Bloomberg Surveillance

Big Tech Earnings, The Fed, Inflation Data

Apr 22, 2024

Discussing US soft landing, Fed expectations, equity outlook, ETF research, and market headwinds with guests Bob Michele, Liz Young, and Eric Balchunas on the latest episode.

37:17

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Episode guests

Eric Balchunas

Liz Young

Bob Michele

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Companies are reevaluating diversity goals in annual reports amid legal and political threats.

Over half of Americans are willing to go into debt for summer vacations in 2024.

Deep dives

Shift in Diversity Reporting in Annual Reports

Companies are starting to remove or alter diversity goals and language in their annual reports, according to an analysis of 10k filings to the SEC. This shift comes amid legal and political threats after an affirmative action decision. Some companies have shortened diversity descriptions or removed race-specific hiring mentions, signaling a reevaluation of the political risk they are willing to take.

Introduction

2min

Navigating Derivative Trading and Market Dynamics

10min

Corporate Debt Structure and Market Liquidity

5min

Navigating Earnings Season and Market Dynamics

8min

NBA Strategies and ETF Flows

7min

Exploring a High-Performing Emerging Markets ETF and Market Updates

3min

Challenges in Diversity Reporting

5min

Exploring the Use of Ketamine and Psychedelics in Work Environments

3min

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 22, 2024
Featuring:

Bob Michele, CIO and Head: GFICC at JP Morgan Investment Management, on a US soft landing and expectations for the Fed
Liz Young, Head of Investment Strategy at SoFI, on equity outlook amid recent varying market headwinds and if we're heading for a correction
Eric Balchunas, ETF Analyst with Bloomberg Intelligence, on his latest ETF research note
Bloomberg's Lisa Mateo with her Newspaper Headlines

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Bloomberg Surveillance

Big Tech Earnings, The Fed, Inflation Data

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Shift in Diversity Reporting in Annual Reports

Americans Willing to Go in Debt for Vacations

Apple Explores Lower Cost iPhones for Growth

Remember Everything You Learn from Podcasts