Bloomberg Surveillance TV: July 19, 2024
Bloomberg Surveillance
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Performance and Outlook of Energy Sector
The chapter analyzes the energy sector's performance during the Trump and Biden administrations, showcasing its strong performance and bullish outlook driven by increasing demand from AI, cybersecurity, and defense industries. It also delves into the recent rally in small caps, debating whether it signifies a short-term reaction or a longer-term market rotation, and discussing the importance of broadening market leadership beyond tech for a healthier market.
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