Bloomberg Surveillance

Ian Bremmer, Eurasia Group President, says Putin doesn't have "real friends" on the global stage.Amy Wu Silverman, RBC Capital Markets Head of Derivatives Strategy, says if tech goes, the market goes. Collin Martin, Schwab Center for Financial Research Fixed Income Strategist, says one more rate hike from the Fed is likely. Geoffrey Yu, BNY Mellon Senior Market Strategist, sees clear signs of a demand slowdown.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.

Adam Posen, Peterson Institute for International Economics President & Former BOE Monetary Policy Committee Member, sees the Fed getting above 5.5% before the end of the year. Michael Collins, PGIM Fixed Income Senior Portfolio Manager, says there's low risk of a deep recession. Linda Duessel, Federated Hermes Senior VP & Senior Equity Strategist, expects the Fed to keep higher for longer as they stick to their inflation target. Richard Haass, Council on Foreign Relations President, says China President Xi is more concerned about trade issues than what Joe Biden says about him. Brad Dillman, Cortland Chief Economist, discusses the commercial and residential real estate market. 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.

After the BOE raised interest rates by 50 basis points, Sree Kochugovindan, Abrdn Senior Research Economist, says there's still more to do. Thierry Wizman, Macquarie Global Interest Rates and Currencies Strategist, discusses Turkey's Lira sinking to weakest on record. Michael Gapen, BofA Securities Head of US Economics, says consumer spending continues to slow but at a moderate pace. Bruno Le Maire, France Economy & Finance Minister, says it is crucial to maintain a high level of investment in Europe. Denys Shmyhal, Ukraine Prime Minister, says it's impossible to think of Russia winning the war.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.

Chris Harvey, Wells Fargo Securities Head of Equity Strategy, says we're seeing more of an economic malaise than recession. Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, says we're headed into an environment where 2-3% inflation will become the "norm." Amanda Lynam, BlackRock Head of Macro Credit Research, says there's room for spreads to move higher. Greg Valliere, AGF Investments Chief US Policy Strategist, says the number one story to watch out for this summer is Ukraine. Ginni Rometty, Former IBM CEO & Author of "Good Power: Leading Positive Change in our Lives, Work and World," says there's little tolerance for AI to be wrong.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.

Claudia Sahm, Former Federal Reserve Economist, Bloomberg Opinion Columnist & Sahm Consulting Founder, says forget about a Fed cut this year. Scott Chronert, Citi US Equity Strategist, says we need to navigate recession risk. Meghan Swiber, BofA Director of US Rates Strategy, says yields are at attractive levels. Sebastien Page, T. Rowe Price Head of Global Multi-Asset & Chief Investment Officer, says the 60/40 portfolio needs to be "modernized." Terry Haines, Pangaea Policy Founder, discusses Blinken, Xi's meeting in Beijing. 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.

On this Juneteenth holiday, Bloomberg's Sonali Basak brings us this Bloomberg Radio special report. See omnystudio.com/listener for privacy information.

In her new podcast, Bloomberg journalist Emily Chang sits down for intimate interviews with the biggest names at the intersection of tech, business, entertainment and culture. Join her every Thursday for a behind-the-scenes look at the most exciting and influential trends, and the big personalities behind them. Listen & Subscribe: Apple: apple.co/3NzkJda Spotify: spoti.fi/3Picljp Anywhere: bit.ly/3PiDrqKSee omnystudio.com/listener for privacy information.

Ann Miletti, Allspring Global Investments Head of Active Equity, says active managers are "mining for gold," searching for names that haven't been recognized. Jens Nordvig, Exante Data Fonder & CEO, Marketreader Founder & CEO, says investors aren't paying enough attention to the structural shifts of capital flow into China. Rep. French Hill, (R) Arkansas, says no one is threatening another default. John Lovallo, UBS US Homebuilders & Building Products Equity Research Analyst, doesn't expect a big decline in home prices.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.

Jordan Rochester, Nomura G-10 FX Strategist, says an ECB rate of 4% is not the base case but is "possible" after the latest 25 bps hike. Jay Bryson, Wells Fargo Chief Economist, says more shocks are hitting Europe than the US. Amy Wu Silverman, Head of Derivatives Strategy RBC Capital Markets, discusses the equity market following the Fed decision. Pat Toomey, Former Senator (R-PA), says Trump is his own worst enemy. Leland Miller, China Beige Book CEO & Co-Founder, discusses the PBOC lowering its main policy rate.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.

Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. Bloomberg's monthly program, Chief Future Officer, profiles these leaders and explores the impact they're making on their companies and industries. This episode focuses on Monumental Sports & Entertainment CFO Peter Biché, who discusses his role in the growth of the $4 billion sports empire headed by Ted Leonsis.See omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene and Lisa Surveillance 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 and Lisa Surveillance break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Mike Wilson, Morgan Stanley Chief US Equity Strategist & Chief Investment Officer, says inflation will come down but "it's not going to be good for stocks." Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, suggests there could be a scenario in which the Fed "has to come back" if inflation doesn't go down. Anastasia Amoroso, iCapital Chief Investment Strategist, believes the Fed would need to go higher to really crack the economy. Mike Schumacher, Wells Fargo Global Head of Macro Strategy, says it's surprising to see the markets pricing in so much Fed easing. Tom Forte, DA Davidson Sr. Research Analyst, discusses Apple and AI. 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.

Abby Joseph Cohen, Columbia Business School Professor & Retired Goldman Sachs Partner, says there's a divergence between investors and commentators on economic data. Sarah House, Wells Fargo Senior Economist, discusses the US May CPI print. Jacob J. Lew, Former US Treasury Secretary, says we're not yet done with seeing the impacts of higher interest rates. Wendy Schiller, Taubman Center for American Politics & Policy Director at Brown University, says the Trump indictment is a development for democracy and that Presidents "should be held accountable."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.

Liz Young, SoFi Head of Investment Strategy, sees an ongoing appetite for tech among younger investors. Mike Mayo, Wells Fargo Managing Director, says US banks are winning. Robert Tipp, PGIM Fixed Income Chief Investment Strategist, says we're looking at a wage-price spiral. Jon Lieber, Eurasia Group Managing Director, United States, discusses Trump's indictment over classified documents. Ian Shepherdson Pantheon Macroeconomics Chief Economist, is hopeful the Fed has done enough.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.

Binky Chadha, Deutsche Bank Chief Global Strategist and Head of Asset Allocation, says we could reach 5,000 on the S&P if a soft landing is achieved. Kathy Jones, Charles Schwab Chief Fixed Income Strategist, thinks the 5% higher yields are more punishment than reward. Terry Haines, Pangaea Policy Founder, discusses Trump's indictment over secret documents. Jeff Currie, Goldman Sachs Global Head of Commodities Research, say oil and copper are a liability right now. Nadia Calviño, Spanish Vice President and Minister for Economy and Digitalization, says she hasn't spoken with Elon Musk about any plans for a new Tesla factory in Spain.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.

Matt Luzzetti, Deutsche Bank Chief US Economist, expects the Fed to skip next week, with a potential for more hikes to come. As money flows concentrate into mega cap companies, Kristen Bitterly, Citi Global Wealth Management Head of North America Investments, says this shows that the market is "rational." Edward Yardeni, Yardeni Research President, sees inflation reaching 3 to 4% by year end. Geoffrey Yu, BNY Mellon Senior Market Strategist, doesn't expect rate cuts from any major central banks until the second half of next year. Rep. John Garamendi, (D) California, discusses the PGA Tour-Liv merger. 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.

Despite cutting exposure to tech last year, Seema Shah, Principal Asset Management Chief Global Strategist, remains a long-term believer in the sector. Marilyn Watson, BlackRock Head of Global Fundamental Fixed Income Strategy, sees the Fed staying higher for longer. Wendy Schiller, Taubman Center for American Politics & Policy Director at Brown University, discusses Pence, Christie entering the '24 presidential race. Alberto Gallo, Andromeda Capital Management Co-Founder & CIO, says if we have a persistently hawkish central bank, and if the long end goes up, then the consequences for markets are pretty heavy. Clare Lombardelli, OECD Chief Economist, says the world faces slow growth, not recession.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.

Emmanuel Roman, PIMCO CEO, says banks are going to be tight for capital. Julian Emanuel, Evercore ISI Chief Equity, Derivatives & Quant Strategist, says we're in a momentum market, raising his S&P target to 4,450. Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, says we haven't seen the full effect of rates. Dan Ives, Wedbush Sr. Equity Research Analyst, discusses Apple announcing its Vision Pro headset.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.

Anthony Capuano, Marriott International President & CEO, doesn't see the end of "YOLO" traveling happening anytime soon. Michael Gapen, BofA Securities US Economist, says good news is back to being bad news. Ellen Wald, Atlantic Council Sr. Fellow, discusses Saudi Arabia pledging to cut a million barrels a day in July. Ed Mills, Raymond James Washington Policy Analyst, says the 2024 elections will be a wildcard for markets.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.

Randall Kroszner, University of Chicago Booth School Economics Professor & Fmr. Fed Governor, says unless the US gets an immaculate disinflation, he doesn't see the Fed cutting "anytime soon." Jeff Rosenberg, BlackRock Systematic Multi-Strategy Fund Portfolio Manager, says we are not really seeing a slowing in the labor market. Tiffany Wilding, PIMCO Chief North American Economist, discusses the May jobs report. Nadia Lovell, UBS Global Wealth Management Senior US Equity Strategist, says we're seeing a rolling recession in different sectors. Dan Clifton, Strategas Research Partner Partner and Head of Policy Research, discusses the US debt-limit deal clearing Congress. 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.

Bill Dudley, Bloomberg Opinion Columnist, Bloomberg Economics Senior Advisor & Former NY Fed President, says the Fed's usage of a "skip" versus a "pause" is to temper market expectations that they are "finished." Heidi Crebo-Rediker, Former US State Department Chief Economist, CFR Senior Fellow & International Capital Strategies Partner, discusses China's weak data. Alan Ruskin, Deutsche Bank Chief International Strategist, says a mild recession would be a soft landing scenario. Chuck Grom, Gordon Haskett Senior Retail Analyst, discusses Macy's 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.

Bob Michele, JPMorgan Asset Management Head of Fixed Income, says he sees a recession by the end of the year and the Fed cutting rates by September. Rep. Bryan Steil, Republican from Wisconsin says the debt-limit bill is not perfect but its's a step in the right direction. Anglo Zino, Senior Equity Analyst at CFRA says he is a believer in Nvidia but he thinks there will be some AI fatigue. Emily Roland, John Hancock Investment Managemenet Co-Chief Investment Strategist says she continues to favor investing in the US over the rest of the world. William Lee, The Milken Institute Chief Economist says China is snowballing into a static plateau.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.

Jamie Dimon is in Shanghai for JPMorgan's China summit. It's the first time the bank's flagship event is being held in person since 2019. Bloomberg News sat down for a wide-ranging, exclusive interview with the JPMorgan CEO. Here is his interview with Bloomberg's Stephen Engle. See omnystudio.com/listener for privacy information.

Brian Levitt, Inveso Global Market Strategist, says we are close to the end of the tightening cycle. Mandeep Singh, Sr. Technology Analyst for Bloomberg Intelligence on Nvidia's march toward $1 trillion market value. Greg Valliere, Chief US Policy Strategist at AGF investments says, House Speaker Kevin McCarthy is a "serious player" following the weekend's debt ceiling negotiations. Katy Kaminski, Chief Research Strategist at Alphasimplex says, she's looking for a breakout in US treasury yields. Lee Ferridge, Head of Macro Strategy at State Street, says sterling/US dollar will hit $1.15 by the second half of this year.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Mike Wilson, Morgan Stanley Chief US Equity Strategist, says the bear market is continuing. Megan Greene, Kroll Institute Global Chief Economist, says the Fed is not finished here. Jeannette Lowe, Strategas Managing Director of Policy Research, says crossing the X-date would not necessarily mean a US default. Dan Ives, Wedbush Senior Equity Analyst, says AI could add "another $30 per share to the Apple story." Daniel Ricciardo, Red Bull Racing Reserve Driver & 2018 Monaco Grand Prix Winner, wants to find an F1 seat in 2024, and wouldn't rule out a return to racing with Red Bull. 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.

Jay Bryson, Wells Fargo Chief Economist, says we are always flying blind in this economy. Douglas Holtz-Eakin, American Action Forum President, discusses debt-limit talks between Biden and McCarthy. Diana Amoa, Kirkoswald Asset Management CIO of Long Biased Strategies, says valuations aren't "based purely on fundamentals," and that investors are getting "FOMO." Larry Adam, Raymond James Chief Investment Officer, says tech continues to reinvent itself. Mandeep Singh, Bloomberg Intelligence, discusses Nvidia soaring on strong AI demand outlook.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.

Greg Peters, PGIM Fixed Income Co-CIO, says the yield curve is already pricing in a recession. Oliver Chen, Cowen Senior Equity Research Analyst, discusses the slump in European luxury retailers. James Lucier, Capital Alpha Partners Senior Political Analyst, discusses debt-limit talks and DeSantis' potential announcement of his 2023 presidential bid on Twitter with Musk. Liz Young, SoFi Head of Investment Strategy, says the market is showing "pretty classic late cycle behavior." Doug Kass, Seabreeze Partners President, explains why he thinks the debt ceiling is a sideshow distracting investors from the seriously negative ramifications of a top heavy market.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.

Savita Subramanian, BofA Global Research Head of US Equity & Quantitative Strategy, raises her 2023 target for the S&P 500.Greg Valliere, AGF Investments Chief US Policy Strategist, discusses debt-limit talks between Biden and McCarthy. Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, sees a recession starting in the second half of this year. Torsten Slok, Apollo Global Management Chief Economist, says a recession is on the horizon. Bill Winters, Standard Chartered CEO, is not expecting another banking crisis. 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.

Despite the lack of a banking crisis, Subadra Rajappa, Societe Generale Head of US Rates Strategy sees credit tightening conditions lingering.Christopher Marinac of Janney Montgomery Scott sees regional banks "marching forward" with lending and profits. Lisa Hornby, Schroders Head of US Multi-Sector Fixed Income sees a cautious Fed saying they "may go a little bit further"Michael O'Leary, CEO of Ryanair sees airfares rising 5-10% for the next couple of years.Bloomberg's Annmarie Hordern reports on the US debt ceiling. 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.

Sonali Basak, Bloomberg News Wall Street Correspondent says Morgan Stanley CEO Jim Gorman announcing he will resign in the next 12 months is the surprise news from today's AGM.Priya Misra, TD Securities Global Head of Rates Strategy says she sees the Fed hiking one more time and "it's a high bar for them to keep going".Henrietta Treys, Veda Partners Economic Policy Research Director says there is a 2% chance the US defaults on its debt. Jordan Rochester, Nomura G-10 FX Strategist says the dollar will zigzag the rest of this year like it did in 2021. David Bailin, Citi Global Wealth CIO says putting money overseas right now is a "gimmee".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.

John Kirby, National Security Council Coordinator for Strategic Communications says if you don't take care of the nation's debt, virtually nothing else matters in terms of what you're trying to do around the world. Ellen Zentner, Morgan Stanley Chief US Economist says the Fed is close enough to restrictive. Barbara Reinhard, Voya Investment Management Head of Asset Allocation sees the US outpacing the rest of the world with inflation data "likely to go our way". Joe Feldman, Telsey Advisory Group Senior Research Analyst says consumers are stronger than we think and have money to spend. Jim Bianco, Bianco Research Founder & President. says there's likely more pain to come thanks to the ongoing bank turmoil. 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.

Amy Wu Silverman of RBC Capital Markets says the market consensus is bearish and the tale of optimism doesn't exist. Libby Cantrill of PIMCO believes a deal on the debt ceiling is "imminent," and could come together by this weekend. Mike Schumacher of Wells Fargo Securities says global inflation remains stubborn. Michael Gapen of BofA Securities says a Fed rate hike in June can't be ruled out. Chris Marinac of Janney Montgomery Scott says banks are in a goog spot and getting better each quarter. 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.

Marvin Loh, State Street Senior Global Macro Strategist, says a recession is unavoidable. Tiffany Wilding, PIMCO Economist says the consumer is hanging in there following retail sales data. Lindsay Rosner, Portfolio Manager at PGIM Fixed Income says the inflation battle is not over, and says a move into fixed income makes sense. Chuck Grom of Gordon Haskett warns of a "discretionary recession" in retail. Isaac Boltansky, BTIG Director for Policy Research says hearings rarely change policy ahead of the Senate hearing on the failures of SVB and Signature Bank. 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.

Stuart Kaiser, Citi Head of US Equity Trading Strategy, says we're "bouncing into a ceiling and a floor" between 3,800 and 4,200 on the S&P 500. Lindsey Piegza, Stifel Chief Economist, says 2Q GDP could actually surprise to the upside. Oscar Munoz, Former United Airlines CEO, discusses the state of the airline industry. Janno Lieber, MTA Chair & CEO, discusses safety and affordability of New York City public transit. Greg Valliere, AGF Investments Chief US Policy Strategist, discusses Biden, McCarthy's upcoming debt-limit meeting. 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.

Get today's top stories, with context, in just 15 minutes. Subscribe to the Bloomberg Daybreak podcast: 1) On Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-us-edition/id1663860720 2) On Spotify: https://open.spotify.com/show/0DPsJjKQajOKKw35Hme5af 3) Anywhere: https://omny.fm/shows/bloomberg-daybreakSee omnystudio.com/listener for privacy information.

Jamie Dimon joins Bloomberg News to discuss the debt ceiling, the regional banking crisis and the US economy. The CEO of JPMorgan Chase speaks with Bloomberg's Francine Lacqua from the bank's Global Markets Conference in Paris. See omnystudio.com/listener for privacy information.

Jan Hatzius, Chief Economist at Goldman Sachs, says the market is being overly aggressive in pricing in Fed rate cuts. Cameron Dawson, NewEdge Wealth CIO, says the risk of recession is high but we're not seeing the 'whites of the eyes' in the hard data. Peter Tchir, Head of Macro Strategy at Academy Securities, says people in Washington DC have lost focus, and there's plenty of other things we should be focusing on rather than the debt ceiling. Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager, says that when the Fed does cut rates, they'll be cutting aggressively. Bloomberg's Annmarie Hordern talks the debt ceiling after her exclusive interview with Treasury Secretary Janet Yellen at the G7 meeting in Japan. 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.

US Treasury Secretary Janet Yellen sat down for an exclusive interview with Bloomberg News. She speaks with Bloomberg's Annmarie Hordern on the sidelines of a Group of Seven gathering of finance officials in Niigata, Japan. See omnystudio.com/listener for privacy information.

Jamie Dimon, JPMorgan Chase Chairman & CEO, says the debt ceiling issue is potentially catastrophic, and says "you will have panic" the closer the US gets to a default. After PPI data and initial jobless claims, as well as the BOE's rate hike, John Ryding, Chief Economic Advisor at Brean Capital, says a recession in the US and UK is inevitable. Gabelli Funds Co-CIO, explains exactly where he would put money to work amid all the market uncertainties. Megan Horneman, CIO at Verdence Capital Advisors, says there will be more bank crises to come. Tom Tzitzouris, Head of Fixed Income at Strategas, believes this is a good time for the Fed to pause, but to keep the door open to another hike. Brian Wieser, Madison & Wall Principal, joins to discuss Disney's earnings, and the outlook for streaming. 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.

Chief Financial Officers now play a critical role in shaping business strategy and positioning organizations to meet future challenges. This episode focuses on LPGA CFO Kathy Milthorpe, whose career at the leading U.S. women's golf association began over 30 years ago. Milthorpe and LPGA Commissioner Mollie Marcoux Samaan speak with Scarlet Fu about the opportunities ahead for the LPGA -- with record numbers of women participating in golf, and growing sponsor interest in women's sports.See omnystudio.com/listener for privacy information.

Bill Dudley, Former NY Fed President, Bloomberg Opinion Columnist & Bloomberg Economics Senior Adviser, says its hard to see 2% inflation with the labor market this tight and wages this high. Mario Gabelli, Gabelli Funds Co-CIO, explains exactly where he would put money to work amid all the market uncertainties. Rep French Hill, (R) Arkansas, says Treasury Secretary Yellen could "step in right now" and help develop a debt ceiling deal that would "pass overwhelmingly" and be signed into law before deadline. Peter Oppenheimer, Goldman Sachs Chief Global Equity Strategist, sees the market environment ripe for nuanced and diversified investors. Henrietta Treyz, Veda Partners Economic Policy Research Director, discusses debt-limit talks between Biden, McCarthy. 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.

Heidi Crebo-Rediker, CFR Senior Fellow, International Capital Strategies Partner & Former US State Department Chief Economist, says "there must be market pressure" in order for politicians to act on the debt ceiling. Robert Tipp, PGIM Fixed Income Chief Investment Strategist & Head of Global Bonds, says we can see a drop in yields and a widening of credit spreads if there is an "accidental default." Lisa Shalett, Morgan Stanley Wealth Management Chief Investment Officer, says no company is immune from recession. Neil Dutta, Renaissance Macro Research Head of US Economic Research, says recession is not imminent. Helane Becker, Cowen Senior Research Analyst, says travel demand is exceeding supply. 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.

Jelena McWilliams, Former FDIC Chair & Cravath Swaine & Moore Partner, says regional banks must manage risk. Daleep Singh, PGIM Fixed Income Chief Global Economist, says congress is as polarized as its ever been. David Lebovitz, JPMorgan Asset Management Global Market Strategist, says the recent growth data and US jobs report don't suggest a recession. Subadra Rajappa, Societe Generale Head of US Rates Strategy, sees yields remaining range-bound. Adam Tooze, Columbia University Professor of History, sees a bifurcation of the US economy. 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.

Economics & Fmr. Fed Governor, says the Fed is not going to quit until the labor market quits. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says "the tightening is yet to show up" as the US unemployment rate falls to 3.4% in April. Tiffany Wilding, PIMCO Chief US Economist, discusses the payrolls report beating estimates. Chris Marinac, Janney Montgomery Scott Director of Research, says most regional banks "have much more stable deposit flows than anyone realizes." 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.

Katrina Dudley, Franklin Mutual Series Portfolio Manager, says the ECB is signaling "that the core inflation number is still too high," following a 25 basis point hike by the central bank. Steven Ricchiuto, Mizuho Chief US Economist, says the Fed should end quantitative tightening. Matthew Monks, Bloomberg News, discusses PacWest weighing strategic options. Wei Li, BlackRock Global Chief Investment Strategist, says "we don't think this is a banking-specific systemic type of crisis. Tom Forte, DA Davidson Sr. Research Analyst, previews Apple 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.

Bill Dudley, former Federal Reserve Bank of New York President and Jeffrey Rosenberg, BlackRock Financial Managing Director, discuss the latest rate decision and Chair Powell's news conference. They speak with Tom Keene, Jon Ferro and Lisa Abramowicz on a special edition of Bloomberg Surveillance. See omnystudio.com/listener for privacy information.

Richard Clarida, PIMCO Global Economic Advisor and former Fed Vice Chair, breaks down the most recent Federal Reserve rate decision. He speaks with Tom Keene, Jon Ferro and Lisa Abramowicz on a special edition on Bloomberg Surveillance. See omnystudio.com/listener for privacy information.

Betsy Duke, Former Wells Fargo Chair & Former Fed Governor, says the Fed has to be careful not to signal any movement toward this rate cut that this market is expecting. Bruce Kasman, JPMorgan Chief Economist and Head of Global Economic Research, says the case for the Fed to ease "is not that strong." David Chiaverini, Wedbush Securities Equity Research Director, says he could see the Fed pivoting away from their inflation focus and cutting rates if a "domino effect" occurs in the banking crisis. Amrita Sen, Energy Aspects Co-Founder & Head of Research, says we're seeing fear of uncertainty reflected in oil prices. John Lawler, Ford CFO, says EV demand is strong but sees more competition and pricing pressure with its electric crossover models. 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.

Anna Han, Wells Fargo Securities Equity Strategist, says earnings contraction is already occurring. Gerard Cassidy, RBC Capital Markets Head of U.S. Bank Equity Strategy & Large Cap Bank Analyst, discusses JPMorgan's acquisition of First Republic. Thierry Wizman, Macquarie Global Interest Rates and Currencies Strategist, says the debt ceiling might "come down to the wire." Mike Krack, Aston Martin F1 Team Principal, discusses the team's strong start to the 2023 season and the Miami Grand Prix coming up this weekend. Henrietta Treyz, Veda Partners Economic Policy Research Director, discusses Biden's debt limit meeting. 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.