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

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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.

Introduction

3min

Navigating Market Dynamics and Election Uncertainties

9min

Financial Planning Promotion, Officials' Perspectives, and Data-Driven Decisions

2min

Fed's Assessment of Current Economic Landscape

8min

Financial Strategies, Retail Performance, and Consumer Caution Analysis

2min

Retailers' Financial Performance and Strategies

4min

-Mike Wilson, Morgan Stanley Chief Investment Officer
-Matthew Luzzetti, Deutsche Bank Chief US Economist
-Luke Hickmore, abrdn Investment Director
-Chuck Grom, Gordon Haskett Sr. Retail Analyst

Morgan Stanley's Mike Wilson talks through his new S&P 500 target and why the bond market may be the biggest risk to stocks. Deutsche Bank's Matt Luzzetti and Luke Hickmore of abrdn discuss whether recent economic data points to an overall weakening in the US. Chuck Grom of Gordon Haskett breaks down retail earnings from Macy's and Lowe's.

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