Bloomberg Surveillance

Bloomberg Surveillance October 15, 2024

Oct 15, 2024

Vishal Khanduja, Head of Broad Markets Fixed Income at Morgan Stanley, discusses the low spread risk in bond portfolios. Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, emphasizes companies with strong balance sheets during earnings season. Max Kettner, HSBC's Chief Multi-Asset Strategist, believes the market is underestimating the resilience of the US consumer. The trio delves into the interplay of geopolitical concerns and economic uncertainty, offering strategic insights into navigating investments as 2025 approaches.

25:59

Creator website

Episode guests

Max Kettner

Sarah Hunt

Vishal Khanduja

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

The podcast emphasizes the importance of leveraging real-time insights for businesses to thrive amid competitive market dynamics.

Analysts express caution regarding potential recessionary signals while highlighting the robust performance of US consumers despite inflation concerns.

Deep dives

Introduction of Teen Accounts on Instagram

Instagram has implemented new teen accounts that come with automatic privacy protections aimed at enhancing safety for younger users. Teens under 16 must receive parental approval to change their safety settings, providing an additional layer of oversight. These adjustments allow better management of who can contact teens and dictate the type of content they are exposed to. This initiative aims to help teens connect safely with people and interests that are significant to them, addressing concerns over online safety and privacy.

Intro

2min

Navigating Economic Uncertainty

8min

Economic Outlook Amid Election Dynamics

4min

Navigating Consumer Trends and Market Volatility

7min

Opportunities for Growth in Financial Advisory

2min

Bullish Market Sentiment and Economic Complexities

8min

Market Optimism and the Importance of Mental Health

2min

- Max Kettner, HSBC Chief Multi-Asset Strategist
- Sarah Hunt, Alpine Saxon Woods Chief Market Strategist
- Vishal Khanduja, Morgan Stanley Investment Management Head of Broad Markets Fixed Income

Max Kettner of HSBC says, "The market is underestimating the strength of the US consumer." Alpine Saxon Woods' Sarah Hunt is watching companies that have "continuously good balance sheets" and can generate cash as earnings season continues. Vishal Khanduja of Morgan Stanley says, "We have the lowest amount of spread risk in our portfolio for a long time."

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