

Bloomberg Surveillance TV: November 19, 2024
Nov 19, 2024
Joe Feldman is a Senior Research Analyst at Telsey Advisory Group, offering keen insights into retail trends. Emily Roland, Co-Chief Investment Strategist at John Hancock, analyzes market strategies. They discuss Walmart's strong Q3 performance and its strategic shift to compete with Amazon. Feldman comments on the overall positive outlook for U.S. retail, while Roland cautions that market consensus can sometimes lead to unexpected turns. They also touch on potential tariff impacts and how retailers are adapting to new economic challenges.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Navigating the Intricacies of the Housing Market and Economic Outlook
01:40 • 2min
Analyzing Future Tariff Policies and Their Economic Implications
03:13 • 2min
Analyzing the Future of the Housing Market Amid Economic Challenges
05:02 • 2min
Walmart's Retail Evolution
07:31 • 6min
Retailers' Resilience Amid Tariff Pressures
13:44 • 2min
Navigating Market Turbulence: Equities, Bonds, and Geopolitics
16:09 • 9min
Cautious Outlook on Earnings Growth and Investment Strategies
24:52 • 3min