Published On Apr 26, 2024
Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist
Bruce Kasman, JP Morgan Chief Economist
Jon Lieber, Eurasia Group Managing Director, United States
John Hancock's Emily Roland says she's considering 'looking around a little bit' from the 'marriage' with mega-cap tech stocks and into higher-value areas of the market. JP Morgan's Bruce Kasman reacts to the March core PCE deflator and outlines his two scenarios for how the data impacts the Fed's path forward. Jon Lieber of Eurasia Group breaks down Secretary of State Antony Blinken's visit to China and what the trip means for both countries.
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
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.
Subscribe to Bloomberg Podcasts: https://bit.ly/BloombergPodcasts
Listen to more Bloomberg Surveillance: • Bloomberg Surveillance
#Bloomberg #Podcast #Surveillance #News #Markets
Visit us: https://www.bloomberg.com/podcasts
Follow Bloomberg Podcasts on Twitter: / podcasts
Visit our other YouTube channels:
Bloomberg Television: / @markets
Bloomberg Originals: / bloomberg
Quicktake: / @bloombergquicktake
For coverage on news, markets and more: http://www.bloomberg.com/video