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Surveillance: Supply Chains Dominate Earnings

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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://player.fm/legal.

Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist & Head of Quantitative Research, defends his bullish call on the S&P hitting 5,000 next year. Rubeela Farooqi, High Frequency Economics Chief U.S. Economist, discusses the headwinds facing the economy, and how they factor into her growth expectations. Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says market rotational shifts will likely persist. Helane Becker, Cowen Senior Research Analyst, discusses key takeaways from airlines earnings and trends in travel.

See omnystudio.com/listener for privacy information.

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2943 episodes

Artwork
iconShare
 
Manage episode 305238322 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://player.fm/legal.

Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist & Head of Quantitative Research, defends his bullish call on the S&P hitting 5,000 next year. Rubeela Farooqi, High Frequency Economics Chief U.S. Economist, discusses the headwinds facing the economy, and how they factor into her growth expectations. Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says market rotational shifts will likely persist. Helane Becker, Cowen Senior Research Analyst, discusses key takeaways from airlines earnings and trends in travel.

See omnystudio.com/listener for privacy information.

  continue reading

2943 episodes

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