Bloomberg Surveillance
Surveillance: Margin Pressure with Doll
Oct 17, 2023
Bob Doll discusses margin pressure, Greg Daco talks about strong retail sales, Meghan Graper emphasizes investment discipline, Sri Natarajan analyzes banks' transitional quarter, and Henrietta Treyz highlights Congress' eagerness for aid to Israel.
33:02
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Quick takeaways
- Margins are expected to come under pressure in the future.
- The credit market shows resilience, but a more selective approach to investment decisions is emerging.
Deep dives
Support for Israel: Congress eager to provide military aid and financial assistance
Congress is eager to support President Biden in providing military assistance and financial aid to Israel. There is a strong desire to supply munitions and increase enforcement of the Iron Dome system. Financial support, potentially exceeding $10 billion, is also being discussed. While there might be initial hesitations to voice opposing views, opposition may emerge from both the far right and the far left. However, troop deployment from the US is not currently seen as likely.
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