Bloomberg Brief (10/11/2024)

“Bloomberg Brief” delivers the market news, data and analysis you need to set your agenda. Today's guests: Ella Hoxha, Newton Investment Management head of Fixed Income, Peter Tchir, Academy Securities Head of Macro Strategy.

00:00:01 - Intro
00:01:46 - Ella Hoxha, Newton Investment Management head of Fixed Income
00:22:25 - Peter Tchir, Academy Securities Head of Macro Strategy

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[noremacmada]

11:46 - I searched the Tube for autonomous van content
11:53 - Makes me want to ahain watch the Awesome-O episode of South Park
13:44 - Shakeup at Jeep/Ram
23:32 - Reminds me of the "transitory" episode
41:34 - I recall a few years back the concern was PBs netting out swap trades and moving them off balance sheet, which I believe is fine in orderly market conditions