Bloomberg Surveillance

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.

21:08

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Episode guests

Beata Manthey

Mike Wilson

Saira Malik

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Citi's Beata Manthey warns of a bearish setup leading into Election Day, emphasizing the need for cautious investment strategies.

Morgan Stanley's Mike Wilson suggests differing impacts on growth and bonds depending on the election winner, highlighting strategic investment adjustments.

Deep dives

The Dynamics of the Futures Market

The futures market demonstrates the advantage of continuous trading opportunities, offering nearly 24-hour liquidity, especially for contracts like CME Group S&P 500 and NASDAQ 100 futures. Unlike ETFs, which see diminished volume after typical trading hours, futures allow for trades at any time of day, providing flexibility for investors seeking to capitalize on market movements. This heightened activity persists even when broader markets may experience slowdowns due to economic uncertainties. Such unique characteristics make futures an appealing option for traders looking to maximize their engagement within the financial markets.

Intro

2min

Market Dynamics and the Election's Impact

5min

Market Dynamics and Election Impacts on Equities

2min

Navigating the Economic Landscape

7min

Navigating Fed Decisions and Market Reactions

5min

Navigating Bonds in a Volatile Economic Landscape

2min

Market Insights and Business Solutions

2min

- Beata Manthey, Citi Global Equity Strategist
- Mike Wilson, Morgan Stanley Chief US Equity Strategist/Chief Investment Officer
- Saira Malik, Nuveen Asset Management Chief Investment Officer

Beata Manthey of Citi says there's a "bearish setup" going into Election Day. Mike Wilson of Morgan Stanley says a Trump win would likely mean more growth, but wouldn't be as positive for bonds. He believes a Harris win would probably be less growth, but better for bonds. Saira Malik says, "There's a reasonably high chance we have a contested election."

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