Bloomberg Surveillance TV: June 24, 2024
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 24 June 2024
⏱️ 30 minutes
🧾️ Download transcript
Summary
- Seema Shah, Principal Asset Management Chief Global Strategist
- Tom Michaud, KBW CEO
- Vishwanath Tirupattur, Morgan Stanley Chief Fixed Income Strategist
- Stephanie Roth, Wolfe Research Chief Economist
Seema Shah of Principal Asset Management discusses opportunities outside of tech and the Mag 7. Tom Michaud of KBW updates on upcoming bank stress tests and potential risks in commercial real estate for regional banks. Vishwanath Tirupattur of Morgan Stanley and Wolfe Research's Stephanie Roth offer perspectives on consumer confidence, durable goods, look ahead GDP & core PCE.
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Transcript
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| 0:00.0 | Join global business leaders and investors at the Bloomberg Sustainable Business Summit, returning to Singapore on July 31st. |
| 0:09.0 | Take part in solutions driven discussions on how to drive business value and unlock opportunity |
| 0:14.8 | while remaining nimble in times of change and greater ESG accountability. |
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| 0:24.0 | That's Bloomberg Live.com-Sustainable-Biz Singapore. |
| 0:28.6 | Bloomberg Audio Studios. |
| 0:34.0 | Podcasts, Radio News. |
| 0:37.0 | This is the Bloomberg Surveillance Podcast. I'm Jonathan Ferro along with Lisa |
| 0:45.5 | Abramowitz and Amri Hordern. Join us each day for insight from the best in markets, |
| 0:50.1 | economics and geopolitics. From our global headquarters in New York City |
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| 1:02.0 | and as always on the Bloebo |
| 1:03.6 | Terminal and the Bloebo Business app. |
| 1:05.6 | See Michelle |
| 1:07.0 | Principal Asset Management writing this the potential for further equity |
| 1:10.0 | gains may be somewhat limited from here with valuations so stretched a soft |
| 1:14.6 | economic landing is a necessary backdrop to support further gains. |
| 1:19.1 | SEMA joins us now. SEMA, good morning. |
| 1:20.9 | Welcome. |
| 1:21.9 | Good morning, great to be here. Great to have you. When you talk about |
| 1:24.5 | stretched valuations, are you talking about the overall market or are you talking |
... |
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