Bloomberg Surveillance

Bloomberg Surveillance TV: June 6, 2024

Jun 6, 2024

Vasileios Gkionakis of Aviva Investors reacts to ECB's rate cut, Citi & Invesco discuss jobless claims impact on monetary policy, Ed Mills analyzes Biden's foreign policy and reelection campaign. Topics include Fed rate cuts, bond market movement, Biden's ratings, foreign policy impact, and ECB's rate cut amid inflation expectations.

17:12

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Episode guests

Vasileios Gkionakis

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Quick takeaways

ECB's cautious approach to rate cuts, awaiting more confidence

Fed's potential rate cuts in response to job growth concerns

Foreign policy impact on Biden's reelection campaign

Deep dives

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Intro

2min

Labor Market Data and Fed's Rate Cut Decisions

6min

Bond Market Movement and Voter Concerns: Biden's Ratings and Foreign Policy Impact

4min

President Biden's Speech at G7 Summit and NATO Alliance

4min

European Central Bank's Interest Rate Cut and Inflation Expectations

5min

-Vasileios Gkionakis, Avivia Investors Senior Economist & Strategist
-Veronica Clark, Citi Research US Economist
-Rob Waldner, Invesco Chief Fixed Income Strategist & Head of Macro Research
-Ed Mills, Raymond James Washington Policy Analyst

Vasileios Gkionakis of Avivia Investors reacts to the ECB's decision to cut rates by 25 basis points, saying the bar has increased for the central bank to gain more confidence for further cuts. Citi's Veronica Clark and Invesco's Rob Waldner react to weekly jobless claims and look ahead to Friday's payrolls report and its impact on monetary policy. Ed Mills of Raymond James discusses President Biden's trip to France on the 80th anniversary of D-Day, saying foreign policy is 'one of the biggest drags' on Biden's reelection campaign.

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