Bloomberg Surveillance

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

• Jurrien Timmer, Director of Global Macro at Fidelity, bring us into the 830a jobs numbers and offers his reaction
• Mark Zandi, Chief Economist at Moody's Analytics, breaks down jobs numbers
• Claudia Sahm, Chief Economist at New Century Advisors and Bloomberg Opinion contributor, offers her perspective on this week's jobs figures and the US labor market
• 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 Anna Wong & Linda Duessel.

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-Andrew Hollenhorst, Citi Chief US Economist
-Savita Subramanian, Bank of America Head of US Equity & Quantitative Strategy
-Stephane Bancel, Moderna CEO

Citi's Andrew Hollenhorst reacts to the Fed's decision to hold interest rates, saying inflation data will give the Fed the opportunity to cut rates this year. BofA's Savita Subramanian says the US will achieve a soft landing where the market adapts to higher rates. Moderna CEO Stephane Bancel reacts to better-than-expected first quarter earnings and discusses the company's upcoming RSV vaccine.

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

• Jonathan Pingle, UBS Securities Chief Economist, talks about the Fed, Jay Powell, and where we stand with rate cuts after Powell's presser yesterday
• Steve Englander, Global head of G10 FX Research and of North America Strategy for Standard Chartered Bank, on the Fed reducing its hiking tail risk
• Michael Feroli, Chief US Economist at JPMorgan, reacts to Jay Powell and discusses the outlook for a US recession
• Bloomberg's John Tucker with his Newspaper 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 Stuart Kaiser and Bryan Whalen.

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-Tony DeSpirito, BlackRock Global CIO of Fundamental Equities
-Earl Davis, BMO Global Asset Management Head of Fixed Income & Money Markets
-Jonathan Pingle, UBS Chief US Economist

BlackRock's Tony DeSpirito sees 'an opportunity for stock pickers' ahead with earnings estimates normalizing between mega-cap stocks and the rest of the market. BMO's Earl Davis says US 10-yr yields could retest 5% and previews the Fed decision's impact on the treasury market. Jonathan Pingle of UBS reacts to stronger-than-expected ADP labor market data for April and looks ahead to the Fed's rate decision.

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

• Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas at BlackRock, on ways to play the Fed soft landing and unclear geopolitical outlook
• Stuart Kaiser, Head of US Equity Trading Strategy at Citi, on the data spooking markets pre-FOMC
• Brian Wieser, Principal at Madison & Walls, on Amazon earnings and can also discuss Paramount
• 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 and Anurag Rana.

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-Ronald Temple, Lazard Chief Market Strategist
-Robert Sockin, Citi Research Director
-Amanda Lynam, BlackRock Head of Macro Credit Research

Lazard's Ronald Temple says earnings breadth across the S&P 500 can improve 'if the customers get a return on investment' from big spending on AI. Citi's Robert Sockin reacts to the employment cost index's biggest acceleration in a year, saying the data is 'something akin to a really bad dream' for the Fed. BlackRock's Amanda Lynam says that 'it's a great opportunity to deploy in an all-in yield basis' in the credit market.

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Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney | April 30th, 2024
Featuring:

• Rebecca Patterson, former Chief Investment Strategist at Bridgewater, discusses the beginning of the current FOMC meetings and can comment on the yen's latest move
• George Goncalves, Head of US Macro Strategy at MUFG Securities, discusses the outlook for rates and a strong dollar and whether we'll see a rate cut this year
• Laura Davison, US Politics Team Lead with Bloomberg News, on campus protests, Biden-Trump, and other political headlines
• 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 Dan Ives and Tina Fordham.

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-Lori Calvasina, Head of US Equity Strategy, RBC Capital Markets
-Mark McCormick, Global Head of FX Strategy, TD Securities
-Sonal Desai, Fixed Income CIO, Franklin Templeton

Lori Calvasina of RBC Capital Markets reacts to big swings in mega-cap tech stock prices, saying "growth investors get angsty." Mark McCormick of TD Securities discusses the historic moves in the Japanese Yen, saying the BOJ will be forced to tighten policy more than what's currently priced-in. Sonal Desai of Franklin Templeton previews Wednesday's Fed decision and shares her outlook on the bond market, saying the long end of the yield curve will move higher over time. 

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

• Steven Major, Global Head of Fixed Income Research at HSBC, on this morning's bond note and outlook for the bond market
• James Lord, Global Head of FX and EM Strategy with Morgan Stanley, on king dollar and the latest yen moves
• Tina Fordham, Founder & Geopolitical Strategist at Fordham Global Foresight, on brokering a potential ceasefire between Israel and Hamas, an invasion of Rafah, and other geopolitical pressures that investors are following
• 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 Francois Trahan and Jane Foley with a special appearance from Nick Colas.

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Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist
Bruce Kasman, JP Morgan Chief Economist
Jon Lieber, Eurasia Group Managing Director, United States

John Hancock's Emily Roland says she's considering 'looking around a little bit' from the 'marriage' with mega-cap tech stocks and into higher-value areas of the market. JP Morgan's Bruce Kasman reacts to the March core PCE deflator and outlines his two scenarios for how the data impacts the Fed's path forward. Jon Lieber of Eurasia Group breaks down Secretary of State Antony Blinken's visit to China and what the trip means for both countries.

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

• Neil Dutta, Partner at Renaissance Macro Research, reacts to PCE, yesterday's GDP, and outlook for rate cuts
• Cam Dawson, CIO at NewEdge Wealth, on how markets are pricing in today's PCE deflator
• Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to break down yesterday's slew of tech earnings, including Microsoft, Alphabet, Intel, and Snap
• 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 Ben Laidler & Anna Wong.

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-Christopher Harvey, Wells Fargo Securities Head of Equity Strategy
-Blerina Uruci, T. Rowe Price Chief US Economist 
-Michael Hirson, 22V Research China Research Head

Wells Fargo's Christopher Harvey details the reasons behind the bank's bullish 5,535 year-end S&P 500 price target. T. Rowe Price's Blerina Uruci reacts to weaker-than-expected 1Q US GDP data and fewer-than-estimated jobless claims, saying 'the economy continues to expand at a solid pace.' Michael Hirson of 22V Research discusses the politics surrounding Secretary Blinken's visit to China.

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

• Jim Caron, Co-CIO of the Portfolio Solutions Group at Morgan Stanley Investment Management, on duration and hedging an equity selloff as well as the GDP release
• Constance Hunter, Senior Advisor at MacroPolicy Perspectives, on US GDP, tomorrow's PCE data, and sustainable economic growth in the US
• John Stolzfus, Managing Director and Chief Investment Strategist at Oppenheimer, on market reactions and path for interest rate cuts by the Fed
• 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 & Todd Jablonski.

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-Kate Moore, BlackRock Global Allocation Team Head of Thematic Strategy 
-Tiffany Wilding, PIMCO Managing Director
-Henrietta Treyz, Veda Partners Director of Economic Policy Research

BlackRock's Kate Moore says the week ahead for Big Tech earnings is the chance for large-cap stocks to answer critical questions about the equity market. PIMCO's Tiffany Wilding looks ahead to key GDP and inflation data, saying the 'hot' US economy isn't consistent with inflationary pressures moderating. Henrietta Treyz of Veda Partners says Congress' new aid package for Ukraine, Israel and Taiwan is a case of Congress members 'wanting to be on the right side of history.'

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

• Dan Ives, Senior Equity Analyst at Wedbush Securities, breaks down Tesla earnings
• Lindsey Piegza, Stifel Chief Economist, on ongoing consumer strength but signs of an economic slowdown
• Anurag Rana and Mandeep Singh, Senior Tech Analysts at Bloomberg Intelligence, join to preview Meta earnings out today, and Microsoft and Alphabet earnings out tomorrow
• 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 Thierry Wizman and Michael Darda.

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-Matt Luzzetti, Deutsche Bank Chief US Economist & Head of US Economic Research
-Mike Wilson, Morgan Stanley CIO & Chief US Equity Strategist
-Vijay Rakesh, Mizuho Securities Managing Director & Senior Semiconductor Analyst

Deutsche Bank Chief US Economist Matt Luzzetti says the Fed is primed for a mid-cycle adjustment, with 'no reason to guide towards a full cutting cycle.' Morgan Stanley CIO Mike Wilson says 'rates are too high for the majority of the economy' and advises against small-cap stocks. Vijay Rakesh of Mizuho Securities previews Tesla earnings as the Magnificent 7 stocks' earning cycle gets underway.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 23rd, 2024
Featuring:

• Stephen Stanley, Chief Economist at Santander, on recent inflation data and what the Fed is watching this week
• Thierry Wizman, Director: Global Currencies & Interest Rate Strategist at Macquarie Futures, on FX weakness and volatility and what the bond market is signaling about the US economic outlook
• Ian Whittaker, Managing Director and Owner at Liberty Sky Advisors, on streaming wars, Meta earnings, and tech regulation
• 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 Bob Michele and Liz Young

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 -Michael O'Rourke, JonesTrading Chief Market Strategist-Tasnim Ghiawadwala, Citibank Global Head of Commercial Banking-Nadia Calvino, European Investment Bank President
JonesTrading's Michael O'Rourke discusses why he's bearish on equities and recommends buying US treasuries. Citibank's Tasnim Ghiawadwala says client balance sheets are strong despite a 'very tough' environment. EIB President Nadia Calvino discusses the bank's new round of aid to Ukraine and the importance of developing Europe's defense sector. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 22, 2024
Featuring:

• Bob Michele, CIO and Head: GFICC at JP Morgan Investment Management, on a US soft landing and expectations for the Fed
• Liz Young, Head of Investment Strategy at SoFI, on equity outlook amid recent varying market headwinds and if we're heading for a correction
• Eric Balchunas, ETF Analyst with Bloomberg Intelligence, on his latest ETF research note
• 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 Lakshman Achuthan and Anastasia Amoroso.

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-Katherine Tai, US Trade Representative
-Adam Posen, President, Peterson Institute for International Economics
-Ana Botin, Chair, Banco Santander

US Trade Representative Katherine Tai says the "China shock" driven by the scale of the Chinese economy will depress prices worldwide and 'infect the global economy'. Peterson Institute President Adam Posen says the US' 'open-ended fiscal problems' are adding to global uncertainties about US fiscal and trade policy. Banco Santander Chair Ana Botin says low unemployment rates suggest a 'super soft landing so far.'

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

• Anastasia Amoroso, Chief Investment Strategist at iCapital, on buying the dip and cleaner market techinicals
• Lakshman Achuthan, COO and co-founder at ECRI, on warnings signs of a possible recession and what ECRI's Leading Economic Index is signaling
• Christyan Malek, Global Head of Energy Strategy and Head of EMEA Oil & Gas at JPMorgan, on oil impact of Israel-Iran tensions and other energy headlines
• 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 Amy Wu Silverman and Anurag Rana.

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 -Tim Adams, IIF President
-Jonathan Pingle, Chief US Economist, UBS
-Klaas Knot, Dutch Central Bank President & European Central Bank Governing Council Member

IIF President Tim Adams says geopolitical uncertainties, including the US presidential election, are overwhelming global economic calculations. UBS Chief US Economist Jonathan Pingle says the 'extraordinary pace of growth' in the US may lead the Fed to raise interest rates, but still expects two cuts this year. Dutch Central Bank President Klaas Knot says the ECB is 'confident that the overall picture is one of disinflation.'  

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

• Amanda Lynam, Head of Macro Credit Research at Blackrock, on the bond market and global credit outlook
• Amy Wu Silverman, Managing Director and Head of Derivatives Strategy for RBC Capital Markets, on "skew" in the market
• Chris Ailman, CIO at CalSTRS, on a potential soft landing for the US and equity market outlook
• 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/surveillanceEric Mollo 

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

In this episode, we feature conversations with Ed Hyman and Paul Donovan.

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-Alicia Levine, BNY Mellon Head of Investment Strategy
-Admiral James Stavridis, The Carlyle Group Vice Chairman, Global Affairs
-Aakash Doshi, Citi North America Head of Commodities Research

BNY Mellon's Alicia Levine says the state of inflation and economic growth signifies a 'new normal' for the US economy. Former NATO Supreme Allied Commander James Stavridis says Israel will respond to Iran's missile and drone attack in a 'measured way'. Citi's Aakash Doshi discusses the rally in gold and why he sees a price target of $3,000/oz in the near future.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 17th, 2024
Featuring:

• Ed Hyman, Chairman at Evercore ISI, on risks for the economy if the Fed continues to stay higher for longer with rates
• Sebastien Page, Head of Global Multi-Asset and Chair of the Asset Allocation Steering Committee at T. Rowe Price, on inflation hedges and why he thinks it's a strange time to cut
• Michael Nathanson, Senior Research Analyst at MoffettNathanson, on his recent note with Craig Moffett on his recent note on the epic Disney-Comcast battle
• 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 Sri Kumar and Gene Munster.

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-David Hunt, PGIM CEO
-Torsten Slok, Apollo Partner and Chief Economist
-Mohamed El-Erian, Queens' College, Cambridge President & Bloomberg Opinion columnist

PGIM CEO David Hunt says 'bonds are back' and predicts inflation will remain higher-for-longer. Apollo Chief Economist Torsten Slok says Fed Chair Powell's December pivot has markets riding a 'sugar high' driving accelerations in inflation. Mohamed El-Erian, Queens' College, Cambridge President, says the theme of US exceptionalism could be threatened by higher oil prices or a 'Fed that's too tight.' 

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

• Ken Leon, Research Director at CFRA Research, wraps bank earnings
• Gene Munster, Managing Partner at Deepwater Asset Management, on a recent iPhone sales slowdown, Tesla job cuts, and other headlines
• Tony Crescenzi, Executive Vice President at PIMCO, on market outlook and risks of geopolitical conflict to 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 James Stavridis and Ian Bremmer.

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-John Williams, New York Fed President
-John Kirby, National Security Council Coordinator
-Tom Michaud, KBW CEO

New York Fed President John Williams says he still expects interest rate cuts this year if inflation continues to come down. National Security Advisor John Kirby says further sanctions against Iran are 'certainly not off the table.' KBW CEO Tom Michaud reacts to strong Q1 earnings from Goldman Sachs, saying 'there is a rebound that's happening in investment banking.' 

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

• Sarah Hunt, Chief Markets Strategist at Alpine Woods Capital Investors, on equity outlook after last week's inflation data
• Ian Bremmer, President at Eurasia Group, on the conflict in Israel and potential for further US involvement
• Admiral James Stavridis on American support for Israel and Ukraine and how it looks to fend off Iran, Russia, and other global proxies
• 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 Chris Whalen and Chuck Clough.

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 Bloomberg Surveillance TV: April 12, 2024
-Ken Leon, Director of Equity Research, CFRA-Neil Dutta, Head of US Economic Research, Renaissance Macro Research-Jill Carey Hall, Head of US Small and Mid-Cap Strategy, BofA Global Research
Ken Leon, Director of Equity Research at CFRA, reacts to earnings from JPMorgan, Citi and Wells Fargo, saying there are 'opportunities for these banks to surprise on the upside'. Neil Dutta of Renaissance Macro says rate cuts are still on the table for the Fed this year despite hotter-than-expected data so far. BofA's Jill Carey Hall says the outlook for small-cap stocks depends heavily on the Fed's next move. 

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

• David Blanchflower, labor economist and economics professor with Dartmouth, on labor outlook in the US and eco policy as well as potential for a recession in the US
• Leland Miller, CEO at China Beige Book, on latest China Beige Book new Q1 results, where 2024 growth is headed, & whether the China EV overcapacity thesis is real
• Susan Collins, president of the Boston Federal Reserve, speaks with Bloomberg's Michael McKee
• Chris Whalen, founder at Whalen Global Advisors, on bank earnings and bank industry/eco risks
• 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 Dennis Gartman and Ian Lyngen, and a special appearance from Frances Donald.

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-George Goncalves, Head of US Macro Strategy, MUFG
-Robert Sockin, Director & Global Chief Economist, Citi
-Governor Wes Moore, (D) Maryland

George Goncalves of MUFG says the 'macro trio' of the US 10-year bond, the dollar and crude oil are 'going to dictate what happens going forward.' Citi's Robert Sockin reacts to March PPI data and jobless claims, saying 'there's enough signs of softness in the labor market' to support the Fed cutting rates in June. Maryland Governor Wes Moore says the state intends to 'use every lever' available to restore the Baltimore port after the Key Bridge collapse.

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