Bloomberg This Weekend | Todd Blanche Confirmed as AG, Jobs Report Surprise

Смотреть на YouTube ↗  |  08 августа 2026, 16:52  |  2:29:00  |  Bloomberg Markets
Спикеры
Joe Quinlan — Head of Market Strategy, Merrill & Bank of America
Anna Wong — Главный экономист по США, Bloomberg
Matthew Palazzolo — Senior P&C Insurance Equity Analyst, Bloomberg Intelligence
Hosts David Gura, Christina Ruffini and Lisa Mateo break down a busy August weekend: the Senate confirms Todd Blanche as AG and passes a Russia sanctions bill overnight; July’s payrolls miss badly but the unemployment rate falls for the wrong reasons; Joe Quinlan of Bank of America makes a bullish case for U.S. equities and solar; Berkshire Hathaway reports earnings with a smaller-than-expected buyback; Anna Wong sees cooling CPI that would keep the Fed on hold; and Liv Golf finds a potential financial lifeline as the PGA Tour says no merger talks are happening. - Senate confirms Todd Blanche as attorney general in a 50-49 vote after a late-night session. - July nonfarm payrolls fall 23,000 vs. an expected +80,000 gain; unemployment rate dips to 4.1% on shrinking labor force. - Bloomberg Economics expects core CPI to ease to 2.4% YoY, the lowest in over five years, supporting a Fed hold in September. - Joe Quinlan (BofA) says the market is too pessimistic and urges buying U.S. equities on pullbacks, favoring solar and industrial sectors. - Berkshire Hathaway Q2 operating earnings rise 16%; $4.5 billion in buybacks disappoints expectations. - Russia sanctions bill with tariff authority on energy buyers passes Senate 86-11; House must still act. - Liv Golf secures a term sheet with BK Partners for fresh capital, aiming to finalize a deal by September; PGA Tour says no merger talks. - China pushes aggressive AI adoption across industries while the U.S. debates AGI; former Beijing correspondent Evan Osnos describes a quieter, state-controlled China.
Идеи
Joe Quinlan Head of Market Strategy, Merrill & Bank of America 62:30
Buy U.S. equities on any pullbacks
The U.S. economy and corporate America have a resilient, underappreciated capacity to absorb shocks, with construction, manufacturing, healthcare, defense spending, and AI driving growth. Consumer remains strong, and the dollar's demise has been called too many times. He views pullbacks as buying opportunities and is very constructive on U.S. equities overall.
Joe Quinlan Head of Market Strategy, Merrill & Bank of America 63:18
U.S. solar stocks are breaking out
U.S. solar stocks are an under-the-radar trade that has done very well and is now becoming recognized. The need for all energy sources—fossil and renewable—has become critical after the Iran war and global demand. A new 15% tariff and price floor on polysilicon derivatives adds support.
Далее

This Bloomberg Markets video, published August 08, 2026, features Joe Quinlan discussing SPY, TAN. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Joe Quinlan  · Tickers: SPY, TAN