Bloomberg Surveillance

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 9th, 2024Featuring: Wendy Schiller, professor at Brown University, on President Biden's health and what to watch from the NATO summit Sarah Hunt, Chief Markets Strategist at Alpine Woods Capital Investors, talks about the anticipated market reaction to earnings season and Jay Powell's testimony David Mericle, Senior US Economist at Goldman Sachs, on recent payroll figures and whether eco data could indicate a rate cut might come before September 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 Michelle Meyer & Amanda Rebello. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Pierre Ferragu, New Street Research Managing Partner-Henrietta Treyz, Veda Partners Director Economic Policy Research-Zachary Griffiths, CreditSights Head of US IG & Macro Strategy-Rubeela Farooqi, High Frequency Economics Chief U.S. EconomistPierre Ferragu of New Street Research discusses his call to downgrade NVDA from buy to neutral on valuation. Henrietta Treyz of Veda Partners discusses Democrats calling for Biden to step aside. Zachary Griffiths of CreditSights and Rubeela Farooqi of High Frequency Economics discuss the bond market rally following US payroll data and look ahead to CPI and PPI 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 8th, 2024Featuring: Tina Fordham, founder at Fordham Global Foresight, talks about the French and UK elections Terry Haines, founder at Pangaea Policy, discusses the Bloomberg News/Morning Consult poll on President Biden and whether he will bow to pressure to drop out Brian Belski, Chief Investment Strategist at BMO Capital Markets, on the equity bull run and his market call 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 Lindsey Piegza & Neil Dutta. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

President Joe Biden is embarking on the most consequential weekend of his political career, knowing that he must restore the faith of voters, donors, and party officials deeply skeptical of his acuity — and that any misstep will prove fatal to his reelection campaign. Listen to analysis on Bloomberg Surveillance with Tom Keene and Paul Sweeney. Tom and Paul get the view from Robert Costa, this week's host of CBS' Face the Nation, Joe Mathieu, host of Bloomberg's Balance of Power, and Terry Haines, founder of Pangaea Policy.See omnystudio.com/listener for privacy information.

-Jeff Rosenberg, BlackRock Senior Portfolio Manager-Pooja Kumra, TD Securities European & UK Rates Senior Strategist-Jon Lieber, Eurasia Group Managing Director and Fmr. Policy Adviser to Sen. Mitch McConnellJeff Rosenberg of BlackRock reacts to the payrolls report and what it means for the Fed. TD Securities' Pooja Kumra analyzes the market reaction to the UK election and the French election this weekend. Jon Lieber of Eurasia Group comments on the state of the Biden campaign ahead of the president's ABC news interview tonight.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 8th, 2024Featuring: Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, discusses how markets are pricing in the latest jobs figures Marcus Ashworth, Bloomberg Opinion Columnist, on the market impact of the UK election Terry Haines, founder of Pangaea Policy, on President Biden and the 2024 presidential race Holger Schmieding, Chief Economist at Berenberg, on the eco impact of the UK 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 Dan Ives & Terry Haines. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Tom Keene brings you a special edition of Single Best Idea, featuring a tech-focused conversation with Dan Ives of Wedbush and Gene Munster of Deepwater Asset Management. Hosted by Nathan Hager. See omnystudio.com/listener for privacy information.

-James Athey, Marlborough Investment Management Fixed Income Fund Manager-Charles Myers, Signum Global Advisors Chairman & Founder-Thomas Simons, Jefferies Senior Economist: Money Market-Mark McCormick, TD Bank Global Head: FX & EM StrategyJames Athey of Marlborough says it's too early to start trading the treasury market based on predictions of a second Trump administration. Charles Myers of Signum Global shares why he remains positive on Biden's reelection chances, saying the President needs to show the public over the next few days that he's fit for another term. Thomas Simons of Jefferies and Mark McCormick of TD Bank react to weekly jobless claims and discuss the Fed's path forward to cutting rates. 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 3rd, 2024Featuring: Margie Patel, Senior Portfolio Manager at Allspring, discusses the equity market rally and whether it can sustain itself amid projected slowing US growth Dan Ives, Senior Equity Analyst at Wedbush Securities, on the NASDAQ record close, the sustainability of the Mag 7 rally, and Tesla beating estimates Annmarie Hordern, host of Bloomberg Surveillance TV, on her interview with Ukrainian president Volodymyr Zelenskiy 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 Jim Caron, Julian Emanuel, & Bob Doll. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Joe Quinlan, Merrill and Bank of America Private Bank Head of CIO Market Strategy- Dean Maki, Point72 LP Managing Director/Chief Economist - Ian Lyngen, BMO Head - US Rates Strategy - Jeannette Lowe, Strategas Director Of Policy Research Joe Quinlan of Merrill Lynch and Bank of America shares insights on markets favoring a Trump victory. Dean Maki of Point72 LP and Ian Lyngen of BMO analyze the US labor outlook and discuss the bond market’s stance on the upcoming US Presidential Election. Jeannette Lowe of Strategas unpacks the recent SCOTUS ruling on Trump’s immunity case.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 2nd, 2024Featuring: Julian Emanuel, Head of Equity, Derivatives, and Quantitative Strategy at Evercore ISI, discusses raising his year end S&P price target to 6,000 and why 2024-25 is a huge inflection in markets Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, talks about his top down view on inflation and the sustainability of the equity rally Wendy Schiller, professor at Brown University, discusses the latest DC headlines, presidential immunity for Trump, and Joe Biden's election prospects 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 Alan Katz & Cam Dawson. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

The US Supreme Court ruled that Donald Trump has some immunity from criminal charges for trying to reverse the 2020 election results, all but ensuring that a trial won’t happen before the November election. The justices, voting 6-3 along ideological lines, said a federal appeals court was too categorical in rejecting Trump’s immunity arguments, ruling for the first time that former presidents are shielded from prosecution for some official acts taken while in office. Bloomberg’s Paul Sweeney and Alix Steel get instant reaction.See omnystudio.com/listener for privacy information.

-Cameron Dawson, NewEdge Wealth Chief Investment Officer-David Kelly, JPMorgan Chief Global Strategist-Michael Darda, Roth MKM Chief Economist & Macro StrategistCameron Dawson of NewEdge Wealth says the slowing in US GDP indicates the US is 'coming off the boil' but not yet falling off a cliff. David Kelly of JPMorgan says last week's presidential debate 'meaningfully increases the likelihood of a Republican sweep in November.' Michael Darda of Roth MKM looks ahead to a busy week of economic data headlined by Friday's payrolls report, saying an uptick in the unemployment rate should set off alarm bells at 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 1st, 2024Featuring: Cam Dawson, CIO at NewEdge Wealth, discusses the equity market rally and whether it can sustain itself in the second half of 2024 Sonal Desai, CIO: Fixed Income at Franklin Templeton, offers her perspective on the bond market and how bonds could react to Fed action and political and geopolitical uncertainty Dr. Leslie Vinjamuri, Director of US and Americas Programme at Chatham House, on Joe Biden and US Politics 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 Henrietta Treyz & Ben Laidler Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Libby Cantrill of PIMCO unpacks the first presidential debate and why she doubts there will be a second debate in September. Former World Bank President David Malpass outlines what an economy under a second Trump administration could look like. Mohamed El-Erian of Queens' College, Cambridge reacts to another month of cooling inflation 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 SweeneyJune 28th, 2024Featuring: Libby Cantrill, Managing Director of Public Policy at PIMCO, discusses the Trump-Biden debate Terry Haines, founder at Pangaea Policy, breaks down the Trump-Biden debate Neil Dutta, Head of US Economic Research at Renaissance Macro Research, breaks down PCE and gives his outlook for the Fed Henrietta Treyz, Veda Partners Managing Partner 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 Joe Mathieu and Kailey Leinz recap the first 2024 presidential debate between President Joe Biden and former President Donald Trump. They receive additional analysis from Bloomberg Correspondent David Gura, Republican Strategist and Stone Court Capital Partner Rick Davis and Democratic Strategist and ROKK Solutions Partner Kristen Hawn. 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 Joe Mysak & David Gura. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

- Maya MacGuinneas, The Committee for a Responsible Federal Budget President- Amos Hochstein, Deputy Assistant to the President, Senior Advisor for Energy and Investment- Ed Hyman, Evercore ISI Chairman and FounderMaya MacGuinneas of the Committee for a Responsible Federal Budget discusses the federal budget deficit and looks ahead to tonight's debate and the November election. Amos Hochstein of the Biden administration discusses the future of US energy policy. Ed Hyman of Evercore ISI overviews weakening economic signals, the labor market, and the path of inflation.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 SweeneyJune 27th, 2024Featuring: Daragh Maher, Head of Americas Research and Head of FX Strategy at HSBC, discusses Dollar strength, the Japanese yen, and the Fed's impact on currencies and global markets Dana Peterson, Chief Economist at The Conference Board, talks about initial jobless claims today and tomorrow's PCE data release Wendy Schiller, professor at Brown University, on the Trump-Biden CNN Presidential Debate and other DC and election headlines 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.

The US Supreme Court is poised to allow abortions in medical emergencies in Idaho, according to a copy of the opinion that was briefly posted on the court’s website. Bloomberg Law obtained a copy of the opinion, which would reinstate a lower court order that had ensured hospitals in the state could perform emergency abortions to protect the health of the mother. Bloomberg Law Host June Grasso and Michigan Attorney General Dana Nessel explain the decision to Bloomberg's Kailey Leinz and Joe Mathieu. 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 our conversation with Dominic Konstam. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

- Katrina Dudley, Franklin Templeton Public Markets Senior Investment Strategist- Neil Dutta, Renaissance Macro Research Head of US Economic Research- Jason Draho, UBS Global Wealth Management Head of Asset Allocation Americas- Blerina Uruci, T. Rowe Price Chief U.S. EconomistKatrina Dudley of Franklin Templeton expects a rate cut this year, but politics may push it to 2025. Neil Dutta of Renaissance Macro Research provides insights on the risks to labor market with inflation coming down. Jason Draho of UBS and Blerina Uruci of T. Rowe Price offer perspectives on risks being skewed towards one rate cut this year and soft landing trajectory.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 SweeneyJune 26th, 2024Featuring: Dominic Konstam, Head of Macro Strategy at Mizuho Securities, on the Fed and global central banks Sarah Wolfe, US Economist at Morgan Stanley, discusses US consumer health and potential weakening Joe Mathieu, host of Bloomberg's "Balance of Power," talks about this week's CNN Presidential Debate, primaries, and the Trump-Biden rematch 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.

Mike Wilson of Morgan Stanley discusses how markets are focused on softening economic growth rather than inflation. Greg Peters of PGIM provides updated rate projections following the release of softer economic data. Steve Eisman of Neuberger Berman offers perspectives on his continued bullishness on Apple, tech and AI, while also expressing expectations for Trump to win. 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 SweeneyJune 26th, 2024Featuring: Rebecca Patterson, former CIO at Bridgewater Associates, on the French election, the US economy, and the yen and the Bank of Japan Mike Wilson, CIO and Chief US Equity Strategist for Morgan Stanley, on why growth is more important than inflation David Gura, host of the Bloomberg "Big Take" podcast, talks about the CNN Presidential Debate between Joe Biden and Donald Trump Frances Donald, Chief Economist at Manulife, talks about a potential tipping point in the global macro story 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 Tina Fordham & Henrietta Treyz. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

- Seema Shah, Principal Asset Management Chief Global Strategist - Tom Michaud, KBW CEO- Vishwanath Tirupattur, Morgan Stanley Chief Fixed Income Strategist - Stephanie Roth, Wolfe Research Chief EconomistSeema Shah of Principal Asset Management discusses opportunities outside of tech and the Mag 7. Tom Michaud of KBW updates on upcoming bank stress tests and potential risks in commercial real estate for regional banks. Vishwanath Tirupattur of Morgan Stanley and Wolfe Research's Stephanie Roth offer perspectives on consumer confidence, durable goods, look ahead GDP & core PCE. See omnystudio.com/listener for privacy information.

Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 24th, 2024Featuring: Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses a potential correction and equity market outlook Seema Shah, Chief Global Strategist for Principal Asset Management, on the Fed and market games Tina Fordham, founder and geopolitical strategist at Fordham Global Insight, talks elections in France and the UK, Israel, the Biden-Trump CNN Presidential Debate, and other geopolitical topics 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 Kona Haque & Matt Miskin. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Katy Kaminski of AlphaSimplex discusses recent Fedspeak and the potential for treasuries to recover from this year’s losses. Sebastian Raedler of BofA Merrill Lynch updates on European economic uncertainty, highlighting risks across equity markets due to exceptionally low US unemployment rates. Veronica Clark of Citi and Dana Peterson of The Conference Board offer perspectives on the softening labor market, along with Citi’s prediction of a rate cut in September. See omnystudio.com/listener for privacy information.

Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 21st, 2024 Featuring: David Bianco, CIO: Americas at DWS Katy Kaminski, Chief Research Strategist at AlphaSimplex Daniel Kurtz-Phelan, editor at Foreign Affairs 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 Torsten Slok & Anastasia Amoroso. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Anastasia Amoroso, iCapital Chief Investment Strategist, - Jonathan Miller, Miller Samuel Inc President- Seth Carpenter, Morgan Stanley Chief Global Economist- Savi Synth, Raymond James Managing Director, Equity Research Anastasia Amoroso of iCapital gives an update on markets at near record highs and updates her outlook following the recent rally stating she believes there's a fair bit of economic momentum globally. Miller Samuel's Jonathan Miller reacts to state of the housing market and mortgage rates as Manhattan apartment rents slipped in May. Seth Carpenter of Morgan Stanley reacts to data and shares the impact of impact of global elections on markets saying we're going to see slower growth over 2024 relative to 2023. Savi Synth of Raymond James provides insight on the outlook for airlines and travel going into summer.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 SweeneyJune 20th, 2024Featuring: Wei Li, Global Chief Investment Strategist at BlackRock, on global markets and the US stock market rally Torsten Slok, Partner and Chief Economist at Apollo Global Management, discusses the Fed, upside risks to inflation, and whether the US could face a hard landing Anastasia Amoroso, Chief Investment Strategist at iCapital, talks about whether markets are becoming too stretched and if they will soon broaden out 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 Mona Mahajan & Ian Shepherdson. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Steven Meier, New York City Retirement Systems CIO-Ian Shepherdson, Pantheon Macroeconomics Chairman and Chief Economist-Gregory Daco, Ernst & Young Chief EconomistSteven Meier of New York City Retirement Systems discusses investing in alternatives, stating there's no breadth and clearly there's some real concentration risks. Ian Shepherdson of Pantheon Macroeconomics and Ernst & Young's Gregory Daco react to today's softer-than-expected retail sales data and look ahead to Fedspeak this week. 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 Sweeney June 18th, 2024 Featuring: Jeffrey Rosenberg, Senior Portfolio Manager, Systematic Fixed Income at BlackRock, discusses immaculate disinflation, nominal GDP, and how much longer the Fed can go on higher for longer rates Dana Telsey, CEO at Telsey Advisory Group, reacts to retail sales and discusses consumer health Ruchir Sharma, CIO and founder at Breakout Capital Partners and Chairman at Rockefeller International, talks about his new book on capitalism and gives his outlook for the US economy and markets 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 David Rosenberg & Stephanie Roth. 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- Nela Richardson, ADP Chief Economist- Lydia Boussour, EY Senior Economist- Steven Major, HSBC Global Head: FI Research Sam Stovall of CFRA shares why he believes stocks are headed for a decline of 5% or more this year. Nela Richardson, Bloomberg TV Contributor and Chief Economist at ADP previews this week's jobs data, saying the ways companies hire and what they pay has changed significantly in recent years. Lydia Boussour of EY and HSBC's Steven Major discuss the global bond market and give their economic outlooks for the week ahead. 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 SweeneyJune 18th, 2024Featuring: Stephanie Roth, Chief Economist at Wolfe Research, talks about the real meaning behind Q1 inflation data and whether the US is in for a growth slowdown Steven Major, Global Head of Fixed Income Research with HSBC, on his fixed income outlook in the US and abroad and the effects of political turmoil abroad on markets David Rosenberg, founder and president at Rosenberg Research & Associates, talks about the US equity outlook amid cooling inflation data 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.

Watch LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney and David GuraJune 14th, 2024Featuring: Neil Grossman, founder and former CIO at TKNG Capital, discusses his outlook for rates and expectations for inflation and Jay Powell in the coming months Melissa Otto, host of TMT Research at Visible Alpha, joins for a tech discussion and breaks down whether investors are facing a tech bubble or if they should opt against broadening out and stick primarily with big tech Steve Hanke, professor of applied economics at Johns Hopkins, joins for a currency discussion and examines dollar strength amid global uncertainty and talks about his expected path for inflation in 2024 Anjee Solanki, National Director of Retail, US at Colliers, on the health of the consumer and gives a preview of retail sales next week 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.

-Darrell Cronk, Wells Fargo Chief Investment Officer-Pooja Sriram, Barclays VP of US Economics Research-Tasha Keeney, ARK Invest Director of Investment AnalysisWells Fargo's Darrell Cronk discusses the rally in the equity market, saying health care is a good value play for investors. Pooja Sriram of Barclays says the Fed is delivering 'a very balanced message,' saying officials still want to gain more confidence. ARK's Tasha Keeney discusses Elon Musk’s $56 billion pay package and Tesla's relocation to Texas. 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 Stuart Kaiser, Brad Setser, & John Stoltzfus. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.