Bloomberg Intelligence Promising PCE Data, Morning Consult Poll
Sep 27, 2024
In this engaging discussion, Ira Jersey, Chief US Interest Rate Strategist, analyzes recent PCE data suggesting a possible rate cut by the Federal Reserve. Laura Davison, Politics Editor, sheds light on a Bloomberg poll revealing voter concerns around the economy. Nadia Lovell, Senior Equity Strategist at UBS, shares her market outlook amid shifting economic trends. Mandeep Singh, Tech Analyst, discusses Intel's challenges and the competitive landscape with Nvidia and AMD. The conversation weaves through critical economic indicators and their political significance.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Intro
00:00 • 2min
Economic Trends and Consumer Behavior
01:49 • 6min
Economic Forecasts and Election Dynamics
07:24 • 10min
Navigating AI Implementation and Poll Insights
17:37 • 2min
Market Dynamics and Intel's Future
19:36 • 9min
Global Economic Outlook: The Role of China's Easing Cycle
28:14 • 2min
Navigating Emerging Markets and Investment Strategies
30:17 • 6min
Market Strategies Amidst Turbulence
35:55 • 4min
Storm's Aftermath: Energy Demand Insights
40:09 • 4min
Crude Oil Production and Investment Discipline Amidst Global Concerns
44:00 • 2min