Bloomberg Surveillance cover image

Bloomberg Surveillance

Bloomberg Surveillance TV: May 21, 2024

May 21, 2024
Mike Wilson of Morgan Stanley shares insights on the S&P 500 target and bond market risks. Deutsche Bank's Matt Luzzetti and Luke Hickmore discuss US economic data trends. Chuck Grom from Gordon Haskett analyzes retail earnings from Macy's and Lowe's.
25:38

Podcast summary created with Snipd AI

Quick takeaways

  • Investment strategy must adapt to diverse economic outcomes.
  • Market performance hinges on quality factors amidst uncertainty.

Deep dives

Uncertainty in the Economic Landscape

The current economic environment presents multiple potential outcomes, including a soft landing, re-acceleration, inflationary pressure, or even recession. The unpredictability of these scenarios emphasizes the importance of having a solid investment strategy that can navigate through various possibilities.

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