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Bloomberg Surveillance
Equities and Other Markets Price-In US Election
Oct 17, 2024
Kara Murphy, CIO at Kestra Investment Management, shares her insights on the US economy and market behavior, particularly in light of recent retail sales data. Matt Sigel from Van Eck Associates discusses the evolving landscape of Bitcoin and crypto, emphasizing institutional interest and regulatory impacts. David Gura analyzes the upcoming 2024 election and the significance of voter engagement. Lastly, Lisa Mateo provides perspectives from various news sources, connecting the dots between market trends and political dynamics.
32:30
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Quick takeaways
- Kara Murphy highlights the resilience of consumer spending amid low confidence, suggesting potential for sustained economic growth despite current conditions.
- The podcast discusses the insulation of U.S. markets from geopolitical risks, emphasizing their historical recovery and focus on domestic economic indicators.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode