Bloomberg Surveillance
Markets Impacted by Earnings and Geopolitics
Jan 16, 2025
Michael Nathanson, a Senior Research Analyst at MoffettNathanson with a focus on entertainment and technology, dives into the impact of current earnings reports on the commercial real estate market. He discusses the migration of wealthier residents from Los Angeles amid local crises and its effects on media investments. Furthermore, he highlights Apple's streaming strategies and the implications of rising sports gambling in the U.S., alongside significant geopolitical influences from Israel and Lebanon.
38:18
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Quick takeaways
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- It discusses the positive correlation between moderate inflation and corporate earnings growth, suggesting that understanding this can help investors identify favorable sectors.
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