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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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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.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode