Featuring: Alicia Levine, Head of Investment Strategy &amp; Equities at BNY Wealth Momei Qu, Managing Director: PSP Growth at PSP Capital Partners Nur Cristiani, Head of LATAM Investment Strategy at JP Morgan Securities See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: June 29th, 2026

Bloomberg Surveillance

Surveillance or NASDAQs or Goldman Sachs I'm Francine Lacroix, an award-winning journalist. And I've got a new podcast, Leaders with Francine Lacqua from Bloomberg Podcasts. I've interviewed everyone from heads of state to fashion icons about the news of the moment. But I've always been curious, who are these people as leaders? I don't think there's one right way to be a leader. Make decisions. A poor decision is always better than no decision.

Listen to new episodes every other Monday. Follow Leaders with Francine Lacroix wherever you get your podcasts. Bloomberg Audio Studios. Podcasts, radio, news. This is the Bloomberg Surveillance Podcast. I'm Jonathan Farrow, along with Lisa Abramowitz, and Anne-Marie Hordern. Join us each day for insight from the best in markets, economics,

and geopolitics. From our global headquarters in New York City, we are live on Bloomberg Television weekday mornings from 6 to 9 a.m. Eastern. Subscribe to the podcast on Apple, Spotify, or anywhere else you listen. And as always, on the Bloomberg Terminal and the Bloomberg Business App. We begin this hour with stocks looking to bounce back from a week full of tech jitters. Alicia Levine of BNY Wealth writing, expect a summer of volatility, a midterm election year, AI backlash, an IPO supply, will produce a consolidating market. Alicia joins us now for more. Alicia,

good morning. Good morning. Given all of those things, that long, long list, what's the road, the path to 8K? So, the path to 8K is the earnings, right? It's the earnings and the fact that it's not just focused on the AI beneficiaries, but it's actually broadening throughout the S&P. And that's what gets you to the 8,000. Also, you know, the multiples are really not that high. We're back to 21 times forward earnings.

Bloomberg Surveillance TV: June 29th, 2026

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Bloomberg Surveillance TV: June 29th, 2026

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.