Bloomberg Surveillance

Bloomberg Surveillance TV: May 29, 2024

May 29, 2024

Victoria Fernandez from Crossmark Global Investments advises caution in US investing, while Neil Dutta and Tony Rodriguez discuss the Fed, labor market, and inflation. Tom Steyer talks about his new book on climate solutions. The podcast covers market volatility, sector challenges, Federal Reserve analysis, labor demand, financial planning, and global response to climate change.

33:39

Creator website

Episode guests

AI Summary

AI Chapters

Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Earnings growth consolidated in mega-cap tech stocks prompts cautious US investing approach by Crossmark Chief Market Strategist.

Global cooperation and uniform emission reduction standards crucial for tackling climate change, highlighted by Galvanize Climate Solutions Co-Founder.

Deep dives

The Shift Towards Clean Energy Technologies

The podcast discusses the rapid advancement of clean energy technologies in response to climate change. The focus is on the market dynamics where cheaper, faster, better products are gaining momentum. Efforts to transition away from fossil fuels and towards renewable energy sources are highlighted as critical for addressing environmental challenges.

Introduction

2min

Navigating Market Volatility and Sector Challenges

7min

Analysis of Market Weights and Cautious Positioning Strategy

2min

Analyzing the Federal Reserve's Stance on Inflation and Labor Markets

11min

Insights on Labor Demand, Financial Planning Resources, and Climate Solutions

2min

Global Response to Climate Change

12min

Promotional Conclusion and Advertisements for The Hartford and Bloomberg Green Festival

2min

-Victoria Fernandez, Crossmark Global Investments Chief Market Strategist
-Neil Dutta, Renaissance Macro Head of US Economic Research
-Tony Rodriguez, Nuveen Asset Management Head of Fixed Income Strategy
-Tom Steyer, Galvanize Climate Solutions Co-Founder

Crossmark's Victoria Fernandez advises a 'cautious approach' for US investing as earnings growth has largely consolidated within mega-cap tech stocks. Neil Dutta of Renaissance Macro and Tony Rodriguez of Nuveen discuss what's next for the Fed, the labor market and inflation. Former Democratic Presidential candidate and co-founder of Galvanize Climate Solutions Tom Steyer talks about his new book, "Cheaper, Faster, Better: How We’ll Win the Climate War."

See omnystudio.com/listener for privacy information.