Bloomberg Surveillance

-Lara Rhame, Chief US Economist, FS Investments-Jack Manley, Executive Director & Global Market Strategist, JPMorgan-Ellen Wald, Sr. Fellow, Atlantic CouncilLara Rhame of FS Investments says the nuances around inflation should give the Fed more patience before cutting interest rates. JPMorgan's Jack Manley says the dynamic between the Fed and inflation has become a 'chicken and the egg' situation. Ellen Wald, Sr. Fellow at the Atlantic Council, says she doesn't expect the US to tap into its strategic oil reserves to lower gas prices in the short-term.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 Julia Pollak and Claudia Sahm Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

BlackRock's Jeff Rosenberg and Mohamed El-Erian, Queens' College, Cambridge President, react to the March jobs report that exceeded analyst estimates. NATO Secretary General Jens Stoltenberg discusses his plan for NATO to supply Ukraine with over $100 billion in aid over the next five years as Russia makes gains on the battlefield. 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 5th, 2024Featuring: Neil Dutta, Partner and Head of US Economic Research at Renaissance Macro Research, and Ira Jersey, Bloomberg Intelligence Rates strategist, with reaction to the March jobs report Julia Pollak, Chief Economist at ZipRecruiter, joins to break down the jobs numbers Claudia Sahm, Bloomberg Opinion Contributor and CEO at Sahm Consulting, on the economic picture post jobs numbers and Opinion piece on part-time work 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 Larry McDonald and Max Kettner. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Jean Boivin, Head of BlackRock Investment Institute -Becky Frankiewicz, Chief Commercial Officer, President North America at ManpowerGroup-Michael Hirson, Head of China Research 22V Research Jean Boivin, Head of BlackRock Investment Institute, says the economy has entered 'a new regime' and is bullish on risk assets going forward. Becky Frankiewicz of ManpowerGroup reacts to higher-than-expected weekly jobless claims and discusses the 'amazing' resiliency of the US labor market. Michael Hirson, Head of China Research at 22V Research, breaks down Treasury Secretary Janet Yellen's visit to China.See omnystudio.com/listener for privacy information.

Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney April 4th, 2024Featuring: Rebecca Patterson, former Chief Investment Strategist at Bridgewater Associates, joins to talk about what we can expect from jobs on Friday and CPI next week Meghan Swiber, Director of US Rates Strategy at Bank of America, joins to talk about recent Fed speak and what we've heard from Jay Powell, and whether we'll actually see a rate cut in 2024 Larry McDonald, founder at The Bear Traps Report, on his new book "How to Listen When Markets Speak" 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 Robert D. Kaplan and Ed Morse. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Eric Veiel, CIO & Head of Global Investments, T. Rowe Price-Michael Collins, Executive Portfolio Advisor, PGIM Fixed Income-Eric Cantor, Vice Chairman & Managing Director at Moelis & Company, Former House Majority LeaderEric Veiel, T. Rowe Price CIO & Head of Global Investments, says he's 'dramatically neutral' between stocks and bonds amid an uncertain path forward for the Fed. Michael Collins, PGIM Fixed Income Executive Portfolio Advisor, sees value in long-term treasury yields amid a robust economic backdrop in the US. Former House Majority Leader Eric Cantor, Vice Chairman & Managing Director at Moelis & Company, says the market will eventually reject the 'continued incurrence of debt', but the signs aren't there yet.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 3rd, 2024Featuring: Matt Luzzetti, Chief US Economist at Deutsche Bank, discusses his eco outlook for Q2 and how high prices may weigh further on consumers into the summer Ed Morse, Senior Advisor at Hartree Partners, discusses energy, commodities, and growing risks in the market and risks to demand Robert D. Kaplan, author of "The Loom of Time," on geopolitical concerns ranging from escalating Middle East tensions and China to uncertainty for Ukraine as they combat Russian aggression 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 Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney April 2nd, 2024Featuring: Kathy Jones, Chief Fixed Income Strategist at Charles Schwab, discusses fixed income opportunities in 2024 and positioning for a correction Jason Furman, Professor of the Practice of Economic Policy at Harvard, on the "balance of worry" in the Feb jobs report, and why we could be tilting from inflation to recession Axel Merk, co-founder and CIO at Merk Investments, on how high gold can go 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 Jason Furman and Gene Munster. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Phil Orlando, Chief Equity Strategist & Head of Client Portfolio Management, Federated Hermes-Steven Cook, Middle Eastern Senior Fellow, Council on Foreign Relations-Troy Gayeski, Chief Market Strategist, FS InvestmentsPhil Orlando of Federated Hermes says the equity rally will broaden out and expects oil prices to climb higher through the year amid geopolitical uncertainty. Steven Cook, Middle Eastern Senior Fellow at the Council on Foreign Relations, says Iran will likely pressure the US to bring Israel to heel or raise a 'storm of violence in the region'. Troy Gayeski of FS Investments says the back-end of the yield curve could return to 5% levels if the Fed doesn't cut rates.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 and Kona Haque.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Jay Pelosky, TPW Advisory Principal & Founder-Peter Tchir, Academy Securities, Head Of Macro Strategy-Bill Dudley, Fmr. NY Fed President & Bloomberg Opinion columnistJay Pelosky, TPW Advisory Principal & founder, says commodities are a major opportunity in the global market. Peter Tchir of Academy Securities says the equity market is 'frothy and overextended' into tech and is positioned for a rotation. Former New York Fed President Bill Dudley discusses why last year's banking crisis could happen again. 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 1st, 2024Featuring: David Sowerby, Managing Director and Portfolio Manager at Ancora, breaks down the market reaction to Jay Powell and PCE data Friday Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, on whether market technicals are signaling an incoming correction Emre Peker, Europe Director at Eurasia Group, on the Turkish election result 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.

Bloomberg's Nathan Hager and Michael McKee discuss the latest PCE data and reaction from Fed Chair Jerome Powell. Plus, reaction from Wells Fargo Senior Economist Sarah House.See omnystudio.com/listener for privacy information.

Bloomberg's Nathan Hager breaks down the latest PCE data with Bloomberg Economics and Policy Editor Michael McKee. Plus, reaction to the data from Tom Porcelli, Chief US Economist at PGIM Fixed Income, and Wells Fargo Senior Economist Sarah House.See omnystudio.com/listener for privacy information.

FTX co-founder Sam Bankman-Fried was sentenced to 25 years in prison for stealing billions of dollars from customers, marking the final chapter in a case that has both captivated and overshadowed the crypto industry. Bloomberg Radio hosts Paul Sweeney, Alix Steel, Joe Mathieu and Kailey Leinz discuss, with instant reaction and analysis from Bloomberg Law host June Grasso and Bloomberg News legal editor Peter Jeffrey. 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 SweeneyMarch 28th, 2024Featuring: Julian Emanuel, Senior Managing Director at Evercore ISI, on market bullishness in 2024 and whether it can last as well as what we can see from Jay Powell tomorrow Richard Haas, former president of the Council on Foreign Relations, on geopolitical outlook for 2024 and concerns involving China, Ukraine, and Israel and how Congress is approaching each conflict Anna Wong, Chief US Economist with Bloomberg Economics, discusses her note on the economic impact of the Baltimore Bridge collapse 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 Richard Haass and Julian Emanuel.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Matthew Miskin, Co-Chief Investment Strategist, John Hancock Investment-Steve Center, COO & Executive Vice Chairman, Kia America-Robert Davis, Merck CEOMatthew Miskin of John Hancock Investment Management says markets have become dependent on a dovish Federal Reserve. Steve Center, COO & Executive Vice Chairman of Kia America, discusses the automaker's outlook on EV production and how it's impacted by government policy. Robert Davis, Merck CEO, discusses the company's newly-approved lung disease drug and the overall competition in the pharmaceutical space. 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 SweeneyMarch 27th, 2024Featuring: Rich Clarida, former Vice Chair of the Federal Reserve, on the Fed's rate hike path and Fed credibility Margie Patel, Portfolio Manager at Allspring Global Investments, talks market outlook and chances of a correction in 2024 Marvin Loh, State Street Senior Global Macro Strategist, on equity outlook in the US and global markets and chances of a US recession 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.

-Bruce Kasman, Chief Economist & Head of Global Economic Research, JPMorgan-Amanda Lynam, Head of Macro Credit Research, BlackRock-Pablo Di Si, VW North America CEOJPMorgan Chief Economist Bruce Kasman says higher interest rates haven't done nearly as much damage to the private sector as expected. BlackRock's Amanda Lynam says there's enough 'discrimination under the surface' in the credit market to keep conditions from becoming over-exuberant. Pablo Di Si, VW North America CEO, says the automaker remains committed to developing EVs and will respond to the pace of consumer demand. 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 SweeneyMarch 26th, 2024Featuring: John Kartsonas, Managing Partner at Breakwave Advisors, on the Baltimore Bridge collapse Adam Posen, president of the Peterson Institute for International Economics, on geopolitics, wars in Ukraine and Israel, and how it can all play out in the 2024 presidential election Peter Tchir, Head of Macro Strategy at Academy Securities, on China's threat to personal consumption in the US 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.

-Andrew Hollenhorst, Chief US Economist, Citi-Julian Emanuel, Chief Equity, Derivatives and Quant Strategist, Evercore ISI-Ron Dermer, Israel Strategic Affairs MinisterCiti Chief US Economist Andrew Hollenhorst says the Fed could still cut rates if inflation remains closer to 3% than 2%. Julian Emanuel of Evercore ISI says we've entered the 'zone of exuberance' in the equity market. Ron Dermer, Israel Strategic Affairs Minister, says Israel has no choice but to 'finish the job' in Gaza. 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 Kartsonas & Adam PosenWatch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

The Big Take from Bloomberg News brings you inside what’s shaping the world's economies with the smartest and most informed business reporters around the world. The context you need on the stories that can move markets. Every afternoon.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 Liz Ann Sonders & George FergusonWatch 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 SweeneyMarch 25th, 2024Featuring: Brooke Sutherland, Boston Bureau Chief for Bloomberg News, on Boeing's CEO resigning Liz Ann Sonders, Chief Investment Strategist at Charles Scwhab, on the Fed and her recent chart comparing how as a percentage of personal income, dividends now outweigh interest John Stoltzfus, Chief Investment Strategist at Oppenheimer, on raising his target SPX 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.

-Ed Yardeni, Founder & President, Yardeni Research-Jim Bianco, President & Macro Strategist, Bianco Research-Neil Dutta, Head of US Economic Research, Renaissance Macro ResearchEd Yardeni of Yardeni Research says the bull market is here to stay, and predicts the S&P 500 will reach 6,000 by next year. Jim Bianco of Bianco Research says bonds are being left out of the 'everything rally', and inflation won't likely drop below 3% until the fall at the earliest. Neil Dutta, Head of US Economic Research at Renaissance Macro, says the Fed has the space to ease policy conditions modestly as long as the labor market remains strong. 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 SweeneyMarch 22nd, 2024Featuring: Kristina Hooper, Chief Global Market Strategist at Invesco, wrapping this week's central bank meetings Bloomberg Intelligence Senior Tech Analysts Mandeep Singh and Anurag Rana join to talk about the Reddit IPO and Apple Jonathan Maxwell, CEO at Sustainable Development Capital, on the energy outlook in the US, natural gas prices, and why energy and commodities are at the heart of geopolitical conflict 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.

-Bob Michele, JPMorgan Asset Management CIO & Global Head of Fixed Income, Currency & Commodities-Mohamed El-Erian, Queens' College, Cambridge President & Bloomberg Opinion columnist-Peter Oppenheimer, Chief Global Equity Strategist, Goldman SachsBob Michele, JPMorgan Asset Management CIO, says the US economy has been in a "La La Land" since the GFC and that he hasn't been this bullish since the mid-2000s. Mohamed El-Erian, Queens' College, Cambridge President & Bloomberg Opinion columnist, says central banks have effectively abandoned target inflation points in favor of a range. Peter Oppenheimer, Chief Global Equity Strategist at Goldman Sachs, discusses why he recommends diversifying to non-US stocks. 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 SweeneyMarch 21st, 2024Featuring: Seema Shah, Chief Global Strategist at Principal Asset Management, previews the BOE decision and breaks down yesterday's Fed decision Sebastien Paige, Head of Global Multi-Asset and CIO at T. Rowe Price, on markets, the Fed meeting, and breaking down Jay Powell's presser Brianne Lynch, Head of Market Insight at EquityZen, on today's Reddit IPO 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.

-Gargi Chaudhuri, BlackRock Head of iShares Investment Strategy Americas-Richard Bernstein, Richard Bernstein Advisors CEO & CIO-Stephanie Roth, Wolfe Research Chief Economist Gargi Chaudhuri, Head of iShares Investment Strategy Americas at BlackRock, advises investing in medium-term treasury bonds amid a higher inflationary environment. Richard Bernstein, Richard Bernstein Advisors CEO & CIO, cautions against fixating solely on the Magnificent 7 stocks. Stephanie Roth, Wolfe Research Chief Economist, reacts to weekly jobless claims and says inflation should come down towards 2% without stifling growth.See omnystudio.com/listener for privacy information.

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

Bloomberg's Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance 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 SweeneyMarch 20th, 2024Featuring: Bob Michele, Managing director and CIO at JP Morgan Asset Management, on today's Fed decision Dennis Lockhart, former President of Atlanta Federal Reserve, on previewing today's Fed decision Frances Donald, Chief Global Economist at Manulife Investment Management, on what she expects to see from the Fed and concern about the labor market 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.

-Wei Li, Global Chief Investment Strategist, BlackRock-Steven Major, Global Head of Fixed Income Research, HSBC-Jan Hatzius, Chief Economist, Goldman SachsGoldman Sachs Chief Economist Jan Hatzius says the Fed's concerns about the economy 'have moved into the rearview mirror' ahead of its March meeting. Wei Li, Global Chief Investment Strategist at BlackRock, says the bar is high for markets to 'abandon this narrative of immaculate disinflation'. HSBC Global Head of Fixed Income Research Steven Major says the Fed doesn't need to reach its 2% inflation target before cutting interest 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 SweeneyMarch 19th, 2024Featuring: Jennifer Lee, Senior Economist at BMO Capital Markets, on this week's central bank decisions, including the Fed, BOE, and BOJ Alex Chaloff, CIO at Bernstein Private Wealth Management, on market outlook for 2024 and if we'll see a recession Vince Cignarella, Bloomberg News Marco Strategist, on why he thinks we won't see a 2024 rate cut 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.

-Brian Moynihan, Bank of America Chairman & CEO-Savita Subramanian, BofA Head of US Equity & Quantitative Strategy & Jill Carey Hall, BofA Head of U.S. Small and Mid-Cap Strategy-Michael Gapen, BofA Global Research Head of US Economics & Aditya Bhave, BofA Global Research Senior US EconomistBank of America Chairman & CEO Brian Moynihan discusses the state of the US economy, 'resilient' US consumers and the 'slow burn' of commercial real estate. Bank of America equity strategy heads Savita Subramanian & Jill Carey Hall on where they see 'euphoria' and opportunities in the global market. Michael Gapen, BofA Global Research Head of US Economics & Aditya Bhave, BofA Global Research Senior US Economist, discuss the mixed messages from recent economic data and the Fed's upcoming decision on interest rates.See omnystudio.com/listener for privacy information.

Barclays CEO C.S. Venkatakrishnan discusses Barclays' three-year restructuring plan that aims to return over $12 billion to shareholders and expand relationships with sovereign wealth funds. Monica DiCenso, Head of Global Investment Opportunities at JP Morgan Private Bank, says equities are well-positioned across the S&P 500. Sahm Consulting founder Claudia Sahm, former Federal Reserve Economist & Bloomberg Opinion columnist, says she expects the Fed to hold rates steady on Wednesday and hopes for 'most boring meeting ever.' 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 SweeneyMarch 18th, 2024Featuring: Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, on market technicals and how the S&P will respond to this week's Fed decision David Katz, CIO at Matrix Asset Advisors, on stock picks and outlook for indicies in 2024 Dana D'Auria, Co-CIO at Envstnet, on equities, asset allocation, and valuations Bloomberg's Lisa Mateo 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 Ed Yardeni and Dan IvesWatch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

John Stoltzfus, Oppenheimer Chief Investment Strategist, says 'insidious' inflation will likely push the Fed's interest rate cuts to the second half of the year. Sarah Hunt, Alpine Saxon Woods Chief Market Strategist, says AI stocks are backed by actual cashflow and not 'running on a promise.' Ian Lyngen, BMO Capital Markets Head of US Rates Strategy, says this week's inflation and retail sales data 'hints of the specter of stagflation.' 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 SweeneyMarch 15th, 2024Featuring: Ed Yardeni, President at Yardeni Research, on next week's Fed decision and potential for soft landing Sarah Hunt, Chief Markets Strategist at Alpine Woods Capital Investors Saleha Mohsin, Senior Washington Correspondent with Bloomberg News, on politics and her new book 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 Jeffrey Cleveland and Keith CowingWatch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Marc Lipschultz, Blue Owl Capital Co-CEO, says private credit remains strong and the system is able to successfully absorb economic obstacles. Rolf Habben Jansen, Hapag-Lloyd CEO, says the global shipping sector is calming after months of volatility tied to attacks on shipping vessels. Jay Bryson, Chief Economist, Wells Fargo, reacts to jobless claims and PPI data saying February's sticky inflation numbers shouldn't significantly alter the Fed's path forward on interest 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 SweeneyMarch 14th, 2024Featuring: Jeffrey Cleveland, Chief US Economist at Payden & Rygel, on immediate reaction to PPI and retail sales Brian Weiser, Principal at Madison and Wall, LLC, on TikTok potential ban. Hessam Nadji, CEO at Marcus & Millichap, on CRE, mortgage rate dip, and other real estate 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 Amy Wu Silverman and Katy Kaminski.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.