Bloomberg Surveillance

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- Kurt Reiman, UBS Head of Fixed Income for the Chief Investment Office & UBS ElectionWatch Lead
- Torsten Slok, Apollo Management Chief Economist
- Brent Schutte, Northwestern Mutual Life Insurance Chief Investment Officer

Kurt Reiman of UBS says the recent surge in US treasury yields pertain to strong growth as opposed to 'Trump trade.' Apollo's Torsten Slok says that the totality of US economic data points to the 'no landing scenario.' Brent Schutte of Northwest Mutual says 'investors are way too optimistic the Fed will cut rates in a neat and tidy way.' 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 22nd, 2024
Featuring:

• Mike Wilson, Chief US Equity Strategist and CIO at Morgan Stanley, on whether the equity rally could soon stall, and also discusses the market impact of this earnings season and the 2024 election
• Brian Belski, Chief Investment Strategist at BMO Capital Markets, discusses the equity bull market
• Wendy Schiller, professor at Brown University, on two weeks to go to the 2024 presidential election as well as other DC headlines
• Francisco Blanch, Head: Global Commodities, Equity Derivatives and Cross-Asset Quantitative Investment Strategies at Bank of America Securities, on oil, copper, gold, and an effective commodities play in 2024 and post-election

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- Daniel Morris, BNP Paribas Asset Management Chief Market Strategist
- Jim Caron, Morgan Stanley Co-CIO 
- Aditya Bhave, BofA Global Research Senior US Economist

Daniel Morris of BNP Paribas is bracing for a "negative shock," but says the economy looks resilient. Jim Caron of Morgan Stanley says it will be hard to get inflation under control no matter who wins the election. Aditya Bhave of BofA doesn't believe in reacceleration yet.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & David Gura.October 21st, 2024
Featuring:

• Kathy Bostjancic, Chief Economist at Nationwide, discusses why a November rate cut isn't guaranteed at the next FOMC meeting
• Henrietta Treyz, Managing Partner at Veda Partners, on the 2024 election and the closing strategies for Kamala Harris & Donald Trump
• Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, talks about why she remains bullish on US stocks and offers her outlook for the US economy
• Lisa Mateo on newspapers

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- Anastasia Amoroso, iCapital Chief Investment Strategist
- Lindsey Piegza, Stifel Chief Economist
- Kit Juckes, Soc Gen Chief FX

iCapital's Anastasia Amoroso says the economy's resiliency is what's truly in the driving seat. Stifel's Lindsey Piegza believes the Fed "sent the wrong message" what a 50bp cut. Kit Juckes of Soc Gen doesn't foresee the ECB cutting rates aggressively.

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Bloomberg Surveillance hosted by Paul Sweeney & David GuraOctober 18th, 2024
Featuring:

• Lara Rhame, Chief Economist at FS Investments, discusses why she believes a soft landing might not be so soft and talks about how the 2024 election will impact markets
• Nancy Curtin, Partner & Global CIO at AlTi, on remaining bullish on the S&P 500 and what she's seeing when it comes to market fundamentals
• Gautam Mukunda, lecturer at Yale University, on politics & the 2024 presidential race
• Carole Streicher, Americas Regional Head of Deal Advisory for KPMG, talks about the firm's findings on M&A activity in 2024 and what to expect into the new year

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

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Netflix added more than 5 million customers in the third quarter, and eclipsed Wall Street’s expectations on every major financial metric despite a new programming slate constrained by last year’s strikes in Hollywood. For instant reaction and analysis, hosts Tim Stenovec and Molly Smith spoke with Dan Morgan, senior portfolio manager at Synovus Trust. 

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Bloomberg Surveillance hosted by Paul Sweeney & Carol Massar.October 17th, 2024
Featuring:

• Kara Murphy, CIO at Kestra Investment Management, gives her outlook for the US economy and equity markets
• Matt Sigel, Head of Digital Assets Research at Van Eck Associates, on the Bitcoin and crypto outlook
• David Gura, host of the Bloomberg "Big Take" podcast, discusses the 2024 election and other DC headlines
• Lisa Mateo on newspapers

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- Governor Ned Lamont (D) Connecticut
- Dan Skelly, Morgan Stanley Wealth Management Head of market research and strategy
- Jeremy Stretch, CIBC

Connecticut Governor Ned Lamont says Vice President Kamala Harris and running mate Tim Walz are more pragmatic than the Biden Administration. Dan Skelly of Morgan Stanley says a "red sweep" in the U.S. election would cause "the most near-term volatility." Jeremy Stretch of CIBC says the market "is increasingly looking a little oversold." 

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- Elyas Galou, BofA Securities Senior Investment Strategist
- Keith Lerner, Truist Co-CIO/Chief Market Strategist
- Julia Coronado, Macropolicy Perspectives President and Founder

Elyas Galou thinks investors have transformed from "nervous bulls" a month ago to just bulls. Keith Lerner of Truist says, "This is the strongest election year we've seen for the stock market since the 1950's." Julia Coronado of Macropolicy Perspectives says the "bar is very high" for the Fed to deviate from a 25bp cut in November.

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