Bloomberg Surveillance

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

• Frances Donald, Chief Economist at Manulife, on PPI and this week's inflation data, and Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets, also joins on this week's inflation data
• Dennis Gartman, Chairman of the University of Akron Endowment and former publisher of the Gartman letter, on CPI reaction, a bearish take on equities, and gold
• Marcus Ashworth, Bloomberg Opinion columnist, on the ECB decision
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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

In this episode, we feature conversations with Neil Dutta and Steve Ricchiuto.

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-Steven Ricchiuto, US Chief Economist, Mizuho Securities
-David Kelly, Chief Global Strategist, JPMorgan Asset Management
-Tobin Marcus, Head of Policy & Politics, Wolfe Research

Mizuho Americas' Steven Ricchiuto & JPMorgan Asset Management's David Kelly react to the hotter-than-expected March CPI print, with differing takes on how it impacts monetary policy. Tobin Marcus, Head of Policy & Politics at Wolfe Research, discusses Japan Prime Minister Kishida's visit to Washington amid tensions over the US Steel takeover, as well as the Federal Reserve's outlook and legacy.

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

• Neil Dutta, Partner at Renaissance Macro Research, along with Ira Jersey, Chief US Rates Strategist with Bloomberg Intelligence, on CPI and the Fed
• Joe Weisenthal and Tracy Alloway, host of Bloomberg's Odd Lots podcast, on CPI
• Steven Ricchiuto, Chief US Economist with Mizuho Securities, on CPI
• 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 Steel and Javier Blas.

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-Mohamed El-Erian, Bloomberg Opinion & President, Queens' College Cambridge
-Stuart Kaiser, Citi Head of Equity Trading Strategy
-Seth Carpenter, Chief Global Economist, Morgan Stanley

Mohamed El-Erian, Queens' College Cambridge President, says the Fed may ease less than the ECB over the coming months. Citi's Stuart Kaiser says he's concerned about surging commodity prices and their impact on equities. Seth Carpenter, Chief Global Economist at Morgan Stanley, says he expects 'disinflation to continue through the rest of this year' ahead of tomorrow's CPI report. 

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

• Betsey Stevenson, professor of economics and public policy at University of Michigan and Bloomberg Opinion columnist, on the path for inflation and potential for no rate cuts in 2024, what that could mean for a US recession, and whether we should still be celebrating in the US economy as we dig into Q2
• James Steel, Chief Commodities Analyst at HSBC Securities USA, joins to talk about gold's rise and the outlook for oil amid it's recent rise
• Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, on CPI preview 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 Victoria Bills and Bill Lee.

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Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney for April 8th, 2024
Featuring:

• Bill Lee, Chief Economist at the Milken Institute, joins to wrap last week's Fed speak, preview this week's inflation data, and extend the conversation to a broader outlook on global economies, specifically China
• Victoria Bills, Chief Investment Strategist at Banrion Capital, on equity outlook and potential market reaction from CPI this week
• Huw van Steenis, Vice Chari at Oliver Wyman, joins to talk about his recent pieces on whether the private credit boom is slowing, the fresh IMF report on private credit, and no doubt banks in Q1 with bank earnings coming up
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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-Lara Rhame, Chief US Economist, FS Investments
-Jack Manley, Executive Director & Global Market Strategist, JPMorgan
-Ellen Wald, Sr. Fellow, Atlantic Council

Lara Rhame of FS Investments says the nuances around inflation should give the Fed more patience before cutting interest rates. JPMorgan's Jack Manley says the dynamic between the Fed and inflation has become a 'chicken and the egg' situation. Ellen Wald, Sr. Fellow at the Atlantic Council, says she doesn't expect the US to tap into its strategic oil reserves to lower gas prices in the short-term.

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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 Julia Pollak and Claudia Sahm

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BlackRock's Jeff Rosenberg and Mohamed El-Erian, Queens' College, Cambridge President, react to the March jobs report that exceeded analyst estimates. NATO Secretary General Jens Stoltenberg discusses his plan for NATO to supply Ukraine with over $100 billion in aid over the next five years as Russia makes gains on the battlefield. 

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

• Neil Dutta, Partner and Head of US Economic Research at Renaissance Macro Research, and Ira Jersey, Bloomberg Intelligence Rates strategist, with reaction to the March jobs report
• Julia Pollak, Chief Economist at ZipRecruiter, joins to break down the jobs numbers
• Claudia Sahm, Bloomberg Opinion Contributor and CEO at Sahm Consulting, on the economic picture post jobs numbers and Opinion piece on part-time work
• 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 Larry McDonald and Max Kettner.

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-Jean Boivin, Head of BlackRock Investment Institute 
-Becky Frankiewicz, Chief Commercial Officer, President North America at ManpowerGroup
-Michael Hirson, Head of China Research 22V Research

Jean Boivin, Head of BlackRock Investment Institute, says the economy has entered 'a new regime' and is bullish on risk assets going forward. Becky Frankiewicz of ManpowerGroup reacts to higher-than-expected weekly jobless claims and discusses the 'amazing' resiliency of the US labor market. Michael Hirson, Head of China Research at 22V Research, breaks down Treasury Secretary Janet Yellen's visit to China.

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

• Rebecca Patterson, former Chief Investment Strategist at Bridgewater Associates, joins to talk about what we can expect from jobs on Friday and CPI next week
• Meghan Swiber, Director of US Rates Strategy at Bank of America, joins to talk about recent Fed speak and what we've heard from Jay Powell, and whether we'll actually see a rate cut in 2024
• Larry McDonald, founder at The Bear Traps Report, on his new book "How to Listen When Markets Speak"
• 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 Robert D. Kaplan and Ed Morse.

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-Eric Veiel, CIO & Head of Global Investments, T. Rowe Price
-Michael Collins, Executive Portfolio Advisor, PGIM Fixed Income
-Eric Cantor, Vice Chairman & Managing Director at Moelis & Company, Former House Majority Leader

Eric Veiel, T. Rowe Price CIO & Head of Global Investments, says he's 'dramatically neutral' between stocks and bonds amid an uncertain path forward for the Fed. Michael Collins, PGIM Fixed Income Executive Portfolio Advisor, sees value in long-term treasury yields amid a robust economic backdrop in the US. Former House Majority Leader Eric Cantor, Vice Chairman & Managing Director at Moelis & Company, says the market will eventually reject the 'continued incurrence of debt', but the signs aren't there yet.

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

• Matt Luzzetti, Chief US Economist at Deutsche Bank, discusses his eco outlook for Q2 and how high prices may weigh further on consumers into the summer
• Ed Morse, Senior Advisor at Hartree Partners, discusses energy, commodities, and growing risks in the market and risks to demand
• Robert D. Kaplan, author of "The Loom of Time," on geopolitical concerns ranging from escalating Middle East tensions and China to uncertainty for Ukraine as they combat Russian aggression
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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

• Kathy Jones, Chief Fixed Income Strategist at Charles Schwab, discusses fixed income opportunities in 2024 and positioning for a correction
• Jason Furman, Professor of the Practice of Economic Policy at Harvard, on the "balance of worry" in the Feb jobs report, and why we could be tilting from inflation to recession
• Axel Merk, co-founder and CIO at Merk Investments, on how high gold can go
• 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 Jason Furman and Gene Munster.

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-Phil Orlando, Chief Equity Strategist & Head of Client Portfolio Management, Federated Hermes
-Steven Cook, Middle Eastern Senior Fellow, Council on Foreign Relations
-Troy Gayeski, Chief Market Strategist, FS Investments

Phil Orlando of Federated Hermes says the equity rally will broaden out and expects oil prices to climb higher through the year amid geopolitical uncertainty. Steven Cook, Middle Eastern Senior Fellow at the Council on Foreign Relations, says Iran will likely pressure the US to bring Israel to heel or raise a 'storm of violence in the region'. Troy Gayeski of FS Investments says the back-end of the yield curve could return to 5% levels if the Fed doesn't cut rates.

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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 and Kona Haque.

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-Jay Pelosky, TPW Advisory Principal & Founder
-Peter Tchir, Academy Securities, Head Of Macro Strategy
-Bill Dudley, Fmr. NY Fed President & Bloomberg Opinion columnist

Jay Pelosky, TPW Advisory Principal & founder, says commodities are a major opportunity in the global market. Peter Tchir of Academy Securities says the equity market is 'frothy and overextended' into tech and is positioned for a rotation. Former New York Fed President Bill Dudley discusses why last year's banking crisis could happen again. 

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

• David Sowerby, Managing Director and Portfolio Manager at Ancora, breaks down the market reaction to Jay Powell and PCE data Friday
• Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, on whether market technicals are signaling an incoming correction
• Emre Peker, Europe Director at Eurasia Group, on the Turkish election result
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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Bloomberg's Nathan Hager and Michael McKee discuss the latest PCE data and reaction from Fed Chair Jerome Powell. Plus, reaction from Wells Fargo Senior Economist Sarah House.

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Bloomberg's Nathan Hager breaks down the latest PCE data with Bloomberg Economics and Policy Editor Michael McKee. Plus, reaction to the data from Tom Porcelli, Chief US Economist at PGIM Fixed Income, and Wells Fargo Senior Economist Sarah House.

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FTX co-founder Sam Bankman-Fried was sentenced to 25 years in prison for stealing billions of dollars from customers, marking the final chapter in a case that has both captivated and overshadowed the crypto industry. Bloomberg Radio hosts Paul Sweeney, Alix Steel, Joe Mathieu and Kailey Leinz discuss, with instant reaction and analysis from Bloomberg Law host June Grasso and Bloomberg News legal editor Peter Jeffrey. 

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

• Julian Emanuel, Senior Managing Director at Evercore ISI, on market bullishness in 2024 and whether it can last as well as what we can see from Jay Powell tomorrow
• Richard Haas, former president of the Council on Foreign Relations, on geopolitical outlook for 2024 and concerns involving China, Ukraine, and Israel and how Congress is approaching each conflict
• Anna Wong, Chief US Economist with Bloomberg Economics, discusses her note on the economic impact of the Baltimore Bridge collapse
• 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 Richard Haass and Julian Emanuel.

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-Matthew Miskin, Co-Chief Investment Strategist, John Hancock Investment
-Steve Center, COO & Executive Vice Chairman, Kia America
-Robert Davis, Merck CEO

Matthew Miskin of John Hancock Investment Management says markets have become dependent on a dovish Federal Reserve. Steve Center, COO & Executive Vice Chairman of Kia America, discusses the automaker's outlook on EV production and how it's impacted by government policy. Robert Davis, Merck CEO, discusses the company's newly-approved lung disease drug and the overall competition in the pharmaceutical space. 

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

• Rich Clarida, former Vice Chair of the Federal Reserve, on the Fed's rate hike path and Fed credibility
• Margie Patel, Portfolio Manager at Allspring Global Investments, talks market outlook and chances of a correction in 2024
• Marvin Loh, State Street Senior Global Macro Strategist, on equity outlook in the US and global markets and chances of a US recession
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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-Bruce Kasman, Chief Economist & Head of Global Economic Research, JPMorgan
-Amanda Lynam, Head of Macro Credit Research, BlackRock
-Pablo Di Si, VW North America CEO

JPMorgan Chief Economist Bruce Kasman says higher interest rates haven't done nearly as much damage to the private sector as expected. BlackRock's Amanda Lynam says there's enough 'discrimination under the surface' in the credit market to keep conditions from becoming over-exuberant. Pablo Di Si, VW North America CEO, says the automaker remains committed to developing EVs and will respond to the pace of consumer demand. 

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

• John Kartsonas, Managing Partner at Breakwave Advisors, on the Baltimore Bridge collapse
• Adam Posen, president of the Peterson Institute for International Economics, on geopolitics, wars in Ukraine and Israel, and how it can all play out in the 2024 presidential election
• Peter Tchir, Head of Macro Strategy at Academy Securities, on China's threat to personal consumption in the US
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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 -Andrew Hollenhorst, Chief US Economist, Citi
-Julian Emanuel, Chief Equity, Derivatives and Quant Strategist, Evercore ISI
-Ron Dermer, Israel Strategic Affairs Minister

Citi Chief US Economist Andrew Hollenhorst says the Fed could still cut rates if inflation remains closer to 3% than 2%. Julian Emanuel of Evercore ISI says we've entered the 'zone of exuberance' in the equity market. Ron Dermer, Israel Strategic Affairs Minister, says Israel has no choice but to 'finish the job' in Gaza. 

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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 John Kartsonas & Adam Posen

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The Big Take from Bloomberg News brings you inside what’s shaping the world's economies with the smartest and most informed business reporters around the world. The context you need on the stories that can move markets. Every afternoon.

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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 Liz Ann Sonders & George Ferguson

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

• Brooke Sutherland, Boston Bureau Chief for Bloomberg News, on Boeing's CEO resigning
• Liz Ann Sonders, Chief Investment Strategist at Charles Scwhab, on the Fed and her recent chart comparing how as a percentage of personal income, dividends now outweigh interest
• John Stoltzfus, Chief Investment Strategist at Oppenheimer, on raising his target SPX
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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-Ed Yardeni, Founder & President, Yardeni Research
-Jim Bianco, President & Macro Strategist, Bianco Research
-Neil Dutta, Head of US Economic Research, Renaissance Macro Research

Ed Yardeni of Yardeni Research says the bull market is here to stay, and predicts the S&P 500 will reach 6,000 by next year. Jim Bianco of Bianco Research says bonds are being left out of the 'everything rally', and inflation won't likely drop below 3% until the fall at the earliest. Neil Dutta, Head of US Economic Research at Renaissance Macro, says the Fed has the space to ease policy conditions modestly as long as the labor market remains strong. 

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

• Kristina Hooper, Chief Global Market Strategist at Invesco, wrapping this week's central bank meetings
• Bloomberg Intelligence Senior Tech Analysts Mandeep Singh and Anurag Rana join to talk about the Reddit IPO and Apple
• Jonathan Maxwell, CEO at Sustainable Development Capital, on the energy outlook in the US, natural gas prices, and why energy and commodities are at the heart of geopolitical conflict
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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-Bob Michele, JPMorgan Asset Management CIO & Global Head of Fixed Income, Currency & Commodities
-Mohamed El-Erian, Queens' College, Cambridge President & Bloomberg Opinion columnist
-Peter Oppenheimer, Chief Global Equity Strategist, Goldman Sachs

Bob Michele, JPMorgan Asset Management CIO, says the US economy has been in a "La La Land" since the GFC and that he hasn't been this bullish since the mid-2000s. Mohamed El-Erian, Queens' College, Cambridge President & Bloomberg Opinion columnist, says central banks have effectively abandoned target inflation points in favor of a range. Peter Oppenheimer, Chief Global Equity Strategist at Goldman Sachs, discusses why he recommends diversifying to non-US stocks. 

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

• Seema Shah, Chief Global Strategist at  Principal Asset Management, previews the BOE decision and breaks down yesterday's Fed decision
• Sebastien Paige, Head of Global Multi-Asset and CIO at T. Rowe Price, on markets, the Fed meeting, and breaking down Jay Powell's presser
• Brianne Lynch, Head of Market Insight at EquityZen, on today's Reddit IPO
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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-Gargi Chaudhuri, BlackRock Head of iShares Investment Strategy Americas
-Richard Bernstein, Richard Bernstein Advisors CEO & CIO
-Stephanie Roth, Wolfe Research Chief Economist

Gargi Chaudhuri, Head of iShares Investment Strategy Americas at BlackRock, advises investing in medium-term treasury bonds amid a higher inflationary environment. Richard Bernstein, Richard Bernstein Advisors CEO & CIO, cautions against fixating solely on the Magnificent 7 stocks. Stephanie Roth, Wolfe Research Chief Economist, reacts to weekly jobless claims and says inflation should come down towards 2% without stifling growth.

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Bloomberg's 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 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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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 20th, 2024
Featuring:

• Bob Michele, Managing director and CIO at JP Morgan Asset Management, on today's Fed decision
• Dennis Lockhart, former President of Atlanta Federal Reserve, on previewing today's Fed decision
• Frances Donald, Chief Global Economist at Manulife Investment Management, on what she expects to see from the Fed and concern about the labor market
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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-Wei Li, Global Chief Investment Strategist, BlackRock
-Steven Major, Global Head of Fixed Income Research, HSBC
-Jan Hatzius, Chief Economist, Goldman Sachs

Goldman Sachs Chief Economist Jan Hatzius says the Fed's concerns about the economy 'have moved into the rearview mirror' ahead of its March meeting. Wei Li, Global Chief Investment Strategist at BlackRock, says the bar is high for markets to 'abandon this narrative of immaculate disinflation'. HSBC Global Head of Fixed Income Research Steven Major says the Fed doesn't need to reach its 2% inflation target before cutting interest rates.

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

• Jennifer Lee, Senior Economist at BMO Capital Markets, on this week's central bank decisions, including the Fed, BOE, and BOJ
• Alex Chaloff, CIO at Bernstein Private Wealth Management, on market outlook for 2024 and if we'll see a recession
• Vince Cignarella, Bloomberg News Marco Strategist, on why he thinks we won't see a 2024 rate cut
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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-Brian Moynihan, Bank of America Chairman & CEO
-Savita Subramanian, BofA Head of US Equity & Quantitative Strategy & Jill Carey Hall, BofA Head of U.S. Small and Mid-Cap Strategy
-Michael Gapen, BofA Global Research Head of US Economics & Aditya Bhave, BofA Global Research Senior US Economist

Bank of America Chairman & CEO Brian Moynihan discusses the state of the US economy, 'resilient' US consumers and the 'slow burn' of commercial real estate. Bank of America equity strategy heads Savita Subramanian & Jill Carey Hall on where they see 'euphoria' and opportunities in the global market. Michael Gapen, BofA Global Research Head of US Economics & Aditya Bhave, BofA Global Research Senior US Economist, discuss the mixed messages from recent economic data and the Fed's upcoming decision on interest rates.

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