Bloomberg Surveillance

Bloomberg Surveillance TV: May 16, 2024

May 16, 2024

Guests include Jamie Dimon, Mona Mahajan, and Michael Collins discussing inflation, equity market, and geopolitics. Mahajan expects balance in earnings due to Fed rate cuts. Collins suggests buying treasury notes above 4.5%. Topics include navigating economic uncertainties, global dynamics, and technology in banking sector.

32:25

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Episode guests

Michael Collins

Mona Mahajan

Jamie Dimon

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Episode notes

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Quick takeaways

Optimistic outlook on market growth with a 'Goldilocks cooling' effect expected.

Importance of diversifying portfolios and quality investments during market fluctuations.

Deep dives

Market Assessment and Future Predictions

Market analysis suggests a stable outlook with a slight moderation expected in growth and inflation trends. The possibility of a favorable 'Goldilocks cooling' of the economy is noted, maintaining stock market enthusiasm. Concerns around rapid downturns and potential rate cuts without strong economic indicators are monitored.

Introduction

2min

Navigating Economic Uncertainties and Global Dynamics

12min

Exploring Technology and Expansion Plans in Banking Sector

6min

Navigating Economic Uncertainty and Market Risks

5min

Analysis of the U.S. Bond Market and Global Investor Interest

3min

Navigating Economic Trends and Market Corrections

5min

Insights on Fed's Multi-Year Rate Cutting Cycle and Quarterly Pace of Rate Cuts

2min

-Jamie Dimon, JPMorgan Chase Chairman & CEO
-Mona Mahajan, Edward Jones Senior Investment Strategist
-Michael Collins, PGIM Fixed Income Executive Portfolio Advisor

JPMorgan Chairman Jamie Dimon joins Bloomberg's Francine Lacqua in Paris for a wide-ranging conversation on inflation, the equity market and geopolitics. Mona Mahajan of Edward Jones expects 'more balance' on earnings throughout the year, saying Fed rate cuts will create 'a good environment for a broadening of participation.' PGIM's Michael Collins says 'we've had the big boom' in nominal GDP, real growth and interest rates, saying treasury note values above 4.5% is the 'buy zone' for adding duration.

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