Discussion on the current market conditions, highlighting the potential effects of a Fed rate cut on the market sentiment and outlook. Emphasis on the importance of companies exceeding expectations and selectively investing in undervalued stocks, with examples like Target's stock surge. Insights on the economic forecast, pointing towards a possible soft landing with concerns about signs of a slowdown in capital spending.
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Bloomberg Intelligence Senior Technology Analyst Anurag Rana discusses Apple’s iPhone sales in China falling by a surprising 24% over the first six weeks of this year, according to independent research that may stoke fears about worsening demand for the marquee but aging device. John Worth, EVP of Research and Investor Outreach at Nareit, talks about the impact of interest rates on the commercial real estate market. John Vinh, Equity Research Analyst at KeyBanc Capital Markets, shares his thoughts on the semiconductor space. Bloomberg News Global Economy Reporter Enda Curran provides the details of his Businessweek story Immigration Rage Drowns Out US Labor Market’s Need for Workers. And we Drive to the Close with Nancy Prial, Co-CEO and Senior Portfolio Manager at Essex Investment Management.
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.
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