Bloomberg Surveillance

Bloomberg Surveillance: Holiday Equity Markets

Nov 22, 2023

Holiday rally in equity market; latest in Israel-Hamas war; busy travel season amid uncertainty in airline industry; Fed unlikely to cut rates until after US election; chaotic week for OpenAI founder and Nvidia's earnings report

34:41

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Quick takeaways

The holiday rally in the equity market is in full force and is driven by positive year-on-year earnings and the return of the corporate bid.

JP Morgan Wealth Management offers valuable insights and guidance for investors to create strategies aligned with their goals amid financial noise and market fluctuations.

Deep dives

The Wheel: A Big Idea Inspiring Countless Innovations

The launch of the Spider S&P 500 ETF by State Street 30 years ago revolutionized investing. The ETF inspired a new way for people to invest and continues to shape the market. The demand for ETFs like Spy remains strong, although investors should carefully consider the associated risks. Despite recent market fluctuations, investing differently through ETFs continues to be an attractive option for many.

Introduction

2min

Current State of the Stock Market and the Role of Government

7min

The Current State of Equity Markets and the Transformative Power of AI

4min

Biden's Relationship with Israel

12min

Staying Home for Thanksgiving and Big Ideas

3min

Market Expectations for Rate Cuts Overstated

9min

The Role of AI in Finance and Lessons Learned for Microsoft

3min

Jack Caffrey, JP Morgan Asset Management Equity Portfolio Manager, says the holiday rally in the equity market is in full force. Aaron David Miller, Carnegie Endowment for International Peace Senior Fellow, discusses the latest in the Israel-Hamas war and its impact on domestic politics. Helane Becker, TD Cowen Senior Research Analyst, walks through what's expected to be the busiest holiday travel season in years amid uncertainty in the airline industry. Earl Davis, BMO Global Asset Management Head of Fixed Income & Money Markets, doesn't expect the Fed to cut rates until after the US presidential election. Mandeep Singh, Bloomberg Intelligence Sr. Technology Analyst, recaps a chaotic week for OpenAI founder Sam Altman and Nvidia's lukewarm earnings report.
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