Bloomberg Surveillance

Bloomberg Surveillance TV: April 3, 2024

Apr 3, 2024

Guests Eric Veiel, Michael Collins, and Eric Cantor discuss the uncertain path forward for the Fed, the value in long-term treasury yields, and the market's eventual rejection of continued debt incurrence. They explore managing debt levels, market deals, sports business, Fed interest rate strategy, monetary policy considerations, portfolio positioning amid inflation risks, and the impact of interest rates on banks.

28:12

Creator website

Episode guests

Eric Veiel

Eric Cantor

Michael Collins

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Balancing debt and economic growth is crucial for long-term fiscal stability.

Focus on economic expansion can enhance the feasibility of fiscal corrections.

Maintaining a balanced approach in policy decisions is essential to avoid economic instability.

Diversification in investment portfolios and strategic asset allocation are key to navigating market uncertainties.

Deep dives

Discussion on Unsustainable Debt Levels and Fiscal Policy

The podcast explores the discussion on unsustainable debt levels and fiscal policy decisions in America. Past speakers highlighted the need for economic growth to address the debt issues effectively. There is a mention of the potential risks associated with the current debt trajectory outpacing economic growth, emphasizing the importance of balancing debt and economic expansion.

Introduction

2min

Navigating Unsustainable Debt and Deal-Making Challenges

14min

Market Update and Business Deal-Making Insights

2min

Federal Reserve's Interest Rate Strategy and Economic Projections

7min

Market Updates, Data Transformations, and Federal Reserve Expectations

2min

Monetary Policy Considerations and Market Dynamics

3min

Exploring Portfolio Positioning, Inflation Risks, and Market Trends

3min

-Eric Veiel, CIO & Head of Global Investments, T. Rowe Price
-Michael Collins, Executive Portfolio Advisor, PGIM Fixed Income
-Eric Cantor, Vice Chairman & Managing Director at Moelis & Company, Former House Majority Leader

Eric Veiel, T. Rowe Price CIO & Head of Global Investments, says he's 'dramatically neutral' between stocks and bonds amid an uncertain path forward for the Fed. Michael Collins, PGIM Fixed Income Executive Portfolio Advisor, sees value in long-term treasury yields amid a robust economic backdrop in the US. Former House Majority Leader Eric Cantor, Vice Chairman & Managing Director at Moelis & Company, says the market will eventually reject the 'continued incurrence of debt', but the signs aren't there yet.

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