Surveillance: Market Pause with Calvasina

Bloomberg Surveillance

Bloomberg

News, Business News, Business

4 • 1.1K Ratings

🗓️ 7 August 2023

⏱️ 42 minutes

🔗️ Recording | iTunes | RSS

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Summary

Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says the markets need to stop, pause and have a moment of digestion. Mike Wilson, Morgan Stanley Chief US Equity Strategist & Chief Investment Officer and Morgan Stanley Global Investment Committee Chair, says be 'very selective' with stocks. Daniel Ives, Wedbush Senior Equity Analyst, discusses why he's bullish on Apple despite weak earnings. Michelle Meyer, Mastercard Economics Institute Chief Economist for North America, says the consumer and economy are shifting. Sri Natarajan, Bloomberg News, discusses Goldman Sachs commodities research chief Jeff Currie set to leave the bank.
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Transcript

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0:00.0	What do you see on the horizon for financial markets?
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0:30.0	Are you rich? That's a good question.
0:33.0	Is it about what you have in the bank or your 401k?
0:36.0	Should you buy a place where you live or hold off?
0:39.0	And if you build could sand shortages in Singapore
0:42.0	impact prices in Connecticut?
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0:49.0	so you can make smarter decisions.
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0:54.0	who has it, who's making it, and how you should think about yours.
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1:28.0	Let's start the conversation with Laurie Cavassina.
1:31.0	Head of US equity strategy, RBC,
	...

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