Turd, also recounts a story about how white individuals acquired Osage land and wealth in the past.

Introduction

2min

Market Exuberance and Zero-Days Options Impact

5min

Analysis of Healthcare Sector and Biotech Investments

3min

Negotiations and Decision Making Amidst Ceasefire Talks

14min

Discussion with Israel Strategic Affairs Minister and Market Updates

2min

Navigating Economic Indicators and Inflation Concerns in the US

8min

Discussion on Fed's Acceptance of Higher Inflation and Market Behavior

2min

-Andrew Hollenhorst, Chief US Economist, Citi
-Julian Emanuel, Chief Equity, Derivatives and Quant Strategist, Evercore ISI
-Ron Dermer, Israel Strategic Affairs Minister

Citi Chief US Economist Andrew Hollenhorst says the Fed could still cut rates if inflation remains closer to 3% than 2%. Julian Emanuel of Evercore ISI says we've entered the 'zone of exuberance' in the equity market. Ron Dermer, Israel Strategic Affairs Minister, says Israel has no choice but to 'finish the job' in Gaza.

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