Bloomberg Surveillance

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

• Alison Williams, Senior Analyst at Bloomberg Intelligence, reacts to bank earnings
• Whitney Tilson, editor at Stansberry Research, founder of Kase Capital, and Democratic donor, talks about whether President Biden should stay on the ticket
• Cam Dawson, CIO at NewEdge Wealth, on PPI, inflation data, and the equity rally
• Bob Hormats, former US Under Secretary of State for Economic Growth, Energy, and the Environment, discusses US China policy and how it would be affected by the 2024 election

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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 Randy Kroszner, Kate Moore, and Michael Nathanson.

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- Rep. Haley Stevens, (D) Michigan
- Sarah Hunt, Alpine Woods Capital Investors Chief Market Strategist
- Steve Ricchiuto, Mizuho Chief US Economist - David Kelly, JPMorgan Chief Global Strategist

Rep. Haley Stevens of Michigan discusses standing by President Biden's bid for reelection despite calls for him to step aside. Sarah Hunt of Alpine Woods Capital Investors provides insights on markets continuing to close at record highs and what is next with big AI spending. David Kelly of JP Morgan and Steven Ricchiuto of Mizuho unpack today's CPI data.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 11th, 2024
Featuring:

• Claudia Sahm, Chief Economist at New Century Advisors, reacts to the June CPI reading
• Randy Kroszner, Economics Professor at the University of Chicago, gives his take on the latest inflation reading
• Kate Moore, Head of Thematic Strategy at BlackRock Global Allocation, on how markets are pricing in June CPI
• Ira Jersey, Chief US Interest Rates Strategist with Bloomberg Intelligence, on the Fed's rate path

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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 Elsa Lignos & Henrietta Treyz.

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-Rep. Jonathan Jackson, (D) Illinois
-Drew Pettit, Citi Research Director
-Brian Levitt, Invesco Global Market Strategist

Rep. Jonathan Jackson of Illinois discusses President Biden's bid for reelection after the Congressional Black Caucus meeting. Citi's Drew Pettit provides insights on his call to take profits on top AI stocks, including chipmakers. Brian Levitt of Invesco discusses stocks at record highs following Powell's congressional testimony.

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

• Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas at BlackRock, discusses her midyear outlook and the growth path for the US economy
• Henrietta Treyz, Managing Partner at Veda Partners, on the 2024 election and whether President Biden will stay on the Democratic ticket
• Lauren Hochfelder, co-CEO of Morgan Stanley Real Estate, discusses bifurcation in commercial real estate and whether risks to the US economy are overblown
• Bloomberg's John Tucker with 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 Craig Brandon & Wendy Schiller.

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-Trey Beck, Former Managing Director, DE Shaw Investment Management and Democratic Donor/Donor Advisor
-Peter Tchir, Academy Securities Head of Macro Strategy
-Helane Becker, TD Cowen Senior Sector Strategist

Democratic Party Donor Trey Beck discusses the state of financial support for President Biden amid growing concerns over his fitness for a second term. Peter Tchir of Academy Securities shares why the Fed should cut rates as early as July. Helane Becker of TD Cowen discusses how airlines are handling record-high summer travel as demand continues to climb. 

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

• Wendy Schiller, professor at Brown University, on President Biden's health and what to watch from the NATO summit
• Sarah Hunt, Chief Markets Strategist at Alpine Woods Capital Investors, talks about the anticipated market reaction to earnings season and Jay Powell's testimony
• David Mericle, Senior US Economist at Goldman Sachs, on recent payroll figures and whether eco data could indicate a rate cut might come before September
• 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 Michelle Meyer & Amanda Rebello.

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-Pierre Ferragu, New Street Research Managing Partner
-Henrietta Treyz, Veda Partners Director Economic Policy Research
-Zachary Griffiths, CreditSights Head of US IG & Macro Strategy
-Rubeela Farooqi, High Frequency Economics Chief U.S. Economist

Pierre Ferragu of New Street Research discusses his call to downgrade NVDA from buy to neutral on valuation. Henrietta Treyz of Veda Partners discusses Democrats calling for Biden to step aside. Zachary Griffiths of CreditSights and Rubeela Farooqi of High Frequency Economics discuss the bond market rally following US payroll data and look ahead to CPI and PPI data.

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

• Tina Fordham, founder at Fordham Global Foresight, talks about the French and UK elections
• Terry Haines, founder at Pangaea Policy, discusses the Bloomberg News/Morning Consult poll on President Biden and whether he will bow to pressure to drop out
• Brian Belski, Chief Investment Strategist at BMO Capital Markets, on the equity bull run and his market call
• 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 Lindsey Piegza & Neil Dutta.

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President Joe Biden is embarking on the most consequential weekend of his political career, knowing that he must restore the faith of voters, donors, and party officials deeply skeptical of his acuity — and that any misstep will prove fatal to his reelection campaign. Listen to analysis on Bloomberg Surveillance with Tom Keene and Paul Sweeney. Tom and Paul get the view from Robert Costa, this week's host of CBS' Face the Nation, Joe Mathieu, host of Bloomberg's Balance of Power, and  Terry Haines, founder of Pangaea Policy.

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-Jeff Rosenberg, BlackRock Senior Portfolio Manager
-Pooja Kumra, TD Securities European & UK Rates Senior Strategist
-Jon Lieber, Eurasia Group Managing Director and Fmr. Policy Adviser to Sen. Mitch McConnell

Jeff Rosenberg of BlackRock reacts to the payrolls report and what it means for the Fed. TD Securities' Pooja Kumra analyzes the market reaction to the UK election and the French election this weekend. Jon Lieber of Eurasia Group comments on the state of the Biden campaign ahead of the president's ABC news interview tonight.

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

• Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, discusses how markets are pricing in the latest jobs figures
• Marcus Ashworth, Bloomberg Opinion Columnist, on the market impact of the UK election
• Terry Haines, founder of Pangaea Policy, on President Biden and the 2024 presidential race
• Holger Schmieding, Chief Economist at Berenberg, on the eco impact of the UK election

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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 Dan Ives & Terry Haines.

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Tom Keene brings you a special edition of Single Best Idea, featuring a tech-focused conversation with Dan Ives of Wedbush and Gene Munster of Deepwater Asset Management. Hosted by Nathan Hager. 

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-James Athey, Marlborough Investment Management Fixed Income Fund Manager
-Charles Myers, Signum Global Advisors Chairman & Founder
-Thomas Simons, Jefferies Senior Economist: Money Market
-Mark McCormick, TD Bank Global Head: FX & EM Strategy

James Athey of Marlborough says it's too early to start trading the treasury market based on predictions of a second Trump administration. Charles Myers of Signum Global shares why he remains positive on Biden's reelection chances, saying the President needs to show the public over the next few days that he's fit for another term. Thomas Simons of Jefferies and Mark McCormick of TD Bank react to weekly jobless claims and discuss the Fed's path forward to cutting rates. 

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

• Margie Patel, Senior Portfolio Manager at Allspring, discusses the equity market rally and whether it can sustain itself amid projected slowing US growth
• Dan Ives, Senior Equity Analyst at Wedbush Securities, on the NASDAQ record close, the sustainability of the Mag 7 rally, and Tesla beating estimates
• Annmarie Hordern, host of Bloomberg Surveillance TV, on her interview with Ukrainian president Volodymyr Zelenskiy
• 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 Jim Caron, Julian Emanuel, & Bob Doll.

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- Joe Quinlan, Merrill and Bank of America Private Bank Head of CIO Market Strategy
- Dean Maki, Point72 LP Managing Director/Chief Economist 
- Ian Lyngen, BMO Head - US Rates Strategy 
- Jeannette Lowe, Strategas Director Of Policy Research

Joe Quinlan of Merrill Lynch and Bank of America shares insights on markets favoring a Trump victory. Dean Maki of Point72 LP and Ian Lyngen of BMO analyze the US labor outlook and discuss the bond market’s stance on the upcoming US Presidential Election. Jeannette Lowe of Strategas unpacks the recent SCOTUS ruling on Trump’s immunity case.

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

• Julian Emanuel, Head of Equity, Derivatives, and Quantitative Strategy at Evercore ISI, discusses raising his year end S&P price target to 6,000 and why 2024-25 is a huge inflection in markets
• Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, talks about his top down view on inflation and the sustainability of the equity rally
• Wendy Schiller, professor at Brown University, discusses the latest DC headlines, presidential immunity for Trump, and Joe Biden's election prospects
• 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 Alan Katz & Cam Dawson.

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The US Supreme Court ruled that Donald Trump has some immunity from criminal charges for trying to reverse the 2020 election results, all but ensuring that a trial won’t happen before the November election. The justices, voting 6-3 along ideological lines, said a federal appeals court was too categorical in rejecting Trump’s immunity arguments, ruling for the first time that former presidents are shielded from prosecution for some official acts taken while in office. Bloomberg’s Paul Sweeney and Alix Steel get instant reaction.

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-Cameron Dawson, NewEdge Wealth Chief Investment Officer
-David Kelly, JPMorgan Chief Global Strategist
-Michael Darda, Roth MKM Chief Economist & Macro Strategist

Cameron Dawson of NewEdge Wealth says the slowing in US GDP indicates the US is 'coming off the boil' but not yet falling off a cliff. David Kelly of JPMorgan says last week's presidential debate 'meaningfully increases the likelihood of a Republican sweep in November.' Michael Darda of Roth MKM looks ahead to a busy week of economic data headlined by Friday's payrolls report, saying an uptick in the unemployment rate should set off alarm bells at the Fed. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 1st, 2024
Featuring:

• Cam Dawson, CIO at NewEdge Wealth, discusses the equity market rally and whether it can sustain itself in the second half of 2024
• Sonal Desai, CIO: Fixed Income at Franklin Templeton, offers her perspective on the bond market and how bonds could react to Fed action and political and geopolitical uncertainty
• Dr. Leslie Vinjamuri, Director of US and Americas Programme at Chatham House, on Joe Biden and US Politics
• 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 Henrietta Treyz & Ben Laidler 

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Libby Cantrill of PIMCO unpacks the first presidential debate and why she doubts there will be a second debate in September. Former World Bank President David Malpass outlines what an economy under a second Trump administration could look like. Mohamed El-Erian of Queens' College, Cambridge reacts to another month of cooling inflation and what it means for the Fed. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 28th, 2024
Featuring:

• Libby Cantrill, Managing Director of Public Policy at PIMCO, discusses the Trump-Biden debate
• Terry Haines, founder at Pangaea Policy, breaks down the Trump-Biden debate
• Neil Dutta, Head of US Economic Research at Renaissance Macro Research, breaks down PCE and gives his outlook for the Fed
• Henrietta Treyz, Veda Partners Managing Partner

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Bloomberg's Joe Mathieu and Kailey Leinz recap the first 2024 presidential debate between President Joe Biden and former President Donald Trump. They receive additional analysis from Bloomberg Correspondent David Gura, Republican Strategist and Stone Court Capital Partner Rick Davis and Democratic Strategist and ROKK Solutions Partner Kristen Hawn.  

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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 Joe Mysak & David Gura.

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- Maya MacGuinneas, The Committee for a Responsible Federal Budget President
- Amos Hochstein, Deputy Assistant to the President, Senior Advisor for Energy and Investment
- Ed Hyman, Evercore ISI Chairman and Founder

Maya MacGuinneas of the Committee for a Responsible Federal Budget discusses the federal budget deficit and looks ahead to tonight's debate and the November election. Amos Hochstein of the Biden administration discusses the future of US energy policy. Ed Hyman of Evercore ISI overviews weakening economic signals, the labor market, and the path of inflation.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 27th, 2024
Featuring:

• Daragh Maher, Head of Americas Research and Head of FX Strategy at HSBC, discusses Dollar strength, the Japanese yen, and the Fed's impact on currencies and global markets
• Dana Peterson, Chief Economist at The Conference Board, talks about initial jobless claims today and tomorrow's PCE data release
• Wendy Schiller, professor at Brown University, on the Trump-Biden CNN Presidential Debate and other DC and election headlines
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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The US Supreme Court is poised to allow abortions in medical emergencies in Idaho, according to a copy of the opinion that was briefly posted on the court’s website. Bloomberg Law obtained a copy of the opinion, which would reinstate a lower court order that had ensured hospitals in the state could perform emergency abortions to protect the health of the mother. Bloomberg Law Host June Grasso and Michigan Attorney General Dana Nessel explain the decision to Bloomberg's Kailey Leinz and Joe Mathieu. 

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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 our conversation with Dominic Konstam.

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- Katrina Dudley, Franklin Templeton Public Markets Senior Investment Strategist
- Neil Dutta, Renaissance Macro Research Head of US Economic Research
- Jason Draho, UBS Global Wealth Management Head of Asset Allocation Americas
- Blerina Uruci, T. Rowe Price Chief U.S. Economist

Katrina Dudley of Franklin Templeton expects a rate cut this year, but politics may push it to 2025. Neil Dutta of Renaissance Macro Research provides insights on the risks to labor market with inflation coming down. Jason Draho of UBS and Blerina Uruci of T. Rowe Price offer perspectives on risks being skewed towards one rate cut this year and soft landing trajectory.

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

• Dominic Konstam, Head of Macro Strategy at Mizuho Securities, on the Fed and global central banks
• Sarah Wolfe, US Economist at Morgan Stanley, discusses US consumer health and potential weakening
• Joe Mathieu, host of Bloomberg's "Balance of Power," talks about this week's CNN Presidential Debate, primaries, and the Trump-Biden rematch
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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 Mike Wilson of Morgan Stanley discusses how markets are focused on softening economic growth rather than inflation. Greg Peters of PGIM provides updated rate projections following the release of softer economic data. Steve Eisman of Neuberger Berman offers perspectives on his continued bullishness on Apple, tech and AI, while also expressing expectations for Trump to win. 

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

• Rebecca Patterson, former CIO at Bridgewater Associates, on the French election, the US economy, and the yen and the Bank of Japan
• Mike Wilson, CIO and Chief US Equity Strategist for Morgan Stanley, on why growth is more important than inflation
• David Gura, host of the Bloomberg "Big Take" podcast, talks about the CNN Presidential Debate between Joe Biden and Donald Trump
• Frances Donald, Chief Economist at Manulife, talks about a potential tipping point in the global macro story

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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 Tina Fordham & Henrietta Treyz.

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- Seema Shah, Principal Asset Management Chief Global Strategist 
- Tom Michaud, KBW CEO
- Vishwanath Tirupattur, Morgan Stanley Chief Fixed Income Strategist 
- Stephanie Roth, Wolfe Research Chief Economist

Seema Shah of Principal Asset Management discusses opportunities outside of tech and the Mag 7. Tom Michaud of KBW updates on upcoming bank stress tests and potential risks in commercial real estate for regional banks. Vishwanath Tirupattur of Morgan Stanley and Wolfe Research's Stephanie Roth offer perspectives on consumer confidence, durable goods, look ahead GDP & core PCE. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 24th, 2024
Featuring:

• Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses a potential correction and equity market outlook
• Seema Shah, Chief Global Strategist for Principal Asset Management, on the Fed and market games
• Tina Fordham, founder and geopolitical strategist at Fordham Global Insight, talks elections in France and the UK, Israel, the Biden-Trump CNN Presidential Debate, and other geopolitical topics
• 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 Kona Haque & Matt Miskin.

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Katy Kaminski of AlphaSimplex discusses recent Fedspeak and the potential for treasuries to recover from this year’s losses. Sebastian Raedler of BofA Merrill Lynch updates on European economic uncertainty, highlighting risks across equity markets due to exceptionally low US unemployment rates. Veronica Clark of Citi and Dana Peterson of The Conference Board offer perspectives on the softening labor market, along with Citi’s prediction of a rate cut in September. 

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Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney
June 21st, 2024

Featuring:

• David Bianco, CIO: Americas at DWS
• Katy Kaminski, Chief Research Strategist at AlphaSimplex
• Daniel Kurtz-Phelan, editor at Foreign Affairs
• 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 Torsten Slok & Anastasia Amoroso.

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- Anastasia Amoroso, iCapital Chief Investment Strategist, 
- Jonathan Miller, Miller Samuel Inc President
- Seth Carpenter, Morgan Stanley Chief Global Economist
- Savi Synth, Raymond James Managing Director, Equity Research

Anastasia Amoroso of iCapital gives an update on markets at near record highs and updates her outlook following the recent rally stating she believes there's a fair bit of economic momentum globally. Miller Samuel's Jonathan Miller reacts to state of the housing market and mortgage rates as Manhattan apartment rents slipped in May. Seth Carpenter of Morgan Stanley reacts to data and shares the impact of impact of global elections on markets saying we're going to see slower growth over 2024 relative to 2023. Savi Synth of Raymond James provides insight on the outlook for airlines and travel going into summer.

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

• Wei Li, Global Chief Investment Strategist at BlackRock, on global markets and the US stock market rally
• Torsten Slok, Partner and Chief Economist at Apollo Global Management, discusses the Fed, upside risks to inflation, and whether the US could face a hard landing
• Anastasia Amoroso, Chief Investment Strategist at iCapital, talks about whether markets are becoming too stretched and if they will soon broaden out
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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