Bloomberg Surveillance

Bloomberg Surveillance: Iowa Caucuses and Bank Earnings

Jan 16, 2024

Julie Norman discusses Trump's victory at the Iowa Caucuses. Claudia Sahm gives her take on the Fed's interest rates. Julia Coronado talks about the inflation environment. Barry Ritholtz breaks down the week ahead in markets. Ken Rogoff looks at inflation in the face of our current geopolitical situation.

35:44

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Quick takeaways

Geopolitical situations like conflicts in the Middle East and US-China relations are causing volatility and risks in the global economy, impacting markets and prices.

The uncertainty surrounding geopolitical risks, such as conflicts in the Middle East and tensions between Russia and Ukraine, is impacting markets and highlighting the need for caution and risk management.

Deep dives

Geopolitical Risks and Volatility in the Global Economy

There is a consensus that the global economy will not be as strong as 2023, but there is a lack of understanding about the volatility and risks present. Geopolitical situations, especially the US-China relations and conflicts in the Middle East, are causing instability. The current volatility raises concerns about the impact on markets and prices. The risks associated with potential disruptions to global supply chains and trade could have significant implications for inflation and economic growth.

Introduction

2min

Escalating Tensions in the Middle East and the Impact on Global Economy

8min

Weather, Bitcoin, and Inflation: A Comprehensive Discussion

3min

Geopolitical Risks and Market Impact

7min

Medi-Cognition and the Decision-Making Process in Investing

6min

The Consequences of Selling Microsoft Stock

2min

Crash Course: Exploring Business, Political, and Social Disruptions

12min

Julie Norman, University College London professor, discusses Donald Trump's victory at the Iowa Caucuses. Claudia Sahm, founder of Sahm Consulting, gives her take on the Fed's approach to interest rates. Julia Coronado, MacroPolicy Perspectives President, talks about the inflation environment. Barry Ritholtz, host of the Bloomberg Masters in Business podcast, breaks down the week ahead in markets. Ken Rogoff, Harvard Professor and former IMF Chief Economist, takes a look at inflation in the face of our current geopolitical situation. Hosted by Tom Keene and Damian Sassower.

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