Bloomberg Surveillance

Bloomberg Surveillance TV: June 13, 2024

Jun 13, 2024

Guests from Oppenheimer, Societe Generale, UBS, and Pangaea Policy Advisory discuss market highs post-Fed decision, react to CPI data, and analyze Trump's DC meeting. Topics include inflation, equities forecast, financial success, insurance solutions, Fed's economic outlook, rate cutting cycle, retirement security, Biden vs. Trump policies, U.S. foreign policy, and potential changes.

26:26

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Quick takeaways

Markets reached record highs post-Fed decision, reflecting investor confidence in the economy.

Tech industry's influence on market trends highlighted, emphasizing AI integration and consumer behavior impact.

Deep dives

Impacts of Federal Reserve on Equity Markets

The discussion delves into the Federal Reserve's influence on the equity markets, particularly focusing on Jerome Powell's cautious approach towards inflation and interest rates. Insight is shared regarding the market's response to Fed policies, emphasizing historical references like the 70s inflation era and the importance of business growth and innovation in driving equity valuations.

Intro

2min

Analysis of Jerome Powell's Stance on Inflation and Equities Market Forecast

6min

A Discussion on Financial Success and Insurance Solutions

2min

Federal Reserve's Economic Outlook and Rate Cutting Cycle

12min

Discussing Retirement Security and Business Insurance

2min

Contrasting Biden and Trump's Policies on Russia and Economy

4min

Analysis of U.S. Foreign Policy and Potential Future Changes

3min

- John Stoltzfus, Oppenheimer, Chief Investment Strategist
- Subadra Rajappa, Societe Generale, Head of US Rates Strategy
- Jonathan Pingle, UBS, Managing Director and Chief U.S. Economist
- Terry Haines, Pangaea Policy Advisory Founder

John Stoltzfus of Oppenheimer discusses how markets touched record highs following yesterday’s Fed decision. Societe Generale's Subadra Rajappa and Jonathan Pingle of UBS react to yesterday’s CPI data and Fed decision. Terry Haines of Pangaea Policy discusses Trump meeting with CEOs and lawmakers in DC.

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