
 Bloomberg Intelligence
 Bloomberg Intelligence US CPI Rises, Hurricane Milton
 Oct 10, 2024 
Guest
Lindsey Piegza
Guest
Ken Johnson
Guest
Kara Murphy
Guest
Matthew Palazola

Guest
Max Chafkin
Guest
Tim Craighead
 Lindsey Piegza, Chief Economist at Stifel, breaks down the latest U.S. CPI data and its implications for the Federal Reserve. Ken Johnson discusses Hurricane Milton's impact on Florida's housing market, revealing insurance challenges ahead. Kara Murphy analyzes market positioning in light of the CPI trends. Matthew Palazola highlights the effects of Hurricane Milton on insurers. Max Chafkin delves into FTC Chair Lina Khan's regulatory stance, while Tim Craighead identifies ten companies to watch this quarter. A deep dive into economics and resilience! 
 Chapters 
 Transcript 
 Episode notes 
 1  2  3  4  5  6  7  8 
 Intro 
 00:00 • 2min 
 Inflation Insights and Housing Challenges 
 01:52 • 13min 
 From Boca to Oxford: A Strategic Move 
 15:16 • 2min 
 Navigating Economic Uncertainties 
 17:39 • 14min 
 Dynamics of the Reinsurance Market and Catastrophe Bonds 
 32:08 • 2min 
 Lena Khan and the Changing Face of Antitrust 
 34:17 • 11min 
 Analyzing Recovery in Railroad Stocks and Unusual Banking Trends 
 45:04 • 2min 
 Solar Industry Outlook and Market Dynamics 
 47:14 • 3min 
