

Surveillance: Concern, Not Fear with Calvasina
Oct 2, 2023
Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, discusses concern in markets during the potential government shutdown. Jordan Rochester, Nomura G-10 FX Strategist, explores the possibility of EUR-USD parity. Mike Darda, Roth MKM Chief Economist & Macro Strategist, discusses unwinding yield trades. Rep. French Hill (R) Arkansas, talks about congress averting a shutdown.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Current State of the Equity Market
01:42 • 5min
Performance of Consumer Discretionary and Financial Stocks
06:15 • 4min
Strength of the Swiss Franc and Weaker Euro
10:02 • 13min
Signal of Disinversion and Rise in Yields: Implications for the Business Cycle
23:04 • 4min
Historical Context and Support for Kevin McCarthy
27:04 • 7min
Bipartisan Cooperation on Fiscal Concerns and Invitation to Bloomberg Technology Summit
33:34 • 3min