Bloomberg Surveillance Bloomberg Surveillance TV: May 1, 2024
May 1, 2024
Guests Tony DeSpirito, Earl Davis, and Jonathan Pingle discuss stock picking opportunities, potential rise in US 10-yr yields, reactions to strong ADP labor data, and Fed rate decision preview. Topics include earnings estimates, treasury market impact, and economic outlook post Fed decision
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
Economic Outlook and Fiscal Policy Debate
02:32 • 9min
Debate on Federal Reserve Independence and Tariffs' Inflationary Impact
11:19 • 3min
Analyzing the Potential for 10-Year Yields to Reach 5%
14:19 • 6min
Insights on Market Optimism and Active Management Opportunities
20:36 • 3min
In-depth Analysis of Market Movements, Sector Rotation, Consumer Behavior, and Election Impact
23:12 • 6min