Bloomberg Surveillance

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.- Katrina Dudley, Franklin Templeton Public Markets Senior Investment Strategist- Dirk Willer, Citi Global Head: Macro Asset Allocation- Claudia Sahm, New Century Advisors Chief EconomistKatrina Dudley of Franklin Templeton says technology stock earnings are really positive. Dirk Willer of Citi says there is concern "a Trump Administration would mean more inflation." Claudia Sahm of New Century Advisors believes, "We are in a trend place that is much better than frankly we went into the pandemic with."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 30th, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)Featuring: Nick Colas, co-founder at DataTrek Research, discusses the great bond freak out, markets pricing in the Trump-Harris race, and whether Europe can get its mojo back Mandeep Singh, Senior Tech Analyst for Bloomberg Intelligence, on Alphabet and other tech earnings Lindsay Newman, geopolitical risk expert and columnist at GZero Media, on the 2024 presidential race and the "sliding doors" moment for the world Randy Schwimmer, Vice Chairman of Investor Solutions Group at Churchill Asset Management, on the velocity in private credit and why it's "adapt or die" time for credit managers See omnystudio.com/listener for privacy information.

Google parent Alphabet reported third-quarter sales that climbed more than analysts expected, helped by the growth of its cloud computing business. For instant reaction and analysis, hosts Carol Massar and Tim Stenovec spoke with Bloomberg Intelligence senior tech industry analyst Mandeep Singh and Bloomberg Technology co-host Caroline Hyde. See omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.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, Anurag Rana, & Katy Kaminski. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.- Jon Lieber, Eurasia Group Managing Director- Jessica Taylor, The Cook Political Report Senate and Governors Editor- Lisa Shalett, Morgan Stanley Wealth Management Chief Investment OfficerJon Lieber of Eurasia Group says views on both Donald Trump and Kamala Harris are "baked in." Jessica Taylor of The Cook Political Report believes, "As the presidential race goes, probably the senate races go." Lisa Shalett of Morgan Stanley says the possibility of an "inflation boomerang" this year is 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 29th, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)Featuring: Stephanie Roth, Chief Economist at Wolfe Research, gives a preview of Friday's jobs report and discusses the threat of tariff policy David Malpass, former head of the World Bank, talks about the health of the US economy and global economies and what's ahead for the World Bank in a Trump or Harris presidency Anurag Rana & Mandeep Singh, Senior Tech Analysts for Bloomberg Intelligence, join to preview this week's big tech earnings Mike Shepard, Executive Editor for Bloomberg News, on the 2024 election and DC headlines See omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. - Ed Yardeni, Yardeni Research President- Mark McCormick, TD Securities Global Head of FX Strategy- Henrietta Treyz, Veda Partners Director - Economic Policy ResearchEd Yardeni of Yardeni Research says the "bond vigilantes are definitely mounting up" ahead of the election. Mark McCormick of TD Securities says, "The US equity market still offers probably the best risk-adjusted performance relative to other classes." Henrietta Treyz of Veda Partners says "the street is even more bullish" on Trump winning the election than the prediction 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 Paul Sweeney & David GuraOctober 28th, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)Featuring: Henrietta Treyz, Managing Partner at Veda Partners, on the Trump-Harris race and the 2024 election Hugh Johnson, Chairman at Hugh Johnson Economics, offers his thoughts on how Harris' and Trump's economic policies will play out and whether we're on the cusp of a bear market in equities Jack Devine, founder of The Arkin Group, on Israel's response to Iran and whether it could lessen tensions in the Middle East Lisa Mateo on newspapers 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 & David GuraOctober 25th, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)Featuring: Aneeka Gupta, Director, Macroeconomic Research at WisdomTree, offers her view on gold, US equities, and European stocks Joe Mathieu, host of Bloomberg's "Balance of Power," discusses DC headlines and the latest on the 2024 race Brij Khurana, Fixed Income Portfolio Manager at Wellington Management, discusses his views on the Fed, how the market's pricing in the election, and the benefits of divided government Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.- Ed Mills, Raymond James Washington Policy Analyst- Mohamed El-Erian, Queens' College Cambridge President & Bloomberg Opinion columnist- Sonia Meskin, UBS Investment Bank Senior Economist Ed Mills of Raymond James believes there will be clarity on the winner of the election that night or early on Wednesday. Mohamed El-Erian of Queens College Cambridge says, "There is no other payment system to replace the dollar payment system, but you can build pipes around it." Sonia Meskin of UBS estimates, "Kamala Harris would probably extend the deficit by about $2 trillion, whereas Trump would extend by just over $4 trillion." See omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.- Daleep Singh, Deputy National Security Advisor, International Economics- Kevin McCarthy, Fmr. House Speaker- Binky Chadha, Deutsche Bank Chief Global Strategist/Head of Asset AllocationDeputy National Security Advisor of International Economics Daleep Singh says "tariffs alone are not a path to prosperity." Former House Speaker Kevin McCarthy says he believes there is a 60% chance Trump wins the election. Binky Chadha of Deutsche Bank says, "Historically, presidential elections haven't really changed the business cycle." See omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 24th, 2024Featuring: Anastasia Amoroso, Chief Investment Strategist at iCapital, shares her thoughts on private markets and what's playing out currently in the equity and bond markets David Gura, host of Bloomberg "Big Take" podcast, on the new Bloomberg News/Morning Consult poll and the 2024 election Dan Ives, Senior Equity Analyst at Wedbush Securities, on Tesla's blowout quarter Nadia Calvino, president of EIB, on the IMF meetings in DC this week, how Europe is supporting Ukraine, and the EIB's goals See omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Tesla surpassed Wall Street estimates for earnings in the third quarter, reflecting a rebound in demand for the company’s electric vehicles. The EV maker also said it expects to achieve slight growth in vehicle deliveries for the full year. For instant reaction and analysis, hosts Tim Stenovec and Katie Greifeld speak with Gerber Kawasaki Wealth Management CEO Ross Gerber and Bloomberg Technology cohost Ed Ludlow. See omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Bob Doll & Frances Donald. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.- Ben Gutteridge, Invesco Portfolio Manager - Multi-Asset Strategies- Evan Roth Smith, Blueprint- Matt Hornbach, Morgan StanleyBen Gutteridge of Invesco thinks stocks can make it through the election in a positive fashion. Evan Roth Smith of Blueprint says the election is a 50-50 race, but the odds of a polling error would likely be in favor of Kamala Harris. Matt Hornbach of Morgan Stanley says, "What we've been telling investors is to hug their benchmarks tightly, and wait for opportunity to rise in the wake of the election." See omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 23rd, 2024 Featuring: Frances Donald, Chief Economist at RBC, argues why the economic analysis shouldn't focus on soft v. hard landing in the US and why the US election is not driving global macro themes David Kelly, Chief Global Strategist at JP Morgan Asset Management, on living in a post-cycle world and the good and not so good news for the US and global economies Ernie Tedeschi, Director of Economics at the Yale Budget Lab, talks about his Bloomberg Opinion piece on the cost of Donald Trump's tariff proposals Kristen Bitterly, Head: Wealth At Work at Citi, discusses positioning for this market and gives her outlook for the US economy See omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Mike Wilson & Brian Belski. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.- Kurt Reiman, UBS Head of Fixed Income for the Chief Investment Office & UBS ElectionWatch Lead- Torsten Slok, Apollo Management Chief Economist- Brent Schutte, Northwestern Mutual Life Insurance Chief Investment OfficerKurt Reiman of UBS says the recent surge in US treasury yields pertain to strong growth as opposed to 'Trump trade.' Apollo's Torsten Slok says that the totality of US economic data points to the 'no landing scenario.' Brent Schutte of Northwest Mutual says 'investors are way too optimistic the Fed will cut rates in a neat and tidy way.' See omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 22nd, 2024Featuring: Mike Wilson, Chief US Equity Strategist and CIO at Morgan Stanley, on whether the equity rally could soon stall, and also discusses the market impact of this earnings season and the 2024 election Brian Belski, Chief Investment Strategist at BMO Capital Markets, discusses the equity bull market Wendy Schiller, professor at Brown University, on two weeks to go to the 2024 presidential election as well as other DC headlines Francisco Blanch, Head: Global Commodities, Equity Derivatives and Cross-Asset Quantitative Investment Strategies at Bank of America Securities, on oil, copper, gold, and an effective commodities play in 2024 and post-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.

- Daniel Morris, BNP Paribas Asset Management Chief Market Strategist- Jim Caron, Morgan Stanley Co-CIO - Aditya Bhave, BofA Global Research Senior US Economist Daniel Morris of BNP Paribas is bracing for a "negative shock," but says the economy looks resilient. Jim Caron of Morgan Stanley says it will be hard to get inflation under control no matter who wins the election. Aditya Bhave of BofA doesn't believe in reacceleration yet.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 & David Gura.October 21st, 2024Featuring: Kathy Bostjancic, Chief Economist at Nationwide, discusses why a November rate cut isn't guaranteed at the next FOMC meeting Henrietta Treyz, Managing Partner at Veda Partners, on the 2024 election and the closing strategies for Kamala Harris & Donald Trump Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, talks about why she remains bullish on US stocks and offers her outlook for the US economy 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.

- Anastasia Amoroso, iCapital Chief Investment Strategist- Lindsey Piegza, Stifel Chief Economist- Kit Juckes, Soc Gen Chief FXiCapital's Anastasia Amoroso says the economy's resiliency is what's truly in the driving seat. Stifel's Lindsey Piegza believes the Fed "sent the wrong message" what a 50bp cut. Kit Juckes of Soc Gen doesn't foresee the ECB cutting rates aggressively.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 & David GuraOctober 18th, 2024Featuring: Lara Rhame, Chief Economist at FS Investments, discusses why she believes a soft landing might not be so soft and talks about how the 2024 election will impact markets Nancy Curtin, Partner & Global CIO at AlTi, on remaining bullish on the S&P 500 and what she's seeing when it comes to market fundamentals Gautam Mukunda, lecturer at Yale University, on politics & the 2024 presidential race Carole Streicher, Americas Regional Head of Deal Advisory for KPMG, talks about the firm's findings on M&A activity in 2024 and what to expect into the new year 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.

Netflix added more than 5 million customers in the third quarter, and eclipsed Wall Street’s expectations on every major financial metric despite a new programming slate constrained by last year’s strikes in Hollywood. For instant reaction and analysis, hosts Tim Stenovec and Molly Smith spoke with Dan Morgan, senior portfolio manager at Synovus Trust. 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 & Carol Massar.October 17th, 2024Featuring: Kara Murphy, CIO at Kestra Investment Management, gives her outlook for the US economy and equity markets Matt Sigel, Head of Digital Assets Research at Van Eck Associates, on the Bitcoin and crypto outlook David Gura, host of the Bloomberg "Big Take" podcast, discusses the 2024 election and other DC headlines 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.

- Governor Ned Lamont (D) Connecticut- Dan Skelly, Morgan Stanley Wealth Management Head of market research and strategy- Jeremy Stretch, CIBCConnecticut Governor Ned Lamont says Vice President Kamala Harris and running mate Tim Walz are more pragmatic than the Biden Administration. Dan Skelly of Morgan Stanley says a "red sweep" in the U.S. election would cause "the most near-term volatility." Jeremy Stretch of CIBC says the market "is increasingly looking a little oversold." See omnystudio.com/listener for privacy information.

- Elyas Galou, BofA Securities Senior Investment Strategist- Keith Lerner, Truist Co-CIO/Chief Market Strategist- Julia Coronado, Macropolicy Perspectives President and FounderElyas Galou thinks investors have transformed from "nervous bulls" a month ago to just bulls. Keith Lerner of Truist says, "This is the strongest election year we've seen for the stock market since the 1950's." Julia Coronado of Macropolicy Perspectives says the "bar is very high" for the Fed to deviate from a 25bp cut in November.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Carol Massar & Barry Ritholtz.October 16th, 2024Featuring: Aoifinn Devitt, Chief Global Strategist at Moneta, discusses the potential market impact of the 2024 presidential race & how ASML's chip warning is weighing on investor sentiment Ann Miletti, Head of Equity at Allspring Global Investments, discusses how earnings season will impact US equities and why Allspring investment teams are "listening for the quiet" Lakshman Achuthan, founder of ECRI, joins to break down his reading of the current economic cycle and why US inflation may persist and not soften in a linear fashion Kailey Leinz, host of Bloomberg's "Balance of Power," on the 2024 presidential race and John Micklethwait's interview with former US president Donald Trump 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 Chuck Clough & Katy Kaminski. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Max Kettner, HSBC Chief Multi-Asset Strategist- Sarah Hunt, Alpine Saxon Woods Chief Market Strategist- Vishal Khanduja, Morgan Stanley Investment Management Head of Broad Markets Fixed Income Max Kettner of HSBC says, "The market is underestimating the strength of the US consumer." Alpine Saxon Woods' Sarah Hunt is watching companies that have "continuously good balance sheets" and can generate cash as earnings season continues. Vishal Khanduja of Morgan Stanley says, "We have the lowest amount of spread risk in our portfolio for a long 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 SweeneyOctober 15th, 2024Featuring: Chuck Clough, Chairman at Clough Capital, discusses current market trends and risks as well as how earnings are impacting investors Jennifer Lawless, University of Virginia professor, on the 2024 presidential race Mark Kimmitt, Retired Brigadier General, on the conflict in the Middle East 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.

Join Tom Keene, Paul Sweeney, Lisa Mateo and Michael Barr LIVE on YouTube weekday mornings. Join us on YouTube, starting at 7am ET. WATCH HERE: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Lori Calvasina, RBC Capital Markets Head of Equity Strategy- Nela Richardson, ADP Chief Economist- Kate Moore, BlackRock Global Allocation Team Head of Thematic Strategy Lori Calvasina of RBC Capital Markets says investors are in wait-and-see mode until after the US election. Nela Richardson of ADP predicts the October jobs report "is going to be really, really clouded." Kate Moore believes 3Q revenue growth will be solid, but not blockbuster. 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 Simon Johnson. 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 SweeneyOctober 14th, 2024Featuring: Simon Johnson, Professor: Entrepreneurship/Head: Global Economics at MIT Sloan School of Management, on winning the 2024 Nobel Prize in Economics Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses whether there's potential for a downtown in US equities amid the presidential election and geopolitical uncertainty Johanna Chua, Head of Asia Pacific Economic and Market Analysis at Citi, joins to talk about China's fiscal announcement this weekend and gives her outlook for China growth Amrita Sen, founder and Director of Research at Energy Aspects, talks about the outlook for energy and oil 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 News Now is a comprehensive audio report on today's top stories. Listen for the latest news, whenever you want it, covering global business stories around the world. On Apple: http://apple.co/3Eyz9EX On Spotify: http://spoti.fi/45IG5LR Anywhere: http://bit.ly/460OMka See omnystudio.com/listener for privacy information.

- John Stoltzfus, Oppenheimer Chief Investment Strategist- Gerard Cassidy, RBC Capital Markets Head of U.S. Bank Equity Strategy and Large Cap Bank Analyst- Lara Rhame, FS Investments Chief US EconomistJohn Stoltzfus of Oppenheimer says the American consumer is "remarkably resilient." Gerard Cassidy of RBC responds to earnings from JPMorgan and Wells Fargo, saying the industry "just doesn't have the risks that it had in those past periods." Lara Rhame of FS Investments calls inflation a "mild headache that still isn't going away." 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 11th, 2024Featuring: Gerard Cassidy, Head: US Bank Equity Strategy at RBC Capital Markets, reacts to today's bank earnings and offers his outlook for bank earnings season Leslie Falconio, CIO & Head of Taxable Fixed Income Strategy at UBS Financial Services, on the soft landing scenario and why she thinks it won't lead to a large decline in yields Jennifer Lee, Senior Economist at BMO Capital Markets, reacts to PPI and gives her outlook for US inflation and the US economy Joe Mathieu, host of Bloomberg's "Balance of Power," on the presidential election, the Trump and Harris media blitz, and other headlines in Washington 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 Gerard Cassidy & Stephanie Guild. 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 Richard Haass & Cam Harvey. 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- Dan Greenhaus, Solus Alt. Asset Mgmt- Tom Narayan, RBC Analyst "People say,'buy low, sell high.' I say, 'buy high, sell higher,'" says Invesco's Brian Levitt. Dan Greenhaus of Solus Alternative Asset Management believes "higher yields are not necessarily a problem" for the equity market. RBC's Tom Naryan says Tesla's robotaxi "dramatically increases the valuation of the mobility 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 SweeneyOctober 10th, 2024Featuring: Cam Harvey, Professor at Duke University, Sarah House, Senior Economist at Wells Fargo, and give their reaction to CPI and provide an outlook for rate cuts Rebecca Patterson, former Chief Investment Strategist at Bridgewater Associates, Mona Mahajan, Senior Investment Strategist with Edward Jones, on inflation in the US and equity outlook Nouriel Roubini, Atlas America Fund Portfolio Manager, Roubini Macro Associates CEO, and Professor Emeritus at NYU, talks eco data, inflation, and the economic impact of potential Trump and Harris presidencies Richard Haass, Centerview Partners Senior Counselor & Council on Foreign Relations President Emeritus, on geopolitical tensions and the 2024 presidential race 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, Huw van Steenis, & Wendy Schiller. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Andrew Sheets, Morgan Stanley Global Head of Corporate Credit Research- Cameron Dawson, NewEdge Wealth Chief Investment Officer- Craig Fugate, Fmr. FEMA Administrator under Obama Andrew Sheets of Morgan Stanley says, "We're still in a good is good environment." Cameron Dawson of NewEdge Wealth says the one thing keeping low-income consumers above water is the jobs market. Former FEMA Administrator Craig Fugate says FEMA has a lot of capability to reprioritize their resources as Florida braces for Hurricane Milton.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 9th, 2024Featuring: Admiral James Stavridis, Bloomberg Opinion columnist, retired US Navy admiral, and former supreme allied commander of NATO, on his new book, "The Restless Wave," and geopolitical conflicts Steven Oh, Global Head of Fixed Income at PineBridge Investments, discusses opportunities in the rare non-recessionary rate-cutting cycle the US economy is entering Wendy Schiller, professor at Brown University, on the 2024 election and other DC headlines Huw van Steenis, Vice Chair at Oliver Wyman, on private credit and barbell tolls for fixed income investing 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 Jeffrey Rosenberg & Eric Balchunas. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Ben Snider, Goldman Sachs Sr. Strategist- Mohamed El-Erian, Queens' College Cambridge BBO & President- Mark Cabana, BofA Global Research Head of US Rates StrategyBen Snider of Goldman Sachs believes there is a lot of potential earnings upside ahead. Mohamed El-Erian of Queens' Colleg e Cambridge says, "the economy is fundamentally sound, so it can absorb shocks." Mark Cabana of BofA thinks the Fed will cut by 25bps until March of next 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 Jess MentonOctober 8th, 2024Featuring: Torsten Slok, Partner and Chief Economist at Apollo Global Management, on his rate cut call and offers his outlook for the economy Jennifer Lawless, professor at University of Virginia, on the upcoming election and political moment in the US Jeffrey Rosenberg, Portfolio Manager of the Systematic Multi-Strategy Fund at BlackRock, discusses signals from the bond market on the outlook for the economy and rate cuts, and whether the US will sustain its rally in 2025 Greg Giroux, Senior Reporter for Bloomberg Government, on down ballot races in November and how it will reshape the balance of power in DC 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 Jim Glassman. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Katrina Dudley, Franklin Templeton Public Markets Senior Investment Strategist- Bob Doll, Crossmark Global Investments CEO & CIO- Ed Yardeni, Yardeni Research PresidentKatrina Dudley of Franklin Templeton says bullishness in the top of the market is starting to filter down. Bob Doll of Crossmark Global Investments believes a bumpy landing is coming. Ed Yardeni of Yardeni Research says the health of the stock market depends on earnings.See omnystudio.com/listener for privacy information.