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 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.