Bloomberg Surveillance

- Sam Stovall, CFRA Chief Investment Strategist
- Tobin Marcus, Wolfe Research Head of US Politics and Policy
- Giorgio Furlani, AC Milan CEO

Sam Stovall of CFRA discusses the Mag 7 ahead of earnings next week. Wolfe Research's Tobin Marcus breaks down what is next for both Trump and Harris as they hit the campaign trail. AC Milan CEO Giergio Furlani provides insights on the growth of soccer in the US as AC Milan plays in New York City on Saturday.  

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 26th, 2024
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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 Anastasia Amoroso & Wendy Schiller.

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-Waldemar Szlezak, KKR Global Head of Digital Infrastructure
-Libby Cantrill, PIMCO Head of Public Policy,
-Anastasia Amoroso, iCapital Chief Investment Strategist

Waldemar Szlezak of KKR joins to discuss Google and big tech falling on higher capex spending related to AI. PIMCO's Libby Cantrill breaks down what's next for both the Trump and Harris campaigns with close to 100 days to the election.  Anastasia Amoroso of iCapital on why her favorite current trade is the rotation trade. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 25th, 2024
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- Kate Moore, BlackRock Global Allocation Head of Thematic Strategy
- Stephen Trent, Citi Research Managing Director
- Aaron David​​​​ Miller, Carnegie Endowment for International Peace Senior Fellow
- Michael Kushma, Morgan Stanley Investment Management CIO of Broad Markets Fixed Income
- Derek Burleton, TD Bank Group Vice President & Deputy Chief Economist

Kate Moore of BlackRock discusses the market’s reaction to tech earnings, emphasizing that Q2 results will be crucial for summer sentiment. Stephen Trent of Citi unpacks Delta’s continued cancellation issues post-CrowdStrike incident. Aaron David Miller discusses the upcoming Biden-Netanyahu meeting and its implications for VP Harris and Former President Trump during Netanyahu’s US visit. Derek Burleton of TD Bank and Morgan Stanley's Michael Kushma look ahead to US eco data coming on Thursday and Friday.

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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 Monica DiCenso, Gautam Mukunda, & Dan Ives.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 24th, 2024
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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 Sophia Drossos & Mark Lehmann.

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- Brian Levitt, Invesco Global Market Strategist
- Isaac Boltansky, BTIG Policy Research Director
- Jill Carey Hall, BofA Securities US Equity Strategist

Brian Levitt of Invesco comments on tech rally gains ahead of earnings. BTIG’s Isaac Boltansky unpacks the latest from the Harris campaign. Jill Carey Hall of Bank of America discusses the long-term bullish case for small-caps.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 23rd, 2024
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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 a conversation with Ed Yardeni. 

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 -Henrietta Treyz, Veda Partners Director Economic Policy Research

-Earl Davis, BMO Head of Fixed Income and Money Markets

-Matt Raskin, Deutsche Bank Managing Director and U.S. Head of Rates Research

Henrietta Treyz of Veda Partners analyzes the implications following Biden’s withdrawal from the presidential race. BMO’s Earl Davis and Matt Raskin of Deutsche Bank discuss the shift from last week’s mentions of a July rate cut to the current broader consideration of a September cut and delve into Trump Trade and how Biden’s departure impacts market dynamics. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 22th, 2024
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Bloomberg’s Tom Keene, David Gura and Joe Mathieu break down the latest news from Washington.

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Listen to the 'Here's Why' podcast:  -  on Apple: https://apple.co/3Lg3RGn  -  on Spotify: https://spoti.fi/3LiIX9q  -  or Anywhere: https://bit.ly/3xYsHHy.    

Each episode of 'Here's Why' uses experts at Bloomberg to explain one news story in just a few minutes.

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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 Abby Joseph Cohen & Alicia Reese.

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-Darrell Cronk, Wells Fargo Chief Investment Officer
-Katrina Dudley, Franklin Templeton Public Markets Senior Investment Strategist
-Rob Casey, Signum Global Partner & Senior Analyst

Rob Casey of Signum Global provides analysis following Trump’s speech at the RNC and offers insights on the latest developments in the Biden campaign. Darrell Cronk of Wells Fargo discusses potential peaks for the Trump trade amid speculation about Biden’s future. Katrina Dudley of Franklin Templeton explains why the positive price movement in small caps is encouraging. 

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Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney
July 19th, 2024

Featuring:
Greg Valliere, Chief Policy Analyst with AGF Investments, discusses Trump's RNC speech and President Biden's presidential campaign
Mandeep Singh, Bloomberg Intelligence Senior Tech Analyst, on the outage involving CrowdStrike
Abby Joseph Cohen, Professor at Columbia Business School, talks about the intersection between the economy and markets and shares her outlook on the US economy
Alicia Reese, VP of Equity Research at Wedbush Securities, breaks down Netflix earnings

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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 Bianco & Wendy Schiller.

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-Jay Peloksy, TPW Advisory CIO & Co-Founder
-Subadra Rajappa, Société Générale Head of US Rates Strategy
-Christopher Harvey, Wells Fargo Head of Equity Strategy

Jay Pelosky of TPW Advisory discusses the big rotation in the equity market, his expectations for the US presidential race, and his global investment outlook. SocGen's Subadra Rajappa says the market may be over-aggressive in pricing-in multiple Fed rate cuts by the end of the year. Christopher Harvey of Wells Fargo explains why the Fed's current policy trajectory 'might be probably the oddest easing cycle' he's ever seen.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 18th, 2024
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- Sarah Wolfe, Morgan Stanley Senior Economist 
- Glenn Youngkin (R), Governor of Virginia 
- Tony Rodriguez, Head: Fixed Income Strategy, Nuveen Asset Management 
- Brian Weinstein, Head: Global Markets, Morgan Stanley Investment

Sarah Wolfe with Morgan Stanley reacts to recent Fed speak and discusses how inflationary pressures are affecting a tight labor market. Republican Governor of Virginia Glenn Youngkin talks about Donald Trump and the Republican National Convention. Brian Weinstein of Morgan Stanley and Tony Rodriguez of Nuveen break down comments from NY Fed President John Williams and discuss recent economic data.

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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 & Scott Clemons.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 17th, 2024
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-David Malpass, Fmr. World Bank President
-Rep Mike Lawler, (R) New York
-Chris Marinac, Janney Montgomery Scott Director of Research
-Greg Daco, Ernst Young Chief Economist
-Andrew Husby, BNP Sr. US Economist

Former World Bank President David Malpass shares insights on JD Vance and his policies. Rep. Mike Lawler of New York discusses the Trump/Vance 2024 ticket and potential legislation to enhance Secret Service measures following Saturday’s assassination attempt on former President Trump. Chris Marinac of Janney Montgomery Scott breaks down Bank of America’s earnings. Greg Daco of Ernst Young and Andrew Husby of BNP unpack new retail sales data. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 16th, 2024
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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 Andreas Utermann & Chris Whalen.

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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 & Matt Winkler.

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-Ambassador John Bolton, Fmr. National Security Advisor & Fmr. Ambassador to UN
-Jim Gilmore, Fmr. Virginia Governor (R)
-Rep. Mike Turner, Chair of the House Intelligence Committee, (R) Ohio
-Ken Leon, CFRA Director of Equity Research

Ambassador John Bolton discusses the assassination attempt on Former President Donald Trump and the future of the Trump 2024 campaign. Former Virginia Governor Jim Gilmore talks about Republican party unity post-Saturday’s events. Rep. Mike Turner of Ohio previews the upcoming RNC and emphasizes the need for bipartisan unity following the recent assassination attempt. Ken Leon of CFRA analyzes Goldman Sachs earnings. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 15th, 2024
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Bloomberg's Tom Keene and David Gura get reaction to the attempted assassination attempt of former President Donald Tump.

They speak with:

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Former President Donald Trump said he was shot in the right ear after gunfire erupted at his political rally in Butler, Pennsylvania. We get instant reaction with Bloomberg's Amy Morris. 

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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 Hormats & George Ball.

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-Keith Lerner, Truist Co-CIO & Chief Market Strategist
-Jens Stoltenberg, NATO Secretary General
-Mohamed El-Erian, Queens' College, Cambridge & Bloomberg Opinion

Keith Lerner of Truist says the economy is showing signs of cooling, but that doesn't necessarily mean it's weakening. NATO Secretary General Jens Stoltenberg addresses the future of the alliance amid rising global uncertainty. Mohamed El-Erian of Queens' College, Cambridge recaps the week in economic data and what it means for the Fed. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 12th, 2024
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Randy Kroszner, Kate Moore, and Michael Nathanson.

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

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

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 11th, 2024
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Elsa Lignos & Henrietta Treyz.

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

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

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 10th, 2024
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Craig Brandon & Wendy Schiller.

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

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

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 9th, 2024
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Michelle Meyer & Amanda Rebello.

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

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

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 8th, 2024
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Lindsey Piegza & Neil Dutta.

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

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

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

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 8th, 2024
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Dan Ives & Terry Haines.

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

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

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

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 3rd, 2024
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Jim Caron, Julian Emanuel, & Bob Doll.

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

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

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 2nd, 2024
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Alan Katz & Cam Dawson.

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

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

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

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 1st, 2024
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Henrietta Treyz & Ben Laidler 

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

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 28th, 2024
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Bloomberg's Joe Mathieu and Kailey Leinz recap the first 2024 presidential debate between President Joe Biden and former President Donald Trump. They receive additional analysis from Bloomberg Correspondent David Gura, Republican Strategist and Stone Court Capital Partner Rick Davis and Democratic Strategist and ROKK Solutions Partner Kristen Hawn.  

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

In this episode, we feature conversations with Joe Mysak & David Gura.

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

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

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 27th, 2024
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The US Supreme Court is poised to allow abortions in medical emergencies in Idaho, according to a copy of the opinion that was briefly posted on the court’s website. Bloomberg Law obtained a copy of the opinion, which would reinstate a lower court order that had ensured hospitals in the state could perform emergency abortions to protect the health of the mother. Bloomberg Law Host June Grasso and Michigan Attorney General Dana Nessel explain the decision to Bloomberg's Kailey Leinz and Joe Mathieu. 

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

In this episode, we feature our conversation with Dominic Konstam.

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

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

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 26th, 2024
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 Mike Wilson of Morgan Stanley discusses how markets are focused on softening economic growth rather than inflation. Greg Peters of PGIM provides updated rate projections following the release of softer economic data. Steve Eisman of Neuberger Berman offers perspectives on his continued bullishness on Apple, tech and AI, while also expressing expectations for Trump to win. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 26th, 2024
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Tom Keene breaks down the Single Best Idea from the latest edition of  Bloomberg Surveillance Radio

In this episode, we feature conversations with Tina Fordham & Henrietta Treyz.

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

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

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 24th, 2024
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Tom Keene breaks down the Single Best Idea from the latest edition of  Bloomberg Surveillance Radio

In this episode, we feature conversations with Kona Haque & Matt Miskin.

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

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

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

In this episode, we feature conversations with Torsten Slok & Anastasia Amoroso.

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

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

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

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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
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Watch LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney and David GuraJune 14th, 2024
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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
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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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