Bloomberg Surveillance

The House passed funding to keep the US government operating until mid-March just hours before a midnight shutdown deadline, capping off a tumultuous two days in which two earlier plans pursued by Speaker Mike Johnson collapsed. For instant reaction and analysis, host Kailey Leinz speaks with Lester Munson, Principal of the International Practice at BGR Group and Republican Strategist, Jeanne Sheehan Zaino, Senior Democracy Fellow with the Center for the Study of the Presidency & Congress and Bloomberg Politics Contributor and Megan Scully, Bloomberg Capitol Influence team leader.

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- Jordan Rochester, Head of Macro Strategy at Mizuho
- Jim Caron, CIO: Cross Asset Solutions at Morgan Stanley Investment Management
- Subadra Rajappa, Head: US Rates Strategy at Societe Generale

Jordan Rochester of Mizuho joins to discuss President-elect Trump's EU tariff threat, calling it "news, if he's serious." Morgan Stanley's Jim Caron discusses why the recent equity selloff is "healthy." Subadra Rajappa of Societe Generale offers her take on where yields could move by the end of 2025.

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Bloomberg Surveillance hosted by Paul Sweeney & Alix SteelDecember 20th, 2024
Featuring:

• Katy Kaminski, Chief Research Strategist at AlphaSimplex, discusses equity, commodity, and dollar outlook for 2025 as well as the potential market impact of a government shutdown
• George Ball, Chairman at Sanders Morris, on asset allocation, stock picks, and how markets price in political turmoil and government shutdowns
• Ayesha Kiani, Professor at NYU and COO at MNNC Group, on the outlook for Bitcoin and digital assets
• Lisa Mateo on newspapers

Eric Mollo

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The Republican-led House rejected a temporary funding plan backed by President-elect Donald Trump on Thursday with just over 24 hours to go before a US government shutdown, capping an extraordinary two days in Washington that tested the limits of the incoming president’s power. For instant reaction and analysis, host Doug Krizner spoke with Bloomberg Capitol Influence deputy team leader Mike Dorning.

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-Jim Bianco, President and Macro Strategist, Bianco Research
-Frances Donald, Chief Economist, RBC
-Antony Blinken, US Secretary of State

Iain Stealy of JP Morgan Asset Management says, "The Fed is still on an easing path even though it'll be slower" after the central bank cut interest rates yesterday. Frances Donald of RBC says, "No forecaster, public or private, knows where we'll be in 12 months." Despite potential uncertainty, US Secretary of State Antony Blinken notes the Biden administration is in contact with the Trump administration saying, "The world doesn't stop just because we're in a political transition."

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Bloomberg Surveillance hosted by Paul Sweeney & Jess MentonDecember 19th, 2024
Featuring:

• Frances Donald, Chief Economist at RBC, discusses yesterday's Fed decision and the strength of the labor market
• Danielle DiMartino Booth, CEO at QI Research, reacts to yesterday's Fed decision
• Wendy Schiller, professor at Brown University, discusses negotiations on government funding in Washington and other political headlines
• Lisa Mateo on newspapers

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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 on a special edition of Bloomberg Surveillance as the Fed lowered interest rates for a third time, but reined in the number of cuts they expect in 2025.

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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 Ben Laidler & Alicia Levine.

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- Lisa Shalett, Morgan Stanley Wealth Management Chief Investment Officer
- Anna Nikolayevsky, Axel Capital Management Founder/Chief Investment Officer
- Victoria Fernandez, Crossmark Global Investments Chief Market Strategist

Lisa Shalett of Morgan Stanley says, "We expect to get a barrage, literally a machine gun of policy proposals" and the barrage will "undermine some of those animal spirits" in the market. Anna Nikolayevsky of Axel believes there is already consumer slowdown, citing people migrating toward cost-saving. Victoria Fernandez of Crossmark is bracing for more volatility next year.

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