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Boeing probe focuses on loose bolts in planes. Wells Fargo analyst Mike Mayo's reputation on Wall Street. Bloomberg Business Week lists 50 companies to watch in 2024. Discussion on AI companies and interest rate changes for European banks. Rate cuts in 2024 predicted to be fewer than expected.
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Quick takeaways
- Boeing's fuselage blowout investigation focuses on loose bolts, highlighting potential safety concerns in the airline industry.
- Aston Martin's anticipated release of new high-margin sports cars and an SUV could drive growth and recovery for the company.
Deep dives
Investors cautious as market trade turns lower
During the market trade, major equity averages are down despite the 10-year yield remaining stable. Bill Gross suggests that 10-year treasuries are overvalued, while Andra Skiba believes the rally in treasuries may stall temporarily. Skiba points to possible future inflation surprises and expects a consolidation in yields. She suggests that a 20-30 basis point back-up from current levels would attract demand from fixed income investors. The Bloomberg Intelligence team also believes that bond investors can still achieve equity-like returns in 2024.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode