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Bloomberg Surveillance
Surveillance: Stock Breakdown with Wilson
Sep 26, 2023
Stock breakdown discussed with Mike Wilson, Mohamed El-Erian, Gordon Brown, and Michael Spence. They also talk about their book 'Permacrisis: A Plan to Fix a Fractured World' and the future of AI. Kathy Jones discusses higher rates impacting the economy. Debate on alternative options in the election and lack of representation for younger generations. Sheila Johnson talks about her memoir and challenges. Importance of balanced programming in black media.
39:38
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Quick takeaways
- Risks are building for consumer stocks, including slowing consumer spend, rising student loan delinquencies, higher gas prices, and weakening data in the housing sector, and the market is betting on no recession, but the wildcard is whether the consumer can continue to surprise on the upside.
- AI can drive inclusive growth, ease the energy transition, and help manage crises, but there are concerns about disinformation in American politics, lack of trust in institutions, and the need for reform in global organizations like the IMF, World Bank, and World Trade Organization to address the world's challenges effectively.
Deep dives
Concerns about Risks in Consumer Stocks and the Housing Sector
Mike Wilson of Morgan Stanley warns about risks building for consumer stocks, including slowing consumer spend, rising student loan delinquencies, higher gas prices, and weakening data in the housing sector. The market is betting on no recession, but the wildcard is whether the consumer can continue to surprise on the upside. The higher quality banks are outperforming lower quality banks, and the Federal Reserve's ability to resolve issues and prevent a banking crisis needs to be enhanced.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode