Bloomberg Surveillance

Breaking Down Retail Sales and Higher for Longer Rates

Jun 18, 2024

Senior Portfolio Manager from BlackRock discusses disinflation and Fed rates. CEO from Telsey Advisory Group talks retail sales. CIO from Breakout Capital Partners shares US economy outlook and talks about capitalism in a new book.

32:44

Creator website

Episode guests

Jeffrey Rosenberg

Dana Telsey

Ruchir Sharma

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

The bond market faces challenges with tight spreads, necessitating defensive strategies in managing risks.

Despite rising interest rates, the investment grade market stays strong due to companies reinforcing balance sheets.

Deep dives

Nationwide's Support for Financial Professionals

Nationwide provides client-friendly resources and innovative solutions to support financial professionals in creating greater retirement security for their clients. With Nationwide's assistance, professionals can help their clients feel more confident about their financial futures, offering valuable resources and solutions.

Intro

2min

Navigating the Complexities of the Current Market Environment

7min

Financial Advisory Support and Retail Market Insights

2min

Luxury Retail Landscape and Consumer Trends

10min

Impact of Retail Sales, Capitalism, and Government Involvement in Economy

8min

Financial Services Companies Advertisements

2min

Challenges Faced by Students and Colleges Due to University Closures

2min

European Schools Seeking American Students and Companies Changing Office Layouts

2min

Analysis of Ad Prices for Christmas Football Games and Social Media Influencers' Earnings

3min

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Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney

June 18th, 2024

Featuring:

Jeffrey Rosenberg, Senior Portfolio Manager, Systematic Fixed Income at BlackRock, discusses immaculate disinflation, nominal GDP, and how much longer the Fed can go on higher for longer rates
Dana Telsey, CEO at Telsey Advisory Group, reacts to retail sales and discusses consumer health
Ruchir Sharma, CIO and founder at Breakout Capital Partners and Chairman at Rockefeller International, talks about his new book on capitalism and gives his outlook for the US economy and markets
Bloomberg's Lisa Mateo with her Newspaper Headlines

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Bloomberg Surveillance

Breaking Down Retail Sales and Higher for Longer Rates

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Nationwide's Support for Financial Professionals

The Impact of Spreads on Bond Portfolios

Investment Grade Market Strength Amidst Rising Interest Rates

Challenges and Strategies for Social Media Influencers

Remember Everything You Learn from Podcasts