Bloomberg Surveillance

Bloomberg Surveillance TV: April 4, 2024

Apr 4, 2024

Jean Boivin of BlackRock Investment Institute is bullish on risk assets, Becky Frankowitz discusses US labor market resiliency, Michael Hirson breaks down Treasury Secretary Yellen's China visit. Topics include economic regime shift, trade challenges with China, daily market updates, labor market dynamics, post-pandemic recovery, and immigration impacts on job market.

18:26

Creator website

Episode guests

Michael Hirson

Becky Frankiewicz

Jean Boivin

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Economic shift noted by BlackRock - bullish on risk assets, US labor market resilience highlighted by ManpowerGroup.

US-China trade complexities discussed, tariff adjustments in strategic sectors like electric vehicles emphasized.

Deep dives

Challenges Between the US and China

The podcast discusses the challenges between the US and China concerning trade issues, particularly in advanced manufacturing sectors like electric vehicles and solar energy. Janet Yellen emphasizes the importance of addressing distortions in China’s manufacturing sector, focusing on promoting trade instead of decoupling completely. The conversation delves into the complexities of shifting towards technologies dominated by China and highlights the need for accommodations to address mutual concerns.

Introduction

2min

Navigating Trade Challenges with China in Advanced Manufacturing

3min

Daily Market Update from Charles Schwab and Sustainable Business Summit in London

2min

Economic State and Market Regime Analysis

7min

Exploring Labor Market Dynamics: Shift from Temp Workers to Permanent Hires

2min

Labor Market Dynamics and Post-Pandemic Recovery

4min

Exploring Immigration and Labor Market Dynamics in the Changing Economy

2min

-Jean Boivin, Head of BlackRock Investment Institute
-Becky Frankiewicz, Chief Commercial Officer, President North America at ManpowerGroup
-Michael Hirson, Head of China Research 22V Research

Jean Boivin, Head of BlackRock Investment Institute, says the economy has entered 'a new regime' and is bullish on risk assets going forward. Becky Frankiewicz of ManpowerGroup reacts to higher-than-expected weekly jobless claims and discusses the 'amazing' resiliency of the US labor market. Michael Hirson, Head of China Research at 22V Research, breaks down Treasury Secretary Janet Yellen's visit to China.

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