Bloomberg Surveillance October 16, 2024
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 16 October 2024
⏱️ 25 minutes
🧾️ Download transcript
Summary
- Elyas Galou, BofA Securities Senior Investment Strategist
- Keith Lerner, Truist Co-CIO/Chief Market Strategist
- Julia Coronado, Macropolicy Perspectives President and Founder
Elyas Galou thinks investors have transformed from "nervous bulls" a month ago to just bulls. Keith Lerner of Truist says, "This is the strongest election year we've seen for the stock market since the 1950's." Julia Coronado of Macropolicy Perspectives says the "bar is very high" for the Fed to deviate from a 25bp cut in November.
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Transcript
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| 0:00.0 | Are you looking for a new podcast about stuff related to money? |
| 0:05.0 | Well, today's your lucky day. |
| 0:07.0 | I'm Matt Levine. |
| 0:08.0 | And I'm Katie Grifield. |
| 0:10.0 | And we are the hosts of Money Stuff, the Podcast. |
| 0:13.1 | Every Friday we dive into the top stories |
| 0:15.1 | about Wall Street, Finance, and other stuff. |
| 0:18.0 | We have fun, we get weird, and we want you to join us. |
| 0:21.5 | You can listen to Money Stuff the Podcast on Apple Podcasts, Spotify, or wherever you get your |
| 0:25.8 | podcasts. 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 |
| 0:54.4 | we are live on Bloomboom Television weekday mornings from 6 to 9 a.m. |
| 0:58.0 | Eastern subscribe to the podcast on Apple, Spotify or anywhere else you listen. |
| 1:02.9 | And as always on the Bloebo Terminal and the Bloebo Business app. |
| 1:06.4 | Here's an update on the bulk of America Global Fund Manager survey. |
| 1:09.6 | It captures a big bullish shift in investor sentiment showing the biggest jump in investor |
| 1:14.0 | optimism since June 2020 and the largest jump in global growth expectation since |
| 1:18.4 | May of the same year. To dig deeper into the results into the survey. Elias Galoo of Bank of America's |
| 1:23.7 | securities joins us now for more. Elias, welcome to the program, sir. This is |
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