Bloomberg Surveillance

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 10th, 2024
Featuring:

• Cam Harvey, Professor at Duke University, Sarah House, Senior Economist at Wells Fargo, and give their reaction to CPI and provide an outlook for rate cuts
• Rebecca Patterson, former Chief Investment Strategist at Bridgewater Associates,
• Mona Mahajan, Senior Investment Strategist with Edward Jones, on inflation in the US and equity outlook
• Nouriel Roubini, Atlas America Fund Portfolio Manager, Roubini Macro Associates CEO, and Professor Emeritus at NYU, talks eco data, inflation, and the economic impact of potential Trump and Harris presidencies
• Richard Haass, Centerview Partners Senior Counselor & Council on Foreign Relations President Emeritus, on geopolitical tensions and the 2024 presidential race

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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, Huw van Steenis, & Wendy Schiller.

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- Andrew Sheets, Morgan Stanley Global Head of Corporate Credit Research
- Cameron Dawson, NewEdge Wealth Chief Investment Officer
- Craig Fugate, Fmr. FEMA Administrator under Obama

Andrew Sheets of Morgan Stanley says, "We're still in a good is good environment." Cameron Dawson of NewEdge Wealth says the one thing keeping low-income consumers above water is the jobs market. Former FEMA Administrator Craig Fugate says FEMA has a lot of capability to reprioritize their resources as Florida braces for Hurricane Milton.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 9th, 2024
Featuring:

• Admiral James Stavridis, Bloomberg Opinion columnist, retired US Navy admiral, and former supreme allied commander of NATO, on his new book, "The Restless Wave," and geopolitical conflicts
• Steven Oh, Global Head of Fixed Income at PineBridge Investments, discusses opportunities in the rare non-recessionary rate-cutting cycle the US economy is entering
• Wendy Schiller, professor at Brown University, on the 2024 election and other DC headlines
• Huw van Steenis, Vice Chair at Oliver Wyman, on private credit and barbell tolls for fixed income investing

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Jeffrey Rosenberg & Eric Balchunas.

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- Ben Snider, Goldman Sachs Sr. Strategist
- Mohamed El-Erian, Queens' College Cambridge BBO & President
- Mark Cabana, BofA Global Research Head of US Rates Strategy

Ben Snider of Goldman Sachs believes there is a lot of potential earnings upside ahead. Mohamed El-Erian of Queens' Colleg e Cambridge says, "the economy is fundamentally sound, so it can absorb shocks." Mark Cabana of BofA thinks the Fed will cut by 25bps until March of next year.

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Bloomberg Surveillance hosted by Tom Keene and Jess MentonOctober 8th, 2024
Featuring:

• Torsten Slok, Partner and Chief Economist at Apollo Global Management, on his rate cut call and offers his outlook for the economy
• Jennifer Lawless, professor at University of Virginia, on the upcoming election and political moment in the US
• Jeffrey Rosenberg, Portfolio Manager of the Systematic Multi-Strategy Fund at BlackRock, discusses signals from the bond market on the outlook for the economy and rate cuts, and whether the US will sustain its rally in 2025
• Greg Giroux, Senior Reporter for Bloomberg Government, on down ballot races in November and how it will reshape the balance of power in DC

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature a conversation with Jim Glassman.

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- Katrina Dudley, Franklin Templeton Public Markets Senior Investment Strategist
- Bob Doll, Crossmark Global Investments CEO & CIO
- Ed Yardeni, Yardeni Research President

Katrina Dudley of Franklin Templeton says bullishness in the top of the market is starting to filter down. Bob Doll of Crossmark Global Investments believes a bumpy landing is coming. Ed Yardeni of Yardeni Research says the health of the stock market depends on earnings.

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Bloomberg Surveillance hosted by Tom Keene and Damian SassowerOctober 7th, 2024
Featuring:

• Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas at BlackRock, on her outlook for Q4, her base case for US growth, and equity preferences in the Fed's easing cycle
• Jim Glassman, former Head Economist at JPMorgan Chase's Commercial Bank, reacts to last week's labor market report and looks ahead on the outlook for the US economy
• Henrietta Treyz, Managing Partner at Veda Partners, discusses her outlook for Harris and Trump in the election and outlook for down ballot races
• Dan Williams, reporter for Bloomberg News based in Jerusalem, on the latest on the events in the Middle East and the anniversary of the October 7th attacks
• Lisa Mateo on newspapers

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Ira Jersey, Ellen Zenter, & Liz Ann Sonders.

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- Priya Misra, JPMorgan Core Plus Bond ETF Portfolio Manager
- Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund
- Mohamed El-Erian, Queens' College Cambridge President
- Stephanie Roth, Chief Economist at Wolfe Research

Priya Misra of JPMorgan says high-quality fixed income is the best place to be right now. Jeff Rosenberg of BlackRock believes growth is running well above potential. "It's a strong labor market late in the cycle," says Mohamed El-Erian of Queens' College Cambridge in response to the latest jobs report. Stephanie Roth with Wolfe Research also provides analysis of the jobs figures.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 4th, 2024
Featuring:

• Claudia Sahm, Chief Economist at New Century Advisors, Ellen Zentner, Chief Economic Strategist and Global Head of Thematic and Macro Investing at Morgan Stanley’s Global Investment Office, and Bloomberg Intelligence Chief US Rates Strategist Ira Jersey react to the latest jobs data
• Constance Hunter, Chief Economist at The Economist Intelligence Unit (EIU), gives her outlook for the jobs market and the economy
• Joe Mathieu, host of Bloomberg's "Balance of Power," on DC headlines

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Dockworkers at US East and Gulf coast ports agreed to start moving cargo again while they continue collective bargaining with their employers on a new contract. For instant reaction and analysis, host Doug Krizner spoke with Bloomberg managing editor for US economic policy Kate Davidson. 

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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 & Nathan Sheets.

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- Adam Posen, President of the Peterson Institute for International Economics
- Lindsey Piegza, Chief Economist at Stifel
- Bill Dudley, Bloomberg Opinion columnist and former President of the New York Federal Reserve

Adam Posen with the Peterson Institute joins to discuss the outlook for a recession and potential softening in the US economy. Lindsey Piegza of Stifel joins the discussion to react to weekly jobless claims and preview tomorrow's jobs report. Bill Dudley, formerly of the NY Federal Reserve, says his hard landing call for the US economy was incorrect.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 3rd, 2024
Featuring:

• Amanda Lynam, Head of Macro Credit Research at BlackRock, discusses outlook for corporate credit and signals from the bond market on the rate and market outlook
• Dan Ives, Senior Equity Analyst at Wedbush Securities, on Tesla's delivery miss and OpenAI's historic funding round
• Sophia Drossos, Economist and Strategist at Point72, on recent eco data and Fed speak
• Robert D. Kaplan, author and foreign affairs expert, weighs in on geopolitical conflicts in Israel and Ukraine and how the 2024 election may reshape both

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Scott Ladner & Aaron David Miller

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Jim Bianco of Bianco Research shares why he's in the 'no-landing camp' as the economy digests the Fed's rate cut. Vanguard's Joe Davis and Nuveen's Tony Rodriguez discuss the state of the labor market ahead of Friday's jobs report along with the outlook for the bond market. Apollo CEO Marc Rowan warns that aggressive Fed cuts risk backfiring, and overviews what he expects for the future of private and public markets. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 2nd, 2024
Featuring:

• Aaron David Miller, Carnegie Endowment for Int’l Peace Senior Fellow
• Dan Peris, Federated Hermes Senior Vice President
• Ed Mills, Raymond James Policy Analyst
• Stephanie Roth, Wolfe Research Chief Economist

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Ohio Senator and Trump running mate JD Vance faced off with Minnesota Governor and Harris VP pick Tim Walz for the first Vice Presidential debate - and possibly the last debate of the 2024 election cycle.

The candidates touched on key topics such as foreign policy, climate change, and immigration. Walz opened with sharp criticism toward Donald Trump, noting that many of the former president’s own aides had questioned the Republican presidential candidate’s suitability for office. Vance repeatedly targeted Democratic presidential nominee Kamala Harris, suggesting she should have done more over the past four years to address chaos abroad and a struggling economy.

For instant reaction and analysis, Bloomberg Balance of Power co-hosts Joe Mathieu and Kailey Leinz speak with Bloomberg politics contributors Rick Davis and Jeanne Sheehan Zaino. 

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Matt Luzzetti & David Salem.

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- Seema Shah, Principal Asset Management Chief Global Strategist
- Rep. Lisa McClain (R-MI), Chairwoman of Financial Services Oversight Subcommittee
- Neil Dutta, Renaissance Macro Research Head of US Economic Research

Seema Shah of Principal Asset Management says a recession is unlikely over the next 18 months. Representative Lisa McClain says the economy is crucial for voters, particularly in her swing state of Michigan. Neil Dutta of Renaissance Macro Research believes growth may not be strong enough to keep the unemployment rate from rising.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 2nd, 2024
Featuring:

• Stuart Kaiser, Head of US Equity Trading Strategy at Citi, discusses why he believes labor data is all that matters for equities this week
• French Hill, Republican Congressman from Arkansas, talks about the dockworkers strike, Basel III, and the US election
• Julie Norman, professor at University College-London, on the latest developments in the Middle East
• Stamatis Tsantanis, CEO of Seanergy Martime (NASDAQ: SHIP) and Maritime United (NASDAQ: USEA), discusses the impact of the dockworkers strike on US companies, his companies, and global trade activity

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- Brian Weinstein, Morgan Stanley Investment Management, Head of Global Markets
- Aditya Bhave, BofA Securities Senior US Economist
- Venu Krishna, Barclays Head of US Equity Strategy

Brian Weinstein of Morgan Stanley thinks bond yields will be "meaningfully higher from here" as we continue this easing cycle. Aditya Bhave of BofA Securities is holding onto a soft landing outlook because layoffs remain low. Venu Krishna says the disconnect right now is between the rates market and the equity market. 

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Bloomberg Surveillance hosted by Paul Sweeney and David GuraSeptember 30th, 2024
Featuring:

• Jay Hatfield, CEO at Infrastructure Capital Management, talks about why he's bullish on China, where his firm is investing capital, and why he believes in the "Hatfield Rule" and not the "Sahm Rule"
• Henrietta Treyz, Managing Partner at Veda Partners, previews the 2024 election and discusses the latest DC headlines
• Dani Burger, Bloomberg TV host, on the potential dockworkers strike
• Amanda Rebello, Head of Xtrackers Sales, US Onshore at DWS, talks about investing opportunities in China and how geopolitical tensions are affecting US markets

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A chemical manufacturing company grinds to a halt when a cyberattack locks up their entire assembly line. Kurtis Minder, a renowned ransomware negotiator, answers their call for help and explains why manufacturing companies are uniquely vulnerable to these kinds of disruptive attacks. Then David Adrian from Chrome chats with Kate about how a web-focused strategy can help manufacturers transform what are commonly thought of as massive vulnerabilities into secured points of access and visibility.

This episode is sponsored by Chrome Enterprise.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature a conversation with Nassim Taleb, Sebastien Page and Harvard Coach Andrew Aurich 

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 - Dana Peterson, The Conference Board Chief Economist- Kristina Hooper, Invesco Chief Global Strategist- Marvin Loh, State Street Senior Strategist - Global Macro
Dana Peterson of The Conference Board says the Fed can be less concerned about inflation following the release of the August Core PCE inflation data. Kristina Hooper of Invesco believes there is a lot of nervousness about the Fed's 50bp rate cut and what it means for the economy. Marvin Loh of State Street says, "A lot of what we're seeing in China is market supported, but not necessarily economically supported." 

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Bloomberg Surveillance hosted by Tom Keene and David GuraSeptember 26th, 2024
Featuring:

• Massim Taleb, Universa Investments Senior Scientific Advisor and Author Scott Patterson
• Lindsey Piegza, Stifel Chief Economist
• Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist

Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceEric Mollo 

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature a conversation with Drew Matus and Myles Miller.

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 -Evan Brown, UBS Asset Management Portfolio Manager-Jay Bryson, Wells Fargo Chief Economist-Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager
Evan Brown of UBS thinks the bar is "very low" for the Fed to keep doing 50bps cuts. JPMorgan's Kelsey Berro thinks the Fed has justification to "cut 100 to 150 basis points just on the improvement of inflation". Jay Bryson of Wells Fargo reacts to US weekly jobless claims, saying he sees a 30% to 35% risk of recession in the next 12 months.  

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Bloomberg Surveillance hosted by Tom Keene and David GuraSeptember 26th, 2024
Featuring:

• Nick Colas, Co-founder of DataTrek Research
• Rob Sockin, Global Economist at Citi
• Jennifer Lee, BMO Capital Markets Senior Economist
• Ethan Bronner, Bloomberg Israel Bureau Chief

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature a conversation with Michael Mauboussin.

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-Lisa Coleman, JPMorgan Asset Management Head of Global Investment Grade Credit
-Alvaro Pereira, OECD Chief Economist
-Danielle Hale, realtor.com Chief Economist

Lisa Coleman of JPMorgan Asset Management warns that deeper layoffs could come if economic activity further slows. Alvaro Pereira of the OECD expects economic growth to pick up in Europe next year amid rising wages. Danielle Hale of realtor.com overviews the latest in the housing market with falling mortgage rates triggering a refinancing boom in the US. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 25th, 2024
Featuring:

• Virginie Maissonueve, Global CIO of Equity at Allianz, on the inflation glide paths across various regions and sources of volatility for markets
• Connecticut Governor Ned Lamont discusses the Harris-Walz campaign, Kamala Harris' economic plan, and his recent WSJ article responding to Peggy Noonan's critiques of Harris' policies
• Michael Mauboussin, Head of Consilient Research for Counterpoint Global, discusses market concentration and his thematic research ideas amid the Fed's easing cycle
• Lisa Mateo on newspapers

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-Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist
-Kamakshya Trivedi, Goldman Sachs Head: Global FX & Interest Rates, 
-Lord John Browne, General Atlantic Chair & Co-Founder of BeyondNetZero & Former BP CEO"

Emily Roland of John Hancock advises remaining fully invested as central banks embark on a global rate-cutting cycle 'but we want to be mindful of going over our skis.' Kamakshya Trivedi of Goldman Sachs says the dollar is approaching its limit for depreciation and overviews the foreign exchange market. Lord John Browne of General Atlantic discusses what's next for the energy sector as the Three Mile Island nuclear plant prepares to reopen. 

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Bloomberg Surveillance hosted by Tom Keene and David GuraSeptember 24th, 2024
Featuring:

• Nicole Conner, Partner at Airbus Ventures, discusses the future of aerospace innovation and sustainability in aviation
• Henry Fernandez, CEO of MSCI, talks about the future of ESG investing and sustainable finance
• Governor Jared Polis on the state of the presidential race, the Harris-Walz campaign, and other political headlines
• Abe Tarapani, CEO of Atlas AI, talks about AI for sustainable development and AI's impact on agriculture and infrastructure
• Jean-Paul Servais, IOSCO Chairman, discusses global financial regulations, crypto regulation, and cross-border collaboration

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- Bob Elliott, CEO and CIO at Unlimited
- Pooja Sriram, VP: US Economics Research at Barclays Capital
- Jason Furman, Professor: Practice Economic Policy at Harvard Kennedy School

We analyze the markets and the latest rate move from the Federal Reserve with a close look at equities, bonds, and public  policy. Bob Elliott, CEO and CIO at Unlimited, Pooja Sriram, VP at Barclays Capital, and Jason Furman, Professor at Harvard Kennedy School, offer their analysis.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with John Stoltzfus & Dan Tannebaum.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Damian SassowerSeptember 23rd, 2024
Featuring:

• Stephan Stanley, Chief Economist at Santander, gives his analysis of the latest FOMC meeting and whether the Fed made a mistake with its rate cut
• John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co., gives his view on equities, 2024 S&P target, and whether investors should expect choppiness through the year
• Henrietta Treyz, Managing Partner at Veda Partners, with the latest on the presidential race
• Lisa Mateo on newspapers

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Bloomberg Surveillance hosted by Paul Sweeney & Alix SteelSeptember 20th, 2024
Featuring:

• Lauren Goodwin, Economist and Chief Markets Strategist at New York Life, gives her outlook for the economy and whether Fed dovishness is overblown
• Jonathan Maxwell, CEO and co-founder of Sustainable Development Capital, on the path for energy prices after a recent drop and demand for renewables currently and post-US election
• Wendy Schiller, Professor at Brown University, with the latest on the US election and DC headlines
• Melissa Otto, Head of TMT Research at Visible Alpha, on remaining bullish on big tech and where risks are in markets as it relates to technology companies

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- Jay Pelosky, TPW Advisory Principal & Founder
- Veronica Clark, Citi US Economist
- Tom Becker, BlackRock Global Tactical Asset Allocation Team Portfolio Manager

Jay Pelosky of TPW Advisory says China is "eating the lunch of pretty much everyone but Tesla" in terms of electric vehicles. Veronica Clark of Citi is looking for another 50bps cut from the Federal Reserve in November. Tom Becker of Blackrock says "people are not behaving like they think their jobs are in danger." 

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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 & Joe Davis.

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-Mark Zandi, Moody's Analytics Chief Economist
-Gargi Chaudhuri, BlackRock Chief Investment and Portfolio Strategist
-John Lovallo, UBS Homebuilders & Building Products Analyst

Mark Zandi of Moody's Analytics reacts to the Fed's 50 basis point rate cut and US initial jobless claims, saying 'trend lines are still a bit disconcerting.' Gargi Chaudhuri of BlackRock says investors should look toward the 'belly of the curve' amid a seasonally weak period for equities. John Lovallo of UBS overviews what's next for the housing market with rate cuts likely to spell big changes. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 19th, 2024
Featuring:

• Steve Eisman, Senior Portfolio Manager at Neuberger Berman Group, discusses investing opportunities in the US and abroad and offers his outlook for a soft landing in the US
• Julian Emanuel, Senior Managing Director Equity, Derivatives, and Quant Strategy at EvercoreISI, discusses why he remains bullish on equities
• Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, offers his key takeaways from the Fed's rate decision
• Anna Wong, Chief US Economist with Bloomberg Economics, on the outlook for a US soft landing and whether the Fed got it right with a 50 bps cut

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Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's decision to cut rates 50-basis-points on a special edition of Bloomberg Surveillance

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Bloomberg’s Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve’s decision to cut rates 50-basis-points on a special edition of Bloomberg Surveillance

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 18th, 2024
Featuring:

• Alicia Levine, Head of Investment Strategy & Equities at BNY Wealth, discusses why she believes the Fed rate cut path remains uncertain through 2025 and what it all means for risk assets
• Jason Furman, Professor: Practice Economic Policy at Harvard Kennedy School John F Kennedy School of Government, discusses his opinion piece on Trump and Harris economic policies and offers his Fed outlook
• Paul Knopp, CEO at KPMG, discusses the firm's findings on CEO sentiment about the US economy and offers his view on US economic activity and outlook
• Lisa Mateo on newspapers

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-Joumanna Bercetche, Bloomberg News
-Max Layton, Citi Global Head of Commodities Research
-Mike Shepard, Bloomberg News

Bloomberg's Joumanna Bercetche joins Surveillance from Dubai with latest on the Israel-Hezbollah conflict after thousands of pagers exploded in a deadly operation in Lebanon. Citi's Max Layton overviews the commodity market with a focus on precious metals as gold prices hover near record-highs. Bloomberg's Mike Shepard walks through the latest on Intel after the struggling chipmaker confirmed a $3 billion grant from the US Defense Department. 

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