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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Challenges Faced by Retirees and Institutions in Bonds
02:25 • 12min
Adapting to a Higher Cost of Capital and the Importance of Strong Income
13:58 • 3min
Performance of Major Banks and Strategy Pivot
16:29 • 9min
Impact of Rising Yields on Financial Conditions and Credit Risk
25:36 • 3min
Analysis of Debt Real Yield and Concerns About Maturity Towers
28:07 • 2min
Potential Response of Washington Government to Israel-Gaza Conflict
30:31 • 6min