Bloomberg Surveillance October 15, 2024
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 15 October 2024
⏱️ 28 minutes
🧾️ Download transcript
Summary
- Max Kettner, HSBC Chief Multi-Asset Strategist
- Sarah Hunt, Alpine Saxon Woods Chief Market Strategist
- Vishal Khanduja, Morgan Stanley Investment Management Head of Broad Markets Fixed Income
Max Kettner of HSBC says, "The market is underestimating the strength of the US consumer." Alpine Saxon Woods' Sarah Hunt is watching companies that have "continuously good balance sheets" and can generate cash as earnings season continues. Vishal Khanduja of Morgan Stanley says, "We have the lowest amount of spread risk in our portfolio for a long time."
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Transcript
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| 0:29.5 | Innovation. |
| 0:30.0 | Bloomberg Audio Studios. |
| 0:34.3 | Podcasts, Radio News. |
| 0:37.1 | This is the Bloomberg Surveillance Podcast. I'm Jonathan Ferro, along with Lisa |
| 0:45.8 | Abramowitz and Anne Marie Hordern. Join us each day for insight from the best in |
| 0:50.0 | markets, economics and geopolitics. From our global headquarters in New York City |
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| 0:58.0 | Eastern subscribe to the podcast on Apple, Spotify or anywhere else you listen. |
| 1:02.9 | And as always on the Bloombo and the Bloomboque business app. |
| 1:06.6 | With a surrender table, Vishal Kanduja, |
| 1:08.6 | of Morgan Stanley Investment Management. |
| 1:10.8 | Vishal, good morning, it's good to see you. |
| 1:12.2 | Morning. We've just had a big month of Global Easing, which. investment management. Vishal, good morning. It's good to see you. |
| 1:13.0 | We've just had a big month of Global Easing, which you've recognized yourself. |
| 1:16.1 | We've had a Federal Reserve cut by 50 basis points. |
... |
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