Bloomberg Surveillance

Bloomberg Surveillance TV: May 2, 2024

May 2, 2024

Citi's economist discusses Fed's interest rate decisions. Bank of America predicts a soft landing post high rates. Moderna CEO talks about better-than-expected earnings and RSV vaccine development.

22:23

Creator website

Episode guests

Andrew Hollenhorst

Savita Subramanian

Stephane Bancel

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Episode notes

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Quick takeaways

Inflation data may prompt Fed to cut rates, US market poised for soft landing.

AI enhances drug development, accelerates clinical phases, and revolutionizes Moderna's processes.

Deep dives

Analysis of the Market Cycle and Inflation

The speaker discusses the current position in the market cycle, suggesting a potential shift to a soft landing scenario. They highlight factors such as demographic trends and structural shifts impacting the labor market dynamics. The conversation delves into the presence of healthier inflation levels and the potential impact of higher interest rates on equity performance.

Introduction

2min

Navigating the Complexities of the Current Labor Market

7min

Global Leaders Gather for Economic Forum and Fed's Potential Future Cut

2min

Navigating the Complexities of Labor Market Data

4min

Analyzing the Federal Reserve's Reaction and Monetary Policy Cycle Dynamics

3min

Investment Management in Vaccine Research and Technology Advancements

6min

Accelerating Pharmaceutical Processes Through AI Implementation

2min

-Andrew Hollenhorst, Citi Chief US Economist
-Savita Subramanian, Bank of America Head of US Equity & Quantitative Strategy
-Stephane Bancel, Moderna CEO

Citi's Andrew Hollenhorst reacts to the Fed's decision to hold interest rates, saying inflation data will give the Fed the opportunity to cut rates this year. BofA's Savita Subramanian says the US will achieve a soft landing where the market adapts to higher rates. Moderna CEO Stephane Bancel reacts to better-than-expected first quarter earnings and discusses the company's upcoming RSV vaccine.

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