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 Amanda Agati & Mike Green.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

-Lori Calvasina, RBC Capital Markets Head of US Equity Strategy
-Pooja Sriram, Barclays VP, US Economics Research
-Deborah Cunningham, Federated Hermes Chief Investment Officer, Global Liquidity Markets
-Steven Pagliuca, Bain Capital Private Equity Senior Advisor + PagsGroup Chair, CEO and Founder, Boston Celtics and Atalanta BC co-owner

RBC's Lori Calvasina says investors are facing 'a lot of fog' around what the next year brings for markets. Pooja Sriram of Barclays and Deborah Cunningham of Federated Hermes share their outlooks for the Federal Reserve, inflation and whether current policy is restrictive. Boston Celtics and Atalanta BC co-owner Steven Pagliuca discusses how he's built success across two storied franchises as Atalanta celebrates its Europa League title and the Celtics return to the NBA Finals.

See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 28th, 2024
Featuring:

• Liz Young, Chief Investment Strategist at SoFi, talks about market volatility and Dollar stability
• Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, on the iPhone shipments increase in China
• Terry Haines, founder at Pangaea Policy, discusses the political fallout from the Trump trial, the latest news on Israel, and other DC headlines
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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

See omnystudio.com/listener for privacy information.

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

In this episode, we feature conversations with Robbert van Batenburg & Skylar Montgomery Koning.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

-Jay Pelosky, TPW Advisory Principal & Founder
-Kathy Bostjancic, Nationwide Mutual Insurance Chief Economist
-Alberto Gallo, Andromeda Capital Management CIO
-Patrick De Haan, GasBuddy Analyst

Jay Pelosky of TPW Advisory overviews his global investment outlook, saying every company and government in the world will have to join the AI race. Kathy Bostjancic of Nationwide and Alberto Gallo of Andromeda discuss what's next for inflation, fiscal stimulus and the Fed's path to cut rates. Patrick De Haan of GasBuddy breaks down gas prices and his expectations for summer travel ahead of the year's busiest weekend on US highways.

See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 24th, 2024
Featuring:

• Skylar Montgomery Koning, Director of Macro Strategy at Lombard Street Research, discusses her note on the near term vulnerability of the dollar
• Axel Merk, CIO and co-founder at Merk Investments, on the continued bull case for gold
• Luis Costa, Global Head of EM Sovereign Debt Strategy at Citi, talks global debt markets and Turkey's potential "Renaissance Moment"
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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

See omnystudio.com/listener for privacy information.

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

In this episode, we feature conversations with Sebastien Page & Gene Munster.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

-Sarah Hunt, Alpine Saxon Woods Chief Market Strategist
-Holger Schmieding, Berenberg Chief Economist
-Dana Peterson, The Conference Board Chief Economist-Matthew Diczok, Bank of America Head of Fixed Income Strategy

Sarah Hunt of Alpine Saxon Woods discusses Nvidia's impact on the equity market, saying mega-cap stocks are insulated from the effects of higher rates and that the market would struggle without the impacts of AI. Berenberg's Holger Schmieding overviews the Fed and ECB's diverging paths forward and his expectations for global trade after the US presidential election. Matthew Diczok of Bank of America and Dana Peterson of The Conference Board react to falling weekly jobless claims numbers and how higher rates are impacting the economy.

See omnystudio.com/listener for privacy information.

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

• Gene Munster, Managing Partner at Deepwater Asset Management, breaks down Nvidia earnings
• Amy Wu Silverman, Head of Derivatives Strategy at RBC, discusses markets and the Nvidia catalyst
• Wendy Schiller, professor at Brown University, on the 2024 election, Nikki Haley's Trump endorsement, and other DC headlines
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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

See omnystudio.com/listener for privacy information.

-Erin Browne, PIMCO Multi-Asset Strategies Portfolio Manager
-Jay Bryson, Wells Fargo Chief Economist
-Adam Posen, Peterson Institute for International Economics President
-Jennifer Flitton, Invesco Head of US Government Affairs

PIMCO's Erin Browne looks ahead to Nvidia earnings due after today's closing bell, saying if the stock underperforms, 'the whole market's going down'. Jay Bryson of Wells Fargo and Adam Posen of the Peterson Institute discuss the state of the consumer, the election, and what will shape the Fed's path forward. Invesco's Jennifer Flitton reacts to the latest Bloomberg/Morning Consult poll that shows President Biden closing in on Trump's lead in swing states. 

See omnystudio.com/listener for privacy information.

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

In this episode, we feature conversations with David Malpass and Ed Ludlow

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 22nd, 2024
Featuring:

• Seema Shah, Chief Global Strategist at Principal Asset Management, discusses her global macro outlook and US exceptionalism
• David Malpass, former President at the World Bank, talks about the US and global economies as well as government debt
• Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, talks markets and the pace of rate cuts
• Laura Davison, Deputy US Politics Team Lead with Bloomberg News, breaks down the latest Bloomberg poll on the 2024 election

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

See omnystudio.com/listener for privacy information.

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

In this episode, we feature conversations with Elizabeth Economy & Vishal Khanduja.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

-Mike Wilson, Morgan Stanley Chief Investment Officer
-Matthew Luzzetti, Deutsche Bank Chief US Economist
-Luke Hickmore, abrdn Investment Director
-Chuck Grom, Gordon Haskett Sr. Retail Analyst

Morgan Stanley's Mike Wilson talks through his new S&P 500 target and why the bond market may be the biggest risk to stocks. Deutsche Bank's Matt Luzzetti and Luke Hickmore of abrdn discuss whether recent economic data points to an overall weakening in the US. Chuck Grom of Gordon Haskett breaks down retail earnings from Macy's and Lowe's.

See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 21st, 2024
Featuring:

• Jurrien Timmer, Director: Global Macro at Fidelity Management & Research, on his weekly asset allocation review and chart analysis
• Dan Ives, Senior Equity Analyst at Wedbush Securities, previews Nvidia earnings and makes his big tech bull case
• Elizabeth Economy, Hargrove Senior Fellow at Stanford University's Hoover Institute, talks about China's global ambitions, China's relationship with Russia and the US, and the future of Taiwan
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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

See omnystudio.com/listener for privacy information.

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

In this episode, we feature conversations with George Saravelos and Tracie McMillion

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

-Stuart Kaiser, Citi Head of Equity Trading Strategy

-Michael O'Leary, Ryanair CEO

-Stephanie Roth, Wolfe Research Chief Economist

-Mark McCormick, TD Securities Global Head: FX and EM Strategy

Stuart Kaiser of Citi says markets are trying to run with the Fed's bias toward cutting interest rates. Ryanair CEO Michael O'Leary says he's seeing the situation around Boeing improving in 'baby steps' and overviews his expectations for the summer travel season. Stephanie Roth of Wolfe Research and TD's Mark McCormick share their views on whether we're seeing a 'cracking' or a 'normalization' in inflation and what it means for the Fed and the currency exchange market. 

See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 20th, 2024
Featuring:

• James Lord, Global Head of FX and EM Strategy at Morgan Stanley
• Tracie McMillion, Global Head of Asset Allocation Strategy at Wells Fargo
• George Saravelos, Global Co-Head of FX Research at Deutsche Bank
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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

See omnystudio.com/listener for privacy information.

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 & Tony Crescenzi.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

-Mohamed El-Erian, Queens' College, Cambridge President & Bloomberg Opinion
-Katy Kaminski, AlphaSimplex Chief Research Strategist
-Gilles Moec, AXA Investment Managers Chief Economist

Mohamed El-Erian of Queens' College, Cambridge says a softening in the labor market will lead to an economic slowdown 'really quickly', and that the Fed's 2% inflation target is 'totally arbitrary.' Katy Kaminski of AlphaSimplex says treasuries no longer serve as risk-off assets during high-inflationary environments. Gilles Moec of AXA Group overviews the diverging path forward on interest rates between the ECB and the Fed, saying a June cut risks undershooting the ECB's 2% inflation target. 

See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 17th, 2024
Featuring:

• Tony Crescenzi, Executive VP at PIMCO, on the bond market and trying not to time peak yields
• Lindsey Piegza, Chief Economist at Stifel, discusses her call for rate hikes and if this week's data changed her calculations
• Lucas Shaw, Reporter with Bloomberg News, talks about media and Hollywood topics from his Screentime newsletter and the latest on Paramount
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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

See omnystudio.com/listener for privacy information.

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

In this episode, we feature conversations with Jamie Dimon & Constance Hunter.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

-Jamie Dimon, JPMorgan Chase Chairman & CEO
-Mona Mahajan, Edward Jones Senior Investment Strategist
-Michael Collins, PGIM Fixed Income Executive Portfolio Advisor

JPMorgan Chairman Jamie Dimon joins Bloomberg's Francine Lacqua in Paris for a wide-ranging conversation on inflation, the equity market and geopolitics. Mona Mahajan of Edward Jones expects 'more balance' on earnings throughout the year, saying Fed rate cuts will create 'a good environment for a broadening of participation.' PGIM's Michael Collins says 'we've had the big boom' in nominal GDP, real growth and interest rates, saying treasury note values above 4.5% is the 'buy zone' for adding duration.

See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 16th, 2024
Featuring:

• Constance Hunter, Senior Advisor at MacroPolicy Perspectives, on her case for continued growth and the timing of rate cuts
• Paul Sankey, Lead Analyst at Sankey Research, on the OPEC+ June 1st meeting and the outlook for energy
• Lakshman Achuthan, co-founder at ECRI, on a global growth upturn, but why it's a double-edged sword
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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

See omnystudio.com/listener for privacy information.

Jamie Dimon said significant price pressures are still influencing the US economy and may mean interest rates will be higher for longer than many investors are expecting.
“A lot of inflationary forces are in front of us,” the JPMorgan Chase & Co. chief executive officer said in an interview with Bloomberg's Francine Lacqua

Dimon cited costs linked to the green economy, re-militarization, infrastructure spending and large fiscal deficits. Still, geopolitics could be the determining factor in steering the economy next year, he said. 
Dimon has been warning for months that inflation could be stickier than many investors are predicting, and wrote in his annual letter to shareholders that his bank is prepared for interest rates ranging from 2% to 8% “or even more.”

See omnystudio.com/listener for privacy information.

We’re taking The Big Take to Asia. Each week, Bloomberg’s Oanh Ha tells a story from the home of the world's most dynamic economies - and the markets, tycoons and businesses that drive the ever-shifting region. 

See omnystudio.com/listener for privacy information.

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

In this episode, we feature conversations with Paul Donovan & Meghan Graper.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

-David Kelly, JPMorgan Chief Global Strategist
-Tom Porcelli, PGIM Fixed Income Chief US Economist
-Kevin McCarthy, Fmr. House Speaker

JPMorgan's David Kelly and PGIM's Tom Porcelli react to the April CPI print and retail sales data, agreeing that the cooling inflation gives the Fed flexibility on their path forward with interest rates. Former House Speaker Kevin McCarthy discusses the Biden administration, Donald Trump's campaign, and US foreign policy. 

See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 17th, 2024
Featuring:

• Ed Yardeni, founder of Yardeni Research, reacts to today's CPI reading
• Dana Telsey, Chief Research Officer at Telsey Advisory Group, reacts to retail sales data
• Bailey Lipschultz, reporter with Bloomberg News, discusses the meme stock mania
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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

See omnystudio.com/listener for privacy information.

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

In this episode, we feature conversations with Jeff Currie & Julian Emanuel.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

-Brian Levitt, Invesco Global Market Strategist
-Gary Cohn, IBM Vice Chair, former NEC Director, former Goldman Sachs Group President
-Jeff Currie, Carlyle Chief Strategy Officer: Energy Pathways

Brian Levitt of Invesco says markets can continue to perform strongly while the Fed holds off on cutting interest rates. IBM's Gary Cohn says companies are increasingly focusing on operating efficiently because 'there are a lot of price constraints in the system.' Jeff Currie of The Carlyle Group shares why copper has become 'the highest conviction trade' he's ever seen. 

See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 14th, 2024
Featuring:

• Jeff Currie, Chief Strategy Officer of Energy Pathways at The Carlyle Group, gives his energy and commodity calls, ranging from oil, to copper, to gold
• Adam Posen, President of the Peterson Institute for International Economics, on this week's eco data, including PPI today, and outlook for inflation in the US and globally
• Arkansas Congressman French Hill on the latest Washington DC headlines, including tariffs, crypto, and the Biden-Trump 2024 election
• Julian Emanuel, Senior Managing Director Equity, Derivatives, and Quant Strategy at Evercore ISI, reacts to PPI and talks small caps and a potential looming recession

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

See omnystudio.com/listener for privacy information.

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

In this episode, we feature conversations with John Ryding & Amanda Lynam

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

-Peter Tchir, Academy Securities Head of Macro Strategy

-Lynn Martin, NYSE President

-Torsten Slok, Apollo Chief Economist

Peter Tchir of Academy Securities says the 'US exceptionalism' narrative has overstayed its welcome, believing the 'data started turning a couple of months ago.' NYSE President Lynn Martin discusses recent surveys of market participants about potential round-the-clock stock trading. Apollo's Torsten Slok overviews a busy week in economic data, maintaining his call that the Fed won't cut rates in 2024. 

See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 13th, 2024
Featuring:

• Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets
• Chris Verrone, Strategas Research Partners Head of Technical & Macro Research
• Jason Rekate, Head of Corporate Banking at Citi
• Lisa Mateo looks at the Front Pages of the World's newspapers

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

See omnystudio.com/listener for privacy information.

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

In this episode, we feature conversations with Jim Bianco and Craig Sterling.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

-Anastasia Amoroso, iCapital Chief Investment Strategist
-Neil Dutta, Renaissance Macro Head of US Economic Research
-Oliver Chen, TD Cowen Senior Equity Research Analyst

Anastasia Amoroso of iCapital says the US has entered the 'last mile' of disinflation, and believes Fed rate cuts are still on the table this year. Neil Dutta of Renaissance Macro expects a 'more balanced mix' of economic growth going forward and agrees the case for rate cuts is 'still quite strong.' TD Cowen's Oliver Chen looks ahead to a busy week of retail earnings, and says consumers are becoming increasingly price-conscious. 

See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 10th, 2024
Featuring:

• Derek Halpenny, Head of Research, Global Markets EMEA & International Securities at MUFG Bank, discusses his global FX outlook and the UK exiting recession today
• Dan Ives, Senior Equity Analyst at Wedbush Securities, talks about Apple's AI play
• David Mericle, Chief US economist in Global Investment Research at Goldman Sachs, talks about the US economic environment and outlook for a recession
• Ellen Wald, Senior Fellow at the Atlantic Council Global Energy Center, on energy markets and whether oil prices are set to head down

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

See omnystudio.com/listener for privacy information.

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

In this episode, we feature conversations with Matt Hornbach and Wendy Schiller.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

-Eric Freedman, US Bank Asset Management Chief Investment Officer
-David Lebovitz, JP Morgan Asset Management Global Strategist, Multi-Asset Solutions
-David Malpass, Fmr. Under Secretary of the US Treasury for International Affairs & Fmr. President of the World Bank

US Bank's Eric Freedman says the 'punishing' equity market favors the equal-weight S&P 500 index and brings risks to small-cap stocks. David Lebovitz of JP Morgan says 'the overall direction of the labor market and the wage data is supportive of some easing later this year.' Former World Bank President and Treasury Department official David Malpass believes the next US president faces a 'perfect storm' of economic issues, saying 'uncertainty is what's prevailing' in the economy.

See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 9th, 2024
Featuring:

• Scott Chronert, Citi Research Head of US Equity Strategy, talks about the outlook for a US recession and rate cutes
• Sarah House, Senior Economist at Wells Fargo, previews CPI and discusses recent Fed speak
• Wendy Schiller, Professor at Brown University, breaks down the latest DC headlines and the Israel-Hamas war
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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

See omnystudio.com/listener for privacy information.

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 and Kona Haque.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

-Tracie McMillion, Wells Fargo Head of Global Asset Allocation Strategy
-Janet Henry, HSBC Global Chief Economist
-Mandy Xu, CBOE Vice President & Global Markets Head of Derivatives Market Intelligence

Tracie McMillion of Wells Fargo says waning consumer confidence could soon impact companies' pricing power. HSBC's Janet Henry says the Fed is likely to either cut in September or December, given the 'unusual' nature of an election month rate cut. Mandy Xu of CBOE outlines how markets are pricing-in election-related volatility through the rest of the year.

See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 8th, 2024
Featuring:

• Emily Roland, co-chief Investment Strategist at John Hancock Investment Management, on earnings and outlook for US markets, and whether the US is facing a hard landing
• Rich Clarida, Global Economic Advisor at PIMCO, on the labor situation in the US and whether unemployment is ready to pop and what the inflation trend could look like in the US in the coming months
• Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, on a slew of tech news, including Apple iPhone sales in China, US revoking Intel/Qualcomm licenses to sell chips to Huawei, and the latest on TikTok
• Mick Mulroy, co-founder of the Lobo Institute and former US Deputy Assistant Secretary of Defense for the Middle East, on the latest developments in the Israel-Hamas war

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

See omnystudio.com/listener for privacy information.

-Steve Eisman, Neuberger Berman Senior Portfolio Manager
-Mark Zandi, Moody's Analytics Chief Economist
-Hugh Johnston, Disney CFO

Neuberger Berman's Steve Eisman says he's not overly concerned about the US deficit or the timing of when the Fed cuts rates. Mark Zandi of Moody's Analytics shares a differing take on the deficit and says everything is pointing green for the Fed to start cutting.' Disney CFO Hugh Johnston discusses Disney's mixed second-quarter report and overviews the company's outlook on their streaming and parks divisions.

See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 7th, 2024
Featuring:

• Ken Leon, Director of Equity Research at CFRA, talks about Disney earnings
• Steve Eisman, Neuberger Berman Senior Portfolio Manager, discusses the outlook for Fed rate cuts in 2024 and whether the US could enter recession in the second half of 2024
• Frances Donald, Chief Economist at Manulife Investment Management, talks about concerns of a hard landing or major uptick in unemployment amid higher for longer rates
• Bloomberg's John Tucker with Newspaper Headlines

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

See omnystudio.com/listener for privacy information.

-Peter Tchir, Academy Securities Head of Macro Strategy
-Veronica Clark, Citi Research US Economist
-Ken Leon, CFRA Director of Equity Research

Peter Tchir of Academy Securities says the perception of US exceptionalism is an 'old story that we're clinging on to.' Citi's Veronica Clark discusses the Fed's path forward on interest rates following soft April jobs numbers. Ken Leon of CFRA explains his firm's downgrade of Live Nation to "hold."

See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 6th, 2024
Featuring:

• Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, on why life's been good for large caps and the bifurcated market
• Jackie Bowie, Managing Partner at Chatham, discusses the outlook for Euro economies and stagflation across global markets outside the US
• Aoifinn Devitt, CIO at Moneta, on how bullish traders should be on equities heading into the summer
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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

See omnystudio.com/listener for privacy information.

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

In this episode, we feature conversations with Mark Zandi, Claudia Sahm, and Jurrien Timmer.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

-Mohamed El-Erian, Queens' College, Cambridge & Bloomberg Opinion
-Jeff Rosenberg, BlackRock Senior Portfolio Manager
-Pierre Ferragu, New Street Research Tech Infrastructure Head

Mohamed El-Erian of Queens' College, Cambridge and BlackRock's Jeff Rosenberg react to April’s weaker-than-expected nonfarm-payrolls print. Pierre Ferragu of New Street Research breaks down Apple's stronger-than-expected first quarter earnings.

See omnystudio.com/listener for privacy information.