Bloomberg Surveillance: Savita Subramanian on Magnificent Seven Rally
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 5 February 2024
⏱️ 10 minutes
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Summary
Bank of America Securities Head of US Equity & Quantitative Strategy Savita Subramanian speaks on the "Magnificent Seven" tech rally and biggest market risks for 2024.
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| 1:00.3 | We begin with the top story. Stocks moving lower after a tech-fueled rally |
| 1:03.9 | Seville to Subramaniam head of US Equity Strategy at B of A global research saying this |
| 1:08.2 | The idiosyncratic versus macro risk is high and a magnificent seven is not a monolith. In fact, this reductive |
| 1:14.8 | moniker obscures the companies are behaving very differently from one another. |
| 1:19.2 | Euphoria is evident for the magnificent Seven, but nothing else. |
| 1:23.1 | So Vida, I'm pleased to say, |
| 1:24.0 | Joins us around the table, it's really good morning. |
| 1:25.8 | Good morning, great to be here. |
| 1:27.1 | Let's get to that monolith and thanks for being with us. |
... |
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