Bloomberg Surveillance

-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.

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.