Bloomberg Surveillance Bloomberg Surveillance: End of the Everything Rally?
Dec 20, 2023
China's intention to reunify Taiwan, global easing cycle, balanced portfolio approach, Apple's expanding margins, Houthi attacks on Red Sea shipping vessels, consequences of new bank capital rules, geopolitical situation in the Red Sea
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 3min
China's Concerns about Reunification with Taiwan and the Global Easing Cycle
02:36 • 8min
Analyzing Real-Time Data, Disinflation, and Wage Inflation's Impact on Overall Inflation
10:34 • 4min
Understanding the Impact of Inflation Adjusted Yield on Asset Inflation
14:11 • 7min
Analyzing the Possibility of the Everything Rally Continuing and the Concerns for a Rocky Year Ahead
20:52 • 2min
Valuation and Growth of Apple
22:37 • 8min
Consequences of Federal Bank Capital Rules and Podcast Ad
30:56 • 2min
The Geopolitical Situation in the Red Sea and Yemen
32:47 • 5min
Global Trade Disruptions and Political Dynamics
37:48 • 4min