Bloomberg Surveillance

-Betsy Duke, Former Federal Reserve Governor
-Pierre Ferragu, New Street Research Head of Global Technology Infrastructure
-Henrietta Treyz, Director of Economic Policy Research, Veda Partners

Betsy Duke, Former Federal Reserve Governor, provides reaction to Fed to Chair Powell. Pierre Ferragu of New Street Research previews Nvidia earnings scheduled for Wednesday. Henrietta Treyz of Veda Partners discusses the 2024 presidential candidates hitting the campaign trail again after the conventions.  

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 26th 2024
Featuring:

• Lindsey Piegza, Chief Economist at Stifel, talks about the potential for inflation to resurface as Fed Chair Jay Powell sends a dovish message on interest rates
• Ethan Bronner, Israel Bureau Chief for Bloomberg News, discusses Israel and Hezbollah strikes over the weekend and risks of a wider regional conflict
• Pierre Ferragu, Head: Global Technology Infrastructure at New Street Research, joins for a preview of Nvidia earnings
• Bloomberg's John Tucker with Newspaper Headlines

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Bloomberg's Surveillance hosts Tom Keene and Lisa Abramowicz head out to Wyoming for the Fed's Jackson Hole Symposium.

They speak with some of the biggest names in Central Banking, including:

• Raphael Bostic, Atlanta Fed President
• Loretta Mester, Former Cleveland Fed President
• James Bullard, Former St Louis Fed President
• Thomas Hoenig, Former Kansas City Fed President
• Patrick Harker, Philadelphia Fed President  

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Bloomberg Surveillance hosted by Paul Sweeney & Alix SteelAugust 23rd, 2024
Featuring:

• Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, discuses how markets will price in rate cuts and whether equities are poised for a fall rally
• Tina Fordham, founder at Fordham Global Insight, wraps the DNC and looks ahead to the 2024 presidential race
• Dr. Vania Stavrakeva, economics professor at London Business School, on global economies, including what we'll hear from Powell and Andrew Bailey today, as well as some of her research on the Russian economy
• Tom Keene, Bloomberg Surveillance Radio host, joins from Jackson Hole

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- Mike Wilson, Chief U.S. Equity Strategist and CIO at Morgan Stanley
- Bob Doll, CIO at Crossmark Global Investments
- Isaac Boltansky, Director of Policy Research at BTIG

Mike Wilson, Chief U.S. Equity Strategist and Chief Investment Officer for Morgan Stanley, discusses markets and previews Fed Chair Jerome Powell's keynote address from Jackson Hole, Wyoming. Bob Doll, CIO at Crossmark Global Investments, talks about asset allocation and opportunities in an uncertain market. Isaac Boltansky, Director of Policy Research at BTIG, reacts to Vice President Kamala Harris' speech at the Democratic National Convention.

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Vice President Kamala Harris formally accepted the Democratic presidential nomination on Thursday, in a historic step that kicks off a three-month dash to Election Day.

Balance of Power co-hosts Joe Mathieu and Kailey Leinz speak to Bloomberg politics contributors Rick Davis and Jeanne Sheehan Zaino for instant reaction and analysis of Kamala Harris' address to close out the Democratic National Convention in Chicago. 

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Apollo’s Torsten Slok says after looking at travel spending, retail earnings, restaurant and hotel bookings, “we have a general picture that the economy is just not slowing down"

Seema Shah of Principal Asset Management breaks down the week in markets 

Anders Persson of  Nuveen Asset Management gives his view on the next Fed rate cut

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Mohamed El-Erian, President of Queens' College, Cambridge says traders are overplaying the prospects of an aggressive series of Federal Reserve interest-rate cuts before the end of the year

Victoria Fernandez, Crossmark Global Investments Chief markets strategist, says we're still looking at an economic slowdown coming, but not a recession. 

Sen. Ron Wyden discusses the focus on price gouging in the economic plan of Vice President Kamala Harris

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Bloomberg Surveillance hosted by Paul Sweeney & Alix SteelAugust 22nd, 2024
Featuring:

• Russ Koesterich, Global Head of Investment Strategy for BlackRock Scientific Active Equities, on the outlook for equity markets and a potential rally
• Julia Pollak, Chief Economist from ZipRecruiter, on Wednesday's BLS figures and a potentially deteriorating labor market
• Jonathan Tamari, Bloomberg Government reporter, joins us from the DNC to discuss what to expect from Kamala Harris on Thursday night
•  Michael McKee, Bloomberg Economics Editor, reports live from Jackson Hole,  Wyoming, about his discussion with  Kansas City Fed President Jeff Schmid.

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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 Gina Martin Adams & Betsey Stevenson.

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Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney
August 21st, 2024
Featuring:

• Sarah Hunt, Chief Market Strategist at Alpine Woods Capital Investors, on how market risks from early August have calmed and whether they could resurface
• Annmarie Hordern, host of Bloomberg Surveillance TV, discusses what to expect from Tim Walz Wednesday night at the DNC and Kamala Harris on Thursday
• Bill Lee, Chief Economist at the Milken Institute, talks about China's continued growth concerns and Jay Powell's Friday address at Jackson Hole
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 20th, 2024
Featuring:

• John Stoltzfus, Chief Investment Strategist at Oppenheimer, discusses a potential equity rally to close the year and what to expect at Jackson Hole
• Kailey Leinz, host of Bloomberg's Balance of Power, joins from Chicago to discuss the first night of the DNC
• Mick Mulroy, co-founder of the Lobo Institute, talks about the proposed ceasefire deal between Israel and Hamas
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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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 Anna Wong & Geoffrey Yu.

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Bloomberg Surveillance TV: August 20, 2024
-Bob Michele, JP Morgan Asset Management Global Head of Fixed Income-Mike Pyle, Biden Administration Fmr. Deputy National Security Advisor for International Economics -Mary Powell, Sunrun CEO
Bob Michele of JP Morgan offers insights on Fed rate cut expectations ahead of Powell’s speech. Mike Pyle, former Deputy National Security Advisor for International Economics in the Biden Administration discusses his contributions crafting Harris’s economic policy. Mary Powell of Sunrun shares insights into the US electrical grid, supporting the burgeoning AI boom. 

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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 Kelsey Berro & Gautam Mukunda.

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

• Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses the recent moves in the equity market and whether the market's moved past correction territory
• Kelsey Berro, Executive Director of Fixed Income at JP Morgan Investment Management, on how fixed income serves as a hedge in an uncertain market
• Henrietta Treyz, Managing Partner at Veda Partners, previews the DNC and discusses the state of the presidential race as well as campaign strategies
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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- Amos Hochstein, Senior Advisor to the President for Energy and Investment
- Steve Englander, Standard Chartered Global Head of FX Research
- Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager

Amos Hochstein, Senior Advisor to the President for Energy and Investment, provides insights on White House energy policy and ceasefire talks in Gaza. Steven Englander of Standard Chartered Global discusses the strength of the Yen and expectations from Ueda regarding a July rate hike. Kelsey Berro of JPMorgan offers insights on how Federal Reserve expectations are shifting in response to stronger US economic data.

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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 Katy Kaminski, Aoifinn Devitt and Hot Dogs!

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-John Bolton, Former United States Ambassador to United Nations
-Darrell Cronk, Wells Fargo Chief Investment Officer
-Noel Dixon, State Street Global Markets Macro Strategist

Former Ambassador John Bolton provides insights on the anticipation of Iran potentially counterstriking Israel, the latest ceasefire talks between Israel and Hamas and the implications for U.S. foreign policy as we approach the election. Darrell Cronk of Wells Fargo shares his perspective that the economy is on track for a modest slowdown through early 2025, suggesting that equities may struggle to exceed recent highs. Noel Dixon of State Street Global Markets discusses the economic and political outlook in anticipation of Vice President Kamala Harris unveiling her economic plan. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 16th, 2024
Featuring:

• Katy Kaminski, AlphaSimplex Chief Research Strategist, on markets
• Michael Purves, Tallbacken Capital Advisors Founder/CEO, markets
• Oliver Chen, TD Cowen Senior retail analyst, on WMT/ULTA
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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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 Tiffany Wilding & Ian Lyngen

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-Tom Steyer, Galvanize Climate Solutions Co-founder
-Harry Sommer, Norwegian Cruise Line Holdings CEO
-Tom Porcelli, PGIM Chief US Economist

Tom Steyer of Galvanize Climate Solutions discusses growing enthusiasm among the democratic donor class and Vice President Harris's economic and climate plans as she gears up to visit Western PA. Harry Sommer of Norwegian Cruise Line Holdings shares the company’s plans for disrupting travel trends. PGIM's Tom Porcelli breaks down today’s data points including Jobless Claims and Retail Sales, and what they mean for the Fed.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 15th, 2024
Featuring:

• Tiffany Wilding, PIMCO Managing Director and Economist
• Dana Telsey, Telsey Advisory Group CEO
• Amanda Lynam, Blackrock Head of Macro Credit Research
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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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 Neil Dutta and Steve Ricchiuto

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 -Anthony 'Tony' Capuano, Marriott International President and CEO -David Kelly, JPMorgan Chief Global Strategist-Steven Ricchiuto, Mizuho Securities US Chief Economist
Anthony Capuano of Marriott International provides insights into the travel sector, highlighting ongoing traveler interest in seeking deals and offering an outlook for the rest of the year. David Kelly of JP Morgan and Steven Ricchiuto of Mizuho Securities break down today's new CPI data.  

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 14th, 2024
Featuring:

• Neil Dutta, Renaissance Macro Partner/Head: US Economic Research
• Steve Ricchiuto, Mizuho Economist
• Virginie Maisonneuve, Allianz Global CIO: Equity
• Tony Capuano, Marriott CEO

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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 David Rubenstein and Jody Lurie

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 -Alejandro Reynal, Four Seasons President and CEO, -Henrietta Treyz, Veda Partners Director of Economic Policy Research-Matt Luzzetti, Deutsche Bank Chief US Economist
Alejandro Reynal of Four Seasons discuses luxury travel, highlighting how higher-end travel remains robust. Henrietta Treyz of Veda Partners discusses US economic confidence in Harris, especially with Vice President Harris set to unveil her economic platform this week. Matt Luzzetti of Deutsche Bank provides insights on the latest PPI data and offers thoughts on what we can expect with CPI data tomorrow.  

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 13th, 2024
Featuring:

• David Rosenberg, Founder and President Rosenberg Research & Associates
• Seema Shah, Chief Global Strategist at Principal Asset Management
• Sarah House, Managing Director/Senior Economist at Wells Fargo Corporate & Investment Banking
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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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 Tom Porcelli and Steph Guild. 

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 -Scott Bessent, Key Square Group LP CEO and CIO / Trump Adviser -Eric Resnick, KSL Capital Partners CEO-Daniela Bretthauer, HSBC Global Research Americas Retail and Consumer Analyst
Scott Bessent of Key Square Group discusses JD Vance’s support for Trump’s stance on monetary policy influence. Eric Resnick of KSL Capital Partners provides insights into the reversion to the mean in the travel sector, consumer divergence, and slowdown. Daniela Bretthauer of HSBC Global Research unpacks the state of retail earnings with Home Depot and Walmart reporting this week.  

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 12th, 2024
Featuring:

• David Bianco, DWS CIO: Americas, on earnings reports and market moves
• Ellen Wald, Senior Fellow at the Atlantic Council on geopolitical energy risks
• Steph Guild, Head of Investment Strategy at Robinhood, on market correction odds
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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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 Steven Englander & Julian Emanuel.

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-Rep. James "French" Hill (R-AR)
-Jeannette Lowe, Strategas Securities Director of Policy Research
-Debra Netschert, Jennison Associates Portfolio Manager Healthcare Strategies

Rep. James “French” Hill (R-AR) comments on Trump’s assertion regarding presidential control over interest rates. Jeannette Lowe from Strategas Securities discusses the upcoming presidential debate, highlighting agreement between both candidates to debate on September 10th. Debra Netschert of Jennison Associates explores current trends in the US healthcare sector, specifically addressing divergence among GLP-1 medication producers. 

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

• Julian Emanuel, Senior Managing Director at EvercoreISI, discusses Thursday's equity market pop, potential for continued market volatility, and his 2024 S&P year-end target
• Zach Cohen, Bloomberg Government Reporter, on the upcoming Trump-Harris debate, the DNC, and other DC Headlines
• Pamela Whitten, President at Indiana University, talks about public college education, the value of business school and higher education in the US, and the upcoming school year
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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-Seema Shah, Principal Asset Management Chief Global Strategist
-David Rosenberg, Rosenberg Research Founder and President
-Matthew Diczok, Merrill and Bank of America Private Bank Head of Fixed Income Strategy
-Tobin Marcus, Wolfe Research Head of US Politics and Policy

Seema Shah of Principal Asset Management discusses how she believes a US Recession is unlikely. David Rosenberg of Rosenberg Research and Matthew Diczok of Merrill and Bank of America Private Bank react to jobless claims. Tobin Marcus of Wolfe Research provides insight on the latest for the 2024 U.S. Presidential Election.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 8th, 2024
Featuring:

• Rebecca Patterson, former Chief Investment Strategist at Bridgewater Associates, discusses the yen, global currencies, and market volatility
• Priya Misra, Portfolio Manager at JPMorgan Asset Management, talks about the importance of the fundamental trigger in terms of growth and the US economic outlook
• Brian Belski, Chief Investment Strategist at BMO Capital Markets, on why he believes trading over the past four days is a normal and healthy market event
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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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 Rebecca Patterson & Jason Trennert.

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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 Ian Lyngen & Audrey Childe-Freeman.

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-Hugh Johnston, Disney CFO
-Michael Darda, Roth MKM Partners Chief Economist and Macro Strategist
-William Dudley, Fmr. New York Fed President & Bloomberg Opinion Columnist
-Nouriel Roubini, Atlas America Fund Portfolio Manager, Roubini Macro Associates CEO & NYU Professor Emeritus

Disney CFO Hugh Johnston discusses the entertainment giant's mixed 3Q results that showed weakness in its theme parks division offsetting its first-ever profit in streaming. Michael Darda of Roth MKM discusses his clairvoyant call from before Friday's soft jobs data that outlines an end to the soft landing. Former New York Fed President Bill Dudley discusses his new op-ed, "The Fed's Wild Ride Has Only Just Begun" alongside Mohamed El-Erian of Queens' College, Cambridge. NYU Professor Emeritus Nouriel Roubini explains the evolving dynamic between the Fed and US Treasury.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 7th, 2024
Featuring:

• Ian Lyngen, Head of US Rates at BMO Capital Markets, discusses a potential Fed emergency rate cut and outlook for yields
• Audrey Childe-Freeman, Chief G10 FX Strategist with Bloomberg Intelligence, discusses the yen carry trade and the Bank of Japan
• Brian Wieser, Principal at Madison & Wall, reacts to Disney earnings
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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-Jim Caron, Morgan Stanley Investment Management CIO, Cross-Asset Solutions
-Neil Dutta, Renaissance Macro Research Head of US Economic Research
-Oliver Chen, TD Cowen Managing Director & Columbia Business School Professor of Retailing

Jim Caron of Morgan Stanley breaks down the selloff in global markets, saying the moves have more to do with investor positioning than economic fundamentals. Neil Dutta of Renaissance Macro discusses why he's calling for the Fed to cut 50 basis points in their September meeting. Oliver Chen of TD Cowen examines the state of the consumer after raising his price target on Walmart. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 6th, 2024
Featuring:

• Mohamed El-Erian, Chief Economics Advisor at Allianz, President of Queen's College Cambridge, and Bloomberg Opinion columnist, discusses the market rout to start the week and whether the Fed's behind the curve
• Mandeep Singh, Senior Tech Analyst for Bloomberg Intelligence, on the tech selloff, Nvidia, and outlook for the NASDAQ
• Lindsey Piegza, Chief Economist at Stifel, argues whether hiking rates at the next Fed meeting is still worth considering
• Wendy Schiller, professor at Brown University, discusses Tim Walz, Kamala Harris' vice presidential pick

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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 Mohamed El-Erian.

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-Claudia Sahm, New Century Advisors Chief Economist & Former Federal Reserve Economist
-Sarah Hunt, Alpine Saxon Woods Chief Market Strategist
-Andrew Hollenhorst, Citi Chief US Economist
-Stephen Stanley, Santander Chief Economist

Former Fed Economist Claudia Sahm of New Century Advisors says 'calm is important' amid rising global concerns over a potential US recession and what to expect with the 'Sahm rule' now in effect. Sarah Hunt of Alpine Saxon Woods discusses where traders are flocking as markets sell off, and her thoughts on the Fed's rate-cutting path. Citi's Andrew Hollenhorst and Santander's Stephen Stanley debate how urgently the Fed needs to move rates lower.

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Bloomberg Surveillance hosted by Paul Sweeney and Alix SteelAugust 5th, 2024
Featuring:

• Quincy Krosby, Chief Global Strategist at LPL Financial, discusses the market selloff and whether the Fed's behind the curve
• Anjee Solanki, National Director of Retail, US at Colliers, on the weakening consumer in the US and how upcoming retail sales could inform the Fed about rate cuts
• Melissa Otto, Head of TMT Research at S&P Global Visible Alpha, talks about the NASDAQ, the tech selloff, and whether tech will continue to bring down the S&P, or if it will rebound
• Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, on the market rotation and how far markets could fall

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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 Claudia Sahm and Neil Dutta.

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

• Anurag Rana, Bloomberg Intelligence Senior Tech Analyst, and Ed Ludlow, Bloomberg Technology host, join for a roundtable to break down Apple, Amazon, and Intel and what's next for Big Tech
• Claudia Sahm, Chief Economist at New Century Advisors, Neil Dutta, Partner/Head: US Economic Research at Renaissance Macro Research, Ann Miletti, Head of Active Equity at Allspring Global Investments, and Ira Jersey, Chief US Interest Rate Strategist for Bloomberg Intelligence, react to the July US Jobs Report
• Ethan Harris, economist former Head of Global Economic Research at Bank of America, discusses cross currents in the economy and the Fed's next move

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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 Wei Li & Richard Clarida.

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-C.S. Venkatakrishnan, Barclays CEO
-Esther George, Former Kansas City Fed President
-Jason Thomas, The Carlyle Group Head of Global Research & Investment Strategy

Barclays CEO C.S. Venkatakrishnan discusses the bank's surging performance year-to-date and the broad state of the consumer and the banking sector. Former Kansas City Fed President Esther George reacts to the Fed's July meeting and looks ahead to its September decision, saying risks are coming into better balance. Jason Thomas of The Carlyle Group says duration and equity risk premia forecasts suggest the market is "priced for perfection." 

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