Business
Inflation Fears, Earning Season | Bloomberg Surveillance 11/15/2022
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.
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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from Brussels, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we’ll tell you what matters for investors in Europe, giving you insight before trading begins.
On today’s show, AI jitters returned after the Korean data center firm Elice flopped on its stock market debut. Shares fell as much as 35% after its IPO, which raised $151 million.
Bloomberg has learnt that the AI cloud computing firm Nscale is in talks to sell computing power to Anthropic, in a deal that could be worth about $45 billion.
The German Chancellor Friedrich Merz has warned against complacency over the dangers posed by Russia, saying that President Putin is seeking to undermine democracy in Europe.
And tougher security measures, including an 11pm curfew in some parts of Paris and other cities, appear to have quelled violent protests in France for now. But unions have called for a strike next month, with more demonstrations planned for this Saturday.
Today’s guest: Ana Boata, Allianz Trade, Head of Economic Research
Chapters:
00:00:00 – Daybreak Europe
00:01:39 – Elice’s 33% Debut Plunge Rekindles Doubts Over AI Spending Boom
00:03:19 – Japan 20-Year Bond Sale Sees Record Demand
00:07:21 – Nscale, Anthropic in Talks for $45 Billion Cloud Computing Deal
00:12:49 – Merz Warns Europe That It’s Underestimating the Russian Threat
00:18:31 – French Unrest Tapers Off After Security Measures Imposed
00:27:46 – Ana Boata, Allianz Trade, Head of Economic Research
00:34:39 – Ukraine Suspects US Blocking Intelligence on Russian Attacks
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Fed Chairman Kevin Warsh described AI as potentially the most consequential change to the US and global economy in his lifetime, calling it a positive supply shock over the medium term. He spoke at an IMF event moderated by IMF Chief Kristalina Georgieva in Bangkok, Thailand.
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Once-simple airline rewards programs have morphed into a convoluted system that makes it harder for customers to land deals.
Allyson Versprille explains why the airline rewards game is getting tougher to win
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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 Tech Rebound, France Riots and AI Earnings Test
03:54 Market Stress Is Mostly Driven by Technicals — Max Kettner, HSBC Bank
18:25 GOP Russia Pushback Has Limited Bite — Tobin Marcus, Wolfe Research
31:46 AI Financing Stress Favors Mega-Cap Tech — Angelo Zino, CFRA
40:04 Yellow Vests Plan New France Protests After Riots — Oliver Crook
42:11 Markets Rightfully Lowering ECB Hike Expectations — Andrew Sheets, Morgan Stanley
53:40 Buy the Tech Selloff, but Move Up in Quality — Chris Harvey, CIBC
1:06:19 Cost of Living Is Driving Midterm Discontent — Jessica Taylor, The Cook Political Report
1:19:34 Meta Is ‘Cool Again’ and Winning Back Trust — Rich Greenfield, LightShed Partners
1:30:03 5% Treasury Yields Are Attractive — Subadra Rajappa, Société Générale
1:41:25 AI Debt Could Trigger a Sharp Selloff — Peter Tchir, Academy Securities
1:53:41 AI Shakeout Could Hit the Biggest Players — Sarah Kunst, Cleo Capital
2:07:43 Why Wait? Fed Should Hike in October — Aditya Bhave, BofA Securities
2:18:02 Buy the AI Dip, but Buy It Carefully — Kelly Kowalski, MassMutual
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Fatima Dangote, Dangote Group executive director of commercial operations for oil and gas, tells Bloomberg Television the company forecasts revenue to jump to $100 billion by 2030. Speaking in an exclusive interview with Bloomberg’s Jennifer Zabasajja, Aliko Dangote’s daughter says the growth is going to come mainly from the company’s “refinery, fertilizer and cement” businesses.
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More on Bloomberg Television and Markets
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@kmurchan
January 27, 2024 at 12:11 pm
Great content, I feel those who would allow the market dynamism to determine when to trade or not are either new in space in general or probably just naïve, the sphere have seen far worse times than this, enlightened traders continue to make good use of the dip and pump even acquiring more equities towards trading sessions, I'd say that more emphasis should be put into trading since it is way profitable than holding. Trading went smooth for me as I was able to raise over 10.2 BTC when I started at 3.5 BTC in just few weeks implementing trades with signals and insights from Samy Dominic. I would advise y’all to trade your asset rather than hold for a future you aren't sure about….
@ken123432
January 27, 2024 at 12:11 pm
As much inflation as there is that's coming , there's no chance of keeping it under 3%. America can handle 15% (like where having right now). As of 1983 US reports about 55% of the truth. So add for that. To pretend we're going to get less is going to be the problem. People say they don't like it , but no one wants to cure inflation at their own expense. (That seems the be the way of America). People say " we don't like higher prices", but they don't mind it as much while wages go up the same way. Just push for higher wages to go up fast , and then inflate away ( I mean they're doing it anyway , so we should not act like it might not happen). Damage comes from inflating and trying to stop it at the same time. That will only put many out of work. Those same poor that wanted prices to go back down , didn't want that outcome by pushing those poor into the streets. Because that's what's going to happen, right along with the prices won't go back down anyway. Just them become homeless .
@melvinf.benson9944
January 27, 2024 at 12:11 pm
Great Stuff. I started watching your videos last year as a beginner before giving stock market a trial. I was able to make $472,000 within 4 Months with a capital of $200,000. keep it up Ricky!
@mannysykes
January 27, 2024 at 12:11 pm
shawty probably cried after that equity sector at the beginning 😂
@charlottedavis8047
January 27, 2024 at 12:11 pm
<Great Video! But I made my first million through trading stocks and inves-ting as a beginner but assisted by an expert obviously; Elizabeth Ernst David. We met at a trading conference and I looked her up online thereafter. Bottom line, she agreed to guide me and I've had no cause to regret ever since.
@hammerhetyeskahgaming2970
January 27, 2024 at 12:11 pm
Is it true that the US did sell 4 times than the market cap? I think they are only using the market price against Saudi and Russia but they themselves can sell 4 times sometimes 10 times from it.
@Beaver4422
January 27, 2024 at 12:11 pm
😂😂I have been extending my vacation because I don't want to come back to this whole mess.
@abijitpal4050
January 27, 2024 at 12:11 pm
Saudi economics DATA.
2012 to 2019.
Round the world.
@abijitpal4050
January 27, 2024 at 12:11 pm
UK economics DATA.
1978 to 1998.
Round the world.
@abijitpal4050
January 27, 2024 at 12:11 pm
European Union economics DATA.
1970 to 1979.
Round the world.
@conni222
January 27, 2024 at 12:11 pm
full of bull – butter , beef, eggs have doubled in price. people are in trouble and it is not avoided. Get real
@user-kqpayxt
January 27, 2024 at 12:11 pm
SEEMA SHAH: Why the hell do you have the DUMB ASS BERNAKE CROOK's book behind you ? He is the Main reason for all the debt and inflation this country has now !! Now USA has Exported the inflation all Over the World !! BURN that Book !!!
@deadworld8414
January 27, 2024 at 12:11 pm
They talk crap
@charlotte2010ful
January 27, 2024 at 12:11 pm
❤
@TheAgentofWallStreet
January 27, 2024 at 12:11 pm
The NASDAQ Futures cheated today and gapped up to the weekly SMA(20) line (12,032) then backtested all day. This market still has legs to rally higher. I share all of my entry/exit trades so you can be a better trader or investor.
@wallacesouza2678
January 27, 2024 at 12:11 pm
Hello, I'm new to Biticon trade and I've been
making losses but recently I see a lot of
people earning from it. Please can someone
tell me what I'm doing wrong
@Steven-jx7ch
January 27, 2024 at 12:11 pm
So cutting rates means Ukraine pays imo, bear market rally, I say, now do I buy gbpjpy or sell??? Hmmm