Examining the Equity Rally and Presidential Immunity
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 2 July 2024
⏱️ 43 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 2nd, 2024
Featuring:
- Julian Emanuel, Head of Equity, Derivatives, and Quantitative Strategy at Evercore ISI, discusses raising his year end S&P price target to 6,000 and why 2024-25 is a huge inflection in markets
- Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, talks about his top down view on inflation and the sustainability of the equity rally
- Wendy Schiller, professor at Brown University, discusses the latest DC headlines, presidential immunity for Trump, and Joe Biden's election prospects
- Bloomberg's Lisa Mateo with her Newspaper Headlines
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Transcript
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| 0:00.0 | Join Stacey Abrams, Leib Shriver, Gina McCarthy, and more of the planet's environmental |
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| 0:12.8 | Title sponsor Amazon, Official Airline, Alaska Airlines. |
| 0:17.6 | Supporting sponsor, Providence. |
| 0:19.9 | Contributing sponsor, Wareyerhauser. |
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| 0:26.0 | at Bloomberg Live.com slash Green Festival. |
| 0:34.3 | Bloomberg Audio Studios. Podcasts, Radio News. |
| 0:37.0 | This is the Bloomberg Surveillance Podcast. |
| 0:44.0 | I'm Tom Keene along with Paul Sweeney. |
| 0:46.0 | Join us each day for insight from the Best in Economics Finance Investment |
| 0:51.0 | and International Relations. You can also watch the show live on YouTube. |
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| 1:11.0 | always on Bloomberg Radio, the Bloomberg Terminal and the |
| 1:14.8 | Bloomberg Business app. A victim out of the Emory University, Julian |
| 1:19.9 | Emmanuel joins us right now. What was it like in Emory in Atlanta? Did you like cut class and go out to |
| 1:24.8 | Bravesball? Well, we certainly went to the old in the days and there were 5,000 people in the |
| 1:30.4 | stands and you could sit right down. You could sit right down next to Ted Turner in |
| 1:35.4 | Jeng Fonda. Yeah, wonderful to have you here. You have the honor, you have the coolest |
... |
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