Bloomberg Surveillance

Bloomberg Surveillance TV: March 18, 2024

Mar 18, 2024

Barclays CEO discusses restructuring plan, JP Morgan expert optimistic about equities, Fed expected to hold rates steady, podcast explores AI impact on markets and economic indicators post-pandemic

22:42

Creator website

Episode guests

Monica DiCenso

Claudia Sahm

C.S. Venkatakrishnan

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Barclays plans $12 billion return to shareholders and sovereign wealth fund relationships, Equities are favorable in S&P 500 according to JP Morgan's Global Investment Opportunities Head

Deep dives

Nationwide's Financial Plan Focus

The importance lies in a plan by Nationwide to increase their ROTE to 12% from the current level, return about 10 billion pounds to shareholders, and transform into a global banking leader. This plan includes establishing a broad diversified bank centered in the UK with a reduced investment banking profile aiming to diversify revenue streams.

Introduction

2min

Building a Diversified Global Bank Strategy

8min

Economic Stability and Rate Cuts Debate Impact on Banks

2min

Strategic Investment Recommendations and Market Insights

5min

Exploring AI, Technology, and Market Dynamics

4min

Analysis of Recent Economic Indicators and Fed's Approach Post-Pandemic

2min

Analyzing Inflation Data and Federal Reserve Response

3min

Barclays CEO C.S. Venkatakrishnan discusses Barclays' three-year restructuring plan that aims to return over $12 billion to shareholders and expand relationships with sovereign wealth funds. Monica DiCenso, Head of Global Investment Opportunities at JP Morgan Private Bank, says equities are well-positioned across the S&P 500. Sahm Consulting founder Claudia Sahm, former Federal Reserve Economist & Bloomberg Opinion columnist, says she expects the Fed to hold rates steady on Wednesday and hopes for 'most boring meeting ever.'

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