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Earnings Won’t Be Catastrophic in ’23: BlackRock’s Moore

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Kate Moore, BlackRock’s head of thematic strategy for global allocation, explains why she is “cautious” about stocks in the near term and says there’s a chance that the economy is more resilient than expected next year during an interview with Jonathan Ferro on “Bloomberg The Open.”

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11 Comments

11 Comments

  1. @grgrsm

    January 1, 2024 at 6:26 pm

    That's the problem that when everyone is preparing and anticipating, becoming more "streamlined" and in a good position, sentiment goes down and mutual growth slows. The anticipation becomes a trend. This gets a little bit defensive, that gets a little bit more defensive, and so on. Growth is based on trust, faith, freedom, celebration, overspending, not rationality, restriction, fear, defense, and pessimism. It's hard to over spend at this time when liquidity is getting drained even if you put the pink tinted glasses of hers.
    Actually the failure will be due to people that sharing her beliefs, that gonna trigger the crashing event out of excess positivity, negligibility, mismanagement, and their followers will be the next losers. But you know.. there's no winners without losers, and she fights for her side. Big funds can talk nonsense and absorb the losses. Retail trades might get rekt.

  2. @greigsanderson

    January 1, 2024 at 6:26 pm

    I would

  3. @MrZrryan2

    January 1, 2024 at 6:26 pm

    did she really make the argument that nobody can tell what the earnings will be in 2023 ??? Seriously ??? Has she ever heard of funny things like "recessions" or perhaps "guidance" ??? Pretty easy to know what is going to happen….

  4. @castle995

    January 1, 2024 at 6:26 pm

    She makes a good point. Businesses will be very cautious giving all the doom and gloomers.

  5. @frederickmiles8815

    January 1, 2024 at 6:26 pm

    Blackrock is still standing, that is crazy – who loses billions like that and keeps crawling along. Makes you wonder why the legacy media is giving them a microphone?

  6. @diamandidimitrov8643

    January 1, 2024 at 6:26 pm

    _ВЗЕМЕТЕ,,€"ВРОПА"_/
    _ METAXSA: _/
    _________________/

  7. @diamandidimitrov8643

    January 1, 2024 at 6:26 pm

    ________________________________
    /
    _ДА СПРЕ НАПРЕЖЕНИЕТО_/
    _____________________________/

  8. @noaholiver2946

    January 1, 2024 at 6:26 pm

    I was so big on gold and Silver but a few months ago I discovered Bitcoin and Ethereum. Listening to lots of stuff from JOSEFTRADE. has been really helpful in my journey.

  9. @livefromplanetearth

    January 1, 2024 at 6:26 pm

    assume your positions

  10. @ticker3132

    January 1, 2024 at 6:26 pm

    Delusional outlook. See ya at S&P 2900.

  11. @kawasakialoitalau8930

    January 1, 2024 at 6:26 pm

    You are dreaming reality speaks for it’s self😅

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BlackRock’s Rieder on Global Bonds, AI

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Rick Rieder, CIO for Global Fixed Income at BlackRock, discusses his outlook for global rates and bonds, as well as the outlook for the fundraising on AI, as companies look to raise capital for infrastructure build-out. He speaks exclusively with Paul Allen and Haidi Stroud Watts on “Bloomberg: The Asia Trade”.
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Bloomberg Surveillance 01/31/2024

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Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern have the economy and global markets “under surveillance”. Their daily conversations with leaders and decision makers from Wall Street to Washington and beyond cover the latest in business, investment, and geopolitics. No other program better positions investors and executives for the trading day.
About “Bloomberg Surveillance”
Tom Keene, Jonathan Ferro & Lisa Abramowicz are live from New York each business day, bringing insight on global markets and the top business stories of the day.

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Bremmer: U.S. Retreat From Global Leadership Is a Long-Term Shift

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Ian Bremmer says Tuesday’s election should be viewed against structural changes in U.S. policy that are likely to persist regardless of which party holds the White House. He cites weaker support for free-trade agreements and a greater reliance on industrial policy, subsidies and tariffs. Bremmer speaks with Romaine Bostick on “The Close.”
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Opinion’s O’Brien Expects Gridlock in Washington After Democrats Take Back Congress

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President Donald Trump congratulated Democrats for doing “a good job” after the party inflicted devastating defeats on his Republican allies, winning back both houses of Congress and picking up several governors’ mansions.
But the president, in an interview with Fox News early Wednesday morning, didn’t take responsibility for a long night of GOP defeats.
Tim O’Brien, Senior Executive Editor: Bloomberg Opinion, discusses the legacy of Donald Trump, his reaction to the GOP loss, and how he may govern in his final two years in office.
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Oaktree’s Marks on Long-term Investing

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Howard Marks, Co-Chair at Oaktree Capital Management, says investors should build a portfolio of assets that can perform over the long term. He speaks exclusively on “The China Show”.
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