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Bloomberg Surveillance TV: September 11, 2024

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Manage episode 439366967 series 1504388
Content provided by Bloomberg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bloomberg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

-Mike Wilson, Morgan Stanley Chief US Equity Strategist & CIO
-Rob Casey, Signum Global Partner & Senior Analyst
-David Kelly, JPMorgan Chief Global Strategist-Steve Ricchiuto, Mizuho Chief US Economist
Morgan Stanley's Mike Wilson says the equity market is pivoting from quality growth stocks to defensives amid a constrained environment for the Federal Reserve. Rob Casey of Signum Global recaps the presidential debate between Kamala Harris and Donald Trump. David Kelly of JPMorgan and Steve Ricchiuto of Mizuho react to August CPI data coming in above estimates and find common ground on what the print means for the broader economy.

See omnystudio.com/listener for privacy information.

  continue reading

3369 episoade

Artwork
iconDistribuie
 
Manage episode 439366967 series 1504388
Content provided by Bloomberg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bloomberg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

-Mike Wilson, Morgan Stanley Chief US Equity Strategist & CIO
-Rob Casey, Signum Global Partner & Senior Analyst
-David Kelly, JPMorgan Chief Global Strategist-Steve Ricchiuto, Mizuho Chief US Economist
Morgan Stanley's Mike Wilson says the equity market is pivoting from quality growth stocks to defensives amid a constrained environment for the Federal Reserve. Rob Casey of Signum Global recaps the presidential debate between Kamala Harris and Donald Trump. David Kelly of JPMorgan and Steve Ricchiuto of Mizuho react to August CPI data coming in above estimates and find common ground on what the print means for the broader economy.

See omnystudio.com/listener for privacy information.

  continue reading

3369 episoade

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