Bloomberg Surveillance

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.