

Bloomberg Surveillance: Telsey Recaps Holiday Shopping
Dec 26, 2023
Dana Telsey recaps a busy holiday shopping season and notes moderation in consumer spending. Dan Ives predicts Apple's market cap to hit $4 trillion. Matt Miskin expects the Fed's influence over markets to decrease. Tom Tzitzouris discusses rate cuts for central banks. Norman Roule highlights escalating tensions in the Middle East.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 4min
U.S. Consumer's Spending Strength
03:33 • 14min
Tech Market Outlook and Bank Capital Rules
17:32 • 2min
2023 Trends and Narrative Reflections
19:47 • 13min
Fed's Potential Actions, Risk of Basis Trade, and Global Bond Story
33:02 • 4min
Escalation of Violence and Proxy Warfare in the Middle East
37:20 • 5min
Discussion on the White House's rhetoric towards Israel and Hamas
42:46 • 3min