Bloomberg Surveillance

Bloomberg Surveillance TV: April 12, 2024

Apr 12, 2024

Ken Leon, Neil Dutta, and Jill Carey Hall discuss potential earnings surprises in the banking sector, Fed rate cut prospects, and the impact on small-cap stocks. Topics include credit loss provisions, economic outlook, inflation dynamics, and navigating uncertainty in the market.

20:50

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Episode guests

Jill Carey Hall

Neil Dutta

Ken Leon

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Episode notes

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Quick takeaways

Ken Leon highlights healthy loan activities to drive bank earnings growth.

Jill Kerry Hall emphasizes rate cuts' impact on small caps and year-end rally potential.

Deep dives

Key Points on First Quarter Earnings and Economic Outlook

Ken Leon, director of equity research at CFRA, highlights that the first quarter set a base for growth for the rest of the year, emphasizing conservative narrative amidst different economic backdrop indicating healthy loan activities projected to accelerate for the year with a focus on volume, net interest income, and business activities.

Introduction

2min

Banking Sector Analysis: Credit Loss Provisions and Economic Outlook

6min

Financial Market Updates and Innovation from Intel

2min

Navigating Economic Challenges and Inflation Dynamics

6min

Economic Outlook and Market Update with Insightful Promotions

2min

Navigating Uncertainty: Small Caps and Interest Rates

5min

Cautious Outlook on Small Cap Financials and Real Estate

2min

Bloomberg Surveillance TV: April 12, 2024
-Ken Leon, Director of Equity Research, CFRA-Neil Dutta, Head of US Economic Research, Renaissance Macro Research-Jill Carey Hall, Head of US Small and Mid-Cap Strategy, BofA Global Research
Ken Leon, Director of Equity Research at CFRA, reacts to earnings from JPMorgan, Citi and Wells Fargo, saying there are 'opportunities for these banks to surprise on the upside'. Neil Dutta of Renaissance Macro says rate cuts are still on the table for the Fed this year despite hotter-than-expected data so far. BofA's Jill Carey Hall says the outlook for small-cap stocks depends heavily on the Fed's next move.

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