Business
Stocks Will Do Well Over Next Few Months: Golub
Jonathan Golub, Credit Suisse’s US equity strategist and quantitative research head, talks about his outlook for 2023 and says stocks will do well over the next few months.
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UPDATE: Bain says a special-purpose investment vehicle it set up for SK Hynix still holds a 14% stake in Kioxia.
Chapters:
00:00:00 – Bloomberg: The Asia Trade begins
00:02:33 – US military launches strikes on Iran for second straight day
00:07:43 – US-Iran tensions overshadow day 2 of NATO summit
00:08:59 – BREAKING: Bain Capital exited flash memory maker Kioxia, executive says
00:10:33 – Iran, inflation, AI trade in focus
00:25:51 – Australia India Institute’s Teesta Prakash on Modi’s Indo-Pacific tour
00:33:32 – EXCLUSIVE: Bain Capital’s David Gross on Kioxia exit, strategy
00:39:51 – Seven & I, Fast Retailing to report earnings
00:42:36 – How Japan’s top eyewear maker JINS is passing the inflation test
00:46:22 – Markets open in Japan, South Korea and Australia
00:47:59 – AI rotation trade puts Asia on tech watch
00:55:06 – Trump: Iran wants to make a deal badly
01:00:54 – ADB Chief Economist Albert Park on Asia outlook
01:13:25 – Ispace Founder and CEO Takeshi Hakamada on business outlook
01:23:29 – Luxshare to trade after HK’s biggest 2026 listing
01:27:17 – China allows Nvidia H200 purchases: Information
01:31:07 – Temasek International CIO Rohit Sipahimalani on AI exposure
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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today’s guests are Winnie Cisar, CreditSights Global Head of Strategy, John Medina, Moody’s Ratings SVP, Global Project and Infrastructure Finance, Tom Fitzgerald, TD Cowen VP, Equity Research, Gary Gensler, Former SEC Chair, Jeffrey Sherman, DoubleLine Capital Deputy Chief Investment Officer, Macrae Sykes, Gabelli Funds Portfolio Manager, Chad Mumm, Pro Shop Co-Founder and President, Nora Wittstruck, S&P Global Ratings Chief Analytical Officer for Governments, and Michael Chang, Clear Health CEO.
Chapters:
00:00:00 – The Close Begins
00:04:28 – Winnie Cisar, CreditSights Global Head of Strategy
00:10:28 – John Medina, Moody’s Ratings SVP, Global Project and Infrastructure Finance
00:17:05 – Top Calls
00:18:18 – Tom Fitzgerald, TD Cowen VP, Equity Research
00:23:59 – Gary Gensler, Former SEC Chair
00:40:44 – Jeffrey Sherman, DoubleLine Capital Deputy Chief Investment Officer
00:46:51 – Countdown to the Close
01:00:37 – Macrae Sykes, Gabelli Funds Portfolio Manager
01:08:05 – Ed Ludlow, Bloomberg News
01:13:42 – Chad Mumm, Pro Shop Co-Founder and President
01:21:26 – Mark Gurman, Bloomberg News
01:24:48 – Nora Wittstruck, S&P Global Ratings Chief Analytical Officer for Governments
01:31:22 – Michael Chang, Clear Health CEO
01:35:12 – What to Watch
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ASML lifted its annual sales forecast for the second time this year as a surge in artificial intelligence spending drives demand for the company’s chip-making machines. Europe’s most valuable company expects net sales to grow to between €43 billion ($49.2 billion) and €45 billion this year. Bloomberg’s Charlotte Hughes-Morgan reports.
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Mark Douglas, CEO of the ad tech company MNTN, discussed Meta’s reported ambitions to expand beyond advertising into cloud infrastructure. Douglas expressed skepticism about Meta’s ability to compete with established cloud providers like AWS and Google Cloud, citing high switching costs for customers and Meta’s lack of excess AI infrastructure capacity to monetize. He speaks with Romaine Bostick & Katie Greifeld on “The Close.”
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Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Isabelle Lee, Carol Massar and Tim Stenovec.
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@kleinj881
December 28, 2023 at 5:33 pm
A bunch of companies and individuals over leveraged during times of 0-2-% interest. The fed raised rates faster than expected ver before. That increased borrowing rate is going to have a bad effect next year. There is no logical outlook to think earnings are going to get better the next year or two.
@bleacherz7503
December 28, 2023 at 5:33 pm
What is this deusbag talking about , you. You Get one raise a year , inflation goes up month over month
@harrisowilliams412
December 28, 2023 at 5:33 pm
With inflation running at a four-decade high, a recession is now the most likely outcome of the economy. How can I grow my portfolio to outpace inflation and maintain a successful long-term strategy. I have been reading of investors making about $250k in this current crashing market, I need ideas on how to achieve similar profits
@rajcha8976
December 28, 2023 at 5:33 pm
That was the dumbest reason for the tech selloff. 😆
@winstonwolfe2537
December 28, 2023 at 5:33 pm
It’s kind of funny to listen to “market experts” making predictions about unpredictable matters. I believe we will have a rainy day here in NY on March 15th 2024.
@annamegan
December 28, 2023 at 5:33 pm
The stock market has been a really tough one this past year, but I watched an interview where the anchor kept mentioning " mason Willie ". This prompted me to get in touch with him, and from August 2022 till now we have been working together, and I can now boast of $540,000 in my trading portfolio thanks to him
@ANtr431
December 28, 2023 at 5:33 pm
Golub? Is he a character in The Lord of the Rings?
@ReidCoffman1
December 28, 2023 at 5:33 pm
When the stock market rebounds, many investors may come to regret not investing in the red today. It's possible that this pricing will never be seen again. If you have a fantastic vision for it, there is always opportunity in the midst of chaos
@researcher707
December 28, 2023 at 5:33 pm
zero talent with this guy, garbage speaking
@dutchconrad4444
December 28, 2023 at 5:33 pm
Gona hold you to that, bet you 1k you wrong
@marisagarcia-luna490
December 28, 2023 at 5:33 pm
Who is going to believe any advice from Credit Suisse?
@Seanpfree
December 28, 2023 at 5:33 pm
🤣🤣😂😂🤣😂🤣😂🤣
@mack-uv6gn
December 28, 2023 at 5:33 pm
Put / call ratio is at about 1.2 that’s why he thinks stocks will do well over next several months. All this other bullshit he’s talking is just to fill airtime.
@diamandidimitrov8643
December 28, 2023 at 5:33 pm
_АРАБИТЕ/
_________/
@evequeen8282
December 28, 2023 at 5:33 pm
These guys are literally useless. Just do the opposite of what they're saying and you'll be fine.
@ARusso22TV
December 28, 2023 at 5:33 pm
Delusional smh
@michaelchin3550
December 28, 2023 at 5:33 pm
Surprised that this guy is a bull. From his high voice I would think he doesn't have big balls.
@kazeeky
December 28, 2023 at 5:33 pm
is there a way to short an individual person ?!?!
@Jack-gi5ql
December 28, 2023 at 5:33 pm
😂 what a clown
@Cubuf42069
December 28, 2023 at 5:33 pm
These pundits and their “consumer is strong” statement are so clueless.
@j-r1277
December 28, 2023 at 5:33 pm
These people need to take in to consideration, the blue states that have mandatory minimum wage increases. No matter what happens, how bad things crash, how many unemployed, these minimum wage increases to $16/hr are pushing, wages up, across-the-board.
@lambertois11
December 28, 2023 at 5:33 pm
In the past years, Credit Suisse do not have a very good track records!
@lambertois11
December 28, 2023 at 5:33 pm
A reminder, stockbrokers make money when you buy and sell stocks!
Did you realize that when you sign the margin contract with a stockbroker, you give control of all the assets in your account as collateral for the money that you borrow or can borrow?
Did you ever hear the term hypothecation? The hypothecation is a hidden clause in the margin contracts that allow stockbrokers to use the assets in the accounts with margins as a collateral for loans. If the stockbroker cannot repay the loans, then the lenders use the assets in the accounts with margins to pay back the loans! This means that the holders of an account with margins can lose all their assets!
Warren Buffet one said: ‘’ when the tide goes out (recession) that when you learn who has been swimming naked.’’
@screugneugneu1
December 28, 2023 at 5:33 pm
“People feel confident making big purchase like…buying homes”…Probably not too late to short Credit Suisse…
@joeking433
December 28, 2023 at 5:33 pm
Many people are doing all they can to encourage investors not to get out of the market. They'll tell you anything to keep you in the market. I ain't buying it!
@swedesam
December 28, 2023 at 5:33 pm
Credit Suisse has lost at least 70% of it's market cap in the past year and we're suppose to listen to their strategist & research head?
@winspyre
December 28, 2023 at 5:33 pm
Well. I missed this is credit suisse. That makes sense now 🙂
@winspyre
December 28, 2023 at 5:33 pm
This is such an inconsistent narrative. I can’t believe this guy is a chief strategist. He literally said “Inflation expectations are falling which means people are gonna spend less money on things they buy”. This only means this person doesn’t know inflation is the rate of change in prices, not the price level.
@SuperSavageSpirit
December 28, 2023 at 5:33 pm
This guy has to get fired when this doesn't happen
@YasinNabi
December 28, 2023 at 5:33 pm
The easiest way to succeed in any field is to work on it consistantly, and consistancy is the key to success. I experienced my self. By the way, thanks for the uploads , a fellow creator.====
@jsuter2849
December 28, 2023 at 5:33 pm
Delusional
@leinad5243
December 28, 2023 at 5:33 pm
No liquidity….nasduck gets hammered
@leinad5243
December 28, 2023 at 5:33 pm
Stagflushion USD TP