-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. See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: April 11, 2024

The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF. 

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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 & Tony Crescenzi.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Single Best Idea with Tom Keene: Lindsey Piegza & Tony Crescenzi

-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.

Bloomberg Surveillance TV: May 17, 2024

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.

Bond Market Inflation Signals and Paramount Drama

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.

Single Best Idea with Tom Keene: Jamie Dimon & Constance Hunter

-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.

Bloomberg Surveillance TV: April 11, 2024

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