Alexander Altmann
Managing Director and Global Head of Equities Tactical Strategies at Barclays, discussing thematic investment views including US-China decoupling, commodity security, and small-cap dynamics.
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Jul 22, 2025 • 27min
Bloomberg Surveillance TV: July 22nd, 2025
Alexander Altmann, Global Head of Equities Tactical Strategies at Barclays, delves into the ongoing bull run in equities and anticipated performance for the second half of the year. Samuel Zief, Head of Global FX Strategy at JPMorgan, shares insights on the weakening US dollar and potential bullish cases for it. Additionally, Andrew Hollenhorst, Chief US Economist at Citi, discusses the intricacies of US inflation, labor market conditions, and the evolving Fed policy outlook. The conversation explores various market dynamics and investor sentiment influencing today's economy.
Jan 14, 2026 • 22min
Bloomberg Surveillance TV: January 14th, 2026
Ed Bastian, CEO of Delta Air Lines, shares insights on premium demand and growth strategies. He discusses the airline's cautious earnings guidance for 2026 amid expanding international operations. Edward Mills, a managing director at Raymond James, analyzes the potential impact of new credit-card policies and political populism on financial access. Alexander Altmann from Barclays highlights the implications of US-China decoupling on commodity security and demand for critical metals, connecting these themes to current market dynamics.
