Bloomberg Surveillance

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Ira Jersey, Ellen Zenter, & Liz Ann Sonders. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Priya Misra, JPMorgan Core Plus Bond ETF Portfolio Manager- Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund- Mohamed El-Erian, Queens' College Cambridge President- Stephanie Roth, Chief Economist at Wolfe ResearchPriya Misra of JPMorgan says high-quality fixed income is the best place to be right now. Jeff Rosenberg of BlackRock believes growth is running well above potential. "It's a strong labor market late in the cycle," says Mohamed El-Erian of Queens' College Cambridge in response to the latest jobs report. Stephanie Roth with Wolfe Research also provides analysis of the jobs figures.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 4th, 2024Featuring: Claudia Sahm, Chief Economist at New Century Advisors, Ellen Zentner, Chief Economic Strategist and Global Head of Thematic and Macro Investing at Morgan Stanley’s Global Investment Office, and Bloomberg Intelligence Chief US Rates Strategist Ira Jersey react to the latest jobs data Constance Hunter, Chief Economist at The Economist Intelligence Unit (EIU), gives her outlook for the jobs market and the economy Joe Mathieu, host of Bloomberg's "Balance of Power," on DC headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Dockworkers at US East and Gulf coast ports agreed to start moving cargo again while they continue collective bargaining with their employers on a new contract. For instant reaction and analysis, host Doug Krizner spoke with Bloomberg managing editor for US economic policy Kate Davidson. See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Robert D. Kaplan & Nathan Sheets. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Adam Posen, President of the Peterson Institute for International Economics- Lindsey Piegza, Chief Economist at Stifel- Bill Dudley, Bloomberg Opinion columnist and former President of the New York Federal ReserveAdam Posen with the Peterson Institute joins to discuss the outlook for a recession and potential softening in the US economy. Lindsey Piegza of Stifel joins the discussion to react to weekly jobless claims and preview tomorrow's jobs report. Bill Dudley, formerly of the NY Federal Reserve, says his hard landing call for the US economy was incorrect.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 3rd, 2024Featuring: Amanda Lynam, Head of Macro Credit Research at BlackRock, discusses outlook for corporate credit and signals from the bond market on the rate and market outlook Dan Ives, Senior Equity Analyst at Wedbush Securities, on Tesla's delivery miss and OpenAI's historic funding round Sophia Drossos, Economist and Strategist at Point72, on recent eco data and Fed speak Robert D. Kaplan, author and foreign affairs expert, weighs in on geopolitical conflicts in Israel and Ukraine and how the 2024 election may reshape both Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Scott Ladner & Aaron David Miller Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Jim Bianco of Bianco Research shares why he's in the 'no-landing camp' as the economy digests the Fed's rate cut. Vanguard's Joe Davis and Nuveen's Tony Rodriguez discuss the state of the labor market ahead of Friday's jobs report along with the outlook for the bond market. Apollo CEO Marc Rowan warns that aggressive Fed cuts risk backfiring, and overviews what he expects for the future of private and public markets. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 2nd, 2024Featuring: Aaron David Miller, Carnegie Endowment for Int’l Peace Senior Fellow Dan Peris, Federated Hermes Senior Vice President Ed Mills, Raymond James Policy Analyst Stephanie Roth, Wolfe Research Chief Economist Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Ohio Senator and Trump running mate JD Vance faced off with Minnesota Governor and Harris VP pick Tim Walz for the first Vice Presidential debate - and possibly the last debate of the 2024 election cycle.The candidates touched on key topics such as foreign policy, climate change, and immigration. Walz opened with sharp criticism toward Donald Trump, noting that many of the former president’s own aides had questioned the Republican presidential candidate’s suitability for office. Vance repeatedly targeted Democratic presidential nominee Kamala Harris, suggesting she should have done more over the past four years to address chaos abroad and a struggling economy.For instant reaction and analysis, Bloomberg Balance of Power co-hosts Joe Mathieu and Kailey Leinz speak with Bloomberg politics contributors Rick Davis and Jeanne Sheehan Zaino. See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Matt Luzzetti & David Salem. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Seema Shah, Principal Asset Management Chief Global Strategist- Rep. Lisa McClain (R-MI), Chairwoman of Financial Services Oversight Subcommittee- Neil Dutta, Renaissance Macro Research Head of US Economic ResearchSeema Shah of Principal Asset Management says a recession is unlikely over the next 18 months. Representative Lisa McClain says the economy is crucial for voters, particularly in her swing state of Michigan. Neil Dutta of Renaissance Macro Research believes growth may not be strong enough to keep the unemployment rate from rising.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 2nd, 2024Featuring: Stuart Kaiser, Head of US Equity Trading Strategy at Citi, discusses why he believes labor data is all that matters for equities this week French Hill, Republican Congressman from Arkansas, talks about the dockworkers strike, Basel III, and the US election Julie Norman, professor at University College-London, on the latest developments in the Middle East Stamatis Tsantanis, CEO of Seanergy Martime (NASDAQ: SHIP) and Maritime United (NASDAQ: USEA), discusses the impact of the dockworkers strike on US companies, his companies, and global trade activity Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

- Brian Weinstein, Morgan Stanley Investment Management, Head of Global Markets- Aditya Bhave, BofA Securities Senior US Economist- Venu Krishna, Barclays Head of US Equity StrategyBrian Weinstein of Morgan Stanley thinks bond yields will be "meaningfully higher from here" as we continue this easing cycle. Aditya Bhave of BofA Securities is holding onto a soft landing outlook because layoffs remain low. Venu Krishna says the disconnect right now is between the rates market and the equity market. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney and David GuraSeptember 30th, 2024Featuring: Jay Hatfield, CEO at Infrastructure Capital Management, talks about why he's bullish on China, where his firm is investing capital, and why he believes in the "Hatfield Rule" and not the "Sahm Rule" Henrietta Treyz, Managing Partner at Veda Partners, previews the 2024 election and discusses the latest DC headlines Dani Burger, Bloomberg TV host, on the potential dockworkers strike Amanda Rebello, Head of Xtrackers Sales, US Onshore at DWS, talks about investing opportunities in China and how geopolitical tensions are affecting US markets Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

A chemical manufacturing company grinds to a halt when a cyberattack locks up their entire assembly line. Kurtis Minder, a renowned ransomware negotiator, answers their call for help and explains why manufacturing companies are uniquely vulnerable to these kinds of disruptive attacks. Then David Adrian from Chrome chats with Kate about how a web-focused strategy can help manufacturers transform what are commonly thought of as massive vulnerabilities into secured points of access and visibility. This episode is sponsored by Chrome Enterprise.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Nassim Taleb, Sebastien Page and Harvard Coach Andrew Aurich  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

 - Dana Peterson, The Conference Board Chief Economist- Kristina Hooper, Invesco Chief Global Strategist- Marvin Loh, State Street Senior Strategist - Global MacroDana Peterson of The Conference Board says the Fed can be less concerned about inflation following the release of the August Core PCE inflation data. Kristina Hooper of Invesco believes there is a lot of nervousness about the Fed's 50bp rate cut and what it means for the economy. Marvin Loh of State Street says, "A lot of what we're seeing in China is market supported, but not necessarily economically supported." See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and David GuraSeptember 26th, 2024Featuring: Massim Taleb, Universa Investments Senior Scientific Advisor and Author Scott Patterson Lindsey Piegza, Stifel Chief Economist Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceEric Mollo See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Drew Matus and Myles Miller. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

 -Evan Brown, UBS Asset Management Portfolio Manager-Jay Bryson, Wells Fargo Chief Economist-Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio ManagerEvan Brown of UBS thinks the bar is "very low" for the Fed to keep doing 50bps cuts. JPMorgan's Kelsey Berro thinks the Fed has justification to "cut 100 to 150 basis points just on the improvement of inflation". Jay Bryson of Wells Fargo reacts to US weekly jobless claims, saying he sees a 30% to 35% risk of recession in the next 12 months.  See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and David GuraSeptember 26th, 2024Featuring: Nick Colas, Co-founder of DataTrek Research Rob Sockin, Global Economist at Citi Jennifer Lee, BMO Capital Markets Senior Economist Ethan Bronner, Bloomberg Israel Bureau Chief  Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Michael Mauboussin. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Lisa Coleman, JPMorgan Asset Management Head of Global Investment Grade Credit-Alvaro Pereira, OECD Chief Economist-Danielle Hale, realtor.com Chief EconomistLisa Coleman of JPMorgan Asset Management warns that deeper layoffs could come if economic activity further slows. Alvaro Pereira of the OECD expects economic growth to pick up in Europe next year amid rising wages. Danielle Hale of realtor.com overviews the latest in the housing market with falling mortgage rates triggering a refinancing boom in the US. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 25th, 2024Featuring: Virginie Maissonueve, Global CIO of Equity at Allianz, on the inflation glide paths across various regions and sources of volatility for markets Connecticut Governor Ned Lamont discusses the Harris-Walz campaign, Kamala Harris' economic plan, and his recent WSJ article responding to Peggy Noonan's critiques of Harris' policies Michael Mauboussin, Head of Consilient Research for Counterpoint Global, discusses market concentration and his thematic research ideas amid the Fed's easing cycle Lisa Mateo on newspapers Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

-Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist-Kamakshya Trivedi, Goldman Sachs Head: Global FX & Interest Rates, -Lord John Browne, General Atlantic Chair & Co-Founder of BeyondNetZero & Former BP CEO" Emily Roland of John Hancock advises remaining fully invested as central banks embark on a global rate-cutting cycle 'but we want to be mindful of going over our skis.' Kamakshya Trivedi of Goldman Sachs says the dollar is approaching its limit for depreciation and overviews the foreign exchange market. Lord John Browne of General Atlantic discusses what's next for the energy sector as the Three Mile Island nuclear plant prepares to reopen. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and David GuraSeptember 24th, 2024Featuring: Nicole Conner, Partner at Airbus Ventures, discusses the future of aerospace innovation and sustainability in aviation Henry Fernandez, CEO of MSCI, talks about the future of ESG investing and sustainable finance Governor Jared Polis on the state of the presidential race, the Harris-Walz campaign, and other political headlines Abe Tarapani, CEO of Atlas AI, talks about AI for sustainable development and AI's impact on agriculture and infrastructure Jean-Paul Servais, IOSCO Chairman, discusses global financial regulations, crypto regulation, and cross-border collaboration Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

- Bob Elliott, CEO and CIO at Unlimited- Pooja Sriram, VP: US Economics Research at Barclays Capital- Jason Furman, Professor: Practice Economic Policy at Harvard Kennedy SchoolWe analyze the markets and the latest rate move from the Federal Reserve with a close look at equities, bonds, and public  policy. Bob Elliott, CEO and CIO at Unlimited, Pooja Sriram, VP at Barclays Capital, and Jason Furman, Professor at Harvard Kennedy School, offer their analysis.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with John Stoltzfus & Dan Tannebaum. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Damian SassowerSeptember 23rd, 2024Featuring: Stephan Stanley, Chief Economist at Santander, gives his analysis of the latest FOMC meeting and whether the Fed made a mistake with its rate cut John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co., gives his view on equities, 2024 S&P target, and whether investors should expect choppiness through the year Henrietta Treyz, Managing Partner at Veda Partners, with the latest on the presidential race Lisa Mateo on newspapers Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alix SteelSeptember 20th, 2024Featuring: Lauren Goodwin, Economist and Chief Markets Strategist at New York Life, gives her outlook for the economy and whether Fed dovishness is overblown Jonathan Maxwell, CEO and co-founder of Sustainable Development Capital, on the path for energy prices after a recent drop and demand for renewables currently and post-US election Wendy Schiller, Professor at Brown University, with the latest on the US election and DC headlines Melissa Otto, Head of TMT Research at Visible Alpha, on remaining bullish on big tech and where risks are in markets as it relates to technology companies Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

- Jay Pelosky, TPW Advisory Principal & Founder- Veronica Clark, Citi US Economist- Tom Becker, BlackRock Global Tactical Asset Allocation Team Portfolio ManagerJay Pelosky of TPW Advisory says China is "eating the lunch of pretty much everyone but Tesla" in terms of electric vehicles. Veronica Clark of Citi is looking for another 50bps cut from the Federal Reserve in November. Tom Becker of Blackrock says "people are not behaving like they think their jobs are in danger." See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Jim Caron & Joe Davis. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Mark Zandi, Moody's Analytics Chief Economist-Gargi Chaudhuri, BlackRock Chief Investment and Portfolio Strategist-John Lovallo, UBS Homebuilders & Building Products AnalystMark Zandi of Moody's Analytics reacts to the Fed's 50 basis point rate cut and US initial jobless claims, saying 'trend lines are still a bit disconcerting.' Gargi Chaudhuri of BlackRock says investors should look toward the 'belly of the curve' amid a seasonally weak period for equities. John Lovallo of UBS overviews what's next for the housing market with rate cuts likely to spell big changes. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 19th, 2024Featuring: Steve Eisman, Senior Portfolio Manager at Neuberger Berman Group, discusses investing opportunities in the US and abroad and offers his outlook for a soft landing in the US Julian Emanuel, Senior Managing Director Equity, Derivatives, and Quant Strategy at EvercoreISI, discusses why he remains bullish on equities Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, offers his key takeaways from the Fed's rate decision Anna Wong, Chief US Economist with Bloomberg Economics, on the outlook for a US soft landing and whether the Fed got it right with a 50 bps cut Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's decision to cut rates 50-basis-points on a special edition of Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Bloomberg’s Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve’s decision to cut rates 50-basis-points on a special edition of Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 18th, 2024Featuring: Alicia Levine, Head of Investment Strategy & Equities at BNY Wealth, discusses why she believes the Fed rate cut path remains uncertain through 2025 and what it all means for risk assets Jason Furman, Professor: Practice Economic Policy at Harvard Kennedy School John F Kennedy School of Government, discusses his opinion piece on Trump and Harris economic policies and offers his Fed outlook Paul Knopp, CEO at KPMG, discusses the firm's findings on CEO sentiment about the US economy and offers his view on US economic activity and outlook Lisa Mateo on newspapers Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

-Joumanna Bercetche, Bloomberg News-Max Layton, Citi Global Head of Commodities Research-Mike Shepard, Bloomberg NewsBloomberg's Joumanna Bercetche joins Surveillance from Dubai with latest on the Israel-Hezbollah conflict after thousands of pagers exploded in a deadly operation in Lebanon. Citi's Max Layton overviews the commodity market with a focus on precious metals as gold prices hover near record-highs. Bloomberg's Mike Shepard walks through the latest on Intel after the struggling chipmaker confirmed a $3 billion grant from the US Defense Department. See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Gina Martin Adams & Jason Furman. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Geoffrey Yu, Michael Darda, & Ed Hyman. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Ian Lyngen, BMO US Rates Strategy Head- Matt Miskin, John Hancock Co-Chief Investment Strategist- Blerina Uruci, T. Rowe Price Chief US EconomistIan Lyngen of BMO believes there is a good chance the Fed cuts by 50bps "simply to front-load the process." Matt Miskin of John Hancock says the Fed's cutting cycle could end with a two-handle on the 10 year and a two-handle on the Fed funds rate. Blerina Uruci of T. Rowe Price is "not very optimistic that the disinflation in goods is going to be sustained." See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 17th, 2024Featuring: Geoffrey Yu, Senior Strategist: EMEA Markets at BNY, on the Fed, currency trades, and how rate cuts will impact the US and global markets Ed Hyman, chairman at EvercoreISI, revisits his Fed and economic outlook and why it's changed from last week Joumanna Bercetche, host of Bloomberg Horizons on TV in Dubai, on her interview with Iraq's Prime Minister Lisa Mateo on newspapers Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

-Rob Casey, Signum Global Advisors Partner & Senior Analyst-Lori Calvasina, RBC Capital Markets Head of Equity Strategy-Manny Roman, PIMCO CEORob Casey of Signum Global Advisors says the latest alleged assassination attempt on former President Trump will rile up his base. Lori Calvasina with RBC Capital Markets says there could be a reversion to small-caps if the Fed cuts 25bps. PIMCO CEO Manny Roman believes people are underinvested in fixed income. See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Bill Dudley. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 16th, 2024Featuring: Bill Dudley, former NY Fed Bank president and Bloomberg Opinion columnist, on his call for a 50 bps cut from the Fed Henrietta Treyz, Managing Partner at Veda Partners, on the presidential race and latest apparent assassination attempt of Donald Trump Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses the path for equities in 2024 amid Fed easing a chaotic presidential election Lisa Mateo on newspapers Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Aoifinn Devitt & Katy Kaminski. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Max Kettner, HSBC Global Research Chief Multi-Asset Strategist-Sharon Miller, Bank of America President and Co-Head of Business Banking-Tiffany Wilding, PIMCO Economist-Troy Gayeski, FS Investments Chief Market StrategistMax Kettner of HSBC recaps a volatile two-week stretch in the equity market and looks ahead to next week's FOMC policy meeting. Sharon Miller of Bank of America says she's sensed 'cautious optimism' among small business owners with Fed cuts on the horizon. PIMCO's Tiffany Wilding and Troy Gayeski of FS Investments walk through the implications of the Fed cutting rates by a quarter-point or more.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 13th, 2024Featuring: Katy Kaminski, Chief Research Strategist at AlphaSimplex, gives her market themes and trends and why she expects equity volatility amid looming rate cuts Emily Roland, co-chief investment strategists at John Hancock Investment Management, on whether a 25bps cut is a done deal and whether inflation could rear back and haunt markets Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, talks about major tech headlines, involving giants like Apple, Nvidia, and Oracle, and Adobe's AI struggles Lisa Mateo on newspapers Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

-Mohamed El-Erian, Queens' College, Cambridge President & Bloomberg Opinion Columnist-Pooja Kumra, Senior Strategist, TD Securities European & UK Rates Senior Strategist-Lindsey Piegza, Stifel Chief Economist-Michael Shaoul, ION Macro Fund Founder, CEO & Portfolio ManagerMohamed El-Erian of Queens' College, Cambridge says excessive data point-dependence from the Fed will cause volatility to persist until "a dominant economic paradigm" emerges. Pooja Kumra of TD Securities reacts to the ECB's decision to cut rates by 25bp. Lindsey Piegza of Stifel and Michael Shaoul of ION Macro Fund react to weekly jobless claims and US PPI data as the Fed's September decision nears. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 12th, 2024Featuring: Dominic Konstam, Head: Macro Strategy Mizuho Securities USA, brings us into the ECB decisions and gives his outlook for the US economy Nela Richardson, Chief Economist at ADP, reacts to jobless claims and PPI Francine Lacqua, Bloomberg TV host, on her interview with Unicredit's CEO as well as the latest from the ECB and Europe Lisa Mateo on newspapers Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Dominic Konstam & Mohamed El-Erian. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Constance Hunter & Wendy Schiller. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Mike Wilson, Morgan Stanley Chief US Equity Strategist & CIO-Rob Casey, Signum Global Partner & Senior Analyst-David Kelly, JPMorgan Chief Global Strategist-Steve Ricchiuto, Mizuho Chief US EconomistMorgan Stanley's Mike Wilson says the equity market is pivoting from quality growth stocks to defensives amid a constrained environment for the Federal Reserve. Rob Casey of Signum Global recaps the presidential debate between Kamala Harris and Donald Trump. David Kelly of JPMorgan and Steve Ricchiuto of Mizuho react to August CPI data coming in above estimates and find common ground on what the print means for the broader economy. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 11th, 2024Featuring: Ebrahim Rahbari, independent economist and strategist with Citi, Constance Hunter, Chief Economist with Economist Intelligence Unit and Senior Advisor with MacroPolicy Perspectives, and Troy Gayeski, Chief Market Strategist with FS Investments, react to the Consumer Price Index Javier Blas, Bloomberg Opinion columnist, discusses his recent column on big oil, falling prices, and how energy was a key topic in the Trump-Harris debate Wendy Schiller, professor at Brown University, wraps the Trump-Harris debate, discusses who won, and where the race goes from here Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Democrat Kamala Harris and Republican Donald Trump sparred through their first debate, with the former president often on the defensive over abortion rights, the January 6 insurrection and on foreign policy. The debate also saw Harris draw from her past as a prosecutor, while peppering in lines that appeared designed to needle Trump, including taunting the size of his rally crowds. For instant reaction and analysis, Bloomberg Balance of Power co-hosts Joe Mathieu and Kailey Leinz speak with Bloomberg politics contributors Rick Davis and Jeanne Sheehan Zaino, plus hear live reaction from Philadelphia with Bloomberg Big Take host David Gura.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Bill Smead & Jennifer Lawless. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Peter Tchir, Academy Securities Head of Macro Strategy-Evan Roth Smith, Slingshot Strategies Founding Partner & Blueprint Lead Pollster-Jitania Kandhari, Morgan Stanley Investment Management Deputy CIO of the Solutions and Multi-Asset GroupPeter Tchir of Academy Securities says there 'is room for further downside' after stocks clawed back gains for the first time in a week. Evan Roth Smith of Slingshot Strategies and Blueprint previews tonight's presidential debate. Jitania Kandhari of Morgan Stanley says the 'pace and path of inflation is going to get a little more difficult' going forward. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 10th, 2024Featuring: Jane Foley, Chief FX Strategist at RaboBank, talks about the Sollar bull case and the impact of rate cuts on markets and global currencies Jennifer Lawless, professor at University of Virginia, previews the ABC News presidential debate featuring Donald Trump and Kamala Harris Mark Gurman, Chief Correspondent: Tech and Apple for Bloomberg News, talks about the latest Apple iPhone and product reveal Lisa Mateo on newspapers Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Andrew Hollenhorst, French Hill, & Jurrien Timmer. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Jim Bianco, Bianco Research President and Macro Strategist-Neil Dutta, Renaissance Macro Head of US Economic Research-Rep. French Hill, (R) ArkansasJim Bianco of Bianco Research outlines why he doesn't see an economy at risk for a recession despite weakening signals in recent data. Neil Dutta of Renaissance Macro says 'things are getting worse' in the economy and makes his case for the Fed to cut by 50bp at next week's meeting. Rep. French Hill of Arkansas overviews the US fiscal trajectory and the state of down-ballot races leading up to the November election. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 9th, 2024Featuring: Andrew Hollenhorst, Chief US Economist at Citi, discusses the path for rates and worries about the labor market after Friday's softening data Henrietta Treyz, Managing Partner at Veda Partners, previews tomorrow's debate between Kamala Harris & Donald Trump Republican Arkansas Rep. French Hill joins to discuss the Harris-Trump debate David Gura, host of the Bloomberg "Big Take" podcast, on his interview with US Treasury Secretary Janet Yellen Lisa Mateo on newspapers Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

-Jeff Rosenberg, BlackRock Senior Portfolio Mgr: Systematic FI-Torsten Slok, Apollo Management Chief Economist-Michael Zezas, Morgan Stanley Global Head: Fixed Income & Public Policy ResearchBlackRock's Jeff Rosenberg and Apollo's Torsten Slok react to the August jobs report that came in below analyst estimates and what it means for Fed policy and the overall economy. Michael Zezas of Morgan Stanley breaks down the feasibility of Trump's and Harris' fiscal policies. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 6th, 2024Featuring: Neil Dutta, US Research Head at Renaissance Macro Research, Claudia Sahm, New Century Advisors Chief Economist, Mark Zandi, Moody's Chief Economist, and Ben Laidler, Head of Equity Strategy at Bradesco BBI, react to today's jobs figures Denise Chisholm, Director of Quantitative Market Strategy at Fidelity, talks about the meaning behind mixed labor market signals Stuart Kaiser, Head: US Equity Trading Strategy at Citi, on how traders and Citi are positioning after today's jobs numbers and ahead of the election Lisa Mateo on newspapers Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Neil Dutta, Claudia Sahm, & Mark Zandi. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

The US hiring fell short of forecasts in August after downward revisions to the prior two months. The data are likely to fuel speculation that the Federal Reserve will deploy a big rate cut in September. Bloomberg's Tom Keene and Paul Sweeney get analysis on the numbers from Renaissance Macro Research Head of US Economic Research Neil Dutta, New Century Advisors Chief Economist Claudia Sahm, Moody's Analytics Chief Economist Mark Zandi, and Bradesco BBI Head of Equity Strategy Ben Laidler.See omnystudio.com/listener for privacy information.

-Kate El-Hillow, Russell Investments Co-President & Co-Chief Investment Officer-Ed Al-Hussainy, Columbia Threadneedle Global Rates Strategist-Jay Bryson, Wells Fargo Chief Economist-Shaun Donovan, Fmr. Housing & Urban Development Secretary & Enterprise Community Partners President & CEO Kate El-Hillow of Russell Investments says markets are still trying to find the prevailing narrative, pointing to recent volatility as a healthy return to normal. Columbia Threadneedle's Ed Al-Hussainy describes the 'fantastically broad' distribution of outcomes with the Fed's path forward on interest rates. Jay Bryson of Wells Fargo reacts to a weaker-than-expected ADP employment report and as well as US initial jobless claims. Former HUD Secretary Shaun Donovan walks through the issues facing the US housing market.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 5th, 2024Featuring: Ed Hyman, Chairman of Evercore ISI, offers his market call and whether his firm predicts a recession this or next year Wendy Schiller, professor at Brown University, on next week's Trump-Harris presidential debate and both candidates' economic proposals Mandeep Singh, Bloomberg Intelligence Senior Tech Analyst, looks ahead to Apple's event next week and the Nvidia selloff Lisa Mateo on newspapers Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Ed Hyman. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 4th, 2024Featuring: Kristina Hooper, Chief Global Market Strategist at Invesco, offers her outlook for Fed rate cuts and how it could impact markets Libby Cantrill, Managing Director of Public Policy at PIMCO, discusses 2024 election polling and the impact of Harris' and Trump's economic policy proposals Andrew Szczurowski, Co-Head of the Mortgage and Securitized investment team and a portfolio manager on the Mortgage and Securitized investment team at Morgan Stanley, discusses reinvestment risk and T-bill and chill Lisa Mateo on newspapers Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

-Stephanie Roth, Wolfe Research Chief Economist-Amanda Lynam, BlackRock Head of Macro Credit Research-Kate McShane, Goldman Sachs US Retailing/Broadlines and Hardlines Analyst-Lorenzo Simonelli, Baker Hughes CEO Stephanie Roth of Wolfe Research looks ahead to Friday's jobs report and shares her outlook on the US economy. Amanda Lynam of BlackRock walks through the corporate credit landscape, saying slowing growth has created a resilient environment for investors. Kate McShane of Goldman Sachs joins Surveillance from the bank's Annual Global Retailing Conference and details the outlook for the retail sector heading into 4Q. Baker Hughes CEO Lorenzo Simonelli discusses growth opportunities in the energy sector for the 2H of 2024.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Scott Clemons & Dean Curnutt. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Henrietta Treyz, Veda Partners Director of Economic Policy Research-Neil Dutta, Renaissance Macro Research Head of US Economic Research-Matthew Dolgin, MorningStar Senior Equity AnalystHenrietta Treyz of Veda Partners discusses Vice President Kamala Harris's union pitch on the campaign trail in Pittsburgh, PA. Neil Dutta of Renaissance Marco Research previews this week's labor market data and discusses the possible impact on the Fed's next decision. Matthew Dolgin of MorningStar discusses the latest with the Disney and DirecTV carriage negotiations. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 3rd, 2024Featuring: Kristina Campmany, Senior Portfolio Manager at Invesco, talks about equities and the impact of Fed easing on the economy and markets Matt Hornbach, Global Head of Macro Strategy at Morgan Stanley, talks about bond market signals and the outlook for fixed income as the Fed readies to cut rates David Gura, host of the Bloomberg "Big Take" podcast, previews what's ahead in politics as the presidential election gets into full swing, as well as next week's Philadelphia debate Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Justin Sink, Dave Wasserman, & David Gura. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 30th 2024Featuring: Ira Jersey, Chief US Interest Rates Strategist with Bloomberg Intelligence, Tiffany Wilding, Managing Director and Economist: North America at PIMCO, and Cam Dawson, CIO at NewEdge Wealth, react to today's PCE reading Justin Sink, Bloomberg News White House reporter, on the latest Bloomberg News/Morning Consult poll and Kamala Harris' CNN interview Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, discusses asset allocation as traders prep for rate cuts Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

-Eric Freedman, US Bank Asset Management Group Chief Investment Officer-Claudia Sahm, New Century Advisors Chief Economist-Dana Telsey, Telsey Advisory Group CEO and Chief Research OfficerEric Freedman of US Bank says there's a risk of a reacceleration and looks ahead to next week's key August payrolls report. Claudia Sahm of New Century Advisors says she expects more softening in the labor market and gives her outlook on the Fed's upcoming rate decision. Dana Telsey of Telsey Advisory Group overviews the latest on the US consumer after a bevy of updated calls on retailers.  See omnystudio.com/listener for privacy information.

-Dan Ives, Wedbush Sr. Equity Analyst-Heidi Crebo-Rediker, Council on Foreign Relations Adjunct Sr Fellow / International Capital Strategies Partner, Former US State Department Chief Economist-Earl Davis, BMO Head of Fixed Income and Money MarketsDan Ives of Wedbush reacts to Nvidia’s earnings report and outlines his optimism for the stock long-term. Heidi Crebo-Rediker of the Council on Foreign Relations overviews what a Harris geopolitical agenda could look like. Earl Davis of BMO walks through his outlook for the bond market. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 29th 2024Featuring: Dan Ives, Senior Equity Analyst at Wedbush Securities, breaks down Nvidia earnings, the NASDAQ, and bull case for tech and AI Blerina Urici, Chief US Economist at T. Rowe Price, talks about the US economy, the labor market, rates, and how markets are pricing in earnings season and upcoming PCE data Sarah House, US Economist at Wells Fargo, reacts to jobless claims and looks ahead to PCE Gene Munster, Managing Partner at Deepwater Asset Management, on Nvidia earnings and the AI revolution Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Dan Ives, Gil Luria, & Gene Munster. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

In a special edition of Bloomberg Technology, host Ed Ludlow speaks with Nvidia CEO Jensen Huang to discuss the company's latest quarterly report that fell short of investor's lofty expectations.See omnystudio.com/listener for privacy information.

 Nvidia, the chipmaker at the heart of the artificial intelligence boom, gave a revenue forecast that fell short of some of the most optimistic estimates, stoking concerns that its explosive growth is waning. Bloomberg Businessweek hosts Carol Massar and Tim Stenovec talk with Bloomberg Technology co-host Ed Ludlow and Bloomberg Intelligence Senior Semiconductor Analyst Kunjan Sobhani for instant reaction and analysis for Nvidia's earnings results. See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Paul Sankey  & Ivan Feinseth Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Angelo Zino, CFRA Research Senior Equity Analyst-Jon Lieber, Eurasia Group Head of Research -Daan Struyven, Goldman Sachs Head of Oil Research Angelo Zino from CFRA Research analyzes Nvidia’s earnings. Jon Lieber from Eurasia Group provides updates on U.S. National Security Advisor Jake Sullivan’s visit to China and the latest developments in the 2024 election. Daan Struyven of Goldman Sachs discusses Goldman’s decision to lower its oil outlook to below $80 amid concerns over OPEC+ risks. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 28th 2024Featuring: Ivan Feinseth, Senior Partner and CIO at Tigress Financial Partners Marilyn Watson: Managing Director and Head of Global Fundamental FI Strategy at BlackRock Emily Roland, Co-Chief Investment Strategist at John Hancock Investment Management Win Thin, Global Head: Markets Strategy at Brown Brothers Harriman Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Ed Yardeni, Michael Darda, & Katie Greifeld. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Philip Camporeale, JP Morgan Portfolio Manager Multi Asset Solutions-Bert Subin, Stifel Managing Director - Defense, Government Services and Aerospace-Kit Juckes, Societe Generale Chief FX Strategist}"Philip Camporeale of JP Morgan discusses how stocks are approaching record highs as markets anticipate the countdown to cut. Bert Subin of Stifel analyzes how Boeing is navigating the future of its space program following NASA's snub. Kit Juckes of Societe Generale discusses how the labor market slowdown will lead to further reductions in long dollar positions. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 27th 2024Featuring: Amy Wu Silverman, Head of Derivatives Strategy at RBC, on looking ahead to Nvidia and option positioning into earnings and PCE Mandeep Singh, Bloomberg Intelligence Senior Tech Analyst, previews Nvidia earnings and discusses its affects on Big Tech Ed Yardeni, President at Yardeni Research, talks about a potential equity rally amid looming rate cuts and PCE data Will Kennedy, Executive Editor of Commodities & Energy for Bloomberg News, talks about the latest moves in oil amid Middle East tensions Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Daragh Maher & Brad Case. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Betsy Duke, Former Federal Reserve Governor-Pierre Ferragu, New Street Research Head of Global Technology Infrastructure-Henrietta Treyz, Director of Economic Policy Research, Veda PartnersBetsy Duke, Former Federal Reserve Governor, provides reaction to Fed to Chair Powell. Pierre Ferragu of New Street Research previews Nvidia earnings scheduled for Wednesday. Henrietta Treyz of Veda Partners discusses the 2024 presidential candidates hitting the campaign trail again after the conventions.  See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 26th 2024Featuring: Lindsey Piegza, Chief Economist at Stifel, talks about the potential for inflation to resurface as Fed Chair Jay Powell sends a dovish message on interest rates Ethan Bronner, Israel Bureau Chief for Bloomberg News, discusses Israel and Hezbollah strikes over the weekend and risks of a wider regional conflict Pierre Ferragu, Head: Global Technology Infrastructure at New Street Research, joins for a preview of Nvidia earnings Bloomberg's John Tucker with Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Bloomberg's Surveillance hosts Tom Keene and Lisa Abramowicz head out to Wyoming for the Fed's Jackson Hole Symposium. They speak with some of the biggest names in Central Banking, including: Raphael Bostic, Atlanta Fed President Loretta Mester, Former Cleveland Fed President James Bullard, Former St Louis Fed President Thomas Hoenig, Former Kansas City Fed President Patrick Harker, Philadelphia Fed President   See omnystudio.com/listener for privacy information.

 Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alix SteelAugust 23rd, 2024Featuring: Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, discuses how markets will price in rate cuts and whether equities are poised for a fall rally Tina Fordham, founder at Fordham Global Insight, wraps the DNC and looks ahead to the 2024 presidential race Dr. Vania Stavrakeva, economics professor at London Business School, on global economies, including what we'll hear from Powell and Andrew Bailey today, as well as some of her research on the Russian economy Tom Keene, Bloomberg Surveillance Radio host, joins from Jackson Hole Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

- Mike Wilson, Chief U.S. Equity Strategist and CIO at Morgan Stanley- Bob Doll, CIO at Crossmark Global Investments- Isaac Boltansky, Director of Policy Research at BTIGMike Wilson, Chief U.S. Equity Strategist and Chief Investment Officer for Morgan Stanley, discusses markets and previews Fed Chair Jerome Powell's keynote address from Jackson Hole, Wyoming. Bob Doll, CIO at Crossmark Global Investments, talks about asset allocation and opportunities in an uncertain market. Isaac Boltansky, Director of Policy Research at BTIG, reacts to Vice President Kamala Harris' speech at the Democratic National Convention.See omnystudio.com/listener for privacy information.

Vice President Kamala Harris formally accepted the Democratic presidential nomination on Thursday, in a historic step that kicks off a three-month dash to Election Day. Balance of Power co-hosts Joe Mathieu and Kailey Leinz speak to Bloomberg politics contributors Rick Davis and Jeanne Sheehan Zaino for instant reaction and analysis of Kamala Harris' address to close out the Democratic National Convention in Chicago. See omnystudio.com/listener for privacy information.

Apollo’s Torsten Slok says after looking at travel spending, retail earnings, restaurant and hotel bookings, “we have a general picture that the economy is just not slowing down"Seema Shah of Principal Asset Management breaks down the week in markets  Anders Persson of  Nuveen Asset Management gives his view on the next Fed rate cutSee omnystudio.com/listener for privacy information.

Mohamed El-Erian, President of Queens' College, Cambridge says traders are overplaying the prospects of an aggressive series of Federal Reserve interest-rate cuts before the end of the year Victoria Fernandez, Crossmark Global Investments Chief markets strategist, says we're still looking at an economic slowdown coming, but not a recession.  Sen. Ron Wyden discusses the focus on price gouging in the economic plan of Vice President Kamala HarrisSee omnystudio.com/listener for privacy information.

Bloomberg Surveillance hosted by Paul Sweeney & Alix SteelAugust 22nd, 2024Featuring: Russ Koesterich, Global Head of Investment Strategy for BlackRock Scientific Active Equities, on the outlook for equity markets and a potential rally Julia Pollak, Chief Economist from ZipRecruiter, on Wednesday's BLS figures and a potentially deteriorating labor market Jonathan Tamari, Bloomberg Government reporter, joins us from the DNC to discuss what to expect from Kamala Harris on Thursday night  Michael McKee, Bloomberg Economics Editor, reports live from Jackson Hole,  Wyoming, about his discussion with  Kansas City Fed President Jeff Schmid. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Gina Martin Adams & Betsey Stevenson. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 21st, 2024Featuring: Sarah Hunt, Chief Market Strategist at Alpine Woods Capital Investors, on how market risks from early August have calmed and whether they could resurface Annmarie Hordern, host of Bloomberg Surveillance TV, discusses what to expect from Tim Walz Wednesday night at the DNC and Kamala Harris on Thursday Bill Lee, Chief Economist at the Milken Institute, talks about China's continued growth concerns and Jay Powell's Friday address at Jackson Hole Bloomberg's Lisa Mateo with her Newspaper Headlines See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 20th, 2024Featuring: John Stoltzfus, Chief Investment Strategist at Oppenheimer, discusses a potential equity rally to close the year and what to expect at Jackson Hole Kailey Leinz, host of Bloomberg's Balance of Power, joins from Chicago to discuss the first night of the DNC Mick Mulroy, co-founder of the Lobo Institute, talks about the proposed ceasefire deal between Israel and Hamas Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Anna Wong & Geoffrey Yu. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: August 20, 2024-Bob Michele, JP Morgan Asset Management Global Head of Fixed Income-Mike Pyle, Biden Administration Fmr. Deputy National Security Advisor for International Economics -Mary Powell, Sunrun CEO Bob Michele of JP Morgan offers insights on Fed rate cut expectations ahead of Powell’s speech. Mike Pyle, former Deputy National Security Advisor for International Economics in the Biden Administration discusses his contributions crafting Harris’s economic policy. Mary Powell of Sunrun shares insights into the US electrical grid, supporting the burgeoning AI boom. See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Kelsey Berro & Gautam Mukunda. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 19th, 2024Featuring: Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses the recent moves in the equity market and whether the market's moved past correction territory Kelsey Berro, Executive Director of Fixed Income at JP Morgan Investment Management, on how fixed income serves as a hedge in an uncertain market Henrietta Treyz, Managing Partner at Veda Partners, previews the DNC and discusses the state of the presidential race as well as campaign strategies Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

- Amos Hochstein, Senior Advisor to the President for Energy and Investment- Steve Englander, Standard Chartered Global Head of FX Research- Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio ManagerAmos Hochstein, Senior Advisor to the President for Energy and Investment, provides insights on White House energy policy and ceasefire talks in Gaza. Steven Englander of Standard Chartered Global discusses the strength of the Yen and expectations from Ueda regarding a July rate hike. Kelsey Berro of JPMorgan offers insights on how Federal Reserve expectations are shifting in response to stronger US economic data.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Katy Kaminski, Aoifinn Devitt and Hot Dogs! Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-John Bolton, Former United States Ambassador to United Nations-Darrell Cronk, Wells Fargo Chief Investment Officer-Noel Dixon, State Street Global Markets Macro Strategist Former Ambassador John Bolton provides insights on the anticipation of Iran potentially counterstriking Israel, the latest ceasefire talks between Israel and Hamas and the implications for U.S. foreign policy as we approach the election. Darrell Cronk of Wells Fargo shares his perspective that the economy is on track for a modest slowdown through early 2025, suggesting that equities may struggle to exceed recent highs. Noel Dixon of State Street Global Markets discusses the economic and political outlook in anticipation of Vice President Kamala Harris unveiling her economic plan. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 16th, 2024Featuring: Katy Kaminski, AlphaSimplex Chief Research Strategist, on markets Michael Purves, Tallbacken Capital Advisors Founder/CEO, markets Oliver Chen, TD Cowen Senior retail analyst, on WMT/ULTA Bloomberg's Lisa Mateo with her Newspaper Headlines  See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Tiffany Wilding & Ian Lyngen Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Tom Steyer, Galvanize Climate Solutions Co-founder-Harry Sommer, Norwegian Cruise Line Holdings CEO-Tom Porcelli, PGIM Chief US Economist Tom Steyer of Galvanize Climate Solutions discusses growing enthusiasm among the democratic donor class and Vice President Harris's economic and climate plans as she gears up to visit Western PA. Harry Sommer of Norwegian Cruise Line Holdings shares the company’s plans for disrupting travel trends. PGIM's Tom Porcelli breaks down today’s data points including Jobless Claims and Retail Sales, and what they mean for the Fed.See omnystudio.com/listener for privacy information.

Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 15th, 2024Featuring: Tiffany Wilding, PIMCO Managing Director and Economist Dana Telsey, Telsey Advisory Group CEO Amanda Lynam, Blackrock Head of Macro Credit Research Bloomberg's Lisa Mateo with her Newspaper Headlines See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Neil Dutta and Steve Ricchiuto Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

 -Anthony 'Tony' Capuano, Marriott International President and CEO -David Kelly, JPMorgan Chief Global Strategist-Steven Ricchiuto, Mizuho Securities US Chief EconomistAnthony Capuano of Marriott International provides insights into the travel sector, highlighting ongoing traveler interest in seeking deals and offering an outlook for the rest of the year. David Kelly of JP Morgan and Steven Ricchiuto of Mizuho Securities break down today's new CPI data.  See omnystudio.com/listener for privacy information.

 Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 14th, 2024Featuring: Neil Dutta, Renaissance Macro Partner/Head: US Economic Research Steve Ricchiuto, Mizuho Economist Virginie Maisonneuve, Allianz Global CIO: Equity Tony Capuano, Marriott CEO See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with David Rubenstein and Jody Lurie Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

 -Alejandro Reynal, Four Seasons President and CEO, -Henrietta Treyz, Veda Partners Director of Economic Policy Research-Matt Luzzetti, Deutsche Bank Chief US EconomistAlejandro Reynal of Four Seasons discuses luxury travel, highlighting how higher-end travel remains robust. Henrietta Treyz of Veda Partners discusses US economic confidence in Harris, especially with Vice President Harris set to unveil her economic platform this week. Matt Luzzetti of Deutsche Bank provides insights on the latest PPI data and offers thoughts on what we can expect with CPI data tomorrow.  See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 13th, 2024Featuring: David Rosenberg, Founder and President Rosenberg Research & Associates Seema Shah, Chief Global Strategist at Principal Asset Management Sarah House, Managing Director/Senior Economist at Wells Fargo Corporate & Investment Banking Bloomberg's Lisa Mateo with her Newspaper Headlines See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Tom Porcelli and Steph Guild.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

 -Scott Bessent, Key Square Group LP CEO and CIO / Trump Adviser -Eric Resnick, KSL Capital Partners CEO-Daniela Bretthauer, HSBC Global Research Americas Retail and Consumer Analyst Scott Bessent of Key Square Group discusses JD Vance’s support for Trump’s stance on monetary policy influence. Eric Resnick of KSL Capital Partners provides insights into the reversion to the mean in the travel sector, consumer divergence, and slowdown. Daniela Bretthauer of HSBC Global Research unpacks the state of retail earnings with Home Depot and Walmart reporting this week.  See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 12th, 2024Featuring: David Bianco, DWS CIO: Americas, on earnings reports and market moves Ellen Wald, Senior Fellow at the Atlantic Council on geopolitical energy risks Steph Guild, Head of Investment Strategy at Robinhood, on market correction odds Bloomberg's Lisa Mateo with her Newspaper Headlines See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Steven Englander & Julian Emanuel. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Rep. James "French" Hill (R-AR)-Jeannette Lowe, Strategas Securities Director of Policy Research-Debra Netschert, Jennison Associates Portfolio Manager Healthcare StrategiesRep. James “French” Hill (R-AR) comments on Trump’s assertion regarding presidential control over interest rates. Jeannette Lowe from Strategas Securities discusses the upcoming presidential debate, highlighting agreement between both candidates to debate on September 10th. Debra Netschert of Jennison Associates explores current trends in the US healthcare sector, specifically addressing divergence among GLP-1 medication producers. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 9th, 2024Featuring: Julian Emanuel, Senior Managing Director at EvercoreISI, discusses Thursday's equity market pop, potential for continued market volatility, and his 2024 S&P year-end target Zach Cohen, Bloomberg Government Reporter, on the upcoming Trump-Harris debate, the DNC, and other DC Headlines Pamela Whitten, President at Indiana University, talks about public college education, the value of business school and higher education in the US, and the upcoming school year Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

-Seema Shah, Principal Asset Management Chief Global Strategist-David Rosenberg, Rosenberg Research Founder and President-Matthew Diczok, Merrill and Bank of America Private Bank Head of Fixed Income Strategy-Tobin Marcus, Wolfe Research Head of US Politics and PolicySeema Shah of Principal Asset Management discusses how she believes a US Recession is unlikely. David Rosenberg of Rosenberg Research and Matthew Diczok of Merrill and Bank of America Private Bank react to jobless claims. Tobin Marcus of Wolfe Research provides insight on the latest for the 2024 U.S. Presidential Election.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 8th, 2024Featuring: Rebecca Patterson, former Chief Investment Strategist at Bridgewater Associates, discusses the yen, global currencies, and market volatility Priya Misra, Portfolio Manager at JPMorgan Asset Management, talks about the importance of the fundamental trigger in terms of growth and the US economic outlook Brian Belski, Chief Investment Strategist at BMO Capital Markets, on why he believes trading over the past four days is a normal and healthy market event Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Rebecca Patterson & Jason Trennert. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Ian Lyngen & Audrey Childe-Freeman. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Hugh Johnston, Disney CFO-Michael Darda, Roth MKM Partners Chief Economist and Macro Strategist-William Dudley, Fmr. New York Fed President & Bloomberg Opinion Columnist-Nouriel Roubini, Atlas America Fund Portfolio Manager, Roubini Macro Associates CEO & NYU Professor Emeritus Disney CFO Hugh Johnston discusses the entertainment giant's mixed 3Q results that showed weakness in its theme parks division offsetting its first-ever profit in streaming. Michael Darda of Roth MKM discusses his clairvoyant call from before Friday's soft jobs data that outlines an end to the soft landing. Former New York Fed President Bill Dudley discusses his new op-ed, "The Fed's Wild Ride Has Only Just Begun" alongside Mohamed El-Erian of Queens' College, Cambridge. NYU Professor Emeritus Nouriel Roubini explains the evolving dynamic between the Fed and US Treasury.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 7th, 2024Featuring: Ian Lyngen, Head of US Rates at BMO Capital Markets, discusses a potential Fed emergency rate cut and outlook for yields Audrey Childe-Freeman, Chief G10 FX Strategist with Bloomberg Intelligence, discusses the yen carry trade and the Bank of Japan Brian Wieser, Principal at Madison & Wall, reacts to Disney earnings Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

-Jim Caron, Morgan Stanley Investment Management CIO, Cross-Asset Solutions-Neil Dutta, Renaissance Macro Research Head of US Economic Research-Oliver Chen, TD Cowen Managing Director & Columbia Business School Professor of RetailingJim Caron of Morgan Stanley breaks down the selloff in global markets, saying the moves have more to do with investor positioning than economic fundamentals. Neil Dutta of Renaissance Macro discusses why he's calling for the Fed to cut 50 basis points in their September meeting. Oliver Chen of TD Cowen examines the state of the consumer after raising his price target on Walmart. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 6th, 2024Featuring: Mohamed El-Erian, Chief Economics Advisor at Allianz, President of Queen's College Cambridge, and Bloomberg Opinion columnist, discusses the market rout to start the week and whether the Fed's behind the curve Mandeep Singh, Senior Tech Analyst for Bloomberg Intelligence, on the tech selloff, Nvidia, and outlook for the NASDAQ Lindsey Piegza, Chief Economist at Stifel, argues whether hiking rates at the next Fed meeting is still worth considering Wendy Schiller, professor at Brown University, discusses Tim Walz, Kamala Harris' vice presidential pick Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Mohamed El-Erian. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Claudia Sahm, New Century Advisors Chief Economist & Former Federal Reserve Economist-Sarah Hunt, Alpine Saxon Woods Chief Market Strategist-Andrew Hollenhorst, Citi Chief US Economist-Stephen Stanley, Santander Chief Economist Former Fed Economist Claudia Sahm of New Century Advisors says 'calm is important' amid rising global concerns over a potential US recession and what to expect with the 'Sahm rule' now in effect. Sarah Hunt of Alpine Saxon Woods discusses where traders are flocking as markets sell off, and her thoughts on the Fed's rate-cutting path. Citi's Andrew Hollenhorst and Santander's Stephen Stanley debate how urgently the Fed needs to move rates lower.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney and Alix SteelAugust 5th, 2024Featuring: Quincy Krosby, Chief Global Strategist at LPL Financial, discusses the market selloff and whether the Fed's behind the curve Anjee Solanki, National Director of Retail, US at Colliers, on the weakening consumer in the US and how upcoming retail sales could inform the Fed about rate cuts Melissa Otto, Head of TMT Research at S&P Global Visible Alpha, talks about the NASDAQ, the tech selloff, and whether tech will continue to bring down the S&P, or if it will rebound Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, on the market rotation and how far markets could fall Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Claudia Sahm and Neil Dutta. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 2nd, 2024Featuring: Anurag Rana, Bloomberg Intelligence Senior Tech Analyst, and Ed Ludlow, Bloomberg Technology host, join for a roundtable to break down Apple, Amazon, and Intel and what's next for Big Tech Claudia Sahm, Chief Economist at New Century Advisors, Neil Dutta, Partner/Head: US Economic Research at Renaissance Macro Research, Ann Miletti, Head of Active Equity at Allspring Global Investments, and Ira Jersey, Chief US Interest Rate Strategist for Bloomberg Intelligence, react to the July US Jobs Report Ethan Harris, economist former Head of Global Economic Research at Bank of America, discusses cross currents in the economy and the Fed's next move Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Wei Li & Richard Clarida. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-C.S. Venkatakrishnan, Barclays CEO-Esther George, Former Kansas City Fed President-Jason Thomas, The Carlyle Group Head of Global Research & Investment StrategyBarclays CEO C.S. Venkatakrishnan discusses the bank's surging performance year-to-date and the broad state of the consumer and the banking sector. Former Kansas City Fed President Esther George reacts to the Fed's July meeting and looks ahead to its September decision, saying risks are coming into better balance. Jason Thomas of The Carlyle Group says duration and equity risk premia forecasts suggest the market is "priced for perfection." See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 1st, 2024Featuring: Rich Clarida, former Fed Vice Chair and Global Economic Advisor at PIMCO, offers his analysis of the FOMC meetings Wei Li, Global Chief Investment Strategist at BlackRock, discusses how markets are pricing in Fed Chair Jay Powell's comments and a potential September rate cut Joumanna Bercetche, host of Bloomberg Horizons Mideast & Africa based in Dubai, talks about Israel announcing it killed Hamas' military head and what recent events in the Middle East mean for ceasefire talks Wendy Schiller, professor at Brown University, breaks down Donald Trump's comments at the NABJ conference and Vice President Kamala Harris' running mate decision Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene, Lisa Abramowicz and Jonathan Ferro cover the latest remarks from Federal Reserve Chair Jay Powell, following the central bank's latest policy decision.See omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene, Lisa Abramowicz, and Jonathan Ferro cover the Federal Reserve's latest policy decision.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Ben Snider & Tina Fordham. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- James Bullard, Former Fed Reserve President, Dean of the Mitchell E. Daniels, Jr. School of Business at Purdue University- Henrietta Treyz, Veda Partners Director Economic Policy Research- Dan Ives, Wedbush Senior Equity AnalystFormer St. Louis Fed President James Bullard looks ahead to the July Fed decision and Chair Powell’s news conference. Henrietta Treyz of Veda Partners weighs in on the newest Bloomberg-Morning Consult Poll and what’s next for both the Harris and Trump presidential campaigns. Dan Ives of WedBush reacts to Microsoft earnings.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 31st, 2024Featuring: Tina Fordham, founder at Fordham Global Insights, on the latest news in Israel and the election in Venezuela Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, joins to break down Microsoft earnings Emily Roland, Co-Chief Investment Strategist at John Hancock Investment Management, discusses what's driving the market rotation and if there will be a correction in the S&P ahead of the Fed's rate decision Nancy Cook, Bloomberg News DC reporter, on latest Bloomberg-Morning Consult Poll showing Kamala Harris gaining on Donald Trump in swing states and nationally Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Hamas says Israel killed its political leader, Ismail Haniyeh, in an airstrike on Iran’s capital, putting the Middle East even further on edge. Bloomberg's Nathan Hager and Joumanna Bercetche break down the details.See omnystudio.com/listener for privacy information.

Bloomberg Businessweek breaks down earnings from Microsoft and AMD with Senior Portfolio Manager at Synovus Trust Dan Morgan and Bloomberg Technology Co-Host Ed Ludlow.Hosts: Carol Massar and Tim Stenovec See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Ben Laidler & Mike Green. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Bob Doll, Crossmark Global Investments President/CEO/CIO -Sen. Bill Hagerty (R-TN), Former US Ambassador to Japan-Tiffany Wilding, PIMCO Economist-Steven Ricchiuto, Mizuho Securities US Chief Economist Bob Doll of Crossmark Global Investments discusses market breadth as Mag 7 earnings continue. Sen Bill Hagerty (R-TN) discusses Donald Trump’s potential second-term policy initiatives. PIMCO's Tiffany Wilding and Steven Ricchutio of Mizuho Securities discuss a possible Fed cut in September.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 30th, 2024Featuring: Kathy Bostjancic, Chief Economist at Nationwide, previews this week's FOMC meetings and whether traders could see a surprise July rate cut Terry Haines, founder at Pangaea Policy, talks about the Kamala Harris campaign, Harris-Trump debate, and surprises between now and November Ed Ludlow, host of Bloomberg Technology, previews big tech earnings and discusses Tesla's autonomous driving technology Mike Green, Chief Strategist at Simplify Asset Management, gives his market outlook and potential for a labor market break or hard landing in the US Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Jurrien Timmer & Troy Gayeski. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Steve Englander, Standard Chartered Bank Global Head: G10 FX Research- Jeannette Lowe, Strategas Director of Policy Research- James Camp, Eagle Asset Management Managing Director Strategic Income & Fixed Income- Zach Griffiths, CreditSights Head of US IG & Macro StrategySteve Englander of Standard Chartered discusses Treasury Secretary Yellen’s comments to Bloomberg on Donald Trump and the dollar, and what to expect from the BOJ this week. Jeannette Lowe of Strategas, a Baird company, breaks down Kamala Harris's search for a running mate. James Camp of Eagle Asset Management and Zach Griffiths of CreditSights discuss the data fueling September rate cut bets. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 29th, 2024Featuring: Jurrien Timmer, Director: Global Macro at Fidelity Management and Research, talks about the cadence of markets and volatility amid a looming tech correction and potential Fed rate cut Henrietta Treyz, Managing Partner at Veda Partners, discusses the big weekend for Kamala Harris as her presidential campaign kicks into full gear Ayesha Kiani, COO at MNNC Group and NYU professor, reacts to the rhetoric from President Trump on Bitcoin after this weekend's events, and the general market for cryptocurrency in potential Trump or Harris administrations Bloomberg's John Tucker with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Ira Jersey & Gene Munster. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Sam Stovall, CFRA Chief Investment Strategist- Tobin Marcus, Wolfe Research Head of US Politics and Policy- Giorgio Furlani, AC Milan CEOSam Stovall of CFRA discusses the Mag 7 ahead of earnings next week. Wolfe Research's Tobin Marcus breaks down what is next for both Trump and Harris as they hit the campaign trail. AC Milan CEO Giergio Furlani provides insights on the growth of soccer in the US as AC Milan plays in New York City on Saturday.  See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 26th, 2024Featuring: Cam Dawson, CIO at NewEdge Wealth, discusses how markets are pricing in PCE. Neil Dutta with Renaissance Marco Research also offers his analysis Greg Valliere, Chief US Policy Analyst at AGF Investments, on the Obamas endorsing Kamala Harris and various Israel stances from US leaders Gene Munster, Managing Partner at Deepwater Asset Management, wraps this week's big tech earnings, previews those for next week, and Tesla earnings Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Anastasia Amoroso & Wendy Schiller. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Waldemar Szlezak, KKR Global Head of Digital Infrastructure-Libby Cantrill, PIMCO Head of Public Policy,-Anastasia Amoroso, iCapital Chief Investment Strategist Waldemar Szlezak of KKR joins to discuss Google and big tech falling on higher capex spending related to AI. PIMCO's Libby Cantrill breaks down what's next for both the Trump and Harris campaigns with close to 100 days to the election.  Anastasia Amoroso of iCapital on why her favorite current trade is the rotation trade. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 25th, 2024Featuring: Stuart Kaiser, Head of US Equity Trading Strategy at Citi, discusses his equity outlook and whether a correction is looming Libby Cantrill, Managing Director: Public Policy at PIMCO, joins to discuss President Biden's Oval Office speech and the path for Democrats and Republicans in the November election Tim Meyer, Associate Professor at Duke Law, discusses his research on the role presidential control over international trade is reshaping presidential powers and the upcoming election, and what it means for the long-term health of the US economy Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Monica DiCenso, Gautam Mukunda, & Dan Ives. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Kate Moore, BlackRock Global Allocation Head of Thematic Strategy- Stephen Trent, Citi Research Managing Director- Aaron David​​​​ Miller, Carnegie Endowment for International Peace Senior Fellow- Michael Kushma, Morgan Stanley Investment Management CIO of Broad Markets Fixed Income- Derek Burleton, TD Bank Group Vice President & Deputy Chief EconomistKate Moore of BlackRock discusses the market’s reaction to tech earnings, emphasizing that Q2 results will be crucial for summer sentiment. Stephen Trent of Citi unpacks Delta’s continued cancellation issues post-CrowdStrike incident. Aaron David Miller discusses the upcoming Biden-Netanyahu meeting and its implications for VP Harris and Former President Trump during Netanyahu’s US visit. Derek Burleton of TD Bank and Morgan Stanley's Michael Kushma look ahead to US eco data coming on Thursday and Friday.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 24th, 2024Featuring: Monica DiCenso, Head of Global Investment Opportunities at JPMorgan, discusses her bullish take on equities and why she's "eyes wide open" after a strong rally Gautam Mukunda, author and lecturer, talks about the Harris-Trump race and his book about picking presidential nominees, entitled "Picking Presidents" Dan Ives, Senior Equity Analyst at Wedbush Securities, breaks down Tesla and Google earnings and previews what to expect from the rest of big tech Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Sophia Drossos & Mark Lehmann. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Brian Levitt, Invesco Global Market Strategist- Isaac Boltansky, BTIG Policy Research Director- Jill Carey Hall, BofA Securities US Equity Strategist Brian Levitt of Invesco comments on tech rally gains ahead of earnings. BTIG’s Isaac Boltansky unpacks the latest from the Harris campaign. Jill Carey Hall of Bank of America discusses the long-term bullish case for small-caps.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 23rd, 2024Featuring: Sophia Drossos, Economist at Point72, discusses the outlook for the US economy and key eco data ahead of the Fed's meeting next week, as well as the lack of visibility for markets after President Biden stepped aside from the presidential race James Steel, Chief Commodities Analyst at HSBC, joins for an extended discussion on gold, commodities, and defensive positioning amid political uncertainty Wendy Schiller, Brown University professor and Interim Director of the Watson Institute at Brown, talks about Kamala Harris and the state of the 2024 election against Donald Trump Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Ed Yardeni.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

 -Henrietta Treyz, Veda Partners Director Economic Policy Research -Earl Davis, BMO Head of Fixed Income and Money Markets -Matt Raskin, Deutsche Bank Managing Director and U.S. Head of Rates Research Henrietta Treyz of Veda Partners analyzes the implications following Biden’s withdrawal from the presidential race. BMO’s Earl Davis and Matt Raskin of Deutsche Bank discuss the shift from last week’s mentions of a July rate cut to the current broader consideration of a September cut and delve into Trump Trade and how Biden’s departure impacts market dynamics. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 22th, 2024Featuring: Tina Fordham, founder at Fordham Global Insights Leslie Vinjamuri, Chatham House Director, US and Americas Programme Ed Yardeni, President at Yardeni Research Andrew Slimmon, Senior Portfolio manager at Morgan Stanley Investment Management Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Bloomberg’s Tom Keene, David Gura and Joe Mathieu break down the latest news from Washington.See omnystudio.com/listener for privacy information.

Listen to the 'Here's Why' podcast:  -  on Apple: https://apple.co/3Lg3RGn  -  on Spotify: https://spoti.fi/3LiIX9q  -  or Anywhere: https://bit.ly/3xYsHHy.     Each episode of 'Here's Why' uses experts at Bloomberg to explain one news story in just a few minutes.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Abby Joseph Cohen & Alicia Reese. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Darrell Cronk, Wells Fargo Chief Investment Officer-Katrina Dudley, Franklin Templeton Public Markets Senior Investment Strategist-Rob Casey, Signum Global Partner & Senior AnalystRob Casey of Signum Global provides analysis following Trump’s speech at the RNC and offers insights on the latest developments in the Biden campaign. Darrell Cronk of Wells Fargo discusses potential peaks for the Trump trade amid speculation about Biden’s future. Katrina Dudley of Franklin Templeton explains why the positive price movement in small caps is encouraging. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 19th, 2024 Featuring:Greg Valliere, Chief Policy Analyst with AGF Investments, discusses Trump's RNC speech and President Biden's presidential campaignMandeep Singh, Bloomberg Intelligence Senior Tech Analyst, on the outage involving CrowdStrikeAbby Joseph Cohen, Professor at Columbia Business School, talks about the intersection between the economy and markets and shares her outlook on the US economyAlicia Reese, VP of Equity Research at Wedbush Securities, breaks down Netflix earnings Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceSee omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Jim Bianco & Wendy Schiller. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Jay Peloksy, TPW Advisory CIO & Co-Founder-Subadra Rajappa, Société Générale Head of US Rates Strategy-Christopher Harvey, Wells Fargo Head of Equity Strategy Jay Pelosky of TPW Advisory discusses the big rotation in the equity market, his expectations for the US presidential race, and his global investment outlook. SocGen's Subadra Rajappa says the market may be over-aggressive in pricing-in multiple Fed rate cuts by the end of the year. Christopher Harvey of Wells Fargo explains why the Fed's current policy trajectory 'might be probably the oddest easing cycle' he's ever seen.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 18th, 2024Featuring: Wendy Schiller, professor at Brown University, on JD Vance's VP speech and previewing Trump's GOP nomination acceptance speech Thursday night Jim Bianco, president at Bianco Research, discusses the equity rally, the NASDAQ pullback, and a potential looming correction Huw van Steenis, Vice Chair at Oliver Wyman, talks about economically turbocharging the UK and Europe Bloomberg's Lisa Mateo on Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

- Sarah Wolfe, Morgan Stanley Senior Economist - Glenn Youngkin (R), Governor of Virginia - Tony Rodriguez, Head: Fixed Income Strategy, Nuveen Asset Management - Brian Weinstein, Head: Global Markets, Morgan Stanley InvestmentSarah Wolfe with Morgan Stanley reacts to recent Fed speak and discusses how inflationary pressures are affecting a tight labor market. Republican Governor of Virginia Glenn Youngkin talks about Donald Trump and the Republican National Convention. Brian Weinstein of Morgan Stanley and Tony Rodriguez of Nuveen break down comments from NY Fed President John Williams and discuss recent economic data.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with James Stavridis & Scott Clemons. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

 Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 17th, 2024Featuring: Amanda Lynam, Head of Macro Credit Research at BlackRock, discusses BlackRock's credit outlook and signals about risks from the bond market Brad Stone, editor at Bloomberg Businessweek, on Businessweek's interview with Donald Trump James Stravridis, retired US Navy Admiral and Bloomberg Opinion columnist, talks about the geopolitical outlook as Donald Trump gains momentum towards winning the November election Bloomberg's Lisa Mateo on Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

-David Malpass, Fmr. World Bank President-Rep Mike Lawler, (R) New York-Chris Marinac, Janney Montgomery Scott Director of Research-Greg Daco, Ernst Young Chief Economist-Andrew Husby, BNP Sr. US EconomistFormer World Bank President David Malpass shares insights on JD Vance and his policies. Rep. Mike Lawler of New York discusses the Trump/Vance 2024 ticket and potential legislation to enhance Secret Service measures following Saturday’s assassination attempt on former President Trump. Chris Marinac of Janney Montgomery Scott breaks down Bank of America’s earnings. Greg Daco of Ernst Young and Andrew Husby of BNP unpack new retail sales data. See omnystudio.com/listener for privacy information.

 Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 16th, 2024Featuring: Wendy Schiller, Professor at Brown University, Donald Trump's selection of JD Vance as Vice President, Trump's appearance at the RNC, and Joe Biden's interview with Lester Holt Amy Wu Silverman, Head of Derivatives Strategy for RBC Capital Markets, discusses the Trump trade and market volatility Dana Telsey, CEO at Telsey Advisory Group, reacts to June retail sales Chris Whalen, founder at Whalen Global Advisors, wraps big bank earnings Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Andreas Utermann & Chris Whalen. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Robert D. Kaplan & Matt Winkler. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Ambassador John Bolton, Fmr. National Security Advisor & Fmr. Ambassador to UN -Jim Gilmore, Fmr. Virginia Governor (R)-Rep. Mike Turner, Chair of the House Intelligence Committee, (R) Ohio-Ken Leon, CFRA Director of Equity ResearchAmbassador John Bolton discusses the assassination attempt on Former President Donald Trump and the future of the Trump 2024 campaign. Former Virginia Governor Jim Gilmore talks about Republican party unity post-Saturday’s events. Rep. Mike Turner of Ohio previews the upcoming RNC and emphasizes the need for bipartisan unity following the recent assassination attempt. Ken Leon of CFRA analyzes Goldman Sachs earnings. See omnystudio.com/listener for privacy information.

 Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 15th, 2024Featuring: Andy Rudalevige, professor of government at Bowdoin College and presidential historian, on this moment in American political history and how it can reshape the Biden-Trump rematch Henrietta Treyz, Managing Partner at Veda Partners, discusses where swing voters stand in the 2024 presidential race Michael Purves, founder at Tallbacken Capital Advisors, talks about the uptick in the Trump trade and market volatility amid political uncertainty Robert D. Kaplan, author and foreign affairs expert, on the geopolitical implications of this moment in American politics Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene and David Gura get reaction to the attempted assassination attempt of former President Donald Tump. They speak with: Hadriana Lowenkron, Bloomberg News reporter Terry Haines, Pangea Policy founder Jordan Fabian, Bloomberg News white house correspondent Wendy Schiller, Director of the Taubman Center for American Politics and Policy, Brown University Henrietta Treyz, Veda Partners managing partner Rick Davis, Bloomberg politics contributor and partner at Stone Court Capital Joe Mathieu, host of Bloomberg Balance of Power Jeanne Sheehan Zaino, Bloomberg politics contributor and Iona University political science professor Nancy Cook, Bloomberg News Senior national political correspondent Greg Valliere, AGF Investments Chief U.S. Policy Strategist Mick Mulroy, Lobo Institute co-founder Jack Devine, Arkin Group President   See omnystudio.com/listener for privacy information.

Former President Donald Trump said he was shot in the right ear after gunfire erupted at his political rally in Butler, Pennsylvania. We get instant reaction with Bloomberg's Amy Morris. See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Bob Hormats & George Ball. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Keith Lerner, Truist Co-CIO & Chief Market Strategist-Jens Stoltenberg, NATO Secretary General-Mohamed El-Erian, Queens' College, Cambridge & Bloomberg OpinionKeith Lerner of Truist says the economy is showing signs of cooling, but that doesn't necessarily mean it's weakening. NATO Secretary General Jens Stoltenberg addresses the future of the alliance amid rising global uncertainty. Mohamed El-Erian of Queens' College, Cambridge recaps the week in economic data and what it means for the Fed. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 12th, 2024Featuring: Alison Williams, Senior Analyst at Bloomberg Intelligence, reacts to bank earnings Whitney Tilson, editor at Stansberry Research, founder of Kase Capital, and Democratic donor, talks about whether President Biden should stay on the ticket Cam Dawson, CIO at NewEdge Wealth, on PPI, inflation data, and the equity rally Bob Hormats, former US Under Secretary of State for Economic Growth, Energy, and the Environment, discusses US China policy and how it would be affected by the 2024 election Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Randy Kroszner, Kate Moore, and Michael Nathanson. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Rep. Haley Stevens, (D) Michigan- Sarah Hunt, Alpine Woods Capital Investors Chief Market Strategist- Steve Ricchiuto, Mizuho Chief US Economist - David Kelly, JPMorgan Chief Global Strategist Rep. Haley Stevens of Michigan discusses standing by President Biden's bid for reelection despite calls for him to step aside. Sarah Hunt of Alpine Woods Capital Investors provides insights on markets continuing to close at record highs and what is next with big AI spending. David Kelly of JP Morgan and Steven Ricchiuto of Mizuho unpack today's CPI data.See omnystudio.com/listener for privacy information.

 Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 11th, 2024Featuring: Claudia Sahm, Chief Economist at New Century Advisors, reacts to the June CPI reading Randy Kroszner, Economics Professor at the University of Chicago, gives his take on the latest inflation reading Kate Moore, Head of Thematic Strategy at BlackRock Global Allocation, on how markets are pricing in June CPI Ira Jersey, Chief US Interest Rates Strategist with Bloomberg Intelligence, on the Fed's rate path See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Elsa Lignos & Henrietta Treyz. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Rep. Jonathan Jackson, (D) Illinois-Drew Pettit, Citi Research Director-Brian Levitt, Invesco Global Market Strategist Rep. Jonathan Jackson of Illinois discusses President Biden's bid for reelection after the Congressional Black Caucus meeting. Citi's Drew Pettit provides insights on his call to take profits on top AI stocks, including chipmakers. Brian Levitt of Invesco discusses stocks at record highs following Powell's congressional testimony.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 10th, 2024Featuring: Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas at BlackRock, discusses her midyear outlook and the growth path for the US economy Henrietta Treyz, Managing Partner at Veda Partners, on the 2024 election and whether President Biden will stay on the Democratic ticket Lauren Hochfelder, co-CEO of Morgan Stanley Real Estate, discusses bifurcation in commercial real estate and whether risks to the US economy are overblown Bloomberg's John Tucker with Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Craig Brandon & Wendy Schiller. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Trey Beck, Former Managing Director, DE Shaw Investment Management and Democratic Donor/Donor Advisor-Peter Tchir, Academy Securities Head of Macro Strategy-Helane Becker, TD Cowen Senior Sector StrategistDemocratic Party Donor Trey Beck discusses the state of financial support for President Biden amid growing concerns over his fitness for a second term. Peter Tchir of Academy Securities shares why the Fed should cut rates as early as July. Helane Becker of TD Cowen discusses how airlines are handling record-high summer travel as demand continues to climb. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 9th, 2024Featuring: Wendy Schiller, professor at Brown University, on President Biden's health and what to watch from the NATO summit Sarah Hunt, Chief Markets Strategist at Alpine Woods Capital Investors, talks about the anticipated market reaction to earnings season and Jay Powell's testimony David Mericle, Senior US Economist at Goldman Sachs, on recent payroll figures and whether eco data could indicate a rate cut might come before September Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Michelle Meyer & Amanda Rebello. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Pierre Ferragu, New Street Research Managing Partner-Henrietta Treyz, Veda Partners Director Economic Policy Research-Zachary Griffiths, CreditSights Head of US IG & Macro Strategy-Rubeela Farooqi, High Frequency Economics Chief U.S. EconomistPierre Ferragu of New Street Research discusses his call to downgrade NVDA from buy to neutral on valuation. Henrietta Treyz of Veda Partners discusses Democrats calling for Biden to step aside. Zachary Griffiths of CreditSights and Rubeela Farooqi of High Frequency Economics discuss the bond market rally following US payroll data and look ahead to CPI and PPI data.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 8th, 2024Featuring: Tina Fordham, founder at Fordham Global Foresight, talks about the French and UK elections Terry Haines, founder at Pangaea Policy, discusses the Bloomberg News/Morning Consult poll on President Biden and whether he will bow to pressure to drop out Brian Belski, Chief Investment Strategist at BMO Capital Markets, on the equity bull run and his market call Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Lindsey Piegza & Neil Dutta. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

President Joe Biden is embarking on the most consequential weekend of his political career, knowing that he must restore the faith of voters, donors, and party officials deeply skeptical of his acuity — and that any misstep will prove fatal to his reelection campaign. Listen to analysis on Bloomberg Surveillance with Tom Keene and Paul Sweeney. Tom and Paul get the view from Robert Costa, this week's host of CBS' Face the Nation, Joe Mathieu, host of Bloomberg's Balance of Power, and  Terry Haines, founder of Pangaea Policy.See omnystudio.com/listener for privacy information.

-Jeff Rosenberg, BlackRock Senior Portfolio Manager-Pooja Kumra, TD Securities European & UK Rates Senior Strategist-Jon Lieber, Eurasia Group Managing Director and Fmr. Policy Adviser to Sen. Mitch McConnellJeff Rosenberg of BlackRock reacts to the payrolls report and what it means for the Fed. TD Securities' Pooja Kumra analyzes the market reaction to the UK election and the French election this weekend. Jon Lieber of Eurasia Group comments on the state of the Biden campaign ahead of the president's ABC news interview tonight.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 8th, 2024Featuring: Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, discusses how markets are pricing in the latest jobs figures Marcus Ashworth, Bloomberg Opinion Columnist, on the market impact of the UK election Terry Haines, founder of Pangaea Policy, on President Biden and the 2024 presidential race Holger Schmieding, Chief Economist at Berenberg, on the eco impact of the UK election Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Dan Ives & Terry Haines. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Tom Keene brings you a special edition of Single Best Idea, featuring a tech-focused conversation with Dan Ives of Wedbush and Gene Munster of Deepwater Asset Management. Hosted by Nathan Hager. See omnystudio.com/listener for privacy information.

-James Athey, Marlborough Investment Management Fixed Income Fund Manager-Charles Myers, Signum Global Advisors Chairman & Founder-Thomas Simons, Jefferies Senior Economist: Money Market-Mark McCormick, TD Bank Global Head: FX & EM StrategyJames Athey of Marlborough says it's too early to start trading the treasury market based on predictions of a second Trump administration. Charles Myers of Signum Global shares why he remains positive on Biden's reelection chances, saying the President needs to show the public over the next few days that he's fit for another term. Thomas Simons of Jefferies and Mark McCormick of TD Bank react to weekly jobless claims and discuss the Fed's path forward to cutting rates. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 3rd, 2024Featuring: Margie Patel, Senior Portfolio Manager at Allspring, discusses the equity market rally and whether it can sustain itself amid projected slowing US growth Dan Ives, Senior Equity Analyst at Wedbush Securities, on the NASDAQ record close, the sustainability of the Mag 7 rally, and Tesla beating estimates Annmarie Hordern, host of Bloomberg Surveillance TV, on her interview with Ukrainian president Volodymyr Zelenskiy Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Jim Caron, Julian Emanuel, & Bob Doll. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Joe Quinlan, Merrill and Bank of America Private Bank Head of CIO Market Strategy- Dean Maki, Point72 LP Managing Director/Chief Economist - Ian Lyngen, BMO Head - US Rates Strategy - Jeannette Lowe, Strategas Director Of Policy Research Joe Quinlan of Merrill Lynch and Bank of America shares insights on markets favoring a Trump victory. Dean Maki of Point72 LP and Ian Lyngen of BMO analyze the US labor outlook and discuss the bond market’s stance on the upcoming US Presidential Election. Jeannette Lowe of Strategas unpacks the recent SCOTUS ruling on Trump’s immunity case.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 2nd, 2024Featuring: Julian Emanuel, Head of Equity, Derivatives, and Quantitative Strategy at Evercore ISI, discusses raising his year end S&P price target to 6,000 and why 2024-25 is a huge inflection in markets Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, talks about his top down view on inflation and the sustainability of the equity rally Wendy Schiller, professor at Brown University, discusses the latest DC headlines, presidential immunity for Trump, and Joe Biden's election prospects Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Alan Katz & Cam Dawson. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

The US Supreme Court ruled that Donald Trump has some immunity from criminal charges for trying to reverse the 2020 election results, all but ensuring that a trial won’t happen before the November election. The justices, voting 6-3 along ideological lines, said a federal appeals court was too categorical in rejecting Trump’s immunity arguments, ruling for the first time that former presidents are shielded from prosecution for some official acts taken while in office. Bloomberg’s Paul Sweeney and Alix Steel get instant reaction.See omnystudio.com/listener for privacy information.

-Cameron Dawson, NewEdge Wealth Chief Investment Officer-David Kelly, JPMorgan Chief Global Strategist-Michael Darda, Roth MKM Chief Economist & Macro StrategistCameron Dawson of NewEdge Wealth says the slowing in US GDP indicates the US is 'coming off the boil' but not yet falling off a cliff. David Kelly of JPMorgan says last week's presidential debate 'meaningfully increases the likelihood of a Republican sweep in November.' Michael Darda of Roth MKM looks ahead to a busy week of economic data headlined by Friday's payrolls report, saying an uptick in the unemployment rate should set off alarm bells at the Fed. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 1st, 2024Featuring: Cam Dawson, CIO at NewEdge Wealth, discusses the equity market rally and whether it can sustain itself in the second half of 2024 Sonal Desai, CIO: Fixed Income at Franklin Templeton, offers her perspective on the bond market and how bonds could react to Fed action and political and geopolitical uncertainty Dr. Leslie Vinjamuri, Director of US and Americas Programme at Chatham House, on Joe Biden and US Politics Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Henrietta Treyz & Ben Laidler  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Libby Cantrill of PIMCO unpacks the first presidential debate and why she doubts there will be a second debate in September. Former World Bank President David Malpass outlines what an economy under a second Trump administration could look like. Mohamed El-Erian of Queens' College, Cambridge reacts to another month of cooling inflation and what it means for the Fed. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 28th, 2024Featuring: Libby Cantrill, Managing Director of Public Policy at PIMCO, discusses the Trump-Biden debate Terry Haines, founder at Pangaea Policy, breaks down the Trump-Biden debate Neil Dutta, Head of US Economic Research at Renaissance Macro Research, breaks down PCE and gives his outlook for the Fed Henrietta Treyz, Veda Partners Managing Partner Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Bloomberg's Joe Mathieu and Kailey Leinz recap the first 2024 presidential debate between President Joe Biden and former President Donald Trump. They receive additional analysis from Bloomberg Correspondent David Gura, Republican Strategist and Stone Court Capital Partner Rick Davis and Democratic Strategist and ROKK Solutions Partner Kristen Hawn.  See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Joe Mysak & David Gura. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

- Maya MacGuinneas, The Committee for a Responsible Federal Budget President- Amos Hochstein, Deputy Assistant to the President, Senior Advisor for Energy and Investment- Ed Hyman, Evercore ISI Chairman and FounderMaya MacGuinneas of the Committee for a Responsible Federal Budget discusses the federal budget deficit and looks ahead to tonight's debate and the November election. Amos Hochstein of the Biden administration discusses the future of US energy policy. Ed Hyman of Evercore ISI overviews weakening economic signals, the labor market, and the path of inflation.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 27th, 2024Featuring: Daragh Maher, Head of Americas Research and Head of FX Strategy at HSBC, discusses Dollar strength, the Japanese yen, and the Fed's impact on currencies and global markets Dana Peterson, Chief Economist at The Conference Board, talks about initial jobless claims today and tomorrow's PCE data release Wendy Schiller, professor at Brown University, on the Trump-Biden CNN Presidential Debate and other DC and election headlines Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

The US Supreme Court is poised to allow abortions in medical emergencies in Idaho, according to a copy of the opinion that was briefly posted on the court’s website. Bloomberg Law obtained a copy of the opinion, which would reinstate a lower court order that had ensured hospitals in the state could perform emergency abortions to protect the health of the mother. Bloomberg Law Host June Grasso and Michigan Attorney General Dana Nessel explain the decision to Bloomberg's Kailey Leinz and Joe Mathieu. See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversation with Dominic Konstam. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

- Katrina Dudley, Franklin Templeton Public Markets Senior Investment Strategist- Neil Dutta, Renaissance Macro Research Head of US Economic Research- Jason Draho, UBS Global Wealth Management Head of Asset Allocation Americas- Blerina Uruci, T. Rowe Price Chief U.S. EconomistKatrina Dudley of Franklin Templeton expects a rate cut this year, but politics may push it to 2025. Neil Dutta of Renaissance Macro Research provides insights on the risks to labor market with inflation coming down. Jason Draho of UBS and Blerina Uruci of T. Rowe Price offer perspectives on risks being skewed towards one rate cut this year and soft landing trajectory.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 26th, 2024Featuring: Dominic Konstam, Head of Macro Strategy at Mizuho Securities, on the Fed and global central banks Sarah Wolfe, US Economist at Morgan Stanley, discusses US consumer health and potential weakening Joe Mathieu, host of Bloomberg's "Balance of Power," talks about this week's CNN Presidential Debate, primaries, and the Trump-Biden rematch Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

 Mike Wilson of Morgan Stanley discusses how markets are focused on softening economic growth rather than inflation. Greg Peters of PGIM provides updated rate projections following the release of softer economic data. Steve Eisman of Neuberger Berman offers perspectives on his continued bullishness on Apple, tech and AI, while also expressing expectations for Trump to win. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 26th, 2024Featuring: Rebecca Patterson, former CIO at Bridgewater Associates, on the French election, the US economy, and the yen and the Bank of Japan Mike Wilson, CIO and Chief US Equity Strategist for Morgan Stanley, on why growth is more important than inflation David Gura, host of the Bloomberg "Big Take" podcast, talks about the CNN Presidential Debate between Joe Biden and Donald Trump Frances Donald, Chief Economist at Manulife, talks about a potential tipping point in the global macro story Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of  Bloomberg Surveillance Radio In this episode, we feature conversations with Tina Fordham & Henrietta Treyz. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

- Seema Shah, Principal Asset Management Chief Global Strategist - Tom Michaud, KBW CEO- Vishwanath Tirupattur, Morgan Stanley Chief Fixed Income Strategist - Stephanie Roth, Wolfe Research Chief EconomistSeema Shah of Principal Asset Management discusses opportunities outside of tech and the Mag 7. Tom Michaud of KBW updates on upcoming bank stress tests and potential risks in commercial real estate for regional banks. Vishwanath Tirupattur of Morgan Stanley and Wolfe Research's Stephanie Roth offer perspectives on consumer confidence, durable goods, look ahead GDP & core PCE. See omnystudio.com/listener for privacy information.

Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 24th, 2024Featuring: Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses a potential correction and equity market outlook Seema Shah, Chief Global Strategist for Principal Asset Management, on the Fed and market games Tina Fordham, founder and geopolitical strategist at Fordham Global Insight, talks elections in France and the UK, Israel, the Biden-Trump CNN Presidential Debate, and other geopolitical topics Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of  Bloomberg Surveillance Radio In this episode, we feature conversations with Kona Haque & Matt Miskin. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Katy Kaminski of AlphaSimplex discusses recent Fedspeak and the potential for treasuries to recover from this year’s losses. Sebastian Raedler of BofA Merrill Lynch updates on European economic uncertainty, highlighting risks across equity markets due to exceptionally low US unemployment rates. Veronica Clark of Citi and Dana Peterson of The Conference Board offer perspectives on the softening labor market, along with Citi’s prediction of a rate cut in September. See omnystudio.com/listener for privacy information.

Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 21st, 2024 Featuring: David Bianco, CIO: Americas at DWS Katy Kaminski, Chief Research Strategist at AlphaSimplex Daniel Kurtz-Phelan, editor at Foreign Affairs Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Torsten Slok & Anastasia Amoroso. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Anastasia Amoroso, iCapital Chief Investment Strategist, - Jonathan Miller, Miller Samuel Inc President- Seth Carpenter, Morgan Stanley Chief Global Economist- Savi Synth, Raymond James Managing Director, Equity Research Anastasia Amoroso of iCapital gives an update on markets at near record highs and updates her outlook following the recent rally stating she believes there's a fair bit of economic momentum globally. Miller Samuel's Jonathan Miller reacts to state of the housing market and mortgage rates as Manhattan apartment rents slipped in May. Seth Carpenter of Morgan Stanley reacts to data and shares the impact of impact of global elections on markets saying we're going to see slower growth over 2024 relative to 2023. Savi Synth of Raymond James provides insight on the outlook for airlines and travel going into summer.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 20th, 2024Featuring: Wei Li, Global Chief Investment Strategist at BlackRock, on global markets and the US stock market rally Torsten Slok, Partner and Chief Economist at Apollo Global Management, discusses the Fed, upside risks to inflation, and whether the US could face a hard landing Anastasia Amoroso, Chief Investment Strategist at iCapital, talks about whether markets are becoming too stretched and if they will soon broaden out Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Mona Mahajan & Ian Shepherdson. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Steven Meier, New York City Retirement Systems CIO-Ian Shepherdson, Pantheon Macroeconomics Chairman and Chief Economist-Gregory Daco, Ernst & Young Chief EconomistSteven Meier of New York City Retirement Systems discusses investing in alternatives, stating there's no breadth and clearly there's some real concentration risks. Ian Shepherdson of Pantheon Macroeconomics and Ernst & Young's Gregory Daco react to today's softer-than-expected retail sales data and look ahead to Fedspeak this week. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney June 18th, 2024 Featuring: Jeffrey Rosenberg, Senior Portfolio Manager, Systematic Fixed Income at BlackRock, discusses immaculate disinflation, nominal GDP, and how much longer the Fed can go on higher for longer rates Dana Telsey, CEO at Telsey Advisory Group, reacts to retail sales and discusses consumer health Ruchir Sharma, CIO and founder at Breakout Capital Partners and Chairman at Rockefeller International, talks about his new book on capitalism and gives his outlook for the US economy and markets Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with David Rosenberg & Stephanie Roth. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Sam Stovall, CFRA Chief Investment Strategist- Nela Richardson, ADP Chief Economist- Lydia Boussour, EY Senior Economist- Steven Major, HSBC Global Head: FI Research Sam Stovall of CFRA shares why he believes stocks are headed for a decline of 5% or more this year. Nela Richardson, Bloomberg TV Contributor and Chief Economist at ADP previews this week's jobs data, saying the ways companies hire and what they pay has changed significantly in recent years. Lydia Boussour of EY and HSBC's Steven Major discuss the global bond market and give their economic outlooks for the week ahead. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 18th, 2024Featuring: Stephanie Roth, Chief Economist at Wolfe Research, talks about the real meaning behind Q1 inflation data and whether the US is in for a growth slowdown Steven Major, Global Head of Fixed Income Research with HSBC, on his fixed income outlook in the US and abroad and the effects of political turmoil abroad on markets David Rosenberg, founder and president at Rosenberg Research & Associates, talks about the US equity outlook amid cooling inflation data Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Watch LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney and David GuraJune 14th, 2024Featuring: Neil Grossman, founder and former CIO at TKNG Capital, discusses his outlook for rates and expectations for inflation and Jay Powell in the coming months Melissa Otto, host of TMT Research at Visible Alpha, joins for a tech discussion and breaks down whether investors are facing a tech bubble or if they should opt against broadening out and stick primarily with big tech Steve Hanke, professor of applied economics at Johns Hopkins, joins for a currency discussion and examines dollar strength amid global uncertainty and talks about his expected path for inflation in 2024 Anjee Solanki, National Director of Retail, US at Colliers, on the health of the consumer and gives a preview of retail sales next week Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

-Darrell Cronk, Wells Fargo Chief Investment Officer-Pooja Sriram, Barclays VP of US Economics Research-Tasha Keeney, ARK Invest Director of Investment AnalysisWells Fargo's Darrell Cronk discusses the rally in the equity market, saying health care is a good value play for investors. Pooja Sriram of Barclays says the Fed is delivering 'a very balanced message,' saying officials still want to gain more confidence. ARK's Tasha Keeney discusses Elon Musk’s $56 billion pay package and Tesla's relocation to Texas.  See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Stuart Kaiser, Brad Setser, & John Stoltzfus. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- John Stoltzfus, Oppenheimer, Chief Investment Strategist- Subadra Rajappa, Societe Generale, Head of US Rates Strategy- Jonathan Pingle, UBS, Managing Director and Chief U.S. Economist- Terry Haines, Pangaea Policy Advisory Founder John Stoltzfus of Oppenheimer discusses how markets touched record highs following yesterday’s Fed decision. Societe Generale's Subadra Rajappa and Jonathan Pingle of UBS react to yesterday’s CPI data and Fed decision. Terry Haines of Pangaea Policy discusses Trump meeting with CEOs and lawmakers in DC. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 13th, 2024Featuring: Michael Feroli, Chief US Economist at JP Morgan, on the Powell presser and Fed decision yesterday, as well as the divergence in views on the committee Stuart Kaiser, Head of US Equity Trading Strategy at Citi Global Markets, gives his reaction to the FOMC meeting yesterday and discusses his outlook for the equity market Matt Luzzetti, Chief US Economist at Deutsche Bank, reacts to PPI and discusses how the Fed seems to be pricing in recent eco data Wendy Schiller, professor at Brown University, on Trump, Biden and other DC headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision See omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Jim Bullard & Paul Donovan. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-James Bullard, Fmr. St. Louis Fed President, Dean of the Purdue University Mitchell E. Daniels, Jr. School of Business-Frances Donald, Manulife Investment Management Global Chief Economist & Strategist-Scott Chronert, Citi Research Managing Director Former St. Louis Fed President James Bullard and Manulife's Frances Donald react to May's cooler-than-expected CPI print and look ahead to the Fed rate decision and Chair Powell's remarks. Scott Chronert of Citi outlines his equity market outlook and the reasons he's bullish on tech stocks.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 13th, 2024Featuring: Jim Bullard, Dean of Krannert School of Management at Purdue University and former St. Louis Fed President, gives his CPI reaction and discusses whether he thinks the Fed must remain higher for longer Mark Zandi, Chief Economist at Moody's Analytics, reacts to CPI Julia Coronado, founder at MacroPolicy Perspectives, and Constance Hunter, Senior Advisor at MacroPolicy Perspectives, join for an extended discussion on the Fed and CPI Jonathan Maxwell, CEO at Sustainable Development Capital, draws on the contrast of rejecting of green politics and economics in European elections as he continues to see inflows of his green fund in Europe Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceSee omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Virginie Maisonneuve, Dan Ives, and Gene Munster. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Hunter Biden was found guilty of gun charges by a federal court jury in Delaware, becoming the first child of a sitting US president to be convicted of crimes. Bloomberg's Paul Sweeney and Jess Menton bring you instant reaction from our Bloomberg News team.See omnystudio.com/listener for privacy information.

-Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager-Tom Forte, Maxim Group Managing Director, Senior Consumer Internet Analyst -Dan Ives, Wedbush Senior Equity Analyst-Mark McCormick, TD Bank Global Head: FX and EM Strategy -Stephen Stanley, Santander Chief Economist BlackRock’s Russ Koesterich provides insights into market expectations ahead of tomorrow’s CPI release and the Fed’s decision. Tom Forte of Maxim Group and Dan Ives of Wedbush offer contrasting perspectives on Apple’s WWDC. While Ives expresses enthusiasm for the OpenAI partnership and new AI developments, Forte remains cautious, stating that he believes AI is not yet ready for primetime. TD's Mark McCormick and Stephen Stanley of Santander discuss inflation and potential Fed actions in anticipation of tomorrow’s events.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 12th, 2024Featuring: James Steel, Chief Commodities Analyst at HSBC, talks about the bull case for gold and discusses other commodities Virginie Maisonneuve, Global CIO: Equity at Allianz, discusses US inflation expectations and the market reaction to EU elections Lauren Goodwin, Chief Markets Strategist at New York Life, discusses the Fed's tightrope and the impact of rate cuts on asset allocation Gene Munster, Managing Partner at Deepwater Asset Management, reacts to the Apple-OpenAI artificial intelligence partnership Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance] See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with George Patterson & Mark Gurman. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Rubeela Farooqi, Chief US Economist, High Frequency EconomicsSarah Hunt, Chief Market Strategist Alpine Saxon Woods Amanda Lynam,Head of Macro Credit Research within the Portfolio Management Group - Private Debt, BlackRock Mark Zandi, Chief Economist, Moody's Analytics  Rubeela Farooqi, Chief US Economist at High Frequency Economics addresses conflicting signals in the jobs data. Alpine Saxon Woods's Chief Market Strategist, Sarah Hunt discusses the unpredictable economic landscape as the FED decision due Wednesday approaches, focusing on the impact of job numbers, inflation and interest rates across sectors. BlackRock's Amanda Lynam and Moody's Analytics Mark Zandi react to last weeks jobs data and what is to come with this weeks CPI and FED decision.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 11th, 2024Featuring: Sarah Hunt, Chief Markets Strategist at Alpine Woods Capital Investors, discusses the outlook for equities in the US Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, on a potential drop in the S&P 500 if the Fed doesn't cut rates this year Terry Haines, founder at Pangaea Policy, talks about the EU elections and the potential political impact in the US Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Foundering: The OpenAI Story is a narrative podcast that examines the rise of Sam Altman, from the time he was a 19-year-old startup founder, then the head of Y Combinator, and now the billionaire king of this AI boom.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Katy Kaminski, Lindsey Piegza, & Claudia Sahm. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Mohamed El-Erian, BBO & President, Queens College Cambridge - Jeff Rosenberg, Senior Portfolio Manager, BlackRock - Julie Su, United States Acting Deputy Secretary of Labor Mohamed El-Erian of Queens' College, Cambridge and BlackRock's Jeff Rosenberg react to May's hotter-than-expected payrolls report. Julie Su joins The Open to discuss jobs and unemployment numbers.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 7th, 2024Featuring: Lindsey Piegza, Chief Economist at Stifel, reacts to latest US jobs numbers and makes her case for rate increases Claudia Sahm, Chief Economist at New Century Advisors, talks about her reading of the jobs figures, how the Sahm Rule applies, and whether her rule is indicating the US is headed for recession Nick Colas, co-founder at DataTrek Research, talks about trader reaction to jobs data and whether the equity rally can sustain itself Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Geoffrey Yu & Keith Cowing. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Vasileios Gkionakis, Avivia Investors Senior Economist & Strategist-Veronica Clark, Citi Research US Economist-Rob Waldner, Invesco Chief Fixed Income Strategist & Head of Macro Research-Ed Mills, Raymond James Washington Policy AnalystVasileios Gkionakis of Avivia Investors reacts to the ECB's decision to cut rates by 25 basis points, saying the bar has increased for the central bank to gain more confidence for further cuts. Citi's Veronica Clark and Invesco's Rob Waldner react to weekly jobless claims and look ahead to Friday's payrolls report and its impact on monetary policy. Ed Mills of Raymond James discusses President Biden's trip to France on the 80th anniversary of D-Day, saying foreign policy is 'one of the biggest drags' on Biden's reelection campaign.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 6th, 2024Featuring: Steve Wieting, Chief Investment Strategist at Citi Global Wealth, on Citi's midyear market outlook and whether the equity rally can sustain itself through the year Mike Wilson, CIO with Morgan Stanley, on the firm's midyear outlook and potential for a soft landing Monica Defend, Head of the Amundi Institute, on the ECB decision and outlook for Euro economies John Stoltzfus, Chief Investment Strategist at Oppenheimer, on the stock market marching in place Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Rich Clarida & Liz Ann Sonders. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist-Bob Diamond, Atlas Merchant Capital CEO & Former Barclays CEO-Tom Porcelli, PGIM Chief US Economist-Marilyn Watson, BlackRock Head of Global Fundamental Fixed Income StrategyEmily Roland of John Hancock sees an opportunity to lean into mid-cap stocks at attractive valuations. Atlas Merchant Capital CEO Bob Diamond says the biggest risk for the Fed is to cut too early, 'and then having to reverse course as inflation begins to grow.' PGIM's Tom Porcelli and BlackRock's Marilyn Watson react to softer-than-expected ADP jobs data and look ahead to Friday's payrolls report. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 5th, 2024Featuring: Rich Clarida, PIMCO Global Economic Advisor and former Fed Vice Chair, talks about PIMCO's 2024 secular outlook Anna Wong, Chief US Economist with Bloomberg Economics, talks about her research on Fed rate cuts that may be hiding in plain sight Leslie Vinjamuri, US and Americas Program Chair at Chatham House, joins for a discuss on international relations topics, including India's election, the global reaction to Trump verdict, and the war in Israel Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Raghuram Rajan. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Krishna Memani, Lafayette College Chief Investment Officer-Sameer Samana, Wells Fargo Investment Institute Senior Global Market Strategist-Kelsey Berro, JPMorgan Executive Director, Fixed Income-Aditya Bhave, BofA Securities Senior US Economist Krishna Memani of Lafayette College and Sameer Samana of Wells Fargo discuss the state of economic growth in the US and look ahead to Friday's jobs report and next week's Fed decision. Kelsey Berro of JPMorgan and Aditya Bhave of BofA Securities discuss the state of inflation, the consumer and the treasury market.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 4th, 2024Featuring: Raghuram Rajan, Professor of Finance at Chicago Booth School of Business, on the economic prospects for India Kate Moore, Head of Thematic Strategy for BlackRock's Global Allocation Team, talks about broad equity sentiment, inflation, and the Fed Julie Norman, professor at University College-London, discusses the war in Israel and geopolitics Lindsay Rosner, Head: Multi-Sector Investing at Goldman Sachs Asset Management, discusses the delayed bond friendly environment and being an active manager in the current market environment Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Robert Teeter & Dennis Gartman. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Cameron Dawson, NewEdge Wealth Chief Investment Officer-Scott Kirby, United Airlines CEO-Anthony Capuano, Marriott International President and CEOCameron Dawson of NewEdge Wealth expects volatility on the horizon in the equity market and says any dips should be buyable as long as growth forecasts hold up. United Airlines CEO Scott Kirby shares his outlook on the summer travel season, saying the industry has moved past the worst of the issues related to aircraft supply. Marriott International CEO Anthony Capuano discusses the outlook for the hospitality sector, saying travel demand is normalizing in the US.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 3rd, 2024Featuring: Victoria Bills, Chief Investment Strategist at Banrion Capital Management, gives her stock picks and discusses cracks in the inflation story and what it means Derek Wallbank, Senior Editor with Bloomberg News, discusses this weekend's elections in India and its eco and geopolitical impact Tony Capuano, CEO at Marriott (NASDAQ: MAR), talks luxury travel, new deals for the company, and outlook for summer travel Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

-Lara Rhame, FS Investments Chief Economist-Subadra Rajappa, Société Générale Head of US Rates Strategy-Sam Stovall, CFRA Chief Investment Strategist-Ed Bastian, Delta Air Lines CEOLara Rhame of FS Investments and Subadra Rajappa of Société Générale react to April's core PCE deflator that met expectations and discuss how it impacts the treasury market and the Fed's June meeting. Sam Stovall of CFRA says the stock market has historically entered a 'summertime snooze' after Memorial Day, but this year could be different. Delta Air Lines CEO Ed Bastian joins Bloomberg's Guy Johnson in Dubai and talks travel demand, consumer spending and challenges facing the airline industry. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 31st, 2024Featuring: Neil Dutta, Head: US Economic Research at Partner at Renaissance Macro Research, reacts to PCE data with JPMorgan's Bob Michele Frances Donald, Manulife Investment Management Chief Economist, gives her take on PCE Nick Akerman, former Watergate assistant special prosecutor, on legal ramifications for Trump and whether he will go to prison Jason Furman, professor at Harvard University, on inflation and eco policy Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Nick Akerman & Neil Dutta. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Donald Trump was found guilty in the first criminal trial of a former US president in the nation’s history, a verdict that could reshape the political landscape five months before Election Day. Bloomberg TV and Radio hosts Joe Mathieu and Kailey Leinz offer instant analysis and perspective with key guests just as the verdict was announced. See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Barry Eichengreen & Wendy Schiller. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Robert Sockin, Citi Research Senior Global Economist-Michael Cloherty, UBS Head of US Rates Strategy-Wamsi Mohan, BofA Securities Senior IT Hardware Analyst-Lorenzo Simonelli, Baker Hughes CEORobert Sockin of Citi and Michael Cloherty of UBS react to US weekly jobless claims that exceeded estimates and discuss whether the Fed should reconsider its short-term interest rate target. Wamsi Mohan of BofA Securities explains why he raised his price target for Dell and how tech hardware companies are poised for success in the age of AI. Baker Hughes CEO Lorenzo Simonelli discusses what's next for the energy sector as new data from the EIA shows the US leading global oil production for the sixth straight year. See omnystudio.com/listener for privacy information.

Description:Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 30th, 2024Featuring: Drew Matus, Chief Market Strategist at MetLife, discusses his outlook for the US and the Fed and his "three favorite canaries" Gregory Daco, Chief Economist at EY Parthenon, previews tomorrow's PCE data, breaks down jobless claims, and looks ahead to other key upcoming inflation data Aoifinn Devitt, Chief Global Strategist at Moneta Group, on market sentiment and the "antifragile" era in this market Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceZ See omnystudio.com/listener for privacy information.

Is cryptocurrency the next logical evolution of the monetary system? To explore whether we’re at an inflection point, we’ll look back at moments in the history of money when how we paid for things and stored value long-term changed for the better. This episode is sponsored by Coinbase.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Amanda Lynam & Jim K. Glassman. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Victoria Fernandez, Crossmark Global Investments Chief Market Strategist-Neil Dutta, Renaissance Macro Head of US Economic Research-Tony Rodriguez, Nuveen Asset Management Head of Fixed Income Strategy -Tom Steyer, Galvanize Climate Solutions Co-Founder Crossmark's Victoria Fernandez advises a 'cautious approach' for US investing as earnings growth has largely consolidated within mega-cap tech stocks. Neil Dutta of Renaissance Macro and Tony Rodriguez of Nuveen discuss what's next for the Fed, the labor market and inflation. Former Democratic Presidential candidate and co-founder of Galvanize Climate Solutions Tom Steyer talks about his new book, "Cheaper, Faster, Better: How We’ll Win the Climate War."See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 29th, 2024Featuring: Paul Ciana, Head of FICC Technical Strategy Research at Bank of America Securities, on buying the dip Amanda Lynam, Head of Macro Credit Research at BlackRock, talks about her weekly credit note on the bifurcated US consumer Tom Steyer, co-executive chair and co-founder at Galvanize Climate Solutions, discusses his new book and US climate policy Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceZ See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Amanda Agati & Mike Green. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Lori Calvasina, RBC Capital Markets Head of US Equity Strategy-Pooja Sriram, Barclays VP, US Economics Research-Deborah Cunningham, Federated Hermes Chief Investment Officer, Global Liquidity Markets-Steven Pagliuca, Bain Capital Private Equity Senior Advisor + PagsGroup Chair, CEO and Founder, Boston Celtics and Atalanta BC co-owner RBC's Lori Calvasina says investors are facing 'a lot of fog' around what the next year brings for markets. Pooja Sriram of Barclays and Deborah Cunningham of Federated Hermes share their outlooks for the Federal Reserve, inflation and whether current policy is restrictive. Boston Celtics and Atalanta BC co-owner Steven Pagliuca discusses how he's built success across two storied franchises as Atalanta celebrates its Europa League title and the Celtics return to the NBA Finals.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 28th, 2024Featuring: Liz Young, Chief Investment Strategist at SoFi, talks about market volatility and Dollar stability Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, on the iPhone shipments increase in China Terry Haines, founder at Pangaea Policy, discusses the political fallout from the Trump trial, the latest news on Israel, and other DC headlines Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceZ See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Robbert van Batenburg & Skylar Montgomery Koning. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Jay Pelosky, TPW Advisory Principal & Founder-Kathy Bostjancic, Nationwide Mutual Insurance Chief Economist-Alberto Gallo, Andromeda Capital Management CIO-Patrick De Haan, GasBuddy Analyst Jay Pelosky of TPW Advisory overviews his global investment outlook, saying every company and government in the world will have to join the AI race. Kathy Bostjancic of Nationwide and Alberto Gallo of Andromeda discuss what's next for inflation, fiscal stimulus and the Fed's path to cut rates. Patrick De Haan of GasBuddy breaks down gas prices and his expectations for summer travel ahead of the year's busiest weekend on US highways.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 24th, 2024Featuring: Skylar Montgomery Koning, Director of Macro Strategy at Lombard Street Research, discusses her note on the near term vulnerability of the dollar Axel Merk, CIO and co-founder at Merk Investments, on the continued bull case for gold Luis Costa, Global Head of EM Sovereign Debt Strategy at Citi, talks global debt markets and Turkey's potential "Renaissance Moment" Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceZ See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Sebastien Page & Gene Munster. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Sarah Hunt, Alpine Saxon Woods Chief Market Strategist-Holger Schmieding, Berenberg Chief Economist-Dana Peterson, The Conference Board Chief Economist-Matthew Diczok, Bank of America Head of Fixed Income StrategySarah Hunt of Alpine Saxon Woods discusses Nvidia's impact on the equity market, saying mega-cap stocks are insulated from the effects of higher rates and that the market would struggle without the impacts of AI. Berenberg's Holger Schmieding overviews the Fed and ECB's diverging paths forward and his expectations for global trade after the US presidential election. Matthew Diczok of Bank of America and Dana Peterson of The Conference Board react to falling weekly jobless claims numbers and how higher rates are impacting the economy.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 23rd, 2024Featuring: Gene Munster, Managing Partner at Deepwater Asset Management, breaks down Nvidia earnings Amy Wu Silverman, Head of Derivatives Strategy at RBC, discusses markets and the Nvidia catalyst Wendy Schiller, professor at Brown University, on the 2024 election, Nikki Haley's Trump endorsement, and other DC headlines Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceZ See omnystudio.com/listener for privacy information.

-Erin Browne, PIMCO Multi-Asset Strategies Portfolio Manager-Jay Bryson, Wells Fargo Chief Economist-Adam Posen, Peterson Institute for International Economics President-Jennifer Flitton, Invesco Head of US Government AffairsPIMCO's Erin Browne looks ahead to Nvidia earnings due after today's closing bell, saying if the stock underperforms, 'the whole market's going down'. Jay Bryson of Wells Fargo and Adam Posen of the Peterson Institute discuss the state of the consumer, the election, and what will shape the Fed's path forward. Invesco's Jennifer Flitton reacts to the latest Bloomberg/Morning Consult poll that shows President Biden closing in on Trump's lead in swing states. See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with David Malpass and Ed Ludlow Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 22nd, 2024Featuring: Seema Shah, Chief Global Strategist at Principal Asset Management, discusses her global macro outlook and US exceptionalism David Malpass, former President at the World Bank, talks about the US and global economies as well as government debt Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, talks markets and the pace of rate cuts Laura Davison, Deputy US Politics Team Lead with Bloomberg News, breaks down the latest Bloomberg poll on the 2024 election Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceZ See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Elizabeth Economy & Vishal Khanduja. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Mike Wilson, Morgan Stanley Chief Investment Officer-Matthew Luzzetti, Deutsche Bank Chief US Economist-Luke Hickmore, abrdn Investment Director-Chuck Grom, Gordon Haskett Sr. Retail Analyst Morgan Stanley's Mike Wilson talks through his new S&P 500 target and why the bond market may be the biggest risk to stocks. Deutsche Bank's Matt Luzzetti and Luke Hickmore of abrdn discuss whether recent economic data points to an overall weakening in the US. Chuck Grom of Gordon Haskett breaks down retail earnings from Macy's and Lowe's.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 21st, 2024Featuring: Jurrien Timmer, Director: Global Macro at Fidelity Management & Research, on his weekly asset allocation review and chart analysis Dan Ives, Senior Equity Analyst at Wedbush Securities, previews Nvidia earnings and makes his big tech bull case Elizabeth Economy, Hargrove Senior Fellow at Stanford University's Hoover Institute, talks about China's global ambitions, China's relationship with Russia and the US, and the future of Taiwan Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceZ See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with George Saravelos and Tracie McMillion Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Stuart Kaiser, Citi Head of Equity Trading Strategy -Michael O'Leary, Ryanair CEO -Stephanie Roth, Wolfe Research Chief Economist -Mark McCormick, TD Securities Global Head: FX and EM Strategy Stuart Kaiser of Citi says markets are trying to run with the Fed's bias toward cutting interest rates. Ryanair CEO Michael O'Leary says he's seeing the situation around Boeing improving in 'baby steps' and overviews his expectations for the summer travel season. Stephanie Roth of Wolfe Research and TD's Mark McCormick share their views on whether we're seeing a 'cracking' or a 'normalization' in inflation and what it means for the Fed and the currency exchange market. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 20th, 2024Featuring: James Lord, Global Head of FX and EM Strategy at Morgan Stanley Tracie McMillion, Global Head of Asset Allocation Strategy at Wells Fargo George Saravelos, Global Co-Head of FX Research at Deutsche Bank Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceZ See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Lindsey Piegza & Tony Crescenzi. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Mohamed El-Erian, Queens' College, Cambridge President & Bloomberg Opinion-Katy Kaminski, AlphaSimplex Chief Research Strategist-Gilles Moec, AXA Investment Managers Chief EconomistMohamed El-Erian of Queens' College, Cambridge says a softening in the labor market will lead to an economic slowdown 'really quickly', and that the Fed's 2% inflation target is 'totally arbitrary.' Katy Kaminski of AlphaSimplex says treasuries no longer serve as risk-off assets during high-inflationary environments. Gilles Moec of AXA Group overviews the diverging path forward on interest rates between the ECB and the Fed, saying a June cut risks undershooting the ECB's 2% inflation target. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 17th, 2024Featuring: Tony Crescenzi, Executive VP at PIMCO, on the bond market and trying not to time peak yields Lindsey Piegza, Chief Economist at Stifel, discusses her call for rate hikes and if this week's data changed her calculations Lucas Shaw, Reporter with Bloomberg News, talks about media and Hollywood topics from his Screentime newsletter and the latest on Paramount Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceZ See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Jamie Dimon & Constance Hunter. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Jamie Dimon, JPMorgan Chase Chairman & CEO-Mona Mahajan, Edward Jones Senior Investment Strategist-Michael Collins, PGIM Fixed Income Executive Portfolio AdvisorJPMorgan Chairman Jamie Dimon joins Bloomberg's Francine Lacqua in Paris for a wide-ranging conversation on inflation, the equity market and geopolitics. Mona Mahajan of Edward Jones expects 'more balance' on earnings throughout the year, saying Fed rate cuts will create 'a good environment for a broadening of participation.' PGIM's Michael Collins says 'we've had the big boom' in nominal GDP, real growth and interest rates, saying treasury note values above 4.5% is the 'buy zone' for adding duration.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 16th, 2024Featuring: Constance Hunter, Senior Advisor at MacroPolicy Perspectives, on her case for continued growth and the timing of rate cuts Paul Sankey, Lead Analyst at Sankey Research, on the OPEC+ June 1st meeting and the outlook for energy Lakshman Achuthan, co-founder at ECRI, on a global growth upturn, but why it's a double-edged sword Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceZ See omnystudio.com/listener for privacy information.

Jamie Dimon said significant price pressures are still influencing the US economy and may mean interest rates will be higher for longer than many investors are expecting.“A lot of inflationary forces are in front of us,” the JPMorgan Chase & Co. chief executive officer said in an interview with Bloomberg's Francine Lacqua Dimon cited costs linked to the green economy, re-militarization, infrastructure spending and large fiscal deficits. Still, geopolitics could be the determining factor in steering the economy next year, he said. Dimon has been warning for months that inflation could be stickier than many investors are predicting, and wrote in his annual letter to shareholders that his bank is prepared for interest rates ranging from 2% to 8% “or even more.”See omnystudio.com/listener for privacy information.

We’re taking The Big Take to Asia. Each week, Bloomberg’s Oanh Ha tells a story from the home of the world's most dynamic economies - and the markets, tycoons and businesses that drive the ever-shifting region. See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Paul Donovan & Meghan Graper. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-David Kelly, JPMorgan Chief Global Strategist-Tom Porcelli, PGIM Fixed Income Chief US Economist-Kevin McCarthy, Fmr. House SpeakerJPMorgan's David Kelly and PGIM's Tom Porcelli react to the April CPI print and retail sales data, agreeing that the cooling inflation gives the Fed flexibility on their path forward with interest rates. Former House Speaker Kevin McCarthy discusses the Biden administration, Donald Trump's campaign, and US foreign policy. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 17th, 2024Featuring: Ed Yardeni, founder of Yardeni Research, reacts to today's CPI reading Dana Telsey, Chief Research Officer at Telsey Advisory Group, reacts to retail sales data Bailey Lipschultz, reporter with Bloomberg News, discusses the meme stock mania Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceZ See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Jeff Currie & Julian Emanuel. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Brian Levitt, Invesco Global Market Strategist-Gary Cohn, IBM Vice Chair, former NEC Director, former Goldman Sachs Group President-Jeff Currie, Carlyle Chief Strategy Officer: Energy PathwaysBrian Levitt of Invesco says markets can continue to perform strongly while the Fed holds off on cutting interest rates. IBM's Gary Cohn says companies are increasingly focusing on operating efficiently because 'there are a lot of price constraints in the system.' Jeff Currie of The Carlyle Group shares why copper has become 'the highest conviction trade' he's ever seen. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 14th, 2024Featuring: Jeff Currie, Chief Strategy Officer of Energy Pathways at The Carlyle Group, gives his energy and commodity calls, ranging from oil, to copper, to gold Adam Posen, President of the Peterson Institute for International Economics, on this week's eco data, including PPI today, and outlook for inflation in the US and globally Arkansas Congressman French Hill on the latest Washington DC headlines, including tariffs, crypto, and the Biden-Trump 2024 election Julian Emanuel, Senior Managing Director Equity, Derivatives, and Quant Strategy at Evercore ISI, reacts to PPI and talks small caps and a potential looming recession Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceZ See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with John Ryding & Amanda Lynam Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Peter Tchir, Academy Securities Head of Macro Strategy -Lynn Martin, NYSE President -Torsten Slok, Apollo Chief Economist Peter Tchir of Academy Securities says the 'US exceptionalism' narrative has overstayed its welcome, believing the 'data started turning a couple of months ago.' NYSE President Lynn Martin discusses recent surveys of market participants about potential round-the-clock stock trading. Apollo's Torsten Slok overviews a busy week in economic data, maintaining his call that the Fed won't cut rates in 2024. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 13th, 2024Featuring: Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets Chris Verrone, Strategas Research Partners Head of Technical & Macro Research Jason Rekate, Head of Corporate Banking at Citi Lisa Mateo looks at the Front Pages of the World's newspapers Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceZ See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Jim Bianco and Craig Sterling. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Anastasia Amoroso, iCapital Chief Investment Strategist-Neil Dutta, Renaissance Macro Head of US Economic Research-Oliver Chen, TD Cowen Senior Equity Research AnalystAnastasia Amoroso of iCapital says the US has entered the 'last mile' of disinflation, and believes Fed rate cuts are still on the table this year. Neil Dutta of Renaissance Macro expects a 'more balanced mix' of economic growth going forward and agrees the case for rate cuts is 'still quite strong.' TD Cowen's Oliver Chen looks ahead to a busy week of retail earnings, and says consumers are becoming increasingly price-conscious. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 10th, 2024Featuring: Derek Halpenny, Head of Research, Global Markets EMEA & International Securities at MUFG Bank, discusses his global FX outlook and the UK exiting recession today Dan Ives, Senior Equity Analyst at Wedbush Securities, talks about Apple's AI play David Mericle, Chief US economist in Global Investment Research at Goldman Sachs, talks about the US economic environment and outlook for a recession Ellen Wald, Senior Fellow at the Atlantic Council Global Energy Center, on energy markets and whether oil prices are set to head down Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceZ See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Matt Hornbach and Wendy Schiller. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Eric Freedman, US Bank Asset Management Chief Investment Officer-David Lebovitz, JP Morgan Asset Management Global Strategist, Multi-Asset Solutions-David Malpass, Fmr. Under Secretary of the US Treasury for International Affairs & Fmr. President of the World BankUS Bank's Eric Freedman says the 'punishing' equity market favors the equal-weight S&P 500 index and brings risks to small-cap stocks. David Lebovitz of JP Morgan says 'the overall direction of the labor market and the wage data is supportive of some easing later this year.' Former World Bank President and Treasury Department official David Malpass believes the next US president faces a 'perfect storm' of economic issues, saying 'uncertainty is what's prevailing' in the economy.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 9th, 2024Featuring: Scott Chronert, Citi Research Head of US Equity Strategy, talks about the outlook for a US recession and rate cutes Sarah House, Senior Economist at Wells Fargo, previews CPI and discusses recent Fed speak Wendy Schiller, Professor at Brown University, breaks down the latest DC headlines and the Israel-Hamas war Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceZ See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Rich Clarida and Kona Haque. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Tracie McMillion, Wells Fargo Head of Global Asset Allocation Strategy-Janet Henry, HSBC Global Chief Economist-Mandy Xu, CBOE Vice President & Global Markets Head of Derivatives Market IntelligenceTracie McMillion of Wells Fargo says waning consumer confidence could soon impact companies' pricing power. HSBC's Janet Henry says the Fed is likely to either cut in September or December, given the 'unusual' nature of an election month rate cut. Mandy Xu of CBOE outlines how markets are pricing-in election-related volatility through the rest of the year.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 8th, 2024Featuring: Emily Roland, co-chief Investment Strategist at John Hancock Investment Management, on earnings and outlook for US markets, and whether the US is facing a hard landing Rich Clarida, Global Economic Advisor at PIMCO, on the labor situation in the US and whether unemployment is ready to pop and what the inflation trend could look like in the US in the coming months Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, on a slew of tech news, including Apple iPhone sales in China, US revoking Intel/Qualcomm licenses to sell chips to Huawei, and the latest on TikTok Mick Mulroy, co-founder of the Lobo Institute and former US Deputy Assistant Secretary of Defense for the Middle East, on the latest developments in the Israel-Hamas war Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceZ See omnystudio.com/listener for privacy information.

-Steve Eisman, Neuberger Berman Senior Portfolio Manager-Mark Zandi, Moody's Analytics Chief Economist-Hugh Johnston, Disney CFO Neuberger Berman's Steve Eisman says he's not overly concerned about the US deficit or the timing of when the Fed cuts rates. Mark Zandi of Moody's Analytics shares a differing take on the deficit and says everything is pointing green for the Fed to start cutting.' Disney CFO Hugh Johnston discusses Disney's mixed second-quarter report and overviews the company's outlook on their streaming and parks divisions.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 7th, 2024Featuring: Ken Leon, Director of Equity Research at CFRA, talks about Disney earnings Steve Eisman, Neuberger Berman Senior Portfolio Manager, discusses the outlook for Fed rate cuts in 2024 and whether the US could enter recession in the second half of 2024 Frances Donald, Chief Economist at Manulife Investment Management, talks about concerns of a hard landing or major uptick in unemployment amid higher for longer rates Bloomberg's John Tucker with Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceZ See omnystudio.com/listener for privacy information.

-Peter Tchir, Academy Securities Head of Macro Strategy-Veronica Clark, Citi Research US Economist-Ken Leon, CFRA Director of Equity ResearchPeter Tchir of Academy Securities says the perception of US exceptionalism is an 'old story that we're clinging on to.' Citi's Veronica Clark discusses the Fed's path forward on interest rates following soft April jobs numbers. Ken Leon of CFRA explains his firm's downgrade of Live Nation to "hold."See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 6th, 2024Featuring: Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, on why life's been good for large caps and the bifurcated market Jackie Bowie, Managing Partner at Chatham, discusses the outlook for Euro economies and stagflation across global markets outside the US Aoifinn Devitt, CIO at Moneta, on how bullish traders should be on equities heading into the summer Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceZ See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Mark Zandi, Claudia Sahm, and Jurrien Timmer. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Mohamed El-Erian, Queens' College, Cambridge & Bloomberg Opinion-Jeff Rosenberg, BlackRock Senior Portfolio Manager-Pierre Ferragu, New Street Research Tech Infrastructure Head Mohamed El-Erian of Queens' College, Cambridge and BlackRock's Jeff Rosenberg react to April’s weaker-than-expected nonfarm-payrolls print. Pierre Ferragu of New Street Research breaks down Apple's stronger-than-expected first quarter earnings.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 3rd, 2024Featuring: Jurrien Timmer, Director of Global Macro at Fidelity, bring us into the 830a jobs numbers and offers his reaction Mark Zandi, Chief Economist at Moody's Analytics, breaks down jobs numbers Claudia Sahm, Chief Economist at New Century Advisors and Bloomberg Opinion contributor, offers her perspective on this week's jobs figures and the US labor market Bloomberg's John Tucker with Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Anna Wong & Linda Duessel. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Andrew Hollenhorst, Citi Chief US Economist-Savita Subramanian, Bank of America Head of US Equity & Quantitative Strategy-Stephane Bancel, Moderna CEOCiti's Andrew Hollenhorst reacts to the Fed's decision to hold interest rates, saying inflation data will give the Fed the opportunity to cut rates this year. BofA's Savita Subramanian says the US will achieve a soft landing where the market adapts to higher rates. Moderna CEO Stephane Bancel reacts to better-than-expected first quarter earnings and discusses the company's upcoming RSV vaccine.See omnystudio.com/listener for privacy information.

 Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 2nd, 2024Featuring: Jonathan Pingle, UBS Securities Chief Economist, talks about the Fed, Jay Powell, and where we stand with rate cuts after Powell's presser yesterday Steve Englander, Global head of G10 FX Research and of North America Strategy for Standard Chartered Bank, on the Fed reducing its hiking tail risk Michael Feroli, Chief US Economist at JPMorgan, reacts to Jay Powell and discusses the outlook for a US recession Bloomberg's John Tucker with his Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceZ See omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision. See omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Stuart Kaiser and Bryan Whalen. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Tony DeSpirito, BlackRock Global CIO of Fundamental Equities-Earl Davis, BMO Global Asset Management Head of Fixed Income & Money Markets-Jonathan Pingle, UBS Chief US Economist BlackRock's Tony DeSpirito sees 'an opportunity for stock pickers' ahead with earnings estimates normalizing between mega-cap stocks and the rest of the market. BMO's Earl Davis says US 10-yr yields could retest 5% and previews the Fed decision's impact on the treasury market. Jonathan Pingle of UBS reacts to stronger-than-expected ADP labor market data for April and looks ahead to the Fed's rate decision.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 1st, 2024Featuring: Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas at BlackRock, on ways to play the Fed soft landing and unclear geopolitical outlook Stuart Kaiser, Head of US Equity Trading Strategy at Citi, on the data spooking markets pre-FOMC Brian Wieser, Principal at Madison & Walls, on Amazon earnings and can also discuss Paramount Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceZ See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Rebecca Patterson and Anurag Rana. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Ronald Temple, Lazard Chief Market Strategist-Robert Sockin, Citi Research Director-Amanda Lynam, BlackRock Head of Macro Credit ResearchLazard's Ronald Temple says earnings breadth across the S&P 500 can improve 'if the customers get a return on investment' from big spending on AI. Citi's Robert Sockin reacts to the employment cost index's biggest acceleration in a year, saying the data is 'something akin to a really bad dream' for the Fed. BlackRock's Amanda Lynam says that 'it's a great opportunity to deploy in an all-in yield basis' in the credit market.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney | April 30th, 2024Featuring: Rebecca Patterson, former Chief Investment Strategist at Bridgewater, discusses the beginning of the current FOMC meetings and can comment on the yen's latest move George Goncalves, Head of US Macro Strategy at MUFG Securities, discusses the outlook for rates and a strong dollar and whether we'll see a rate cut this year Laura Davison, US Politics Team Lead with Bloomberg News, on campus protests, Biden-Trump, and other political headlines Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Dan Ives and Tina Fordham. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Lori Calvasina, Head of US Equity Strategy, RBC Capital Markets-Mark McCormick, Global Head of FX Strategy, TD Securities-Sonal Desai, Fixed Income CIO, Franklin TempletonLori Calvasina of RBC Capital Markets reacts to big swings in mega-cap tech stock prices, saying "growth investors get angsty." Mark McCormick of TD Securities discusses the historic moves in the Japanese Yen, saying the BOJ will be forced to tighten policy more than what's currently priced-in. Sonal Desai of Franklin Templeton previews Wednesday's Fed decision and shares her outlook on the bond market, saying the long end of the yield curve will move higher over time. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 29th, 2024Featuring: Steven Major, Global Head of Fixed Income Research at HSBC, on this morning's bond note and outlook for the bond market James Lord, Global Head of FX and EM Strategy with Morgan Stanley, on king dollar and the latest yen moves Tina Fordham, Founder & Geopolitical Strategist at Fordham Global Foresight, on brokering a potential ceasefire between Israel and Hamas, an invasion of Rafah, and other geopolitical pressures that investors are following Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Francois Trahan and Jane Foley with a special appearance from Nick Colas. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Emily Roland, John Hancock Investment Management Co-Chief Investment StrategistBruce Kasman, JP Morgan Chief EconomistJon Lieber, Eurasia Group Managing Director, United StatesJohn Hancock's Emily Roland says she's considering 'looking around a little bit' from the 'marriage' with mega-cap tech stocks and into higher-value areas of the market. JP Morgan's Bruce Kasman reacts to the March core PCE deflator and outlines his two scenarios for how the data impacts the Fed's path forward. Jon Lieber of Eurasia Group breaks down Secretary of State Antony Blinken's visit to China and what the trip means for both countries.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 26th, 2024Featuring: Neil Dutta, Partner at Renaissance Macro Research, reacts to PCE, yesterday's GDP, and outlook for rate cuts Cam Dawson, CIO at NewEdge Wealth, on how markets are pricing in today's PCE deflator Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to break down yesterday's slew of tech earnings, including Microsoft, Alphabet, Intel, and Snap Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Ben Laidler & Anna Wong. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Christopher Harvey, Wells Fargo Securities Head of Equity Strategy-Blerina Uruci, T. Rowe Price Chief US Economist -Michael Hirson, 22V Research China Research HeadWells Fargo's Christopher Harvey details the reasons behind the bank's bullish 5,535 year-end S&P 500 price target. T. Rowe Price's Blerina Uruci reacts to weaker-than-expected 1Q US GDP data and fewer-than-estimated jobless claims, saying 'the economy continues to expand at a solid pace.' Michael Hirson of 22V Research discusses the politics surrounding Secretary Blinken's visit to China.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney April 25th, 2024Featuring: Jim Caron, Co-CIO of the Portfolio Solutions Group at Morgan Stanley Investment Management, on duration and hedging an equity selloff as well as the GDP release Constance Hunter, Senior Advisor at MacroPolicy Perspectives, on US GDP, tomorrow's PCE data, and sustainable economic growth in the US John Stolzfus, Managing Director and Chief Investment Strategist at Oppenheimer, on market reactions and path for interest rate cuts by the Fed Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Lindsey Piegza & Todd Jablonski. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Kate Moore, BlackRock Global Allocation Team Head of Thematic Strategy -Tiffany Wilding, PIMCO Managing Director-Henrietta Treyz, Veda Partners Director of Economic Policy Research BlackRock's Kate Moore says the week ahead for Big Tech earnings is the chance for large-cap stocks to answer critical questions about the equity market. PIMCO's Tiffany Wilding looks ahead to key GDP and inflation data, saying the 'hot' US economy isn't consistent with inflationary pressures moderating. Henrietta Treyz of Veda Partners says Congress' new aid package for Ukraine, Israel and Taiwan is a case of Congress members 'wanting to be on the right side of history.'See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 30th, 2024Featuring: Dan Ives, Senior Equity Analyst at Wedbush Securities, breaks down Tesla earnings Lindsey Piegza, Stifel Chief Economist, on ongoing consumer strength but signs of an economic slowdown Anurag Rana and Mandeep Singh, Senior Tech Analysts at Bloomberg Intelligence, join to preview Meta earnings out today, and Microsoft and Alphabet earnings out tomorrow Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Thierry Wizman and Michael Darda. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Matt Luzzetti, Deutsche Bank Chief US Economist & Head of US Economic Research-Mike Wilson, Morgan Stanley CIO & Chief US Equity Strategist-Vijay Rakesh, Mizuho Securities Managing Director & Senior Semiconductor AnalystDeutsche Bank Chief US Economist Matt Luzzetti says the Fed is primed for a mid-cycle adjustment, with 'no reason to guide towards a full cutting cycle.' Morgan Stanley CIO Mike Wilson says 'rates are too high for the majority of the economy' and advises against small-cap stocks. Vijay Rakesh of Mizuho Securities previews Tesla earnings as the Magnificent 7 stocks' earning cycle gets underway.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 23rd, 2024Featuring: Stephen Stanley, Chief Economist at Santander, on recent inflation data and what the Fed is watching this week Thierry Wizman, Director: Global Currencies & Interest Rate Strategist at Macquarie Futures, on FX weakness and volatility and what the bond market is signaling about the US economic outlook Ian Whittaker, Managing Director and Owner at Liberty Sky Advisors, on streaming wars, Meta earnings, and tech regulation Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Bob Michele and Liz Young Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

 -Michael O'Rourke, JonesTrading Chief Market Strategist-Tasnim Ghiawadwala, Citibank Global Head of Commercial Banking-Nadia Calvino, European Investment Bank PresidentJonesTrading's Michael O'Rourke discusses why he's bearish on equities and recommends buying US treasuries. Citibank's Tasnim Ghiawadwala says client balance sheets are strong despite a 'very tough' environment. EIB President Nadia Calvino discusses the bank's new round of aid to Ukraine and the importance of developing Europe's defense sector. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 22, 2024Featuring: Bob Michele, CIO and Head: GFICC at JP Morgan Investment Management, on a US soft landing and expectations for the Fed Liz Young, Head of Investment Strategy at SoFI, on equity outlook amid recent varying market headwinds and if we're heading for a correction Eric Balchunas, ETF Analyst with Bloomberg Intelligence, on his latest ETF research note Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

-Katherine Tai, US Trade Representative-Adam Posen, President, Peterson Institute for International Economics-Ana Botin, Chair, Banco Santander US Trade Representative Katherine Tai says the "China shock" driven by the scale of the Chinese economy will depress prices worldwide and 'infect the global economy'. Peterson Institute President Adam Posen says the US' 'open-ended fiscal problems' are adding to global uncertainties about US fiscal and trade policy. Banco Santander Chair Ana Botin says low unemployment rates suggest a 'super soft landing so far.'See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Lakshman Achuthan and Anastasia Amoroso. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 26th, 2024Featuring: Anastasia Amoroso, Chief Investment Strategist at iCapital, on buying the dip and cleaner market techinicals Lakshman Achuthan, COO and co-founder at ECRI, on warnings signs of a possible recession and what ECRI's Leading Economic Index is signaling Christyan Malek, Global Head of Energy Strategy and Head of EMEA Oil & Gas at JPMorgan, on oil impact of Israel-Iran tensions and other energy headlines Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Amy Wu Silverman and Anurag Rana. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

 -Tim Adams, IIF President-Jonathan Pingle, Chief US Economist, UBS-Klaas Knot, Dutch Central Bank President & European Central Bank Governing Council MemberIIF President Tim Adams says geopolitical uncertainties, including the US presidential election, are overwhelming global economic calculations. UBS Chief US Economist Jonathan Pingle says the 'extraordinary pace of growth' in the US may lead the Fed to raise interest rates, but still expects two cuts this year. Dutch Central Bank President Klaas Knot says the ECB is 'confident that the overall picture is one of disinflation.'  See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 18th, 2024Featuring: Amanda Lynam, Head of Macro Credit Research at Blackrock, on the bond market and global credit outlook Amy Wu Silverman, Managing Director and Head of Derivatives Strategy for RBC Capital Markets, on "skew" in the market Chris Ailman, CIO at CalSTRS, on a potential soft landing for the US and equity market outlook Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceEric Mollo See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Ed Hyman and Paul Donovan. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Alicia Levine, BNY Mellon Head of Investment Strategy-Admiral James Stavridis, The Carlyle Group Vice Chairman, Global Affairs-Aakash Doshi, Citi North America Head of Commodities Research BNY Mellon's Alicia Levine says the state of inflation and economic growth signifies a 'new normal' for the US economy. Former NATO Supreme Allied Commander James Stavridis says Israel will respond to Iran's missile and drone attack in a 'measured way'. Citi's Aakash Doshi discusses the rally in gold and why he sees a price target of $3,000/oz in the near future.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 17th, 2024Featuring: Ed Hyman, Chairman at Evercore ISI, on risks for the economy if the Fed continues to stay higher for longer with rates Sebastien Page, Head of Global Multi-Asset and Chair of the Asset Allocation Steering Committee at T. Rowe Price, on inflation hedges and why he thinks it's a strange time to cut Michael Nathanson, Senior Research Analyst at MoffettNathanson, on his recent note with Craig Moffett on his recent note on the epic Disney-Comcast battle Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Sri Kumar and Gene Munster. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-David Hunt, PGIM CEO-Torsten Slok, Apollo Partner and Chief Economist-Mohamed El-Erian, Queens' College, Cambridge President & Bloomberg Opinion columnistPGIM CEO David Hunt says 'bonds are back' and predicts inflation will remain higher-for-longer. Apollo Chief Economist Torsten Slok says Fed Chair Powell's December pivot has markets riding a 'sugar high' driving accelerations in inflation. Mohamed El-Erian, Queens' College, Cambridge President, says the theme of US exceptionalism could be threatened by higher oil prices or a 'Fed that's too tight.' See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 16th, 2024Featuring: Ken Leon, Research Director at CFRA Research, wraps bank earnings Gene Munster, Managing Partner at Deepwater Asset Management, on a recent iPhone sales slowdown, Tesla job cuts, and other headlines Tony Crescenzi, Executive Vice President at PIMCO, on market outlook and risks of geopolitical conflict to markets Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with James Stavridis and Ian Bremmer. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-John Williams, New York Fed President-John Kirby, National Security Council Coordinator-Tom Michaud, KBW CEONew York Fed President John Williams says he still expects interest rate cuts this year if inflation continues to come down. National Security Advisor John Kirby says further sanctions against Iran are 'certainly not off the table.' KBW CEO Tom Michaud reacts to strong Q1 earnings from Goldman Sachs, saying 'there is a rebound that's happening in investment banking.' See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 15th, 2024Featuring: Sarah Hunt, Chief Markets Strategist at Alpine Woods Capital Investors, on equity outlook after last week's inflation data Ian Bremmer, President at Eurasia Group, on the conflict in Israel and potential for further US involvement Admiral James Stavridis on American support for Israel and Ukraine and how it looks to fend off Iran, Russia, and other global proxies Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Chris Whalen and Chuck Clough. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

 Bloomberg Surveillance TV: April 12, 2024-Ken Leon, Director of Equity Research, CFRA-Neil Dutta, Head of US Economic Research, Renaissance Macro Research-Jill Carey Hall, Head of US Small and Mid-Cap Strategy, BofA Global ResearchKen Leon, Director of Equity Research at CFRA, reacts to earnings from JPMorgan, Citi and Wells Fargo, saying there are 'opportunities for these banks to surprise on the upside'. Neil Dutta of Renaissance Macro says rate cuts are still on the table for the Fed this year despite hotter-than-expected data so far. BofA's Jill Carey Hall says the outlook for small-cap stocks depends heavily on the Fed's next move. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney April 12th, 2024Featuring: David Blanchflower, labor economist and economics professor with Dartmouth, on labor outlook in the US and eco policy as well as potential for a recession in the US Leland Miller, CEO at China Beige Book, on latest China Beige Book new Q1 results, where 2024 growth is headed, & whether the China EV overcapacity thesis is real Susan Collins, president of the Boston Federal Reserve, speaks with Bloomberg's Michael McKee Chris Whalen, founder at Whalen Global Advisors, on bank earnings and bank industry/eco risks Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Dennis Gartman and Ian Lyngen, and a special appearance from Frances Donald. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-George Goncalves, Head of US Macro Strategy, MUFG-Robert Sockin, Director & Global Chief Economist, Citi-Governor Wes Moore, (D) Maryland George Goncalves of MUFG says the 'macro trio' of the US 10-year bond, the dollar and crude oil are 'going to dictate what happens going forward.' Citi's Robert Sockin reacts to March PPI data and jobless claims, saying 'there's enough signs of softness in the labor market' to support the Fed cutting rates in June. Maryland Governor Wes Moore says the state intends to 'use every lever' available to restore the Baltimore port after the Key Bridge collapse.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney April 11th, 2024Featuring: Frances Donald, Chief Economist at Manulife, on PPI and this week's inflation data, and Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets, also joins on this week's inflation data Dennis Gartman, Chairman of the University of Akron Endowment and former publisher of the Gartman letter, on CPI reaction, a bearish take on equities, and gold Marcus Ashworth, Bloomberg Opinion columnist, on the ECB decision Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.