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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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

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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

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- 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.

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