Bloomberg Surveillance
US Equity Bullishness as Concerns Mount in Europe
May 6, 2024
Guests Liz Ann Sonders, Jackie Bowie, and Aoifinn Devitt discuss bullishness in US equities, concerns in Euro economies, stagflation, and the outlook for global markets outside the US. Topics include large caps, bifurcated market, Euro economy outlook, central bank perspectives in Europe, investment strategies, and challenges faced by small cap stocks. The podcast also touches on the entertainment industry deal talks, summer movie excitement, and navigating content creation challenges in the podcasting industry.
29:25
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Quick takeaways
- 10-year yield impacts US equity market segments differently, with small caps at risk.
- Earnings season sees companies outperforming bottom line but falling short on top line numbers.
Deep dives
The Link Between Market Behavior and Bond Yields
Market behavior is influenced by bond yields, especially highlighting the inverse relationship between the 10-year yield and the US equity market. Significant movements in bond yields directly impact various market segments, from small caps to larger companies earning more on cash than debt interest.
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