Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney April 4th, 2024
Featuring:

• Rebecca Patterson, former Chief Investment Strategist at Bridgewater Associates, joins to talk about what we can expect from jobs on Friday and CPI next week
• Meghan Swiber, Director of US Rates Strategy at Bank of America, joins to talk about recent Fed speak and what we've heard from Jay Powell, and whether we'll actually see a rate cut in 2024
• Larry McDonald, founder at The Bear Traps Report, on his new book "How to Listen When Markets Speak"
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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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 and Ed Morse.

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-Eric Veiel, CIO & Head of Global Investments, T. Rowe Price
-Michael Collins, Executive Portfolio Advisor, PGIM Fixed Income
-Eric Cantor, Vice Chairman & Managing Director at Moelis & Company, Former House Majority Leader

Eric Veiel, T. Rowe Price CIO & Head of Global Investments, says he's 'dramatically neutral' between stocks and bonds amid an uncertain path forward for the Fed. Michael Collins, PGIM Fixed Income Executive Portfolio Advisor, sees value in long-term treasury yields amid a robust economic backdrop in the US. Former House Majority Leader Eric Cantor, Vice Chairman & Managing Director at Moelis & Company, says the market will eventually reject the 'continued incurrence of debt', but the signs aren't there yet.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 3rd, 2024
Featuring:

• Matt Luzzetti, Chief US Economist at Deutsche Bank, discusses his eco outlook for Q2 and how high prices may weigh further on consumers into the summer
• Ed Morse, Senior Advisor at Hartree Partners, discusses energy, commodities, and growing risks in the market and risks to demand
• Robert D. Kaplan, author of "The Loom of Time," on geopolitical concerns ranging from escalating Middle East tensions and China to uncertainty for Ukraine as they combat Russian aggression
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney April 2nd, 2024
Featuring:

• Kathy Jones, Chief Fixed Income Strategist at Charles Schwab, discusses fixed income opportunities in 2024 and positioning for a correction
• Jason Furman, Professor of the Practice of Economic Policy at Harvard, on the "balance of worry" in the Feb jobs report, and why we could be tilting from inflation to recession
• Axel Merk, co-founder and CIO at Merk Investments, on how high gold can go
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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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 Jason Furman and Gene Munster.

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

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-Phil Orlando, Chief Equity Strategist & Head of Client Portfolio Management, Federated Hermes
-Steven Cook, Middle Eastern Senior Fellow, Council on Foreign Relations
-Troy Gayeski, Chief Market Strategist, FS Investments

Phil Orlando of Federated Hermes says the equity rally will broaden out and expects oil prices to climb higher through the year amid geopolitical uncertainty. Steven Cook, Middle Eastern Senior Fellow at the Council on Foreign Relations, says Iran will likely pressure the US to bring Israel to heel or raise a 'storm of violence in the region'. Troy Gayeski of FS Investments says the back-end of the yield curve could return to 5% levels if the Fed doesn't cut rates.

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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 and Kona Haque.

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

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-Jay Pelosky, TPW Advisory Principal & Founder
-Peter Tchir, Academy Securities, Head Of Macro Strategy
-Bill Dudley, Fmr. NY Fed President & Bloomberg Opinion columnist

Jay Pelosky, TPW Advisory Principal & founder, says commodities are a major opportunity in the global market. Peter Tchir of Academy Securities says the equity market is 'frothy and overextended' into tech and is positioned for a rotation. Former New York Fed President Bill Dudley discusses why last year's banking crisis could happen again. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 1st, 2024
Featuring:

• David Sowerby, Managing Director and Portfolio Manager at Ancora, breaks down the market reaction to Jay Powell and PCE data Friday
• Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, on whether market technicals are signaling an incoming correction
• Emre Peker, Europe Director at Eurasia Group, on the Turkish election result
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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