Bloomberg Surveillance

-Bob Doll, Crossmark Global Investments President/CEO/CIO -Sen. Bill Hagerty (R-TN), Former US Ambassador to Japan-Tiffany Wilding, PIMCO Economist-Steven Ricchiuto, Mizuho Securities US Chief Economist Bob Doll of Crossmark Global Investments discusses market breadth as Mag 7 earnings continue. Sen Bill Hagerty (R-TN) discusses Donald Trump’s potential second-term policy initiatives. PIMCO's Tiffany Wilding and Steven Ricchutio of Mizuho Securities discuss a possible Fed cut in September.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 SweeneyJuly 30th, 2024Featuring: Kathy Bostjancic, Chief Economist at Nationwide, previews this week's FOMC meetings and whether traders could see a surprise July rate cut Terry Haines, founder at Pangaea Policy, talks about the Kamala Harris campaign, Harris-Trump debate, and surprises between now and November Ed Ludlow, host of Bloomberg Technology, previews big tech earnings and discusses Tesla's autonomous driving technology Mike Green, Chief Strategist at Simplify Asset Management, gives his market outlook and potential for a labor market break or hard landing in the US 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 Jurrien Timmer & Troy Gayeski. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Steve Englander, Standard Chartered Bank Global Head: G10 FX Research- Jeannette Lowe, Strategas Director of Policy Research- James Camp, Eagle Asset Management Managing Director Strategic Income & Fixed Income- Zach Griffiths, CreditSights Head of US IG & Macro StrategySteve Englander of Standard Chartered discusses Treasury Secretary Yellen’s comments to Bloomberg on Donald Trump and the dollar, and what to expect from the BOJ this week. Jeannette Lowe of Strategas, a Baird company, breaks down Kamala Harris's search for a running mate. James Camp of Eagle Asset Management and Zach Griffiths of CreditSights discuss the data fueling September rate cut bets. 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 SweeneyJuly 29th, 2024Featuring: Jurrien Timmer, Director: Global Macro at Fidelity Management and Research, talks about the cadence of markets and volatility amid a looming tech correction and potential Fed rate cut Henrietta Treyz, Managing Partner at Veda Partners, discusses the big weekend for Kamala Harris as her presidential campaign kicks into full gear Ayesha Kiani, COO at MNNC Group and NYU professor, reacts to the rhetoric from President Trump on Bitcoin after this weekend's events, and the general market for cryptocurrency in potential Trump or Harris administrations Bloomberg's John Tucker 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 Ira Jersey & Gene Munster. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Sam Stovall, CFRA Chief Investment Strategist- Tobin Marcus, Wolfe Research Head of US Politics and Policy- Giorgio Furlani, AC Milan CEOSam Stovall of CFRA discusses the Mag 7 ahead of earnings next week. Wolfe Research's Tobin Marcus breaks down what is next for both Trump and Harris as they hit the campaign trail. AC Milan CEO Giergio Furlani provides insights on the growth of soccer in the US as AC Milan plays in New York City on Saturday. 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 SweeneyJuly 26th, 2024Featuring: Cam Dawson, CIO at NewEdge Wealth, discusses how markets are pricing in PCE. Neil Dutta with Renaissance Marco Research also offers his analysis Greg Valliere, Chief US Policy Analyst at AGF Investments, on the Obamas endorsing Kamala Harris and various Israel stances from US leaders Gene Munster, Managing Partner at Deepwater Asset Management, wraps this week's big tech earnings, previews those for next week, and Tesla earnings 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 Anastasia Amoroso & Wendy Schiller. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Waldemar Szlezak, KKR Global Head of Digital Infrastructure-Libby Cantrill, PIMCO Head of Public Policy,-Anastasia Amoroso, iCapital Chief Investment Strategist Waldemar Szlezak of KKR joins to discuss Google and big tech falling on higher capex spending related to AI. PIMCO's Libby Cantrill breaks down what's next for both the Trump and Harris campaigns with close to 100 days to the election. Anastasia Amoroso of iCapital on why her favorite current trade is the rotation trade. 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 SweeneyJuly 25th, 2024Featuring: Stuart Kaiser, Head of US Equity Trading Strategy at Citi, discusses his equity outlook and whether a correction is looming Libby Cantrill, Managing Director: Public Policy at PIMCO, joins to discuss President Biden's Oval Office speech and the path for Democrats and Republicans in the November election Tim Meyer, Associate Professor at Duke Law, discusses his research on the role presidential control over international trade is reshaping presidential powers and the upcoming election, and what it means for the long-term health of the US economy 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.

- Kate Moore, BlackRock Global Allocation Head of Thematic Strategy- Stephen Trent, Citi Research Managing Director- Aaron David​​​​ Miller, Carnegie Endowment for International Peace Senior Fellow- Michael Kushma, Morgan Stanley Investment Management CIO of Broad Markets Fixed Income- Derek Burleton, TD Bank Group Vice President & Deputy Chief EconomistKate Moore of BlackRock discusses the market’s reaction to tech earnings, emphasizing that Q2 results will be crucial for summer sentiment. Stephen Trent of Citi unpacks Delta’s continued cancellation issues post-CrowdStrike incident. Aaron David Miller discusses the upcoming Biden-Netanyahu meeting and its implications for VP Harris and Former President Trump during Netanyahu’s US visit. Derek Burleton of TD Bank and Morgan Stanley's Michael Kushma look ahead to US eco data coming on Thursday and Friday.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 Monica DiCenso, Gautam Mukunda, & Dan Ives. 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 SweeneyJuly 24th, 2024Featuring: Monica DiCenso, Head of Global Investment Opportunities at JPMorgan, discusses her bullish take on equities and why she's "eyes wide open" after a strong rally Gautam Mukunda, author and lecturer, talks about the Harris-Trump race and his book about picking presidential nominees, entitled "Picking Presidents" Dan Ives, Senior Equity Analyst at Wedbush Securities, breaks down Tesla and Google earnings and previews what to expect from the rest of big tech 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 Sophia Drossos & Mark Lehmann. 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- Isaac Boltansky, BTIG Policy Research Director- Jill Carey Hall, BofA Securities US Equity Strategist Brian Levitt of Invesco comments on tech rally gains ahead of earnings. BTIG’s Isaac Boltansky unpacks the latest from the Harris campaign. Jill Carey Hall of Bank of America discusses the long-term bullish case for small-caps.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 SweeneyJuly 23rd, 2024Featuring: Sophia Drossos, Economist at Point72, discusses the outlook for the US economy and key eco data ahead of the Fed's meeting next week, as well as the lack of visibility for markets after President Biden stepped aside from the presidential race James Steel, Chief Commodities Analyst at HSBC, joins for an extended discussion on gold, commodities, and defensive positioning amid political uncertainty Wendy Schiller, Brown University professor and Interim Director of the Watson Institute at Brown, talks about Kamala Harris and the state of the 2024 election against Donald Trump 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 a conversation with Ed Yardeni. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Henrietta Treyz, Veda Partners Director Economic Policy Research -Earl Davis, BMO Head of Fixed Income and Money Markets -Matt Raskin, Deutsche Bank Managing Director and U.S. Head of Rates Research Henrietta Treyz of Veda Partners analyzes the implications following Biden’s withdrawal from the presidential race. BMO’s Earl Davis and Matt Raskin of Deutsche Bank discuss the shift from last week’s mentions of a July rate cut to the current broader consideration of a September cut and delve into Trump Trade and how Biden’s departure impacts market dynamics. 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 SweeneyJuly 22th, 2024Featuring: Tina Fordham, founder at Fordham Global Insights Leslie Vinjamuri, Chatham House Director, US and Americas Programme Ed Yardeni, President at Yardeni Research Andrew Slimmon, Senior Portfolio manager at Morgan Stanley Investment Management 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, David Gura and Joe Mathieu break down the latest news from Washington.See omnystudio.com/listener for privacy information.

Listen to the 'Here's Why' podcast: - on Apple: https://apple.co/3Lg3RGn - on Spotify: https://spoti.fi/3LiIX9q - or Anywhere: https://bit.ly/3xYsHHy. Each episode of 'Here's Why' uses experts at Bloomberg to explain one news story in just a few minutes.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 Abby Joseph Cohen & Alicia Reese. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Darrell Cronk, Wells Fargo Chief Investment Officer-Katrina Dudley, Franklin Templeton Public Markets Senior Investment Strategist-Rob Casey, Signum Global Partner & Senior AnalystRob Casey of Signum Global provides analysis following Trump’s speech at the RNC and offers insights on the latest developments in the Biden campaign. Darrell Cronk of Wells Fargo discusses potential peaks for the Trump trade amid speculation about Biden’s future. Katrina Dudley of Franklin Templeton explains why the positive price movement in small caps is encouraging. 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 SweeneyJuly 19th, 2024 Featuring:Greg Valliere, Chief Policy Analyst with AGF Investments, discusses Trump's RNC speech and President Biden's presidential campaignMandeep Singh, Bloomberg Intelligence Senior Tech Analyst, on the outage involving CrowdStrikeAbby Joseph Cohen, Professor at Columbia Business School, talks about the intersection between the economy and markets and shares her outlook on the US economyAlicia Reese, VP of Equity Research at Wedbush Securities, breaks down Netflix earnings Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceSee 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 Bianco & Wendy Schiller. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Jay Peloksy, TPW Advisory CIO & Co-Founder-Subadra Rajappa, Société Générale Head of US Rates Strategy-Christopher Harvey, Wells Fargo Head of Equity Strategy Jay Pelosky of TPW Advisory discusses the big rotation in the equity market, his expectations for the US presidential race, and his global investment outlook. SocGen's Subadra Rajappa says the market may be over-aggressive in pricing-in multiple Fed rate cuts by the end of the year. Christopher Harvey of Wells Fargo explains why the Fed's current policy trajectory 'might be probably the oddest easing cycle' he's ever seen.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 SweeneyJuly 18th, 2024Featuring: Wendy Schiller, professor at Brown University, on JD Vance's VP speech and previewing Trump's GOP nomination acceptance speech Thursday night Jim Bianco, president at Bianco Research, discusses the equity rally, the NASDAQ pullback, and a potential looming correction Huw van Steenis, Vice Chair at Oliver Wyman, talks about economically turbocharging the UK and Europe Bloomberg's Lisa Mateo on 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.

- Sarah Wolfe, Morgan Stanley Senior Economist - Glenn Youngkin (R), Governor of Virginia - Tony Rodriguez, Head: Fixed Income Strategy, Nuveen Asset Management - Brian Weinstein, Head: Global Markets, Morgan Stanley InvestmentSarah Wolfe with Morgan Stanley reacts to recent Fed speak and discusses how inflationary pressures are affecting a tight labor market. Republican Governor of Virginia Glenn Youngkin talks about Donald Trump and the Republican National Convention. Brian Weinstein of Morgan Stanley and Tony Rodriguez of Nuveen break down comments from NY Fed President John Williams and discuss recent 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 James Stavridis & Scott Clemons. 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 SweeneyJuly 17th, 2024Featuring: Amanda Lynam, Head of Macro Credit Research at BlackRock, discusses BlackRock's credit outlook and signals about risks from the bond market Brad Stone, editor at Bloomberg Businessweek, on Businessweek's interview with Donald Trump James Stravridis, retired US Navy Admiral and Bloomberg Opinion columnist, talks about the geopolitical outlook as Donald Trump gains momentum towards winning the November election Bloomberg's Lisa Mateo on 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.

-David Malpass, Fmr. World Bank President-Rep Mike Lawler, (R) New York-Chris Marinac, Janney Montgomery Scott Director of Research-Greg Daco, Ernst Young Chief Economist-Andrew Husby, BNP Sr. US EconomistFormer World Bank President David Malpass shares insights on JD Vance and his policies. Rep. Mike Lawler of New York discusses the Trump/Vance 2024 ticket and potential legislation to enhance Secret Service measures following Saturday’s assassination attempt on former President Trump. Chris Marinac of Janney Montgomery Scott breaks down Bank of America’s earnings. Greg Daco of Ernst Young and Andrew Husby of BNP unpack new retail sales 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 SweeneyJuly 16th, 2024Featuring: Wendy Schiller, Professor at Brown University, Donald Trump's selection of JD Vance as Vice President, Trump's appearance at the RNC, and Joe Biden's interview with Lester Holt Amy Wu Silverman, Head of Derivatives Strategy for RBC Capital Markets, discusses the Trump trade and market volatility Dana Telsey, CEO at Telsey Advisory Group, reacts to June retail sales Chris Whalen, founder at Whalen Global Advisors, wraps big bank earnings 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 Andreas Utermann & Chris Whalen. 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 Robert D. Kaplan & Matt Winkler. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Ambassador John Bolton, Fmr. National Security Advisor & Fmr. Ambassador to UN -Jim Gilmore, Fmr. Virginia Governor (R)-Rep. Mike Turner, Chair of the House Intelligence Committee, (R) Ohio-Ken Leon, CFRA Director of Equity ResearchAmbassador John Bolton discusses the assassination attempt on Former President Donald Trump and the future of the Trump 2024 campaign. Former Virginia Governor Jim Gilmore talks about Republican party unity post-Saturday’s events. Rep. Mike Turner of Ohio previews the upcoming RNC and emphasizes the need for bipartisan unity following the recent assassination attempt. Ken Leon of CFRA analyzes Goldman Sachs earnings. 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 SweeneyJuly 15th, 2024Featuring: Andy Rudalevige, professor of government at Bowdoin College and presidential historian, on this moment in American political history and how it can reshape the Biden-Trump rematch Henrietta Treyz, Managing Partner at Veda Partners, discusses where swing voters stand in the 2024 presidential race Michael Purves, founder at Tallbacken Capital Advisors, talks about the uptick in the Trump trade and market volatility amid political uncertainty Robert D. Kaplan, author and foreign affairs expert, on the geopolitical implications of this moment in American politics 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 and David Gura get reaction to the attempted assassination attempt of former President Donald Tump. They speak with: Hadriana Lowenkron, Bloomberg News reporter Terry Haines, Pangea Policy founder Jordan Fabian, Bloomberg News white house correspondent Wendy Schiller, Director of the Taubman Center for American Politics and Policy, Brown University Henrietta Treyz, Veda Partners managing partner Rick Davis, Bloomberg politics contributor and partner at Stone Court Capital Joe Mathieu, host of Bloomberg Balance of Power Jeanne Sheehan Zaino, Bloomberg politics contributor and Iona University political science professor Nancy Cook, Bloomberg News Senior national political correspondent Greg Valliere, AGF Investments Chief U.S. Policy Strategist Mick Mulroy, Lobo Institute co-founder Jack Devine, Arkin Group President See omnystudio.com/listener for privacy information.

Former President Donald Trump said he was shot in the right ear after gunfire erupted at his political rally in Butler, Pennsylvania. We get instant reaction with Bloomberg's Amy Morris. See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Bob Hormats & George Ball. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Keith Lerner, Truist Co-CIO & Chief Market Strategist-Jens Stoltenberg, NATO Secretary General-Mohamed El-Erian, Queens' College, Cambridge & Bloomberg OpinionKeith Lerner of Truist says the economy is showing signs of cooling, but that doesn't necessarily mean it's weakening. NATO Secretary General Jens Stoltenberg addresses the future of the alliance amid rising global uncertainty. Mohamed El-Erian of Queens' College, Cambridge recaps the week in economic data and what it means for the Fed. 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 SweeneyJuly 12th, 2024Featuring: Alison Williams, Senior Analyst at Bloomberg Intelligence, reacts to bank earnings Whitney Tilson, editor at Stansberry Research, founder of Kase Capital, and Democratic donor, talks about whether President Biden should stay on the ticket Cam Dawson, CIO at NewEdge Wealth, on PPI, inflation data, and the equity rally Bob Hormats, former US Under Secretary of State for Economic Growth, Energy, and the Environment, discusses US China policy and how it would be affected by the 2024 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.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Randy Kroszner, Kate Moore, and Michael Nathanson. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Rep. Haley Stevens, (D) Michigan- Sarah Hunt, Alpine Woods Capital Investors Chief Market Strategist- Steve Ricchiuto, Mizuho Chief US Economist - David Kelly, JPMorgan Chief Global Strategist Rep. Haley Stevens of Michigan discusses standing by President Biden's bid for reelection despite calls for him to step aside. Sarah Hunt of Alpine Woods Capital Investors provides insights on markets continuing to close at record highs and what is next with big AI spending. David Kelly of JP Morgan and Steven Ricchiuto of Mizuho unpack today's 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 SweeneyJuly 11th, 2024Featuring: Claudia Sahm, Chief Economist at New Century Advisors, reacts to the June CPI reading Randy Kroszner, Economics Professor at the University of Chicago, gives his take on the latest inflation reading Kate Moore, Head of Thematic Strategy at BlackRock Global Allocation, on how markets are pricing in June CPI Ira Jersey, Chief US Interest Rates Strategist with Bloomberg Intelligence, on the Fed's rate path 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 Elsa Lignos & Henrietta Treyz. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Rep. Jonathan Jackson, (D) Illinois-Drew Pettit, Citi Research Director-Brian Levitt, Invesco Global Market Strategist Rep. Jonathan Jackson of Illinois discusses President Biden's bid for reelection after the Congressional Black Caucus meeting. Citi's Drew Pettit provides insights on his call to take profits on top AI stocks, including chipmakers. Brian Levitt of Invesco discusses stocks at record highs following Powell's congressional testimony.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 SweeneyJuly 10th, 2024Featuring: Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas at BlackRock, discusses her midyear outlook and the growth path for the US economy Henrietta Treyz, Managing Partner at Veda Partners, on the 2024 election and whether President Biden will stay on the Democratic ticket Lauren Hochfelder, co-CEO of Morgan Stanley Real Estate, discusses bifurcation in commercial real estate and whether risks to the US economy are overblown 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.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Craig Brandon & Wendy Schiller. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Trey Beck, Former Managing Director, DE Shaw Investment Management and Democratic Donor/Donor Advisor-Peter Tchir, Academy Securities Head of Macro Strategy-Helane Becker, TD Cowen Senior Sector StrategistDemocratic Party Donor Trey Beck discusses the state of financial support for President Biden amid growing concerns over his fitness for a second term. Peter Tchir of Academy Securities shares why the Fed should cut rates as early as July. Helane Becker of TD Cowen discusses how airlines are handling record-high summer travel as demand continues to climb. See omnystudio.com/listener for privacy information.