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Bloomberg Surveillance

Surveillance: Equity Top with Kaiser

Bloomberg Surveillance

Bloomberg

News, Business News, Business

41.1K Ratings

🗓️ 16 August 2023

⏱️ 33 minutes

🧾️ Download transcript

Summary

Stuart Kaiser, Citi Head of US Equity Trading Strategy, says it does feel like equities are topping out a little bit. Greg Peters, PGIM Fixed Income Co-CIO, thinks we're in this stronger growth environment but at the same time we will see above trend default and distress activity. Carl Riccadonna, BNP Paribas Chief US Economist, says he sees headwinds emerging for retail sales. Dana Telsey, Telsey Advisory Group CEO & Chief Research Officer, discusses Target and TJX earnings.


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Transcript

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0:00.0

What do you see on the horizon? Uncertainty or opportunity?

0:05.0

Whatever you see at PGM, we can help you rise to the challenges of today

0:10.0

when active investing and disciplined risk management are needed most.

0:14.0

Drawing on deep expertise across the world's public and private markets

0:18.0

in pursuit of long-term returns.

0:21.0

Our investments shape tomorrow today.

0:24.0

Pissue your tomorrow with PGM, a leading global asset manager.

0:30.0

I'm Akshatrati and this summer on my podcast Zero.

0:33.0

I'm doing a series about climate storytelling,

0:36.0

how we talk about climate change and what it means for how we confront it.

0:41.0

This week, I'm interviewing journalist Amy Westowelt

0:44.0

about reporting on the history of climate denialism.

0:47.0

I'm a big believer in the idea that you can't effectively solve a problem

0:52.0

if you don't really know where it came from.

0:55.0

Come to Zero on the iHeart Radio app or wherever you get your podcasts.

1:26.0

Do you want to get around a table here in the studio?

1:28.0

Stuart Kaiser, head of U.S. equity trading strategy.

1:31.0

Over a city. Good morning, Stuart.

1:33.0

Good morning.

1:34.0

How long can Goldilocks last?

1:35.0

HSB's question, not mine. HSBC, just asking that question.

1:39.0

Second to go.

...

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