Here's your summary from BlackRock’s Li: Still Like Equities Better Than Bonds (https://www.youtube.com/watch?v=lElz43SN2rc) on the Bloomberg Television channel:

### TLDR:

Equities are preferred over bonds due to strong earnings and margins, despite cooling growth and potential rate cuts.

1. U.S. earnings have shown the strongest growth in over two years, with margins expanding in seven out of 11 sectors.

2. Despite cooling growth, companies are still able to grow due to favorable profit cycles, making equities well-positioned, especially with potential rate cuts.

3. While weaker data may suggest buying bonds, the preference remains for equities due to their strong performance.

#finance #tradfi #markets #stocks #stockmarket #bloomberg #macro nostr:npub1849ntz6s6gxrunv9tunnlurvfx7xk0mwvtzz4m2y7fu8gt7408dqsl0qen nostr:npub1tlvvdgm4csch9x3m0r3qsrll7zsaccl49c4gdz5qz9g3jz33l92ss4gp7z