Bloomberg Surveillance
Bloomberg Surveillance: The Bullish Case For 2024
Dec 21, 2023
The podcast features guests including Mizuho Securities Chief US Economist, Citi Head of US Equity Trading Strategy, a Senior Fellow from Yale University, and a Senior Research Analyst. They discuss topics like resilient US jobless claims, bullishness in market performance, US-China relations, and the potential merger of Warner Bros. Discovery and Paramount Global. They also touch on rising shipping costs, the impact of new bank capital rules, and challenges in the media industry.
35:28
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Quick takeaways
- The US jobless claims report suggests that the market's recession expectations may not materialize in reality.
- Media companies are exploring potential mergers as they navigate the challenges posed by cord-cutting and declining linear advertising.
Deep dives
Threats to everyday Americans due to new bank capital rules
The government's costly new bank capital rules have real consequences for everyday Americans. These rules will make loans more expensive and harder to obtain, impacting working families and small businesses. Congress needs to take action to stop Basel Endgame before it's too late.
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