Traders Ready for CPI as EU Elections Impact Markets

Bloomberg Surveillance

Bloomberg

News, Investing, Business News, Business

4 • 1.1K Ratings

🗓️ 10 June 2024

⏱️ 31 minutes

🔗️ Recording | iTunes | RSS

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Summary

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 11th, 2024
Featuring:

Sarah Hunt, Chief Markets Strategist at Alpine Woods Capital Investors, discusses the outlook for equities in the US
Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, on a potential drop in the S&P 500 if the Fed doesn't cut rates this year
Terry Haines, founder at Pangaea Policy, talks about the EU elections and the potential political impact in the US
Bloomberg's Lisa Mateo with her Newspaper Headlines

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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.
0:19.5	Learn more at Bloomberg Live.com slash sustainablebiz Singapore. That's Bloomberg Live. Live.com-Sustainable-biz Singapore.
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 Todd Keene along with Paul Sweeney.
0:46.2	Join us each day for insight from the best in economics finance investment and
0:51.0	international relations. You can also watch the show live on YouTube.
0:55.8	Visit the Bloomberg Podcast channel on YouTube to see the show,
1:00.6	weekday mornings from 7 to 10 a.m. Eastern, from our global headquarters in New York City.
1:06.0	Subscribe to the podcast on Apple, Spotify, or anywhere else you listen, and always on Bloomberg Radio, the Bloomberg Terminal and the Bloomberg Business Act.
1:16.0	With a brilliant summary of the history of index concentration and portfolio concentration, and I didn't realize you know the way we have the big
1:27.1	yeah I know this has been normal this is you know there's other times it's been like this I You know, the 60s or the 50s.
1:34.0	Yeah, I'm not sure that's necessarily a healthy aspect of the market.
1:39.0	I mean, again, this focus on a handful of stocks a dozen stocks in terms of the market
1:46.0	capitalization but that's where we are here with big tech.
1:49.0	We bring it up because Sarah Hunt joins us right now. Sarah Hunt with
1:54.4	with Alpine Woods Capital Investors, the top 10 stocks and are holding make up
2:00.2	a hundred and forty two percent of the portfolio.
2:03.0	Have you ever seen it this concentrated?
	...

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