Bloomberg Surveillance

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Damian SassowerOctober 7th, 2024Featuring: Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas at BlackRock, on her outlook for Q4, her base case for US growth, and equity preferences in the Fed's easing cycle Jim Glassman, former Head Economist at JPMorgan Chase's Commercial Bank, reacts to last week's labor market report and looks ahead on the outlook for the US economy Henrietta Treyz, Managing Partner at Veda Partners, discusses her outlook for Harris and Trump in the election and outlook for down ballot races Dan Williams, reporter for Bloomberg News based in Jerusalem, on the latest on the events in the Middle East and the anniversary of the October 7th attacks 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 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.