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

Bloomberg Surveillance TV: April 23, 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 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: May 16, 2024

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.

Global Growth Outlook Post-CPI

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.

Surveillance Special: Jamie Dimon on Inflation, China, Politics

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.

Bloomberg Surveillance TV: April 23, 2024

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