Bloomberg Surveillance 07/05/2024

00:00:00 Bloomberg Surveillance
00:07:32 Peter Oppenheimer, Goldman Sachs
00:19:44 Jon Lieber, Eurasia Group
00:42:40 Sarah House, Wells Fargo
00:55:30 Priya Misra, JP Morgan Asset Management
01:17:51 Pooja Kumra, TD Securities
01:35:44 Sarah Wolfe, Morgan Stanley
01:45:26 Nadia Lovell, UBS
01:56:23 Randy Kroszner, University of Chicago Booth School of Business
02:10:40 Randy Kroszner, University of Chicago Booth School of Business & Jeff Rosenberg, Senior Portfolio Manager, BlackRock
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[rjmcfly]

Nice episode, on point & informative.
Bravo, keep up the good work.
Mr Cranny and Miss Burger!!!🏅🏁

[davidbeckwith]

Outstanding reporting and guests for this all-important 'Jobs Friday'. Thank you participants for taking time out from your holiday weekend. Key takeaway (wage/price spiral) comes from Randy Kroszner, Univ of Chicago @ 2:12:52 "Wage inflation has not come down. It's basically in the same range they were expecting it to be. So if that drops significantly, that would give them (FED) the okay to go ahead (with rate CUTs). Now they're going to be cautious."

[qeitkas]

The popular vote showed 16% went to Reform which compared to almost all countries is very low .

[raywest]

22:15 " Kamala Harris, she is strong, she's polling strongly . . ." Yep, she's a no-brainer, just the person we need to confront Putin and Xi Jinping.