Bloomberg Surveillance

Bloomberg Surveillance: Tesla Slumps, Netflix Soars

Jan 25, 2024

Guests Ed Hyman, Lucas Shaw, Garrett Nelson, and Jane Foley discuss topics including inflation, interest rates, the labor market, the Hollywood entertainment industry, Tesla's stock slump, the non-Tesla EV market, challenges in Tesla's Cybertruck production, and the impacts of the Euro Yen exchange rate, ECB comments, and fiscal situation on markets.

43:25

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Quick takeaways

Tesla's strong demand for EVs, including the Cybertruck, indicates resilience in the market despite investor concerns over slowing auto shipment growth.

The dynamics of Euro Yen can affect Japanese corporations differently depending on their exposure to exports and domestic consumption.

Deep dives

Investor concerns over slowing auto shipment growth in 2024 affect Tesla stock

Tesla's stock has faced some profit-taking due to investor concerns over the company's guidance of slowing auto shipment growth in 2024. However, this was already anticipated by analysts, and Tesla's strong demand for EVs, including the Cybertruck, indicates resilience in the market. While non-Tesla EVs have struggled to sell well, Tesla's market share in the US EV market was 55% last year. Additionally, Tesla's confirmation of a next-gen mass-market EV signals future growth opportunities, despite manufacturing challenges.

Introduction

2min

Inflation, Interest Rates, and the Labor Market

13min

Admiration for Ed Jardini and Predictions for the Market

4min

The Current State of the Hollywood Entertainment Industry

15min

Tesla's Recent Slump and the Oversaturation of the Non-Tesla EV Market

5min

Challenges in Tesla's Cybertruck Production and Demand for Non-Tesla Electric Vehicles

4min

Impacts of Euro Yen exchange rate, ECB comments, and fiscal situation on markets

5min

Watch Tom and Paul LIVE each morning on YouTube: http://bit.ly/3vTiACF.

Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney.
Thursday January 25th, 2024
Featuring:

Ed Hyman, Evercore ISI Chairman
Lucas Shaw, Bloomberg Screentime Newsletter
Garrett Nelson, CFRA Research Senior Equity Analyst and VP
Jane Foley, Rabobank Head of FX Strategy

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See omnystudio.com/listener for privacy information.

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