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.

27:35

Creator website

Episode guests

Stephanie Roth

Vishwanath Tirupattur

Tom Michaud

Seema Shah

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Potential limitations in equity gains due to stretched valuations and concerns of economic risks.

Importance of banks' resilience in stress tests and scrutiny over real estate exposures for regional banks.

Deep dives

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Intro

2min

Market Concerns and Risks: Fed Rate Cuts and Economic Data

7min

Analysis of US exceptionalism in the global market and discussions on financial solutions and benefits for business purchases

2min

Banking Sector Analysis and Outlook

8min

Impacts of Passive Investing on Bank Liquidity and Interest Rate Forecast

4min

Anticipation and Uncertainty in the Bond Market

6min

Analysis of Potential Economic Similarities and Market Impacts

3min

- Seema Shah, Principal Asset Management Chief Global Strategist
- Tom Michaud, KBW CEO
- Vishwanath Tirupattur, Morgan Stanley Chief Fixed Income Strategist
- Stephanie Roth, Wolfe Research Chief Economist

Seema Shah of Principal Asset Management discusses opportunities outside of tech and the Mag 7. Tom Michaud of KBW updates on upcoming bank stress tests and potential risks in commercial real estate for regional banks. Vishwanath Tirupattur of Morgan Stanley and Wolfe Research's Stephanie Roth offer perspectives on consumer confidence, durable goods, look ahead GDP & core PCE.

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