Bloomberg Surveillance

-David Kelly, JPMorgan Chief Global Strategist-Tom Porcelli, PGIM Fixed Income Chief US Economist-Kevin McCarthy, Fmr. House SpeakerJPMorgan's David Kelly and PGIM's Tom Porcelli react to the April CPI print and retail sales data, agreeing that the cooling inflation gives the Fed flexibility on their path forward with interest rates. Former House Speaker Kevin McCarthy discusses the Biden administration, Donald Trump's campaign, and US foreign policy. 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 SweeneyMay 17th, 2024Featuring: Ed Yardeni, founder of Yardeni Research, reacts to today's CPI reading Dana Telsey, Chief Research Officer at Telsey Advisory Group, reacts to retail sales data Bailey Lipschultz, reporter with Bloomberg News, discusses the meme stock mania 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/surveillanceZ 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 Jeff Currie & Julian Emanuel. 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-Gary Cohn, IBM Vice Chair, former NEC Director, former Goldman Sachs Group President-Jeff Currie, Carlyle Chief Strategy Officer: Energy PathwaysBrian Levitt of Invesco says markets can continue to perform strongly while the Fed holds off on cutting interest rates. IBM's Gary Cohn says companies are increasingly focusing on operating efficiently because 'there are a lot of price constraints in the system.' Jeff Currie of The Carlyle Group shares why copper has become 'the highest conviction trade' 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 SweeneyMay 14th, 2024Featuring: Jeff Currie, Chief Strategy Officer of Energy Pathways at The Carlyle Group, gives his energy and commodity calls, ranging from oil, to copper, to gold Adam Posen, President of the Peterson Institute for International Economics, on this week's eco data, including PPI today, and outlook for inflation in the US and globally Arkansas Congressman French Hill on the latest Washington DC headlines, including tariffs, crypto, and the Biden-Trump 2024 election Julian Emanuel, Senior Managing Director Equity, Derivatives, and Quant Strategy at Evercore ISI, reacts to PPI and talks small caps and a potential looming recession Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceZ 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 John Ryding & Amanda Lynam Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Peter Tchir, Academy Securities Head of Macro Strategy -Lynn Martin, NYSE President -Torsten Slok, Apollo Chief Economist Peter Tchir of Academy Securities says the 'US exceptionalism' narrative has overstayed its welcome, believing the 'data started turning a couple of months ago.' NYSE President Lynn Martin discusses recent surveys of market participants about potential round-the-clock stock trading. Apollo's Torsten Slok overviews a busy week in economic data, maintaining his call that the Fed won't cut rates in 2024. 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 SweeneyMay 13th, 2024Featuring: Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets Chris Verrone, Strategas Research Partners Head of Technical & Macro Research Jason Rekate, Head of Corporate Banking at Citi Lisa Mateo looks at the Front Pages of the World's newspapers Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceZ 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 Bianco and Craig Sterling. 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-Neil Dutta, Renaissance Macro Head of US Economic Research-Oliver Chen, TD Cowen Senior Equity Research AnalystAnastasia Amoroso of iCapital says the US has entered the 'last mile' of disinflation, and believes Fed rate cuts are still on the table this year. Neil Dutta of Renaissance Macro expects a 'more balanced mix' of economic growth going forward and agrees the case for rate cuts is 'still quite strong.' TD Cowen's Oliver Chen looks ahead to a busy week of retail earnings, and says consumers are becoming increasingly price-conscious. 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 SweeneyMay 10th, 2024Featuring: Derek Halpenny, Head of Research, Global Markets EMEA & International Securities at MUFG Bank, discusses his global FX outlook and the UK exiting recession today Dan Ives, Senior Equity Analyst at Wedbush Securities, talks about Apple's AI play David Mericle, Chief US economist in Global Investment Research at Goldman Sachs, talks about the US economic environment and outlook for a recession Ellen Wald, Senior Fellow at the Atlantic Council Global Energy Center, on energy markets and whether oil prices are set to head down Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceZ 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 Matt Hornbach and Wendy Schiller. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Eric Freedman, US Bank Asset Management Chief Investment Officer-David Lebovitz, JP Morgan Asset Management Global Strategist, Multi-Asset Solutions-David Malpass, Fmr. Under Secretary of the US Treasury for International Affairs & Fmr. President of the World BankUS Bank's Eric Freedman says the 'punishing' equity market favors the equal-weight S&P 500 index and brings risks to small-cap stocks. David Lebovitz of JP Morgan says 'the overall direction of the labor market and the wage data is supportive of some easing later this year.' Former World Bank President and Treasury Department official David Malpass believes the next US president faces a 'perfect storm' of economic issues, saying 'uncertainty is what's prevailing' in the economy.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 SweeneyMay 9th, 2024Featuring: Scott Chronert, Citi Research Head of US Equity Strategy, talks about the outlook for a US recession and rate cutes Sarah House, Senior Economist at Wells Fargo, previews CPI and discusses recent Fed speak Wendy Schiller, Professor at Brown University, breaks down the latest DC headlines and the Israel-Hamas war 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/surveillanceZ 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 Rich Clarida and Kona Haque. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Tracie McMillion, Wells Fargo Head of Global Asset Allocation Strategy-Janet Henry, HSBC Global Chief Economist-Mandy Xu, CBOE Vice President & Global Markets Head of Derivatives Market IntelligenceTracie McMillion of Wells Fargo says waning consumer confidence could soon impact companies' pricing power. HSBC's Janet Henry says the Fed is likely to either cut in September or December, given the 'unusual' nature of an election month rate cut. Mandy Xu of CBOE outlines how markets are pricing-in election-related volatility through the rest of the year.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 SweeneyMay 8th, 2024Featuring: Emily Roland, co-chief Investment Strategist at John Hancock Investment Management, on earnings and outlook for US markets, and whether the US is facing a hard landing Rich Clarida, Global Economic Advisor at PIMCO, on the labor situation in the US and whether unemployment is ready to pop and what the inflation trend could look like in the US in the coming months Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, on a slew of tech news, including Apple iPhone sales in China, US revoking Intel/Qualcomm licenses to sell chips to Huawei, and the latest on TikTok Mick Mulroy, co-founder of the Lobo Institute and former US Deputy Assistant Secretary of Defense for the Middle East, on the latest developments in the Israel-Hamas war Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceZ See omnystudio.com/listener for privacy information.

-Steve Eisman, Neuberger Berman Senior Portfolio Manager-Mark Zandi, Moody's Analytics Chief Economist-Hugh Johnston, Disney CFO Neuberger Berman's Steve Eisman says he's not overly concerned about the US deficit or the timing of when the Fed cuts rates. Mark Zandi of Moody's Analytics shares a differing take on the deficit and says everything is pointing green for the Fed to start cutting.' Disney CFO Hugh Johnston discusses Disney's mixed second-quarter report and overviews the company's outlook on their streaming and parks divisions.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 SweeneyMay 7th, 2024Featuring: Ken Leon, Director of Equity Research at CFRA, talks about Disney earnings Steve Eisman, Neuberger Berman Senior Portfolio Manager, discusses the outlook for Fed rate cuts in 2024 and whether the US could enter recession in the second half of 2024 Frances Donald, Chief Economist at Manulife Investment Management, talks about concerns of a hard landing or major uptick in unemployment amid higher for longer rates Bloomberg's John Tucker with Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceZ See omnystudio.com/listener for privacy information.

-Peter Tchir, Academy Securities Head of Macro Strategy-Veronica Clark, Citi Research US Economist-Ken Leon, CFRA Director of Equity ResearchPeter Tchir of Academy Securities says the perception of US exceptionalism is an 'old story that we're clinging on to.' Citi's Veronica Clark discusses the Fed's path forward on interest rates following soft April jobs numbers. Ken Leon of CFRA explains his firm's downgrade of Live Nation to "hold."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 SweeneyMay 6th, 2024Featuring: Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, on why life's been good for large caps and the bifurcated market Jackie Bowie, Managing Partner at Chatham, discusses the outlook for Euro economies and stagflation across global markets outside the US Aoifinn Devitt, CIO at Moneta, on how bullish traders should be on equities heading into the summer 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/surveillanceZ 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 Mark Zandi, Claudia Sahm, and Jurrien Timmer. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Mohamed El-Erian, Queens' College, Cambridge & Bloomberg Opinion-Jeff Rosenberg, BlackRock Senior Portfolio Manager-Pierre Ferragu, New Street Research Tech Infrastructure Head Mohamed El-Erian of Queens' College, Cambridge and BlackRock's Jeff Rosenberg react to April’s weaker-than-expected nonfarm-payrolls print. Pierre Ferragu of New Street Research breaks down Apple's stronger-than-expected first quarter 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 SweeneyMay 3rd, 2024Featuring: Jurrien Timmer, Director of Global Macro at Fidelity, bring us into the 830a jobs numbers and offers his reaction Mark Zandi, Chief Economist at Moody's Analytics, breaks down jobs numbers Claudia Sahm, Chief Economist at New Century Advisors and Bloomberg Opinion contributor, offers her perspective on this week's jobs figures and the US labor market 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 Anna Wong & Linda Duessel. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Andrew Hollenhorst, Citi Chief US Economist-Savita Subramanian, Bank of America Head of US Equity & Quantitative Strategy-Stephane Bancel, Moderna CEOCiti's Andrew Hollenhorst reacts to the Fed's decision to hold interest rates, saying inflation data will give the Fed the opportunity to cut rates this year. BofA's Savita Subramanian says the US will achieve a soft landing where the market adapts to higher rates. Moderna CEO Stephane Bancel reacts to better-than-expected first quarter earnings and discusses the company's upcoming RSV vaccine.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 SweeneyMay 2nd, 2024Featuring: Jonathan Pingle, UBS Securities Chief Economist, talks about the Fed, Jay Powell, and where we stand with rate cuts after Powell's presser yesterday Steve Englander, Global head of G10 FX Research and of North America Strategy for Standard Chartered Bank, on the Fed reducing its hiking tail risk Michael Feroli, Chief US Economist at JPMorgan, reacts to Jay Powell and discusses the outlook for a US recession Bloomberg's John Tucker with his Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceZ See omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision. See omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg 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 Stuart Kaiser and Bryan Whalen. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Tony DeSpirito, BlackRock Global CIO of Fundamental Equities-Earl Davis, BMO Global Asset Management Head of Fixed Income & Money Markets-Jonathan Pingle, UBS Chief US Economist BlackRock's Tony DeSpirito sees 'an opportunity for stock pickers' ahead with earnings estimates normalizing between mega-cap stocks and the rest of the market. BMO's Earl Davis says US 10-yr yields could retest 5% and previews the Fed decision's impact on the treasury market. Jonathan Pingle of UBS reacts to stronger-than-expected ADP labor market data for April and looks ahead to the Fed's rate decision.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 SweeneyMay 1st, 2024Featuring: Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas at BlackRock, on ways to play the Fed soft landing and unclear geopolitical outlook Stuart Kaiser, Head of US Equity Trading Strategy at Citi, on the data spooking markets pre-FOMC Brian Wieser, Principal at Madison & Walls, on Amazon earnings and can also discuss Paramount 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/surveillanceZ 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 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.