Bloomberg Surveillance Bloomberg Surveillance TV: September 3, 2024
Sep 3, 2024
Henrietta Treyz, Director of Economic Policy Research at Veda Partners, shares insights on Vice President Kamala Harris's union strategy in Pittsburgh. Neil Dutta, Head of US Economic Research at Renaissance Macro Research, previews critical labor market data and its potential influence on the Federal Reserve's decisions. Meanwhile, Matthew Dolgin, Senior Equity Analyst at MorningStar, discusses the ongoing carriage negotiations between Disney and DirecTV, highlighting the shifting landscape of streaming services and its repercussions on traditional cable packages.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Navigating the Labor Market Landscape
01:59 • 4min
Market Reactions to Potential Fed Rate Cuts
06:18 • 2min
Steel Ownership and Political Dynamics
08:10 • 8min
AI Innovations and Market Movements in Streaming and Airlines
16:07 • 3min
Shifts in Pay TV and Streaming Models
18:46 • 2min
Navigating the Transition from Cable to Streaming Services
21:04 • 4min