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Bloomberg Surveillance
Bloomberg Surveillance TV: March 21, 2024
Mar 21, 2024
Experts from BlackRock and Richard Bernstein Advisors discuss investing strategies amid inflation. Wolfe Research Chief Economist analyzes jobless claims and inflation expectations. The podcast also covers market dynamics, small cap rebound, Fed policies, value investing, and economic projections.
24:29
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Quick takeaways
- Invest in medium-term treasury bonds in a higher inflationary environment.
- Consider small-cap industrial stocks for growth opportunities beyond limited large-cap companies.
Deep dives
Inflation Trends and Fed Response
Market expectations for rate cuts were higher than realized, leading to a focus on inflation and Fed Chair Powell's outlook. Inflation rates and their components were discussed, with a focus on services inflation remaining high and shelter inflation showing a slower decrease. Chair Powell's confidence in the economy's deceleration was highlighted, with attention to factors such as core PCE figures and expectations for non-housing services to decelerate.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode