Bloomberg Surveillance

-Kate El-Hillow, Russell Investments Co-President & Co-Chief Investment Officer-Ed Al-Hussainy, Columbia Threadneedle Global Rates Strategist-Jay Bryson, Wells Fargo Chief Economist-Shaun Donovan, Fmr. Housing & Urban Development Secretary & Enterprise Community Partners President & CEO Kate El-Hillow of Russell Investments says markets are still trying to find the prevailing narrative, pointing to recent volatility as a healthy return to normal. Columbia Threadneedle's Ed Al-Hussainy describes the 'fantastically broad' distribution of outcomes with the Fed's path forward on interest rates. Jay Bryson of Wells Fargo reacts to a weaker-than-expected ADP employment report and as well as US initial jobless claims. Former HUD Secretary Shaun Donovan walks through the issues facing the US housing 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 Tom Keene and Paul SweeneySeptember 5th, 2024Featuring: Ed Hyman, Chairman of Evercore ISI, offers his market call and whether his firm predicts a recession this or next year Wendy Schiller, professor at Brown University, on next week's Trump-Harris presidential debate and both candidates' economic proposals Mandeep Singh, Bloomberg Intelligence Senior Tech Analyst, looks ahead to Apple's event next week and the Nvidia selloff 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 a conversation with Ed Hyman. 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 4th, 2024Featuring: Kristina Hooper, Chief Global Market Strategist at Invesco, offers her outlook for Fed rate cuts and how it could impact markets Libby Cantrill, Managing Director of Public Policy at PIMCO, discusses 2024 election polling and the impact of Harris' and Trump's economic policy proposals Andrew Szczurowski, Co-Head of the Mortgage and Securitized investment team and a portfolio manager on the Mortgage and Securitized investment team at Morgan Stanley, discusses reinvestment risk and T-bill and chill 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.

-Stephanie Roth, Wolfe Research Chief Economist-Amanda Lynam, BlackRock Head of Macro Credit Research-Kate McShane, Goldman Sachs US Retailing/Broadlines and Hardlines Analyst-Lorenzo Simonelli, Baker Hughes CEO Stephanie Roth of Wolfe Research looks ahead to Friday's jobs report and shares her outlook on the US economy. Amanda Lynam of BlackRock walks through the corporate credit landscape, saying slowing growth has created a resilient environment for investors. Kate McShane of Goldman Sachs joins Surveillance from the bank's Annual Global Retailing Conference and details the outlook for the retail sector heading into 4Q. Baker Hughes CEO Lorenzo Simonelli discusses growth opportunities in the energy sector for the 2H of 2024.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 Clemons & Dean Curnutt. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Henrietta Treyz, Veda Partners Director of Economic Policy Research-Neil Dutta, Renaissance Macro Research Head of US Economic Research-Matthew Dolgin, MorningStar Senior Equity AnalystHenrietta Treyz of Veda Partners discusses Vice President Kamala Harris's union pitch on the campaign trail in Pittsburgh, PA. Neil Dutta of Renaissance Marco Research previews this week's labor market data and discusses the possible impact on the Fed's next decision. Matthew Dolgin of MorningStar discusses the latest with the Disney and DirecTV carriage negotiations. 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 3rd, 2024Featuring: Kristina Campmany, Senior Portfolio Manager at Invesco, talks about equities and the impact of Fed easing on the economy and markets Matt Hornbach, Global Head of Macro Strategy at Morgan Stanley, talks about bond market signals and the outlook for fixed income as the Fed readies to cut rates David Gura, host of the Bloomberg "Big Take" podcast, previews what's ahead in politics as the presidential election gets into full swing, as well as next week's Philadelphia debate Lisa Mateo on newspapers 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 Justin Sink, Dave Wasserman, & David Gura. 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 SweeneyAugust 30th 2024Featuring: Ira Jersey, Chief US Interest Rates Strategist with Bloomberg Intelligence, Tiffany Wilding, Managing Director and Economist: North America at PIMCO, and Cam Dawson, CIO at NewEdge Wealth, react to today's PCE reading Justin Sink, Bloomberg News White House reporter, on the latest Bloomberg News/Morning Consult poll and Kamala Harris' CNN interview Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, discusses asset allocation as traders prep for rate cuts 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.

-Eric Freedman, US Bank Asset Management Group Chief Investment Officer-Claudia Sahm, New Century Advisors Chief Economist-Dana Telsey, Telsey Advisory Group CEO and Chief Research OfficerEric Freedman of US Bank says there's a risk of a reacceleration and looks ahead to next week's key August payrolls report. Claudia Sahm of New Century Advisors says she expects more softening in the labor market and gives her outlook on the Fed's upcoming rate decision. Dana Telsey of Telsey Advisory Group overviews the latest on the US consumer after a bevy of updated calls on retailers. See omnystudio.com/listener for privacy information.

-Dan Ives, Wedbush Sr. Equity Analyst-Heidi Crebo-Rediker, Council on Foreign Relations Adjunct Sr Fellow / International Capital Strategies Partner, Former US State Department Chief Economist-Earl Davis, BMO Head of Fixed Income and Money MarketsDan Ives of Wedbush reacts to Nvidia’s earnings report and outlines his optimism for the stock long-term. Heidi Crebo-Rediker of the Council on Foreign Relations overviews what a Harris geopolitical agenda could look like. Earl Davis of BMO walks through his outlook for the bond 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 Tom Keene and Paul SweeneyAugust 29th 2024Featuring: Dan Ives, Senior Equity Analyst at Wedbush Securities, breaks down Nvidia earnings, the NASDAQ, and bull case for tech and AI Blerina Urici, Chief US Economist at T. Rowe Price, talks about the US economy, the labor market, rates, and how markets are pricing in earnings season and upcoming PCE data Sarah House, US Economist at Wells Fargo, reacts to jobless claims and looks ahead to PCE Gene Munster, Managing Partner at Deepwater Asset Management, on Nvidia earnings and the AI revolution 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 Dan Ives, Gil Luria, & Gene Munster. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

In a special edition of Bloomberg Technology, host Ed Ludlow speaks with Nvidia CEO Jensen Huang to discuss the company's latest quarterly report that fell short of investor's lofty expectations.See omnystudio.com/listener for privacy information.

Nvidia, the chipmaker at the heart of the artificial intelligence boom, gave a revenue forecast that fell short of some of the most optimistic estimates, stoking concerns that its explosive growth is waning. Bloomberg Businessweek hosts Carol Massar and Tim Stenovec talk with Bloomberg Technology co-host Ed Ludlow and Bloomberg Intelligence Senior Semiconductor Analyst Kunjan Sobhani for instant reaction and analysis for Nvidia's earnings results. 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 Paul Sankey & Ivan Feinseth Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Angelo Zino, CFRA Research Senior Equity Analyst-Jon Lieber, Eurasia Group Head of Research -Daan Struyven, Goldman Sachs Head of Oil Research Angelo Zino from CFRA Research analyzes Nvidia’s earnings. Jon Lieber from Eurasia Group provides updates on U.S. National Security Advisor Jake Sullivan’s visit to China and the latest developments in the 2024 election. Daan Struyven of Goldman Sachs discusses Goldman’s decision to lower its oil outlook to below $80 amid concerns over OPEC+ risks. 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 SweeneyAugust 28th 2024Featuring: Ivan Feinseth, Senior Partner and CIO at Tigress Financial Partners Marilyn Watson: Managing Director and Head of Global Fundamental FI Strategy at BlackRock Emily Roland, Co-Chief Investment Strategist at John Hancock Investment Management Win Thin, Global Head: Markets Strategy at Brown Brothers Harriman 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 Ed Yardeni, Michael Darda, & Katie Greifeld. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Philip Camporeale, JP Morgan Portfolio Manager Multi Asset Solutions-Bert Subin, Stifel Managing Director - Defense, Government Services and Aerospace-Kit Juckes, Societe Generale Chief FX Strategist}"Philip Camporeale of JP Morgan discusses how stocks are approaching record highs as markets anticipate the countdown to cut. Bert Subin of Stifel analyzes how Boeing is navigating the future of its space program following NASA's snub. Kit Juckes of Societe Generale discusses how the labor market slowdown will lead to further reductions in long dollar positions. 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 SweeneyAugust 27th 2024Featuring: Amy Wu Silverman, Head of Derivatives Strategy at RBC, on looking ahead to Nvidia and option positioning into earnings and PCE Mandeep Singh, Bloomberg Intelligence Senior Tech Analyst, previews Nvidia earnings and discusses its affects on Big Tech Ed Yardeni, President at Yardeni Research, talks about a potential equity rally amid looming rate cuts and PCE data Will Kennedy, Executive Editor of Commodities & Energy for Bloomberg News, talks about the latest moves in oil amid Middle East tensions 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 Daragh Maher & Brad Case. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Betsy Duke, Former Federal Reserve Governor-Pierre Ferragu, New Street Research Head of Global Technology Infrastructure-Henrietta Treyz, Director of Economic Policy Research, Veda PartnersBetsy Duke, Former Federal Reserve Governor, provides reaction to Fed to Chair Powell. Pierre Ferragu of New Street Research previews Nvidia earnings scheduled for Wednesday. Henrietta Treyz of Veda Partners discusses the 2024 presidential candidates hitting the campaign trail again after the conventions. 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 SweeneyAugust 26th 2024Featuring: Lindsey Piegza, Chief Economist at Stifel, talks about the potential for inflation to resurface as Fed Chair Jay Powell sends a dovish message on interest rates Ethan Bronner, Israel Bureau Chief for Bloomberg News, discusses Israel and Hezbollah strikes over the weekend and risks of a wider regional conflict Pierre Ferragu, Head: Global Technology Infrastructure at New Street Research, joins for a preview of Nvidia earnings Bloomberg's John Tucker with Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Bloomberg's Surveillance hosts Tom Keene and Lisa Abramowicz head out to Wyoming for the Fed's Jackson Hole Symposium. They speak with some of the biggest names in Central Banking, including: Raphael Bostic, Atlanta Fed President Loretta Mester, Former Cleveland Fed President James Bullard, Former St Louis Fed President Thomas Hoenig, Former Kansas City Fed President Patrick Harker, Philadelphia Fed President 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 SteelAugust 23rd, 2024Featuring: Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, discuses how markets will price in rate cuts and whether equities are poised for a fall rally Tina Fordham, founder at Fordham Global Insight, wraps the DNC and looks ahead to the 2024 presidential race Dr. Vania Stavrakeva, economics professor at London Business School, on global economies, including what we'll hear from Powell and Andrew Bailey today, as well as some of her research on the Russian economy Tom Keene, Bloomberg Surveillance Radio host, joins from Jackson Hole 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.

- Mike Wilson, Chief U.S. Equity Strategist and CIO at Morgan Stanley- Bob Doll, CIO at Crossmark Global Investments- Isaac Boltansky, Director of Policy Research at BTIGMike Wilson, Chief U.S. Equity Strategist and Chief Investment Officer for Morgan Stanley, discusses markets and previews Fed Chair Jerome Powell's keynote address from Jackson Hole, Wyoming. Bob Doll, CIO at Crossmark Global Investments, talks about asset allocation and opportunities in an uncertain market. Isaac Boltansky, Director of Policy Research at BTIG, reacts to Vice President Kamala Harris' speech at the Democratic National Convention.See omnystudio.com/listener for privacy information.

Vice President Kamala Harris formally accepted the Democratic presidential nomination on Thursday, in a historic step that kicks off a three-month dash to Election Day. Balance of Power co-hosts Joe Mathieu and Kailey Leinz speak to Bloomberg politics contributors Rick Davis and Jeanne Sheehan Zaino for instant reaction and analysis of Kamala Harris' address to close out the Democratic National Convention in Chicago. See omnystudio.com/listener for privacy information.

Apollo’s Torsten Slok says after looking at travel spending, retail earnings, restaurant and hotel bookings, “we have a general picture that the economy is just not slowing down"Seema Shah of Principal Asset Management breaks down the week in markets Anders Persson of Nuveen Asset Management gives his view on the next Fed rate cutSee omnystudio.com/listener for privacy information.

Mohamed El-Erian, President of Queens' College, Cambridge says traders are overplaying the prospects of an aggressive series of Federal Reserve interest-rate cuts before the end of the year Victoria Fernandez, Crossmark Global Investments Chief markets strategist, says we're still looking at an economic slowdown coming, but not a recession. Sen. Ron Wyden discusses the focus on price gouging in the economic plan of Vice President Kamala HarrisSee omnystudio.com/listener for privacy information.

Bloomberg Surveillance hosted by Paul Sweeney & Alix SteelAugust 22nd, 2024Featuring: Russ Koesterich, Global Head of Investment Strategy for BlackRock Scientific Active Equities, on the outlook for equity markets and a potential rally Julia Pollak, Chief Economist from ZipRecruiter, on Wednesday's BLS figures and a potentially deteriorating labor market Jonathan Tamari, Bloomberg Government reporter, joins us from the DNC to discuss what to expect from Kamala Harris on Thursday night Michael McKee, Bloomberg Economics Editor, reports live from Jackson Hole, Wyoming, about his discussion with Kansas City Fed President Jeff Schmid. 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 Gina Martin Adams & Betsey Stevenson. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 21st, 2024Featuring: Sarah Hunt, Chief Market Strategist at Alpine Woods Capital Investors, on how market risks from early August have calmed and whether they could resurface Annmarie Hordern, host of Bloomberg Surveillance TV, discusses what to expect from Tim Walz Wednesday night at the DNC and Kamala Harris on Thursday Bill Lee, Chief Economist at the Milken Institute, talks about China's continued growth concerns and Jay Powell's Friday address at Jackson Hole Bloomberg's Lisa Mateo with her Newspaper Headlines 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 SweeneyAugust 20th, 2024Featuring: John Stoltzfus, Chief Investment Strategist at Oppenheimer, discusses a potential equity rally to close the year and what to expect at Jackson Hole Kailey Leinz, host of Bloomberg's Balance of Power, joins from Chicago to discuss the first night of the DNC Mick Mulroy, co-founder of the Lobo Institute, talks about the proposed ceasefire deal between Israel and Hamas 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 Anna Wong & Geoffrey Yu. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: August 20, 2024-Bob Michele, JP Morgan Asset Management Global Head of Fixed Income-Mike Pyle, Biden Administration Fmr. Deputy National Security Advisor for International Economics -Mary Powell, Sunrun CEO Bob Michele of JP Morgan offers insights on Fed rate cut expectations ahead of Powell’s speech. Mike Pyle, former Deputy National Security Advisor for International Economics in the Biden Administration discusses his contributions crafting Harris’s economic policy. Mary Powell of Sunrun shares insights into the US electrical grid, supporting the burgeoning AI boom. 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 Kelsey Berro & Gautam Mukunda. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 19th, 2024Featuring: Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses the recent moves in the equity market and whether the market's moved past correction territory Kelsey Berro, Executive Director of Fixed Income at JP Morgan Investment Management, on how fixed income serves as a hedge in an uncertain market Henrietta Treyz, Managing Partner at Veda Partners, previews the DNC and discusses the state of the presidential race as well as campaign strategies 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.

- Amos Hochstein, Senior Advisor to the President for Energy and Investment- Steve Englander, Standard Chartered Global Head of FX Research- Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio ManagerAmos Hochstein, Senior Advisor to the President for Energy and Investment, provides insights on White House energy policy and ceasefire talks in Gaza. Steven Englander of Standard Chartered Global discusses the strength of the Yen and expectations from Ueda regarding a July rate hike. Kelsey Berro of JPMorgan offers insights on how Federal Reserve expectations are shifting in response to stronger US economic data.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 Katy Kaminski, Aoifinn Devitt and Hot Dogs! Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-John Bolton, Former United States Ambassador to United Nations-Darrell Cronk, Wells Fargo Chief Investment Officer-Noel Dixon, State Street Global Markets Macro Strategist Former Ambassador John Bolton provides insights on the anticipation of Iran potentially counterstriking Israel, the latest ceasefire talks between Israel and Hamas and the implications for U.S. foreign policy as we approach the election. Darrell Cronk of Wells Fargo shares his perspective that the economy is on track for a modest slowdown through early 2025, suggesting that equities may struggle to exceed recent highs. Noel Dixon of State Street Global Markets discusses the economic and political outlook in anticipation of Vice President Kamala Harris unveiling her economic plan. 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 SweeneyAugust 16th, 2024Featuring: Katy Kaminski, AlphaSimplex Chief Research Strategist, on markets Michael Purves, Tallbacken Capital Advisors Founder/CEO, markets Oliver Chen, TD Cowen Senior retail analyst, on WMT/ULTA Bloomberg's Lisa Mateo with her Newspaper Headlines 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 Tiffany Wilding & Ian Lyngen Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Tom Steyer, Galvanize Climate Solutions Co-founder-Harry Sommer, Norwegian Cruise Line Holdings CEO-Tom Porcelli, PGIM Chief US Economist Tom Steyer of Galvanize Climate Solutions discusses growing enthusiasm among the democratic donor class and Vice President Harris's economic and climate plans as she gears up to visit Western PA. Harry Sommer of Norwegian Cruise Line Holdings shares the company’s plans for disrupting travel trends. PGIM's Tom Porcelli breaks down today’s data points including Jobless Claims and Retail Sales, and what they mean for the Fed.See omnystudio.com/listener for privacy information.

Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 15th, 2024Featuring: Tiffany Wilding, PIMCO Managing Director and Economist Dana Telsey, Telsey Advisory Group CEO Amanda Lynam, Blackrock Head of Macro Credit Research Bloomberg's Lisa Mateo with her Newspaper Headlines 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 and Steve Ricchiuto Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Anthony 'Tony' Capuano, Marriott International President and CEO -David Kelly, JPMorgan Chief Global Strategist-Steven Ricchiuto, Mizuho Securities US Chief EconomistAnthony Capuano of Marriott International provides insights into the travel sector, highlighting ongoing traveler interest in seeking deals and offering an outlook for the rest of the year. David Kelly of JP Morgan and Steven Ricchiuto of Mizuho Securities break down today's new CPI data. 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 SweeneyAugust 14th, 2024Featuring: Neil Dutta, Renaissance Macro Partner/Head: US Economic Research Steve Ricchiuto, Mizuho Economist Virginie Maisonneuve, Allianz Global CIO: Equity Tony Capuano, Marriott CEO 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 David Rubenstein and Jody Lurie Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.