Bloomberg Surveillance TV: May 21, 2024
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 21 May 2024
⏱️ 28 minutes
🧾️ Download transcript
Summary
-Mike Wilson, Morgan Stanley Chief Investment Officer
-Matthew Luzzetti, Deutsche Bank Chief US Economist
-Luke Hickmore, abrdn Investment Director
-Chuck Grom, Gordon Haskett Sr. Retail Analyst
Morgan Stanley's Mike Wilson talks through his new S&P 500 target and why the bond market may be the biggest risk to stocks. Deutsche Bank's Matt Luzzetti and Luke Hickmore of abrdn discuss whether recent economic data points to an overall weakening in the US. Chuck Grom of Gordon Haskett breaks down retail earnings from Macy's and Lowe's.
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Transcript
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| 0:34.2 | Podcasts, Radio News. |
| 0:37.0 | 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 |
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| 1:02.8 | And as always on the Bloombo Terminal and the Bloombo Business app. |
| 1:06.2 | Mike Wilson's capitulated. |
| 1:07.7 | He's moved from 4,500 to 5,400 and all of that. |
| 1:11.2 | Can we just start with the skew? The wide range of outcomes |
| 1:13.9 | because that was the headline of the piece. The Bear Case versus the Bull case has |
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