Bloomberg Surveillance

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.