Bloomberg Surveillance

Bloomberg Surveillance: A Stellar Year for Equities

Dec 29, 2023

Guests discuss a range of interesting topics, including investment strategies for the upcoming year, the ongoing legal saga with the Apple Watch, undervaluing geopolitical and US domestic risks, the latest in the Russia-Ukraine war, and a year of record demand for the international cruise line.

42:36

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Quick takeaways

Carnival Corporation had a record-breaking year in 2023 with strong demand, bookings, and onboard spending levels, indicating a positive outlook for the future.

Carnival Corporation remains focused on providing exceptional service and maintaining high standards across its brands to meet customer expectations, despite geopolitical issues.

Deep dives

Record year for Carnival Corporation in 2023

Carnival Corporation had a record-breaking year in 2023 with record demand, yields, pricing, bookings, and onboard spending levels. The company expects this strong trend to continue into 2024, as bookings remain high and onboard spend continues to grow. Carnival Corporation is already two-thirds booked for 2024 and has not seen any signs of slowing down. The company's global portfolio of brands has seen success worldwide, and there is no end in sight for the strong demand.

Introduction

2min

Investment Strategies for 2024

16min

Consequences of New Bank Capital Rules and AI Services for Businesses

2min

Geopolitical Risks and Washington's Lazy Approach

15min

Financial aid to Ukraine and potential peace negotiations

4min

Strong Performance and New Cycle in Travel Demand

5min

Discussion on Involvement in a China Joint Venture and Changes in Asset Strategy

3min

Sam Stovall, CFRA Chief Investment Strategist, advises going for breadth in equity investments next year. Mark Gurman, Bloomberg News Chief Correspondent, recaps another robust year for Apple and discusses the ongoing legal saga with the Apple Watch. Terry Haines, Pangaea Policy Founder, says markets may be undervaluing geopolitical and US domestic risks. Angela Stent, Brookings Institution Senior Fellow, breaks down the latest in the Russia-Ukraine war amid Russia's largest missile barrage since the invasion began. Josh Weinstein, Carnival CEO, walks through a year that saw record demand for the international cruise line.
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