"Bloomberg Markets" follows the market moves across every global asset class and discusses the biggest issues for Wall Street. Today’s guests include: Ritholtz Wealth Mgmt. Chief Market Strategist Callie Cox, Madison Realty Capital Co-Founder Josh Zegen, Barings Head of Consumer ABS & CMBS Yulia Alekseeva, Northern Data Group COO Rosanne Kincaid-Smith, Ingram Micro CEO Paul Bay, and Australian Treasurer Jim Chalmers.
Chapters:
00:00:01 – Bloomberg Markets begins
00:01:10 – Midday Movers: Tesla, UPS, Boeing
00:02:39 – Ritholtz Wealth Mgmt. Chief Market Strategist
00:03:55 – Reason for Pause from Investors?
00:05:05 – How Risky is the Discretionary Sector?
00:06:20 – Thoughts on S&P 500
00:07:26 – Best Opportunities for Investment
00:09:05 – Ingram Micro Begins Trading
00:09:35 – Madison Realty Capital Co-Founder
00:12:56 – Office Sector
00:14:26 – Challenges for Banking Sector
00:15:27 – Is More Consolidation Ahead?
00:17:41 – Money Undercover: Private Credit
00:23:07 – Market Update
00:23:45 – Midday Movers: Aviation, Lam Research, Union Pacific
00:25:11 – Northern Data COO on Seeking AI Unit IPO
00:27:36 – Insight on Blackwell Technology
00:28:24 – Challenges in Power Space
00:29:20 – US Election Betting Markets
00:30:07 – French Trader Behind Polymarket Bets on Trump
00:32:55 – Stock of the Hour: Ingram Micro
00:38:40 – Australian Treasurer on Inflation
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