Brian Levitt

Adam Parker, Founder and CEO of Trivariate Research, shares his expertise on market trends, while Brian Levitt, a CNBC contributor from Invesco, offers insights into market dynamics. They explore the contrasting views of CEOs and investors on inflation and economic prospects. The discussion also touches on the performance of mega-cap stocks, the rising valuations of NFL teams, and the fierce competition between OpenAI and Apple in AI technology. Additionally, they analyze Bitcoin's recent market dynamics and its relation to key economic indicators.

Brian Levitt, Global Market Strategist at Invesco, sheds light on market volatility and policy uncertainty. Scott Chronert, from Citi, shares insights on macroeconomic factors shaping equity markets, while Kevin Gordon of Charles Schwab discusses market dispersion and the future of U.S. equities. The conversation dives into recent inflation data, impacts of international tariffs, and shifting investor sentiment towards tech stocks, all amidst concerns over labor market dynamics and economic growth.

Brian Levitt, Inveso Global Market Strategist, says we are close to the end of the tightening cycle. Mandeep Singh, Sr. Technology Analyst for Bloomberg Intelligence on Nvidia's march toward $1 trillion market value. Greg Valliere, Chief US Policy Strategist at AGF investments says, House Speaker Kevin McCarthy is a "serious player" following the weekend's debt ceiling negotiations. Katy Kaminski, Chief Research Strategist at Alphasimplex says, she's looking for a breakout in US treasury yields. Lee Ferridge, Head of Macro Strategy at State Street, says sterling/US dollar will hit $1.15 by the second half of this year.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, shares her expertise on the implications of a Supreme Court ruling that allows the Trump administration to revoke legal status for 500,000 migrants, sparking debates around immigration policy. Brian Levitt, Global Market Strategist at Invesco, discusses how market trends, including a recent decline in the S&P 500 and the effects of tariffs, shape investment strategies. Together, they delve into the complex interplay between U.S. trade policies and economic outlook.

In this insightful discussion, Monica Guerra from Morgan Stanley Wealth Management shares her take on how the 2024 election could sway investor sentiment. Dan Ives of Wedbush Securities reacts to Microsoft and Meta's earnings, highlighting the importance of tech in the upcoming reports. Brian Levitt from Invesco breaks down market drivers amidst political and geopolitical turbulence. Michael Froman, from the Council on Foreign Relations, delves into tariffs, giving a glimpse of what a Harris or Trump administration might mean for trade policies.

Brian Levitt of Invesco discusses tech rally gains, Isaac Boltansky from BTIG talks about latest Harris campaign updates, and Jill Carey Hall of BofA Securities explores the bullish case for small-caps amidst potential recession indicators.

Market experts Brian Levitt, Gary Cohn, and Jeff Currie discuss strong market performance, efficient company operations, and the rise of copper as a top trade. Topics include interest rates, tariffs' effects on the economy, and the surge in copper prices driven by green investments and military demand.

Brian Levitt, Global Market Strategist at Invesco, shares his insights on the current economic landscape. He discusses the effects of U.S. trade policy uncertainties and their role in market volatility. Levitt highlights the significance of artificial intelligence as a market megatrend and suggests looking beyond major tech firms for investment opportunities. He also emphasizes a defensive investment strategy focusing on quality and lower volatility, and advocates for a diversified approach that includes mid-cap stocks and European equities.

Brian Levitt, a portfolio manager at Invesco, Adam Parker, founder of Trivariate Research, and Dan Chung from Alger dive into the potential for a significant rally in tech stocks. They discuss expected earnings from giants like Microsoft and Meta, analyzing market dynamics and investor sentiment amid election uncertainty. The trio debates investment strategies, weighing small-cap versus large-cap trends, while highlighting the resilience of leading tech firms. Also covered are earnings from Robinhood and Starbucks, providing a comprehensive view of key market movements.

Joanie Bily, Division President at Employbridge and Chair of the American Staffing Association, shares insights on the September U.S. jobs report, highlighting significant job growth trends. Ben Emons, Chief Investment Officer at FedWatch Advisors, discusses the Federal Reserve's approach to economic data and its implications. Lee Klaskow, Senior Analyst, dives into the recent dockworkers' strike's impact on logistics. David Welch elaborates on the EU's hefty tariffs on Chinese electric vehicles, emphasizing international trade tensions.