Business
What is the Economy Doing? | Bloomberg Surveillance 12/06/2023
However you see this US economy, heading up or down, one thing seems clear: it’s rolling.
Charles Schwab’s Liz Ann Sonders sees a “rolling recession.” Binky Chadha of Deutsche Bank sees a “rolling recovery.” Our heads on Surveillance are spinning with all the rolling, which actually helps explain all the whipsawing narratives and confusing economic data of 2023.
#jobs #business #markets #election #politics
Tom Keene, Jonathan Ferro and Lisa Abramowicz 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. This show is simulcast worldwide on Bloomberg Television and Radio.
About “Bloomberg Surveillance”
Tom Keene, Jonathan Ferro & Lisa Abramowicz are live from New York each business day, bringing insight on global markets and the top business stories of the day.
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“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.
Chapters:
00:00:00 – Bloomberg: The China Show opens
00:01:10 – Meta posts clear earnings beat, Tesla results remain mixed
00:09:09 – HSTECH drops below 4,000 for the first time in two years
00:10:49 – Exclusive: Barclays’ Kaanhari Singh on Asia equity flows
00:27:04 – China regulator urges e-commerce quality controls
00:30:34 – Breaking: BOK says 2026 and 2027 growth to outpace previous outlook
00:33:50 – Exclusive: Former US House Speaker Kevin McCarthy on midterm elections
00:46:22 – Breaking: Tech stocks lead losses in Asia
00:51:03 – APAC rate decisions in focus
00:57:31 – Exclusive: Former MI6 chief on Iran war fallout
01:06:50 – Breaking: DeepSeek raises $15B in funding deal joined by Tencent, CATL
01:08:47 – DeepSeek deal seeks to challenge US AI labs
01:12:42 – Exclusive: Boston Dynamics founder Marc Raibert on the future of robotics
01:23:25 – China hybrid export surge set to boost automakers’ 3Q earnings
01:30:06 – Breaking: China’s CSI 300 falls 20% from June high
01:32:06 – China and Hong Kong stocks extend losses
——–
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Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” Wall Street splits on AI as Ken Griffin warns of a bubble and Larry Fink says keep building. Musk weighs a $3.5 trillion SpaceX-Tesla tie-up. United warns on rising fuel costs, while Netflix growth slows. Plus, Per Franzen on AI overinvestment, Matthew Condon on Netflix’s next act, and Sagar Gupta joins us on activist opportunities in tech and media.
Chapters:
00:00:00 – Open Interest
00:02:01 – SpaceX Earnings, Tesla Merger Discussions & AI Revenue Surge
00:04:54 – United Airlines, Fuel Costs & Premium Travel Demand
00:07:45 – Meta Earnings, AI Monetization & Compute Capacity Economics
00:12:53 – High Interest | France Unrest, Airline Profit Pressures & Netflix Growth Slowdown
00:14:07 – Matthew Condon Citizens | Netflix’s Growth Challenges, Content Strategy & Sports Rights Opportunities
00:22:59 – Aoifinn Devitt Moneta | AI Spending Risks, Bubble Concerns & Election Market Impact
00:31:51 – Exclusive | EQT CEO Per Franzen on AI Investment, Data Centers & Private Markets
00:32:11 – Top Calls | United Airlines Upgrade, Zoom AI Momentum & Chipotle Downgrade
00:34:14 – AI Infrastructure Demand, Cost of Capital & Data Center Capacity Constraints
00:43:51 – AI Bubble Risks, Portfolio Positioning & Fixed Income Strategy
00:52:51 – Tesla-SpaceX Merger Mechanics, Governance & Shareholder Questions
00:55:52 – Sagar Gupta Anson Funds | AI Activism, Small-Cap Opportunities & Lionsgate M&A
01:04:56 – Ken Griffin on AI Bubble Risks, GPU Economics & Anthropic Spending
01:13:33 – Kyle Clark Beta Technologies | Electric Aviation & FAA Milestone Approval
——–
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Nasdaq President Nelson Griggs says no rules were broken in winning the SpaceX initial public offering, which could be the largest ever. He does talk about new rules that let companies get added to its index faster. He speaks on “Bloomberg Open Interest.”
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In August, President Trump said the CFTC was working on bringing a crypto platform called Hyperliquid into the United States “in a fully compliant and legal fashion.” What exactly is Hyperliquid?
CEO and Co-founder Jeff Yan joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to explain how the platform works and how he plans to bring the entire financial industry onto Hyperliquid.
——–
More on Bloomberg Television and Markets
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Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day than “Bloomberg Surveillance.”
Chapters:
00:00 SpaceX Surge, Big Tech Earnings and Tesla Merger Talk
04:23 Earnings Growth Is Making Stocks More Attractive — Aaron Kennon, Clear Harbor Asset Management
17:01 Data Center Backlash Could Grow Into 2028 — Brian Gardner, Stifel
31:07 SpaceX-Tesla Combination Is ‘Extremely Tangible’ — Pierre Ferragu, New Street Research
40:52 Many Neoclouds Won’t Be Here in Five Years — Gil Luria, DA Davidson
51:03 Broader Stock Rally Can Continue to Year End — John Stoltzfus, Oppenheimer
1:04:08 Anti-Data Center Message Is Winning With Voters — George Pollack, Signum Global
1:16:25 Investors Need to Measure AI Concentration — Akhil Bansal, Carlyle
1:29:46 Netflix’s Ad Problems Are Fixable — Alicia Reese, Wedbush
1:40:38 Growth Rates Need to Hold Up Into 2027 — Matt Stucky, Northwestern Mutual
1:52:36 Meta’s ‘Muse Moment’ Is Finally Here — Ron Josey, Citi
2:06:16 Bond Market Gives the Fed a Green Light to Wait — Mark Cabana, BofA Securities
2:15:00 United CEO Makes the Case for a US Wealth Tax — Scott Kirby, United Airlines
——–
Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV.
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@jackbailey7037
December 11, 2023 at 8:54 pm
Hey Libby, why did Pimco pull the plug on their California Muni bond fund, putting the investors underwater?
@abhijitpal7750
December 11, 2023 at 8:54 pm
12/07/2023.
U.S. BONDS MARKET HISTORY.
2,10,30 years bonds.
10/23/2023 to 10/26/2023.
Artificial intelligence world.
@3EBstudio
December 11, 2023 at 8:54 pm
🐻🩳🥂
@kc9611
December 11, 2023 at 8:54 pm
It's about good systems, and if they make us play politics then fine , we will do that too.
@wrenster34
December 11, 2023 at 8:54 pm
The reason why both parties haven’t reached out to moderates is because it’s the fanatics who make history whether you or I agree with that logic is irrelevant
@user-tl6rd9hr6n
December 11, 2023 at 8:54 pm
우리가 하는 말 한 마디, 우리가 쓰는 글 한 줄이 누군가에게는 행복과 위안을 주는 것이 될 수 있지만 누군가에게는 상처와 고통을 주는 것이 될 수 있다는 사실에 늘 경계를 늦추지 말아야 한다.
@TanSpaceX
December 11, 2023 at 8:54 pm
Hands down, Biden is better than 45.
@TanSpaceX
December 11, 2023 at 8:54 pm
Why 2 microphones? What are they (makers/models)? They sound amazing. Thanks.
@thesheepthemightythecrazy
December 11, 2023 at 8:54 pm
If you are for cancel culture, then you are a fascist. If you shout the other side down so they cannot speak, you are for fascism.
@giganticbrittle
December 11, 2023 at 8:54 pm
Soccer is an English term, they call it football because the ball is nearly an imperial foot long, they do look like they work at footlocker, and if they don't wear cardboard for shinguards perhaps they could invest in something more sophisticated than a shirt to work in?
@timothygreen6058
December 11, 2023 at 8:54 pm
When the investment doesn't till the truth 🛡️ about the market 😭🌎 the market will continue whenever it gets done ✅ pieces.🤔 Higher rates for longer 📃 rate higher for longer 📈💵📉 Understand the bank old the market for a portfolio account of a investment 😱 pay 🏦 investment money 🌍 📬😡📸🛡️💹🌎 unstable pay for the market is going to keep changing the price for earnings information.🚀 Growth rate higher for longer rates higher prices rate longer rates higher prices rate 💹🌍 investment money 💵
@bradapotamus
December 11, 2023 at 8:54 pm
Airline spending, (along with any remaining non-government inflationary pressure) are all of the Boomers blowing their Money Market funds after they retired during Covid. Take a look at the demographics under 55 and its a completely different ballgame with record debts, low savings, and loan delinquencies. Now come the December Q4 job cuts, and stock buybacks. Not a lot of real growth on the horizon for the services sector coming up in my opinion, which is a big deal considering over 60% of the US economy is service-based.
@didiermuhire9717
December 11, 2023 at 8:54 pm
Fed is listening to D? 🙂
@didiermuhire9717
December 11, 2023 at 8:54 pm
Let’s go bitches 🎉. D
@williamtucker9767
December 11, 2023 at 8:54 pm
25% rate hike in march
@yamomanemjazz
December 11, 2023 at 8:54 pm
Thanks for making that point about outreach. It's kinda ridiculous.
@captain77ga
December 11, 2023 at 8:54 pm
He's full of shit they aren't cutting rates in March this is media fud
@ghost_D
December 11, 2023 at 8:54 pm
No sound?