Bloomberg Surveillance Bloomberg Surveillance TV: June 18, 2024
Jun 18, 2024
Steven Meier discusses investing in alternatives with concentration risks. Ian Shepherdson and Gregory Daco react to soft retail sales data, Fedspeak anticipation. Topics include strategic asset allocation, impact of weak retail sales on inflation, housing market analysis, economic stress on lower-income groups, and potential Fed rate cut effects on financial markets.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Strategic Asset Allocation and Investment Focus
01:47 • 7min
Discussion on Retirement Security and Sponsor Messages from Nationwide and Stiefel
09:03 • 2min
Impact of Weak Retail Sales Data on Consumer Behavior and Inflation
11:00 • 7min
Analysis of the housing market and consumer outlook
17:55 • 3min
Economic Stress and Consumer Spending Trends
20:40 • 4min
Analysis of Fed Rate Cut Potential and Financial Market Risks
24:15 • 4min