

Bloomberg Surveillance TV: October 30, 2024
Oct 30, 2024
Katrina Dudley, Senior Investment Strategist at Franklin Templeton, dives into the robust earnings from technology stocks, sparking optimism in the market. Dirk Willer, Citi's Global Head of Macro Asset Allocation, raises concerns about inflation risks under a potential Trump Administration. They discuss complex economic policies and their implications on consumer behavior and market dynamics, all while navigating uncertainty in the political climate. The dialogue highlights the balance between economic fundamentals and evolving investor sentiment.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Tech Gains Amid Economic Concerns
01:45 • 6min
Navigating Economic Policies and Market Implications
07:37 • 2min
Navigating Market Uncertainty Amid Political Shifts
10:07 • 5min
Navigating Risk and Data in Business Strategies
15:05 • 2min
Analyzing U.S. Economic Trends
16:50 • 6min
Housing Market Struggles and Community Support
23:20 • 3min