Bloomberg Surveillance

Bloomberg Surveillance TV: November 18, 2024

Nov 18, 2024

Amanda Lynam, Head of Macro Credit Research at BlackRock, shares her expertise on how tariffs might spark retaliation across markets. Henrietta Treyz, Co-Founder of Veda Partners, challenges the notion that the stock market heavily influences presidential decisions. They delve into the complexities of monetary policy, inflation, and upcoming earnings from major retailers like Walmart and Target, highlighting the evolving landscape of consumer behavior and technology in retail.

22:42

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Episode guests

Henrietta Treyz

Amanda Lynam

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Amanda Lynam highlights the risk of retaliatory tariffs impacting corporate stability and inflationary pressures leading to economic reactions.

Kate McShane notes that consumer behavior remains selective, influencing retail performance ahead of major earnings reports from Walmart and Target.

Deep dives

Futures Market Advantages

The futures market operates nearly 24 hours a day, offering a continuous trading environment that contrasts sharply with the limited hours of the ETF markets. During the evening hours post-4 p.m., liquidity in ETFs significantly declines, reducing trading opportunities. In contrast, the CME Group S&P 500 and NASDAQ 100 futures provide an avenue for traders both day and night, thereby facilitating additional opportunities to capitalize on market movements. This around-the-clock trading can be particularly beneficial during times when other markets are stagnant.

Intro

2min

Navigating Monetary Complexities

7min

Evaluating Interest Rate Decisions and Market Dynamics

2min

Competition for Treasury Secretary

7min

The Advantages of Futures Trading and Growth Opportunities for Financial Advisors

1min

Retail Earnings Insights and Holiday Trends

5min

Market Insights and Economic Analysis

2min

- Amanda Lynam, BlackRock Head of Macro Credit Research
- Henrietta Treyz, Veda Partners Co-Founder & Director of Economic Policy
- Kate McShane, Goldman Sachs US Retailing/Broadlines and Hardlines Analyst

Amanda Lynam of BlackRock is concerned across-the-board tariffs could spike retaliation. Henrietta Treyz of Veda Partners says, "Investors think that the stock market, whether it's going up or down has a real leash on the president. I don't think that that's true." Kate McShane of Goldman Sachs says, "We definitely still see the consumer being choiceful," ahead of Walmart and Target earnings this week.

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