Bloomberg Surveillance 05/17/2024

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern have the economy and global markets "under surveillance". Their daily conversations with leaders and decision makers from Wall Street to Washington and beyond cover the latest in business, investment, and geopolitics. No other program better positions investors and executives for the trading day.
00:00:00 Bloomberg Surveillance
00:04:47 Geoff Yu, BNY Mellon
00:17:19 Enda Curran, Bloomberg News
00:30:01 Julie Norman, UCL
00:41:17 Gilles Moec, AXA Investment Managers
00:53:14 Katy Kaminski, Alphasimplex
01:05:48 Mandeep Singh, Bloomberg Intelligence
01:20:23 Meghan Robson, BNP Paribas
01:29:19 Aditya Bhave, Bank of America
01:40:34 Mohamed El-Erian, Queens' College Cambridge
01:52:53 Chris Caso, Wolfe Research
02:06:01 Seth Carpenter, Morgan Stanley
02:24:43 Mohamed El-Erian, Queens' College Cambridge
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Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern have the economy and global markets "under surveillance". Their daily conversations with leaders and decision makers from Wall Street to Washington and beyond cover the latest in business, investment, and geopolitics. No other program better positions investors and executives for the trading day.
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[@nerdlife206]

Yeah chapters!!!! Thank you!

[@Goalcheck]

Greatstuff, nice episode: On point and informative.
Nicely rendered.
Bravo, keep up the good work 🏁👏

[@jaydai3087]

Where did you get the GTBP news? I cannot see it on TI

[@davidbeckwith1408]

Aditya Bhave, BofA, brilliant brilliant analysis. I couldn't agree more. @1:36:04 Annmarie: "If the consumer is holding up, (inflation moderating), why are the polls about the economy so bad? Aditya: (KEY POINT!) "There is a difference between price levels and inflation. Inflation has cooled off a lot, but price levels REMAIN ELEVATED." Consensus: "Prices not going down."

[@davidbeckwith1408]

I don't think enough credence is given to the old adage "the best cure for high prices is high prices." Consumers may have the money, but at some point are fed up and will not pay. It will be up to McD to come up with a $5 value meal to lure customers back into the store. Inflation will moderate, the FED will cut - ahhh the cycle of life!

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[@nerdlife206]

2:21:57 "You're like Taylor Swift to me" aww

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