Bloomberg Surveillance

Bloomberg Surveillance TV: November 20, 2024

Nov 20, 2024

David Malpass, former President of the World Bank, delves into the tensions of globalization, arguing the U.S. may have overcommitted. He discusses the implications of potential deregulation on small-cap markets and the ongoing changes in retail dynamics, particularly Target's struggles. The conversation also touches on the evolving economic landscape under possible future political leadership, highlighting the necessity for coherence between policy and market expectations in an increasingly complex financial world.

23:33

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David Malpass

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Quick takeaways

Current market volatility is shaped by geopolitical events and interest rate changes, with analysts predicting a target of 6,600 for the S&P 500 by mid-2025.

The futures market offers unique trading opportunities due to its nearly 24-hour availability, allowing traders to capitalize on immediate market movements.

Deep dives

Futures Market Opportunities

The futures market, particularly for CME Group's S&P 500 and NASDAQ 100, offers unique trading opportunities due to its nearly 24-hour trading availability and high liquidity. In contrast to the ETF markets, where trading volume significantly decreases after 4 p.m., the futures market remains active, creating potential for both day and night trades. This constant movement allows traders to capitalize on market changes without waiting for the next trading day. The availability of such opportunities can be particularly beneficial in volatile market conditions, where timing can significantly impact investment outcomes.

Intro

2min

Market Dynamics and Political Influences

7min

Market Insights: Deregulation and Trading Opportunities

2min

Navigating Trump's Economic Landscape

7min

Insights on Futures Trading and Target's Market Woes

2min

Retail Performance and Inventory Challenges

6min

Shifts in Sourcing Strategies and the Importance of Therapy

2min

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.

- Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist
- David Malpass, Former President of The World Bank, Former Under Secretary of the US Treasury for International Affairs
- Chuck Grom, Gordon Haskett Research Advisors Managing Director/Sr Analyst: Retail

Julian Emanuel of Evercore says stocks are expensive, and "any news that sort of disrupts the narrative can cause volatility." Former Under Secretary of the US Treasury for International Affairs David Malpass believes the US has gone too far into globalism. Chuck Grom of Gordon Haskett sees Target's underperformance as specific to the company and not industry-related.

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