Bloomberg Surveillance

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.

23:08

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Episode guests

Emily Roland

Joe Feldman

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Walmart's significant online sales growth reflects its successful adaptation to consumer preferences and competition with major retailers like Amazon.

The evolving political landscape and upcoming tariff discussions pose challenges but also opportunities for retailers to adapt their supply chains and pricing strategies.

Deep dives

Futures Market Opportunities

The futures market operates nearly 24 hours a day, providing substantial liquidity and continuous trading opportunities, unlike the ETF markets where volume decreases after 4 p.m. This extended trading period allows investors to react swiftly to global developments, which is especially beneficial during market slowdowns. The ability to trade futures at any time creates an environment where traders can capitalize on instant price movements and market information, enhancing their potential for profit. Therefore, futures markets serve as a vital alternative for those looking for investment opportunities outside of traditional market hours.

Intro

2min

Navigating the Intricacies of the Housing Market and Economic Outlook

2min

Analyzing Future Tariff Policies and Their Economic Implications

2min

Analyzing the Future of the Housing Market Amid Economic Challenges

2min

Walmart's Retail Evolution

6min

Retailers' Resilience Amid Tariff Pressures

2min

Navigating Market Turbulence: Equities, Bonds, and Geopolitics

9min

Cautious Outlook on Earnings Growth and Investment Strategies

3min

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.

- Joe Feldman, Telsey Advisory Group Senior Research Analyst & Assistant Director of Research
- Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist
- Stephanie Roth, Wolfe Research Chief Economist

Joe Feldman of Telsey Advisory Group reacts to Walmart's positive 3Q earnings, saying the company is broadly serving the American customer. Emily Roland of John Hancock says consensus around the US is overwhelmingly positive, but "when the consensus moves to one side of the boat, sometimes it can flip." Stephanie Roth of Wolfe Research is concerned about the impact of tariffs in 2026.

See omnystudio.com/listener for privacy information.

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