Bloomberg Intelligence

SCOTUS Gun Ruling, ETF Reshuffle

Jun 21, 2024

Legal analysts discuss US Supreme Court's gun ruling on domestic violence cases. ETF experts talk about a $71 billion reshuffle. Global autos analyst covers Canada's tariffs on Chinese EVs. Mortgage-backed securities strategist shares midyear outlook.

42:17

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Quick takeaways

U.S. Supreme Court upholds domestic violence gun ban, influencing firearm law discussions.

Significant reshuffle of $71 billion ETF expected, impacting the ETF market.

Canada preparing tariffs on Chinese EVs, highlighting global trade tensions in the auto industry.

Deep dives

Mortgage Backed Securities Market in the First Half of the Year

The mortgage backed securities market experienced ups and downs in the first half of the year, with total returns initially down over 2%. The market has since rebounded, with excess returns nearly flat. Money managers are the primary buyers, but concerns about volatility and tight spreads may affect their investment decisions.

Intro

2min

Supreme Court Ruling on US Gun Ban for Domestic Violence Cases

15min

Serious Students and Firearms Law at Duke Center

2min

ETF Rebalancing and Market Impact

16min

Policy Implications on EV Truck Demand and Political Influence

3min

Trends in Mortgage-Backed Securities Market

6min

Analysis of Housing Affordability and Bond Market Trends

3min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show, and Andrew Willinger, Executive Director, Duke Center for Firearms Law, discuss the U.S Supreme Court upholding a US gun ban in domestic violence cases. James Seyffart, Bloomberg Intelligence ETF Research Analyst, discusses a big reshuffle of a $71 billion ETF looming. Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Canada reportedly preparing tariffs on Chinese EVs. Erica Adelberg, Bloomberg Intelligence Chief Mortgage-Backed Securities Strategist, discusses her midyear uutlook for US Mortgage-Backed Securities.

Hosts: Paul Sweeney and Alix Steel

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Bloomberg Intelligence

SCOTUS Gun Ruling, ETF Reshuffle

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Mortgage Backed Securities Market in the First Half of the Year

Impact of Fed Policies on Mortgage Rates and Investor Behavior

Credit Spreads and Affordability in the Mortgage Backed Securities Market

Households as Primary Investors in Mortgage Backed Securities

Outlook for Mortgage Rates in the Remainder of the Year

Remember Everything You Learn from Podcasts