Bloomberg Surveillance

Bloomberg Surveillance TV: November 27, 2024

Nov 27, 2024

John Stoltzfus, Chief Investment Strategist at Oppenheimer, highlights the resilience of the current bull market, suggesting it has real staying power. He notes a broadening investor interest in equities amidst economic uncertainties. William Dudley, former President of the Federal Reserve Bank of New York, discusses how market sentiment influences Fed decisions and tackles fiscal challenges. Together, they delve into the evolving retail landscape and the impact of e-commerce on traditional shopping, underscoring the complexities of adapting to change.

23:01

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Episode guests

William Dudley

John Stoltzfus

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Quick takeaways

A bullish market sentiment is evident as investors increasingly favor long-term gains over immediate volatility, leading to all-time highs in the S&P 500.

Retail transformation is underway as businesses adapt their strategies for holiday shopping amidst changing consumer behaviors and preferences.

Deep dives

Futures Market Resilience

The futures market remains active and liquid, even when other markets slow down. Unlike ETF markets, where trading volume decreases significantly after business hours, CME Group's S&P 500 and NASDAQ 100 futures allow for nearly 24-hour trading opportunities. This continuous accessibility means that traders can capitalize on market changes anytime, day or night. Such flexibility is appealing for those looking to navigate volatile market conditions and enhance their investment strategies.

Intro

2min

Navigating Market Resilience

9min

Investment Insights and Economic Challenges

4min

Treasury Maturity and Economic Challenges

5min

Exploring Federal Reserve Insights and the Chicken Industry

2min

Navigating the Challenges of Traditional Retail

2min

E-commerce Transformation and Retail Challenges

3min

- John Stoltzfus, Oppenheimer Chief Investment Strategist
- William Dudley, BBO/Bloomberg Economics & Former NY Fed President
- Sucharita Kodali, Forrester VP - Principal Analyst

John Stoltzfus of Oppenheimer says, "People are beginning to realize this bull market has legs. There is a broadening that is undeniable." Former New York Fed President William Dudley says, "If the markets start to judge that something is highly likely, then the Fed has to take it on board as their own thinking." Sucharita Kodali of Forrester outlines a shift in the retail landscape altogether as retailers prepare for holiday shopping.

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