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-Kate Moore, BlackRock Global Allocation Team Head of Thematic Strategy -Tiffany Wilding, PIMCO Managing Director-Henrietta Treyz, Veda Partners Director of Economic Policy Research
BlackRock's Kate Moore says the week ahead for Big Tech earnings is the chance for large-cap stocks to answer critical questions about the equity market. PIMCO's Tiffany Wilding looks ahead to key GDP and inflation data, saying the 'hot' US economy isn't consistent with inflationary pressures moderating. Henrietta Treyz of Veda Partners says Congress' new aid package for Ukraine, Israel and Taiwan is a case of Congress members 'wanting to be on the right side of history.'
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Mark Zandi, Claudia Sahm, and Jurrien Timmer.
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Published 05/03/24
-Mohamed El-Erian, Queens' College, Cambridge & Bloomberg Opinion-Jeff Rosenberg, BlackRock Senior Portfolio Manager-Pierre Ferragu, New Street Research Tech Infrastructure Head
Mohamed El-Erian of Queens' College, Cambridge and BlackRock's Jeff Rosenberg react to April’s...
Published 05/03/24