43 min listen
Surveillance: Bigger Picture with Calvasina
Surveillance: Bigger Picture with Calvasina
ratings:
Length:
27 minutes
Released:
Jul 10, 2023
Format:
Podcast episode
Description
Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says if we do have a recession, the market will be able to focus on the bigger picture and it may not be as damaging as some assume. Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, says we'll need a recession in order to get inflation to 3% or below. Alifia Doriwala, RockCreek Group Managing Director, says diversification is key, "especially in this type of uncertain environment." Gennadiy Goldberg, TD Securities Head of US Rates Strategy, sees the first Fed cut in March of 2024.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.
Released:
Jul 10, 2023
Format:
Podcast episode
Titles in the series (100)
Bloomberg Surveillance: Emons, Wheeler & Paulsen: Bloomberg Surveillance: Emons, Wheeler & Paulsen by Bloomberg Surveillance