

Bloomberg Surveillance TV: November 4, 2024
Nov 4, 2024
Beata Manthey, a Citi Global Equity Strategist, discusses a bearish outlook as the election approaches. Mike Wilson, Chief US Equity Strategist at Morgan Stanley, analyzes the differing impacts of potential election outcomes on growth and bonds. He suggests a Trump win could boost growth but hurt bonds, while a Harris victory might favor bonds at the expense of growth. Saira Malik, Chief Investment Officer at Nuveen, raises concerns about the possibility of a contested election, indicating heightened uncertainty for financial markets.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Market Dynamics and the Election's Impact
01:49 • 5min
Market Dynamics and Election Impacts on Equities
06:33 • 2min
Navigating the Economic Landscape
09:00 • 7min
Navigating Fed Decisions and Market Reactions
16:02 • 5min
Navigating Bonds in a Volatile Economic Landscape
21:11 • 2min
Market Insights and Business Solutions
22:46 • 2min