Bloomberg Surveillance

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

In this episode, we feature conversations with Mona Mahajan & Ian Shepherdson.

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-Steven Meier, New York City Retirement Systems CIO
-Ian Shepherdson, Pantheon Macroeconomics Chairman and Chief Economist
-Gregory Daco, Ernst & Young Chief Economist

Steven Meier of New York City Retirement Systems discusses investing in alternatives, stating there's no breadth and clearly there's some real concentration risks. Ian Shepherdson of Pantheon Macroeconomics and Ernst & Young's Gregory Daco react to today's softer-than-expected retail sales data and look ahead to Fedspeak this week. 

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Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney

June 18th, 2024

Featuring:

• Jeffrey Rosenberg, Senior Portfolio Manager, Systematic Fixed Income at BlackRock, discusses immaculate disinflation, nominal GDP, and how much longer the Fed can go on higher for longer rates
• Dana Telsey, CEO at Telsey Advisory Group, reacts to retail sales and discusses consumer health
• Ruchir Sharma, CIO and founder at Breakout Capital Partners and Chairman at Rockefeller International, talks about his new book on capitalism and gives his outlook for the US economy and markets
• 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 David Rosenberg & Stephanie Roth.

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- Sam Stovall, CFRA Chief Investment Strategist
- Nela Richardson, ADP Chief Economist- Lydia Boussour, EY Senior Economist
- Steven Major, HSBC Global Head: FI Research

Sam Stovall of CFRA shares why he believes stocks are headed for a decline of 5% or more this year. Nela Richardson, Bloomberg TV Contributor and Chief Economist at ADP previews this week's jobs data, saying the ways companies hire and what they pay has changed significantly in recent years. Lydia Boussour of EY and HSBC's Steven Major discuss the global bond market and give their economic outlooks for the week ahead. 

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

• Stephanie Roth, Chief Economist at Wolfe Research, talks about the real meaning behind Q1 inflation data and whether the US is in for a growth slowdown
• Steven Major, Global Head of Fixed Income Research with HSBC, on his fixed income outlook in the US and abroad and the effects of political turmoil abroad on markets
• David Rosenberg, founder and president at Rosenberg Research & Associates, talks about the US equity outlook amid cooling inflation data
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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Bloomberg Surveillance hosted by Paul Sweeney and David GuraJune 14th, 2024
Featuring:

• Neil Grossman, founder and former CIO at TKNG Capital, discusses his outlook for rates and expectations for inflation and Jay Powell in the coming months
• Melissa Otto, host of TMT Research at Visible Alpha, joins for a tech discussion and breaks down whether investors are facing a tech bubble or if they should opt against broadening out and stick primarily with big tech
• Steve Hanke, professor of applied economics at Johns Hopkins, joins for a currency discussion and examines dollar strength amid global uncertainty and talks about his expected path for inflation in 2024
• Anjee Solanki, National Director of Retail, US at Colliers, on the health of the consumer and gives a preview of retail sales next week

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-Darrell Cronk, Wells Fargo Chief Investment Officer
-Pooja Sriram, Barclays VP of US Economics Research
-Tasha Keeney, ARK Invest Director of Investment Analysis

Wells Fargo's Darrell Cronk discusses the rally in the equity market, saying health care is a good value play for investors. Pooja Sriram of Barclays says the Fed is delivering 'a very balanced message,' saying officials still want to gain more confidence. ARK's Tasha Keeney discusses Elon Musk’s $56 billion pay package and Tesla's relocation to Texas.  

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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 Stuart Kaiser, Brad Setser, & John Stoltzfus.

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- John Stoltzfus, Oppenheimer, Chief Investment Strategist
- Subadra Rajappa, Societe Generale, Head of US Rates Strategy
- Jonathan Pingle, UBS, Managing Director and Chief U.S. Economist
- Terry Haines, Pangaea Policy Advisory Founder

John Stoltzfus of Oppenheimer discusses how markets touched record highs following yesterday’s Fed decision. Societe Generale's Subadra Rajappa and Jonathan Pingle of UBS react to yesterday’s CPI data and Fed decision. Terry Haines of Pangaea Policy discusses Trump meeting with CEOs and lawmakers in DC. 

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

• Michael Feroli, Chief US Economist at JP Morgan, on the Powell presser and Fed decision yesterday, as well as the divergence in views on the committee
• Stuart Kaiser, Head of US Equity Trading Strategy at Citi Global Markets, gives his reaction to the FOMC meeting yesterday and discusses his outlook for the equity market
• Matt Luzzetti, Chief US Economist at Deutsche Bank, reacts to PPI and discusses how the Fed seems to be pricing in recent eco data
• Wendy Schiller, professor at Brown University, on Trump, Biden and other DC headlines

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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 latest policy decision 

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Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance

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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 Bullard & Paul Donovan.

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-James Bullard, Fmr. St. Louis Fed President, Dean of the Purdue University Mitchell E. Daniels, Jr. School of Business
-Frances Donald, Manulife Investment Management Global Chief Economist & Strategist
-Scott Chronert, Citi Research Managing Director

Former St. Louis Fed President James Bullard and Manulife's Frances Donald react to May's cooler-than-expected CPI print and look ahead to the Fed rate decision and Chair Powell's remarks. Scott Chronert of Citi outlines his equity market outlook and the reasons he's bullish on tech stocks.

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

• Jim Bullard, Dean of Krannert School of Management at Purdue University and former St. Louis Fed President, gives his CPI reaction and discusses whether he thinks the Fed must remain higher for longer
• Mark Zandi, Chief Economist at Moody's Analytics, reacts to CPI
• Julia Coronado, founder at MacroPolicy Perspectives, and Constance Hunter, Senior Advisor at MacroPolicy Perspectives, join for an extended discussion on the Fed and CPI
• Jonathan Maxwell, CEO at Sustainable Development Capital, draws on the contrast of rejecting of green politics and economics in European elections as he continues to see inflows of his green fund in Europe

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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 Virginie Maisonneuve, Dan Ives, and Gene Munster.

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Hunter Biden was found guilty of gun charges by a federal court jury in Delaware, becoming the first child of a sitting US president to be convicted of crimes. Bloomberg's Paul Sweeney and Jess Menton bring you instant reaction from our Bloomberg News team.

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-Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager
-Tom Forte, Maxim Group Managing Director, Senior Consumer Internet Analyst 
-Dan Ives, Wedbush Senior Equity Analyst
-Mark McCormick, TD Bank Global Head: FX and EM Strategy 
-Stephen Stanley, Santander Chief Economist

BlackRock’s Russ Koesterich provides insights into market expectations ahead of tomorrow’s CPI release and the Fed’s decision. Tom Forte of Maxim Group and Dan Ives of Wedbush offer contrasting perspectives on Apple’s WWDC. While Ives expresses enthusiasm for the OpenAI partnership and new AI developments, Forte remains cautious, stating that he believes AI is not yet ready for primetime. TD's Mark McCormick and Stephen Stanley of Santander discuss inflation and potential Fed actions in anticipation of tomorrow’s events.

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

• James Steel, Chief Commodities Analyst at HSBC, talks about the bull case for gold and discusses other commodities
• Virginie Maisonneuve, Global CIO: Equity at Allianz, discusses US inflation expectations and the market reaction to EU elections
• Lauren Goodwin, Chief Markets Strategist at New York Life, discusses the Fed's tightrope and the impact of rate cuts on asset allocation
• Gene Munster, Managing Partner at Deepwater Asset Management, reacts to the Apple-OpenAI artificial intelligence partnership

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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 George Patterson & Mark Gurman.

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Rubeela Farooqi, Chief US Economist, High Frequency Economics
Sarah Hunt, Chief Market Strategist Alpine Saxon Woods 
Amanda Lynam,Head of Macro Credit Research within the Portfolio Management Group - Private Debt, BlackRock 
Mark Zandi, Chief Economist, Moody's Analytics 

Rubeela Farooqi, Chief US Economist at High Frequency Economics addresses conflicting signals in the jobs data. Alpine Saxon Woods's Chief Market Strategist, Sarah Hunt discusses the unpredictable economic landscape as the FED decision due Wednesday approaches, focusing on the impact of job numbers, inflation and interest rates across sectors. BlackRock's Amanda Lynam and Moody's Analytics Mark Zandi react to last weeks jobs data and what is to come with this weeks CPI and FED decision.

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

• Sarah Hunt, Chief Markets Strategist at Alpine Woods Capital Investors, discusses the outlook for equities in the US
• Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, on a potential drop in the S&P 500 if the Fed doesn't cut rates this year
• Terry Haines, founder at Pangaea Policy, talks about the EU elections and the potential political impact in the US
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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Foundering: The OpenAI Story is a narrative podcast that examines the rise of Sam Altman, from the time he was a 19-year-old startup founder, then the head of Y Combinator, and now the billionaire king of this 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 Katy Kaminski, Lindsey Piegza, & Claudia Sahm.

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- Mohamed El-Erian, BBO & President, Queens College Cambridge 
- Jeff Rosenberg, Senior Portfolio Manager, BlackRock 
- Julie Su, United States Acting Deputy Secretary of Labor

Mohamed El-Erian of Queens' College, Cambridge and BlackRock's Jeff Rosenberg react to May's hotter-than-expected payrolls report. Julie Su joins The Open to discuss jobs and unemployment numbers.

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

• Lindsey Piegza, Chief Economist at Stifel, reacts to latest US jobs numbers and makes her case for rate increases
• Claudia Sahm, Chief Economist at New Century Advisors, talks about her reading of the jobs figures, how the Sahm Rule applies, and whether her rule is indicating the US is headed for recession
• Nick Colas, co-founder at DataTrek Research, talks about trader reaction to jobs data and whether the equity rally can sustain itself
• 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 Geoffrey Yu & Keith Cowing.

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-Vasileios Gkionakis, Avivia Investors Senior Economist & Strategist
-Veronica Clark, Citi Research US Economist
-Rob Waldner, Invesco Chief Fixed Income Strategist & Head of Macro Research
-Ed Mills, Raymond James Washington Policy Analyst

Vasileios Gkionakis of Avivia Investors reacts to the ECB's decision to cut rates by 25 basis points, saying the bar has increased for the central bank to gain more confidence for further cuts. Citi's Veronica Clark and Invesco's Rob Waldner react to weekly jobless claims and look ahead to Friday's payrolls report and its impact on monetary policy. Ed Mills of Raymond James discusses President Biden's trip to France on the 80th anniversary of D-Day, saying foreign policy is 'one of the biggest drags' on Biden's reelection campaign.

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

• Steve Wieting, Chief Investment Strategist at Citi Global Wealth, on Citi's midyear market outlook and whether the equity rally can sustain itself through the year
• Mike Wilson, CIO with Morgan Stanley, on the firm's midyear outlook and potential for a soft landing
• Monica Defend, Head of the Amundi Institute, on the ECB decision and outlook for Euro economies
• John Stoltzfus, Chief Investment Strategist at Oppenheimer, on the stock market marching in place

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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 Rich Clarida & Liz Ann Sonders.

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-Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist
-Bob Diamond, Atlas Merchant Capital CEO & Former Barclays CEO
-Tom Porcelli, PGIM Chief US Economist-Marilyn Watson, BlackRock Head of Global Fundamental Fixed Income Strategy

Emily Roland of John Hancock sees an opportunity to lean into mid-cap stocks at attractive valuations. Atlas Merchant Capital CEO Bob Diamond says the biggest risk for the Fed is to cut too early, 'and then having to reverse course as inflation begins to grow.' PGIM's Tom Porcelli and BlackRock's Marilyn Watson react to softer-than-expected ADP jobs data and look ahead to Friday's payrolls report. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 5th, 2024
Featuring:

• Rich Clarida, PIMCO Global Economic Advisor and former Fed Vice Chair, talks about PIMCO's 2024 secular outlook
• Anna Wong, Chief US Economist with Bloomberg Economics, talks about her research on Fed rate cuts that may be hiding in plain sight
• Leslie Vinjamuri, US and Americas Program Chair at Chatham House, joins for a discuss on international relations topics, including India's election, the global reaction to Trump verdict, and the war in Israel
• 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 Raghuram Rajan.

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-Krishna Memani, Lafayette College Chief Investment Officer
-Sameer Samana, Wells Fargo Investment Institute Senior Global Market Strategist
-Kelsey Berro, JPMorgan Executive Director, Fixed Income
-Aditya Bhave, BofA Securities Senior US Economist

Krishna Memani of Lafayette College and Sameer Samana of Wells Fargo discuss the state of economic growth in the US and look ahead to Friday's jobs report and next week's Fed decision. Kelsey Berro of JPMorgan and Aditya Bhave of BofA Securities discuss the state of inflation, the consumer and the treasury market.

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

• Raghuram Rajan, Professor of Finance at Chicago Booth School of Business, on the economic prospects for India
• Kate Moore, Head of Thematic Strategy for BlackRock's Global Allocation Team, talks about broad equity sentiment, inflation, and the Fed
• Julie Norman, professor at University College-London, discusses the war in Israel and geopolitics
• Lindsay Rosner, Head: Multi-Sector Investing at Goldman Sachs Asset Management, discusses the delayed bond friendly environment and being an active manager in the current market environment

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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 Teeter & Dennis Gartman.

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-Cameron Dawson, NewEdge Wealth Chief Investment Officer
-Scott Kirby, United Airlines CEO
-Anthony Capuano, Marriott International President and CEO

Cameron Dawson of NewEdge Wealth expects volatility on the horizon in the equity market and says any dips should be buyable as long as growth forecasts hold up. United Airlines CEO Scott Kirby shares his outlook on the summer travel season, saying the industry has moved past the worst of the issues related to aircraft supply. Marriott International CEO Anthony Capuano discusses the outlook for the hospitality sector, saying travel demand is normalizing in the US.

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

• Victoria Bills, Chief Investment Strategist at Banrion Capital Management, gives her stock picks and discusses cracks in the inflation story and what it means
• Derek Wallbank, Senior Editor with Bloomberg News, discusses this weekend's elections in India and its eco and geopolitical impact
• Tony Capuano, CEO at Marriott (NASDAQ: MAR), talks luxury travel, new deals for the company, and outlook for summer travel
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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-Lara Rhame, FS Investments Chief Economist
-Subadra Rajappa, Société Générale Head of US Rates Strategy
-Sam Stovall, CFRA Chief Investment Strategist
-Ed Bastian, Delta Air Lines CEO

Lara Rhame of FS Investments and Subadra Rajappa of Société Générale react to April's core PCE deflator that met expectations and discuss how it impacts the treasury market and the Fed's June meeting. Sam Stovall of CFRA says the stock market has historically entered a 'summertime snooze' after Memorial Day, but this year could be different. Delta Air Lines CEO Ed Bastian joins Bloomberg's Guy Johnson in Dubai and talks travel demand, consumer spending and challenges facing the airline industry. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 31st, 2024
Featuring:

• Neil Dutta, Head: US Economic Research at Partner at Renaissance Macro Research, reacts to PCE data with JPMorgan's Bob Michele
• Frances Donald, Manulife Investment Management Chief Economist, gives her take on PCE
• Nick Akerman, former Watergate assistant special prosecutor, on legal ramifications for Trump and whether he will go to prison
• Jason Furman, professor at Harvard University, on inflation and eco policy

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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 Nick Akerman & Neil Dutta.

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Donald Trump was found guilty in the first criminal trial of a former US president in the nation’s history, a verdict that could reshape the political landscape five months before Election Day. Bloomberg TV and Radio hosts Joe Mathieu and Kailey Leinz offer instant analysis and perspective with key guests just as the verdict was announced. 

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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 Barry Eichengreen & Wendy Schiller.

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-Robert Sockin, Citi Research Senior Global Economist
-Michael Cloherty, UBS Head of US Rates Strategy-Wamsi Mohan, BofA Securities Senior IT Hardware Analyst
-Lorenzo Simonelli, Baker Hughes CEO

Robert Sockin of Citi and Michael Cloherty of UBS react to US weekly jobless claims that exceeded estimates and discuss whether the Fed should reconsider its short-term interest rate target. Wamsi Mohan of BofA Securities explains why he raised his price target for Dell and how tech hardware companies are poised for success in the age of AI. Baker Hughes CEO Lorenzo Simonelli discusses what's next for the energy sector as new data from the EIA shows the US leading global oil production for the sixth straight year. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 30th, 2024
Featuring:

• Drew Matus, Chief Market Strategist at MetLife, discusses his outlook for the US and the Fed and his "three favorite canaries"
• Gregory Daco, Chief Economist at EY Parthenon, previews tomorrow's PCE data, breaks down jobless claims, and looks ahead to other key upcoming inflation data
• Aoifinn Devitt, Chief Global Strategist at Moneta Group, on market sentiment and the "antifragile" era in this market
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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Is cryptocurrency the next logical evolution of the monetary system? To explore whether we’re at an inflection point, we’ll look back at moments in the history of money when how we paid for things and stored value long-term changed for the better.

This episode is sponsored by Coinbase.

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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 Amanda Lynam & Jim K. Glassman.

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-Victoria Fernandez, Crossmark Global Investments Chief Market Strategist
-Neil Dutta, Renaissance Macro Head of US Economic Research
-Tony Rodriguez, Nuveen Asset Management Head of Fixed Income Strategy 
-Tom Steyer, Galvanize Climate Solutions Co-Founder

Crossmark's Victoria Fernandez advises a 'cautious approach' for US investing as earnings growth has largely consolidated within mega-cap tech stocks. Neil Dutta of Renaissance Macro and Tony Rodriguez of Nuveen discuss what's next for the Fed, the labor market and inflation. Former Democratic Presidential candidate and co-founder of Galvanize Climate Solutions Tom Steyer talks about his new book, "Cheaper, Faster, Better: How We’ll Win the Climate War."

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 29th, 2024
Featuring:

• Paul Ciana, Head of FICC Technical Strategy Research at Bank of America Securities, on buying the dip
• Amanda Lynam, Head of Macro Credit Research at BlackRock, talks about her weekly credit note on the bifurcated US consumer
• Tom Steyer, co-executive chair and co-founder at Galvanize Climate Solutions, discusses his new book and US climate policy
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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