Bloomberg Surveillance

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

-Ronald Temple, Lazard Chief Market Strategist-Robert Sockin, Citi Research Director-Amanda Lynam, BlackRock Head of Macro Credit ResearchLazard's Ronald Temple says earnings breadth across the S&P 500 can improve 'if the customers get a return on investment' from big spending on AI. Citi's Robert Sockin reacts to the employment cost index's biggest acceleration in a year, saying the data is 'something akin to a really bad dream' for the Fed. BlackRock's Amanda Lynam says that 'it's a great opportunity to deploy in an all-in yield basis' in the credit 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 Sweeney | April 30th, 2024Featuring: Rebecca Patterson, former Chief Investment Strategist at Bridgewater, discusses the beginning of the current FOMC meetings and can comment on the yen's latest move George Goncalves, Head of US Macro Strategy at MUFG Securities, discusses the outlook for rates and a strong dollar and whether we'll see a rate cut this year Laura Davison, US Politics Team Lead with Bloomberg News, on campus protests, Biden-Trump, and other political 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.

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 and Tina Fordham. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Lori Calvasina, Head of US Equity Strategy, RBC Capital Markets-Mark McCormick, Global Head of FX Strategy, TD Securities-Sonal Desai, Fixed Income CIO, Franklin TempletonLori Calvasina of RBC Capital Markets reacts to big swings in mega-cap tech stock prices, saying "growth investors get angsty." Mark McCormick of TD Securities discusses the historic moves in the Japanese Yen, saying the BOJ will be forced to tighten policy more than what's currently priced-in. Sonal Desai of Franklin Templeton previews Wednesday's Fed decision and shares her outlook on the bond market, saying the long end of the yield curve will move higher over time. 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 SweeneyApril 29th, 2024Featuring: Steven Major, Global Head of Fixed Income Research at HSBC, on this morning's bond note and outlook for the bond market James Lord, Global Head of FX and EM Strategy with Morgan Stanley, on king dollar and the latest yen moves Tina Fordham, Founder & Geopolitical Strategist at Fordham Global Foresight, on brokering a potential ceasefire between Israel and Hamas, an invasion of Rafah, and other geopolitical pressures that investors are following 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 Francois Trahan and Jane Foley with a special appearance from Nick Colas. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Emily Roland, John Hancock Investment Management Co-Chief Investment StrategistBruce Kasman, JP Morgan Chief EconomistJon Lieber, Eurasia Group Managing Director, United StatesJohn Hancock's Emily Roland says she's considering 'looking around a little bit' from the 'marriage' with mega-cap tech stocks and into higher-value areas of the market. JP Morgan's Bruce Kasman reacts to the March core PCE deflator and outlines his two scenarios for how the data impacts the Fed's path forward. Jon Lieber of Eurasia Group breaks down Secretary of State Antony Blinken's visit to China and what the trip means for both countries.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 SweeneyApril 26th, 2024Featuring: Neil Dutta, Partner at Renaissance Macro Research, reacts to PCE, yesterday's GDP, and outlook for rate cuts Cam Dawson, CIO at NewEdge Wealth, on how markets are pricing in today's PCE deflator Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to break down yesterday's slew of tech earnings, including Microsoft, Alphabet, Intel, and Snap 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 Ben Laidler & Anna Wong. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Christopher Harvey, Wells Fargo Securities Head of Equity Strategy-Blerina Uruci, T. Rowe Price Chief US Economist -Michael Hirson, 22V Research China Research HeadWells Fargo's Christopher Harvey details the reasons behind the bank's bullish 5,535 year-end S&P 500 price target. T. Rowe Price's Blerina Uruci reacts to weaker-than-expected 1Q US GDP data and fewer-than-estimated jobless claims, saying 'the economy continues to expand at a solid pace.' Michael Hirson of 22V Research discusses the politics surrounding Secretary Blinken's visit to China.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 April 25th, 2024Featuring: Jim Caron, Co-CIO of the Portfolio Solutions Group at Morgan Stanley Investment Management, on duration and hedging an equity selloff as well as the GDP release Constance Hunter, Senior Advisor at MacroPolicy Perspectives, on US GDP, tomorrow's PCE data, and sustainable economic growth in the US John Stolzfus, Managing Director and Chief Investment Strategist at Oppenheimer, on market reactions and path for interest rate cuts by the Fed 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 & Todd Jablonski. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Kate Moore, BlackRock Global Allocation Team Head of Thematic Strategy -Tiffany Wilding, PIMCO Managing Director-Henrietta Treyz, Veda Partners Director of Economic Policy Research BlackRock's Kate Moore says the week ahead for Big Tech earnings is the chance for large-cap stocks to answer critical questions about the equity market. PIMCO's Tiffany Wilding looks ahead to key GDP and inflation data, saying the 'hot' US economy isn't consistent with inflationary pressures moderating. Henrietta Treyz of Veda Partners says Congress' new aid package for Ukraine, Israel and Taiwan is a case of Congress members 'wanting to be on the right side of history.'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 SweeneyApril 30th, 2024Featuring: Dan Ives, Senior Equity Analyst at Wedbush Securities, breaks down Tesla earnings Lindsey Piegza, Stifel Chief Economist, on ongoing consumer strength but signs of an economic slowdown Anurag Rana and Mandeep Singh, Senior Tech Analysts at Bloomberg Intelligence, join to preview Meta earnings out today, and Microsoft and Alphabet earnings out tomorrow 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 Thierry Wizman and Michael Darda. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Matt Luzzetti, Deutsche Bank Chief US Economist & Head of US Economic Research-Mike Wilson, Morgan Stanley CIO & Chief US Equity Strategist-Vijay Rakesh, Mizuho Securities Managing Director & Senior Semiconductor AnalystDeutsche Bank Chief US Economist Matt Luzzetti says the Fed is primed for a mid-cycle adjustment, with 'no reason to guide towards a full cutting cycle.' Morgan Stanley CIO Mike Wilson says 'rates are too high for the majority of the economy' and advises against small-cap stocks. Vijay Rakesh of Mizuho Securities previews Tesla earnings as the Magnificent 7 stocks' earning cycle gets underway.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 SweeneyApril 23rd, 2024Featuring: Stephen Stanley, Chief Economist at Santander, on recent inflation data and what the Fed is watching this week Thierry Wizman, Director: Global Currencies & Interest Rate Strategist at Macquarie Futures, on FX weakness and volatility and what the bond market is signaling about the US economic outlook Ian Whittaker, Managing Director and Owner at Liberty Sky Advisors, on streaming wars, Meta earnings, and tech regulation 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 Bob Michele and Liz Young Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Michael O'Rourke, JonesTrading Chief Market Strategist-Tasnim Ghiawadwala, Citibank Global Head of Commercial Banking-Nadia Calvino, European Investment Bank PresidentJonesTrading's Michael O'Rourke discusses why he's bearish on equities and recommends buying US treasuries. Citibank's Tasnim Ghiawadwala says client balance sheets are strong despite a 'very tough' environment. EIB President Nadia Calvino discusses the bank's new round of aid to Ukraine and the importance of developing Europe's defense sector. 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 SweeneyApril 22, 2024Featuring: Bob Michele, CIO and Head: GFICC at JP Morgan Investment Management, on a US soft landing and expectations for the Fed Liz Young, Head of Investment Strategy at SoFI, on equity outlook amid recent varying market headwinds and if we're heading for a correction Eric Balchunas, ETF Analyst with Bloomberg Intelligence, on his latest ETF research note 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 Lakshman Achuthan and Anastasia Amoroso. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Katherine Tai, US Trade Representative-Adam Posen, President, Peterson Institute for International Economics-Ana Botin, Chair, Banco Santander US Trade Representative Katherine Tai says the "China shock" driven by the scale of the Chinese economy will depress prices worldwide and 'infect the global economy'. Peterson Institute President Adam Posen says the US' 'open-ended fiscal problems' are adding to global uncertainties about US fiscal and trade policy. Banco Santander Chair Ana Botin says low unemployment rates suggest a 'super soft landing so far.'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 SweeneyApril 26th, 2024Featuring: Anastasia Amoroso, Chief Investment Strategist at iCapital, on buying the dip and cleaner market techinicals Lakshman Achuthan, COO and co-founder at ECRI, on warnings signs of a possible recession and what ECRI's Leading Economic Index is signaling Christyan Malek, Global Head of Energy Strategy and Head of EMEA Oil & Gas at JPMorgan, on oil impact of Israel-Iran tensions and other energy 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.

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

-Tim Adams, IIF President-Jonathan Pingle, Chief US Economist, UBS-Klaas Knot, Dutch Central Bank President & European Central Bank Governing Council MemberIIF President Tim Adams says geopolitical uncertainties, including the US presidential election, are overwhelming global economic calculations. UBS Chief US Economist Jonathan Pingle says the 'extraordinary pace of growth' in the US may lead the Fed to raise interest rates, but still expects two cuts this year. Dutch Central Bank President Klaas Knot says the ECB is 'confident that the overall picture is one of disinflation.' 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 SweeneyApril 18th, 2024Featuring: Amanda Lynam, Head of Macro Credit Research at Blackrock, on the bond market and global credit outlook Amy Wu Silverman, Managing Director and Head of Derivatives Strategy for RBC Capital Markets, on "skew" in the market Chris Ailman, CIO at CalSTRS, on a potential soft landing for the US and equity market outlook 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/surveillanceEric Mollo See omnystudio.com/listener for privacy information.

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

-Alicia Levine, BNY Mellon Head of Investment Strategy-Admiral James Stavridis, The Carlyle Group Vice Chairman, Global Affairs-Aakash Doshi, Citi North America Head of Commodities Research BNY Mellon's Alicia Levine says the state of inflation and economic growth signifies a 'new normal' for the US economy. Former NATO Supreme Allied Commander James Stavridis says Israel will respond to Iran's missile and drone attack in a 'measured way'. Citi's Aakash Doshi discusses the rally in gold and why he sees a price target of $3,000/oz in the near future.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 SweeneyApril 17th, 2024Featuring: Ed Hyman, Chairman at Evercore ISI, on risks for the economy if the Fed continues to stay higher for longer with rates Sebastien Page, Head of Global Multi-Asset and Chair of the Asset Allocation Steering Committee at T. Rowe Price, on inflation hedges and why he thinks it's a strange time to cut Michael Nathanson, Senior Research Analyst at MoffettNathanson, on his recent note with Craig Moffett on his recent note on the epic Disney-Comcast battle 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 Sri Kumar and Gene Munster. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-David Hunt, PGIM CEO-Torsten Slok, Apollo Partner and Chief Economist-Mohamed El-Erian, Queens' College, Cambridge President & Bloomberg Opinion columnistPGIM CEO David Hunt says 'bonds are back' and predicts inflation will remain higher-for-longer. Apollo Chief Economist Torsten Slok says Fed Chair Powell's December pivot has markets riding a 'sugar high' driving accelerations in inflation. Mohamed El-Erian, Queens' College, Cambridge President, says the theme of US exceptionalism could be threatened by higher oil prices or a 'Fed that's too tight.' 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 SweeneyApril 16th, 2024Featuring: Ken Leon, Research Director at CFRA Research, wraps bank earnings Gene Munster, Managing Partner at Deepwater Asset Management, on a recent iPhone sales slowdown, Tesla job cuts, and other headlines Tony Crescenzi, Executive Vice President at PIMCO, on market outlook and risks of geopolitical conflict to 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 James Stavridis and Ian Bremmer. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-John Williams, New York Fed President-John Kirby, National Security Council Coordinator-Tom Michaud, KBW CEONew York Fed President John Williams says he still expects interest rate cuts this year if inflation continues to come down. National Security Advisor John Kirby says further sanctions against Iran are 'certainly not off the table.' KBW CEO Tom Michaud reacts to strong Q1 earnings from Goldman Sachs, saying 'there is a rebound that's happening in investment banking.' 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 SweeneyApril 15th, 2024Featuring: Sarah Hunt, Chief Markets Strategist at Alpine Woods Capital Investors, on equity outlook after last week's inflation data Ian Bremmer, President at Eurasia Group, on the conflict in Israel and potential for further US involvement Admiral James Stavridis on American support for Israel and Ukraine and how it looks to fend off Iran, Russia, and other global proxies 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 Chris Whalen and Chuck Clough. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: April 12, 2024-Ken Leon, Director of Equity Research, CFRA-Neil Dutta, Head of US Economic Research, Renaissance Macro Research-Jill Carey Hall, Head of US Small and Mid-Cap Strategy, BofA Global ResearchKen Leon, Director of Equity Research at CFRA, reacts to earnings from JPMorgan, Citi and Wells Fargo, saying there are 'opportunities for these banks to surprise on the upside'. Neil Dutta of Renaissance Macro says rate cuts are still on the table for the Fed this year despite hotter-than-expected data so far. BofA's Jill Carey Hall says the outlook for small-cap stocks depends heavily on the Fed's next move. 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 April 12th, 2024Featuring: David Blanchflower, labor economist and economics professor with Dartmouth, on labor outlook in the US and eco policy as well as potential for a recession in the US Leland Miller, CEO at China Beige Book, on latest China Beige Book new Q1 results, where 2024 growth is headed, & whether the China EV overcapacity thesis is real Susan Collins, president of the Boston Federal Reserve, speaks with Bloomberg's Michael McKee Chris Whalen, founder at Whalen Global Advisors, on bank earnings and bank industry/eco risks 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 Dennis Gartman and Ian Lyngen, and a special appearance from Frances Donald. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-George Goncalves, Head of US Macro Strategy, MUFG-Robert Sockin, Director & Global Chief Economist, Citi-Governor Wes Moore, (D) Maryland George Goncalves of MUFG says the 'macro trio' of the US 10-year bond, the dollar and crude oil are 'going to dictate what happens going forward.' Citi's Robert Sockin reacts to March PPI data and jobless claims, saying 'there's enough signs of softness in the labor market' to support the Fed cutting rates in June. Maryland Governor Wes Moore says the state intends to 'use every lever' available to restore the Baltimore port after the Key Bridge collapse.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 April 11th, 2024Featuring: Frances Donald, Chief Economist at Manulife, on PPI and this week's inflation data, and Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets, also joins on this week's inflation data Dennis Gartman, Chairman of the University of Akron Endowment and former publisher of the Gartman letter, on CPI reaction, a bearish take on equities, and gold Marcus Ashworth, Bloomberg Opinion columnist, on the ECB decision 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 Neil Dutta and Steve Ricchiuto. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Steven Ricchiuto, US Chief Economist, Mizuho Securities-David Kelly, Chief Global Strategist, JPMorgan Asset Management-Tobin Marcus, Head of Policy & Politics, Wolfe Research Mizuho Americas' Steven Ricchiuto & JPMorgan Asset Management's David Kelly react to the hotter-than-expected March CPI print, with differing takes on how it impacts monetary policy. Tobin Marcus, Head of Policy & Politics at Wolfe Research, discusses Japan Prime Minister Kishida's visit to Washington amid tensions over the US Steel takeover, as well as the Federal Reserve's outlook and legacy.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 for April 12th, 2024Featuring: Neil Dutta, Partner at Renaissance Macro Research, along with Ira Jersey, Chief US Rates Strategist with Bloomberg Intelligence, on CPI and the Fed Joe Weisenthal and Tracy Alloway, host of Bloomberg's Odd Lots podcast, on CPI Steven Ricchiuto, Chief US Economist with Mizuho Securities, on CPI 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 James Steel and Javier Blas. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Mohamed El-Erian, Bloomberg Opinion & President, Queens' College Cambridge-Stuart Kaiser, Citi Head of Equity Trading Strategy-Seth Carpenter, Chief Global Economist, Morgan StanleyMohamed El-Erian, Queens' College Cambridge President, says the Fed may ease less than the ECB over the coming months. Citi's Stuart Kaiser says he's concerned about surging commodity prices and their impact on equities. Seth Carpenter, Chief Global Economist at Morgan Stanley, says he expects 'disinflation to continue through the rest of this year' ahead of tomorrow's CPI report. 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 SweeneyApril 9th, 2024Featuring: Betsey Stevenson, professor of economics and public policy at University of Michigan and Bloomberg Opinion columnist, on the path for inflation and potential for no rate cuts in 2024, what that could mean for a US recession, and whether we should still be celebrating in the US economy as we dig into Q2 James Steel, Chief Commodities Analyst at HSBC Securities USA, joins to talk about gold's rise and the outlook for oil amid it's recent rise Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, on CPI preview 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 Victoria Bills and Bill Lee. 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 Sweeney for April 8th, 2024Featuring: Bill Lee, Chief Economist at the Milken Institute, joins to wrap last week's Fed speak, preview this week's inflation data, and extend the conversation to a broader outlook on global economies, specifically China Victoria Bills, Chief Investment Strategist at Banrion Capital, on equity outlook and potential market reaction from CPI this week Huw van Steenis, Vice Chari at Oliver Wyman, joins to talk about his recent pieces on whether the private credit boom is slowing, the fresh IMF report on private credit, and no doubt banks in Q1 with bank earnings coming up 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.