Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 8th, 2024
Featuring:

• Rebecca Patterson, former Chief Investment Strategist at Bridgewater Associates, discusses the yen, global currencies, and market volatility
• Priya Misra, Portfolio Manager at JPMorgan Asset Management, talks about the importance of the fundamental trigger in terms of growth and the US economic outlook
• Brian Belski, Chief Investment Strategist at BMO Capital Markets, on why he believes trading over the past four days is a normal and healthy market event
• 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/surveillance 

See omnystudio.com/listener for privacy information.

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 & Jason Trennert.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

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

In this episode, we feature conversations with Ian Lyngen & Audrey Childe-Freeman.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

-Hugh Johnston, Disney CFO
-Michael Darda, Roth MKM Partners Chief Economist and Macro Strategist
-William Dudley, Fmr. New York Fed President & Bloomberg Opinion Columnist
-Nouriel Roubini, Atlas America Fund Portfolio Manager, Roubini Macro Associates CEO & NYU Professor Emeritus

Disney CFO Hugh Johnston discusses the entertainment giant's mixed 3Q results that showed weakness in its theme parks division offsetting its first-ever profit in streaming. Michael Darda of Roth MKM discusses his clairvoyant call from before Friday's soft jobs data that outlines an end to the soft landing. Former New York Fed President Bill Dudley discusses his new op-ed, "The Fed's Wild Ride Has Only Just Begun" alongside Mohamed El-Erian of Queens' College, Cambridge. NYU Professor Emeritus Nouriel Roubini explains the evolving dynamic between the Fed and US Treasury.

See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 7th, 2024
Featuring:

• Ian Lyngen, Head of US Rates at BMO Capital Markets, discusses a potential Fed emergency rate cut and outlook for yields
• Audrey Childe-Freeman, Chief G10 FX Strategist with Bloomberg Intelligence, discusses the yen carry trade and the Bank of Japan
• Brian Wieser, Principal at Madison & Wall, reacts to Disney earnings
• 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/surveillance 

See omnystudio.com/listener for privacy information.

-Jim Caron, Morgan Stanley Investment Management CIO, Cross-Asset Solutions
-Neil Dutta, Renaissance Macro Research Head of US Economic Research
-Oliver Chen, TD Cowen Managing Director & Columbia Business School Professor of Retailing

Jim Caron of Morgan Stanley breaks down the selloff in global markets, saying the moves have more to do with investor positioning than economic fundamentals. Neil Dutta of Renaissance Macro discusses why he's calling for the Fed to cut 50 basis points in their September meeting. Oliver Chen of TD Cowen examines the state of the consumer after raising his price target on Walmart. 

See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 6th, 2024
Featuring:

• Mohamed El-Erian, Chief Economics Advisor at Allianz, President of Queen's College Cambridge, and Bloomberg Opinion columnist, discusses the market rout to start the week and whether the Fed's behind the curve
• Mandeep Singh, Senior Tech Analyst for Bloomberg Intelligence, on the tech selloff, Nvidia, and outlook for the NASDAQ
• Lindsey Piegza, Chief Economist at Stifel, argues whether hiking rates at the next Fed meeting is still worth considering
• Wendy Schiller, professor at Brown University, discusses Tim Walz, Kamala Harris' vice presidential pick

Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance 

See omnystudio.com/listener for privacy information.

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

In this episode, we feature a conversation with Mohamed El-Erian.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

-Claudia Sahm, New Century Advisors Chief Economist & Former Federal Reserve Economist
-Sarah Hunt, Alpine Saxon Woods Chief Market Strategist
-Andrew Hollenhorst, Citi Chief US Economist
-Stephen Stanley, Santander Chief Economist

Former Fed Economist Claudia Sahm of New Century Advisors says 'calm is important' amid rising global concerns over a potential US recession and what to expect with the 'Sahm rule' now in effect. Sarah Hunt of Alpine Saxon Woods discusses where traders are flocking as markets sell off, and her thoughts on the Fed's rate-cutting path. Citi's Andrew Hollenhorst and Santander's Stephen Stanley debate how urgently the Fed needs to move rates lower.

See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney and Alix SteelAugust 5th, 2024
Featuring:

• Quincy Krosby, Chief Global Strategist at LPL Financial, discusses the market selloff and whether the Fed's behind the curve
• Anjee Solanki, National Director of Retail, US at Colliers, on the weakening consumer in the US and how upcoming retail sales could inform the Fed about rate cuts
• Melissa Otto, Head of TMT Research at S&P Global Visible Alpha, talks about the NASDAQ, the tech selloff, and whether tech will continue to bring down the S&P, or if it will rebound
• Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, on the market rotation and how far markets could fall

Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance 

See omnystudio.com/listener for privacy information.