Bloomberg Surveillance Bloomberg Surveillance TV: June 24, 2024
Jun 24, 2024
Seema Shah discusses non-tech opportunities, Tom Michaud updates on bank stress tests, Vishwanath Tirupattur and Stephanie Roth analyze consumer confidence, durable goods, GDP & core PCE. The podcast covers market concerns, US exceptionalism impact, banking sector analysis, passive investing effects on bank liquidity, bond market anticipation, and economic similarities.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Market Concerns and Risks: Fed Rate Cuts and Economic Data
01:50 • 7min
Analysis of US exceptionalism in the global market and discussions on financial solutions and benefits for business purchases
08:21 • 2min
Banking Sector Analysis and Outlook
10:00 • 8min
Impacts of Passive Investing on Bank Liquidity and Interest Rate Forecast
17:37 • 4min
Anticipation and Uncertainty in the Bond Market
21:18 • 6min
Analysis of Potential Economic Similarities and Market Impacts
27:09 • 3min