

Bloomberg Surveillance TV: September 20, 2024
Sep 20, 2024
Jay Pelosky, Founder of TPW Advisory, discusses China's electric vehicle dominance, arguing it's overshadowing competitors except Tesla. Veronica Clark, a US Economist at Citi, anticipates a 50bps interest rate cut from the Fed in November. Tom Becker from BlackRock highlights that people aren't acting as if their jobs are at risk, despite current economic uncertainties. The conversation touches on China's clean energy surge, investment strategies, and resilience in the US economy, exploring opportunities across sectors amidst shifting economic dynamics.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Investment Insights and Market Analysis: China's Economic Landscape
02:12 • 2min
China's Clean Energy Surge and Investment Strategies
04:00 • 6min
Exploring Direct Lending and Economic Trends
09:39 • 2min
Interest Rate Dynamics and Economic Realities
11:17 • 7min
Economic Resilience and the 'No Landing' Outlook
18:24 • 3min
Economic Resilience and Global Opportunities
21:21 • 5min
Navigating Inflation Trends and Economic Outlook
26:28 • 3min