Business
Risks Building for European Stocks
Morgan Stanley strategists say the European equity market is not priced for a recession. Sebastian Raedler, Head of European Equity Strategy at Bank of America, joined “Bloomberg Markets: European Close” with Kailey Leinz and Guy Johnson to discuss the challenges ahead for the market.
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Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” Inflation fears rattle markets as Meta leads a massive earnings week. Nvidia-backed Nscale faces a valuation reality check, while Trump-Zelenskyy tensions deepen. Plus, Proofpoint’s $6.3 billion Varonis deal; we talk with Thoma Bravo’s Seth Boro. And JPMorgan’s $230 billion economic-security push with Herman Chan, plus Ed Ludlow on Anthropic’s public-good pledge.
Chapters:
00:00:00 – Open Interest
00:01:32 – Earnings Volatility, AI Spending & Big Tech Expectations
00:03:32 – Nscale IPO Valuation Concerns, CoreWeave Pressure & Anthropic’s Public Benefit Fund
00:07:30 – AI Labor Disruption, Anthropic’s Equity Fund & AI’s Economic Impact
00:12:15 – Ukraine Tensions, Trump-Zelensky Conflict & Russia Policy
00:16:35 – Chris Verrone Strategas Partner | Chip Stocks, AI Trade Rotation & Market Leadership Shifts
00:30:28 – Top Calls | Intel Upgrade, Datadog Upgrade & Match Group Raised to Outperform
00:31:15 – Adam J. Greenlee Silgan | Silgan’s Trivium Acquisition, Packaging Consolidation & Consumer Trends
00:44:37 – SpaceX Earnings, CoreWeave Risks, AI Financing & Meta Monetization
00:46:53 – Shana Sissel Banrion Capital Management | AI Monetization, Tech Valuations & Why Investors Need ROI
00:58:32 – Seth Boro Thoma Bravo | Proofpoint’s $6.3B Varonis Deal, Cybersecurity Consolidation & AI Security Risks
01:05:42 – Escalating U.S.-Ukraine Rift, Russia Diesel Deal & Midterm Politics
01:09:01 – Leslie Vinjamuri The Chicago Council on Global Affairs| Trump, Putin, Ukraine, Europe & Global Security Risks
01:16:14 – High Interest | Saudi Arabia Security Threats, Houthi Attacks & Middle East Escalation
01:19:46 – Elon Musk’s SpaceX Share Giveaway Proposal & Anthropic’s AI Benefit Fund
01:23:42 – Kathy Kriskey, Invesco | Copper’s Massive Rally, Tariff Risks & AI Infrastructure Demand
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Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Sally Bakewell, Carol Massar and Jess Menton.
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Anna Edwards, Guy Johnson, Tom Mackenzie and Paul Dobson break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”
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India’s economy grew faster than expected in the last quarter, defying the energy shock from the Iran war.
Ruchi Bhatia explains what’s powering the growth and what could come next.
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US equity future rise as tech stocks look set to snap a 8-session losing streak. President Zelenskyy accuses President Trump of trying to push Ukraine to give in to Russia. Elon Musk says he’ll give a SpaceX share to “every kid in America” next year. Ella Gude of BNY joins “Bloomberg Brief” to discuss the global AI trade and valuations.
Chapters:
00:00:00 – Bloomberg Brief begins
00:02:23 – Tech and Asia Markets Rebound
00:04:39 – AI and Markets
00:08:20 – US Ukraine Tensions
00:10:42 – France Protests
00:15:01 – Indonesia Stocks Slide
00:15:27 – China Growth Beats Forecasts
00:16:27 – SpaceX and Nxscale
00:20:16 – Trump Approval Hits 33%
00:21:00 – Barclays Loans Face Scrutiny
00:25:02 – Market Outlook with Ella Gude
00:31:42 – Brazil Election Tightens
00:32:38 – US Ukraine Relations
00:38:13 – AI, IPOs and Earnings
00:42:45 – Big Tech Earnings Ahead
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December 28, 2023 at 9:17 am
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