Bloomberg Surveillance

Bloomberg Surveillance TV: July 5, 2024

Jul 5, 2024

Jeff Rosenberg of BlackRock analyzes the payrolls report impact on the Fed. Pooja Kumra discusses market reaction to UK and French elections. Jon Lieber comments on Biden's campaign status before ABC interview.

26:57

Creator website

Episode guests

Jeff Rosenberg

Jon Lieber

Pooja Kumra

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Growing concerns over President Biden's cognitive decline and potential impact on the election outcome.

Potential shift in global capital flow dynamics due to changes in government and taxation policies in the UK and France.

Deep dives

Biden's Cognitive Decline and Potential Exit

Concerns over President Biden's cognitive decline have led Eurasia Group to increase the odds of him exiting the race from 15% to 25%. Reports indicate signs of him losing vigor in public appearances, raising questions about his ability to sustain a vigorous campaign. The upcoming interview holds significant importance for Biden's image, with potential consequences for the election outcome.

Intro

3min

Analysis of Political Situation and Potential Exit from the Race

3min

Analyzing Trump's Campaign Strategy Amid Democratic Party Challenges

2min

UK Election Results & Market Impact

5min

Exploring Global Shifts in Financial Flows and Potential Opportunities in the UK Market

2min

Analyzing Labor Market Figures and Fed's Focus

13min

Analyzing the Impact of Fiscal Policy Changes on Bond Markets Under Political Scenarios

3min

-Jeff Rosenberg, BlackRock Senior Portfolio Manager
-Pooja Kumra, TD Securities European & UK Rates Senior Strategist
-Jon Lieber, Eurasia Group Managing Director and Fmr. Policy Adviser to Sen. Mitch McConnell

Jeff Rosenberg of BlackRock reacts to the payrolls report and what it means for the Fed. TD Securities' Pooja Kumra analyzes the market reaction to the UK election and the French election this weekend. Jon Lieber of Eurasia Group comments on the state of the Biden campaign ahead of the president's ABC news interview tonight.

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