Equities Price in Volatility
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 5 February 2025
⏱️ 38 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 5th, 2025
Featuring:
- Julian Emanuel, Head of Equity, Derivatives, and Quantitative Strategy at EvercoreISI, joins to discuss the equity bull market and potential volatility from an earnings slowdown and Trump uncertainty
- Mona Mahajan, Senior Investment Strategist at Edward Jones, brings us into the market open and talks positive market sentiment amid a roller coaster of headlines
- Amanda Rebello, Head of XTrackers Sales, US Onshore at DWS, on investors protecting against geopolitical, trade, and earnings risks
- Ethan Bronner, Israel Bureau Chief for Bloomberg News, looks ahead to how President Trump's proposal for the US to take over the Gaza Strip transforms the US' relationship with the Middle East
See omnystudio.com/listener for privacy information.
Transcript
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| 0:00.0 | Get your daily market preview on projected stock updates, monetary policy decisions, and key results in statistics that may impact your trading. |
| 0:08.2 | Schwab Market Update is an original podcast from Charles Schwab. Listen today at Schwab.com slash market update podcast or wherever you get your podcasts. |
| 0:17.4 | Don't miss the fifth Qatar Economic Forum powered by Bloomberg this May 20th to 22nd live in Doha. |
| 0:24.1 | With the 2030 end date of national visions in Qatar, Saudi Arabia, Abu Dhabi, and Bahrain on the horizon, |
| 0:30.3 | this year's forum will spotlight how choices made by Gulf heads of states and sovereign wealth funds |
| 0:35.4 | could shift the global economy further. |
| 0:38.4 | Join us in Doha this May. |
| 0:39.8 | Request an invitation today at catarconomic forum.com. Audio Studios. Podcasts, Radio, News. |
| 1:02.0 | This is the Bloomberg Surveillance Podcasts. |
| 1:07.6 | Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg business app. |
| 1:09.3 | Listen on demand wherever you get your podcasts or watch us live on |
| 1:13.4 | YouTube. Today we're going to get back to meat and potatoes and that of course means equity strategy. |
| 1:18.6 | Julian Emanuel's definitive. What you don't know inside global Wall Street baseball working for |
| 1:23.4 | Ed Hyman, he's got the advantage of the whole Evercore ISI game. But what's important is he |
| 1:28.3 | puts out a note every morning on the earnings season and how we're doing. We have them for an |
| 1:35.6 | extended conversation this morning. Julie, in that research note you put out, how are we doing |
| 1:40.9 | on revenue and earnings, growthiness, and surprises? |
| 1:45.9 | Let's call it good, not great. |
| 1:47.8 | Sort of, you know. |
| 1:49.2 | Double digit? |
| 1:51.0 | Close. |
| 1:51.9 | You're nudging towards double digit. |
... |
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