Bloomberg Brief (06/25/2024)

“Bloomberg Brief” delivers the market news, data and analysis you need to set your agenda. Today's guests: Mark McCormick, TD Bank Global Head of FX & EM Strategy; Fiona Boal, S&P Dow Jones Indices Global Head of Equities.
00:01 - Intro
02:44 - Mark McCormick, TD Bank Global Head of FX & EM Strategy
25:35 - Fiona Boal, S&P Dow Jones Indices Global Head of Equities
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[@noremacmada]

9:48 - Manus brings up Euro parity in passing 13:46 - Sid Phillip on the aircraft maker's cash flows 14:33 - Review Tom Michaud from KBW who was on Bloomberg Surveillance 6/24/24 for opinion comparison and synthesis given the new information 23:36 - I wonder if Broadcom/ByteDance announcement "changes the story" on Nvidia (Jill Davis mentions another story to review for potential influenceat 38:05) 27:07 - Theory: Fiona Boal describing index products that, as I understand it, reduce concentration risk 28:14 - Review Mike Wilson of Morgan Stanley clip today (6/25/24) in which he discusses sector versus factor investing 41:09 - My question is: Is it appropriate to assume the US government would, at a minimum, insure the aircraft maker's debt in a distress scenario?

[@user-dh8sn1jn4m]

Hello hi sir and madam all the best and Good luck sir jai Jai Germany 🇩🇪 ❤and USA 🇺🇸 ❤and 🇬🇧 UK ❤