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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Episode guests

Gargi Chaudhuri

Richard Bernstein

Stephanie Roth

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Episode notes

Podcast summary created with Snipd AI

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.

Introduction

2min

Market Dynamics and Investment Strategies

5min

Discussion on Small Cap Rebound and Financial Services Ads

2min

Market Speculation, Fed Policies, and Capital Stock Rebuilding

7min

Exploring the Relevance of Value Investing in Evolving Markets

2min

Economic Projections and Monetary Policy

7min

Economic Trends, Inflation, and Consumer Spending Discussion

3min

-Gargi Chaudhuri, BlackRock Head of iShares Investment Strategy Americas
-Richard Bernstein, Richard Bernstein Advisors CEO & CIO
-Stephanie Roth, Wolfe Research Chief Economist

Gargi Chaudhuri, Head of iShares Investment Strategy Americas at BlackRock, advises investing in medium-term treasury bonds amid a higher inflationary environment. Richard Bernstein, Richard Bernstein Advisors CEO & CIO, cautions against fixating solely on the Magnificent 7 stocks. Stephanie Roth, Wolfe Research Chief Economist, reacts to weekly jobless claims and says inflation should come down towards 2% without stifling growth.

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