Bloomberg Surveillance TV: January 29, 2025

Julian Emanuel, Chief Equity & Quantitative Strategist at ISI Evercore, and Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, dive into the evolving market landscape. They discuss the transformative impact of AI in 2025 and its implications for investing strategies. Rising bond yields are reviewed alongside impressive European earnings. The guests emphasize the need for cautious, long-term investment approaches while navigating Federal Reserve challenges and market volatility. They also highlight the increasing importance of tech earnings and operational efficiency.