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Surveillance: Bigger Picture with Calvasina

Surveillance: Bigger Picture with Calvasina

FromBloomberg Surveillance


Surveillance: Bigger Picture with Calvasina

FromBloomberg Surveillance

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)

Tom Keene, Jon Ferro, Lisa Abramowicz, and Paul Sweeney have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment, and talk with the leading voices shaping the conversation around world markets.