Bloomberg Surveillance

Bloomberg Surveillance TV: July 23, 2024

Jul 23, 2024

Brian Levitt of Invesco discusses tech rally gains, Isaac Boltansky from BTIG talks about latest Harris campaign updates, and Jill Carey Hall of BofA Securities explores the bullish case for small-caps amidst potential recession indicators.

24:54

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Episode guests

Jill Carey Hall

Isaac Boltansky

Brian Levitt

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Defensive investment focus on larger caps recommended amidst economic slowdown.

Market responses to political shifts challenge conventional perceptions, highlighting policy complexities.

Deep dives

Economic Market Trends and Strategies Amidst Fed Action

As the S&P 500 experiences its best day in over a month, concerns about the economy's slowdown persist. Brian Levitt of Invesco emphasizes the importance of a defensive investment approach focusing on larger caps and high-quality assets amidst the current economic climate. The discussion underscores the significance of Fed rate cuts and the impact on market trajectory, with a cautious outlook on economic growth.

Intro

2min

Economic Shifts and Market Trends

6min

Navigating Economic Uncertainty and Technological Trends

3min

Analyzing the Impact of Kamala Harris on the Presidential Election

7min

Discussion on Financial Solutions for Private Wealth Clients and Tech Assistance for Small Businesses

2min

Challenges and Opportunities in Small Caps and Regional Financials

8min

Market Rally Drivers and Influence of Political Factors on Small Caps and Equities

2min

- Brian Levitt, Invesco Global Market Strategist
- Isaac Boltansky, BTIG Policy Research Director
- Jill Carey Hall, BofA Securities US Equity Strategist

Brian Levitt of Invesco comments on tech rally gains ahead of earnings. BTIG’s Isaac Boltansky unpacks the latest from the Harris campaign. Jill Carey Hall of Bank of America discusses the long-term bullish case for small-caps.

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