Bloomberg Surveillance Bloomberg Surveillance: Tech Slumps and Fed Decision
Jan 31, 2024
Dan Ives, a senior equity analyst, discusses tech earnings. The hosts talk about Microsoft's solid quarter and speculate on its future growth. They also discuss the Federal Reserve's response to real yield and potential rate cuts. The podcast explores Iran's actions, the Israeli response, and China's aggression in the South China Sea. They also touch on changing dynamics in U.S. foreign policy and an EV subscription service.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Microsoft and Alphabet's Financial Performance
02:01 • 5min
Microsoft's Dividend and Federal Reserve's Real Yield
07:18 • 8min
Actions Against Iran and the Israeli Response
15:09 • 8min
China's Aggression in the South China Sea
22:54 • 5min
Changing Dynamics and Electric Vehicle Subscriptions
28:21 • 3min
Disney Breakfast, Bloomberg Surveillance Introduction, and CrowdStrike Advertisement
31:48 • 2min