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Bloomberg Surveillance

Bloomberg Surveillance TV: July 26, 2024

Bloomberg Surveillance

Bloomberg

News, Business, Business News, Investing

3.81.2K Ratings

🗓️ 26 July 2024

⏱️ 25 minutes

🧾️ Download transcript

Summary

- Sam Stovall, CFRA Chief Investment Strategist
- Tobin Marcus, Wolfe Research Head of US Politics and Policy
- Giorgio Furlani, AC Milan CEO

Sam Stovall of CFRA discusses the Mag 7 ahead of earnings next week. Wolfe Research's Tobin Marcus breaks down what is next for both Trump and Harris as they hit the campaign trail. AC Milan CEO Giergio Furlani provides insights on the growth of soccer in the US as AC Milan plays in New York City on Saturday.  

See omnystudio.com/listener for privacy information.

Transcript

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0:00.0

Want to know where stress is showing up in the $20 trillion commercial real estate market?

0:08.0

Or how the clean energy transition is actually being financed?

0:11.6

Or while child care is so expensive and why so much of the global economy is going into

0:16.2

reverse, then you're in the right place.

0:18.7

I'm Tracy Allaway.

0:19.8

And I'm Jill Weisenthall.

0:21.0

Together we host the All-Thauts Podcast. Twice a week we bring on the perfect

0:25.0

guest to break down all these odd, interesting, complicated finance topics and more.

0:30.1

You can look us up wherever you get your podcasts. The Oddlods Podcast from Bloomberg. Bloomberg Audio Studios.

0:43.0

Podcasts, Radio News.

0:47.0

This is the Bloomberg Surveillance Podcast.

0:52.0

I'm Jonathan Ferro, along with Lisa

0:54.0

Abramowitz and Anne Marie Hordern. Join us each day for insight from the best in

0:58.0

markets, economics and geopolitics. From our global headquarters in New York City

1:02.4

we are live on Blumberg Television weekday mornings from 6 to 9 a.m. Eastern.

1:07.0

Subscribe to the podcast on Apple, Spotify, or anywhere else you listen.

1:11.0

And as always on the Bloebo Terminal and the Bloebo Business app.

1:14.0

Sam Stovil of CFRA has this to say the lofty initial expectations for second quarter

1:19.8

earnings growth have caused some mega cap high-flyers to fail to clear this elevated

1:24.4

bar causing investors to wonder if other mega cap disappointments should be

1:28.9

anticipated. Sam joins us now for more. So Sam let's get to the calendar. Let's go through next week.

1:34.6

Microsoft, Amazon, Meta, Apple. Do you think we're set up for some disappointment here?

...

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