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Bloomberg Surveillance
Big Tech Earnings & Election Momentum
Oct 31, 2024
In this insightful discussion, Monica Guerra from Morgan Stanley Wealth Management shares her take on how the 2024 election could sway investor sentiment. Dan Ives of Wedbush Securities reacts to Microsoft and Meta's earnings, highlighting the importance of tech in the upcoming reports. Brian Levitt from Invesco breaks down market drivers amidst political and geopolitical turbulence. Michael Froman, from the Council on Foreign Relations, delves into tariffs, giving a glimpse of what a Harris or Trump administration might mean for trade policies.
29:47
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Quick takeaways
- Political election outcomes significantly influence investment strategies, highlighting the importance of aligning asset allocation with party platforms and anticipated policy shifts.
- Despite expected market volatility around elections, maintaining a long-term investment focus remains critical for navigating economic uncertainties and optimizing returns.
Deep dives
Fiscal Integrity of New York City
The fiscal outlook for New York City appears promising, according to insights from experts in economic development. The city's budget often involves a last-minute approval process, leading to a perception of financial instability. However, changes in political leadership can bring about necessary reforms to improve fiscal governance. The cyclical nature of politics suggests that shifts in policy and governance can foster a more favorable financial environment.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode