Bloomberg Surveillance

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Bloomberg Surveillance hosted by Carol Massar & Barry Ritholtz.October 16th, 2024
Featuring:

• Aoifinn Devitt, Chief Global Strategist at Moneta, discusses the potential market impact of the 2024 presidential race & how ASML's chip warning is weighing on investor sentiment
• Ann Miletti, Head of Equity at Allspring Global Investments, discusses how earnings season will impact US equities and why Allspring investment teams are "listening for the quiet"
• Lakshman Achuthan, founder of ECRI, joins to break down his reading of the current economic cycle and why US inflation may persist and not soften in a linear fashion
• Kailey Leinz, host of Bloomberg's "Balance of Power," on the 2024 presidential race and John Micklethwait's interview with former US president Donald Trump

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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 Chuck Clough & Katy Kaminski.

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- Max Kettner,  HSBC Chief Multi-Asset Strategist
- Sarah Hunt, Alpine Saxon Woods Chief Market Strategist
- Vishal Khanduja, Morgan Stanley Investment Management Head of Broad Markets Fixed Income

Max Kettner of HSBC says, "The market is underestimating the strength of the US consumer." Alpine Saxon Woods' Sarah Hunt is watching companies that have "continuously good balance sheets" and can generate cash as earnings season continues. Vishal Khanduja of Morgan Stanley says, "We have the lowest amount of spread risk in our portfolio for a long time."

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 15th, 2024
Featuring:

• Chuck Clough, Chairman at Clough Capital, discusses current market trends and risks as well as how earnings are impacting investors
• Jennifer Lawless, University of Virginia professor, on the 2024 presidential race
• Mark Kimmitt, Retired Brigadier General, on the conflict in the Middle East
• Lisa Mateo on newspapers

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Join Tom Keene, Paul Sweeney, Lisa Mateo and Michael Barr LIVE on YouTube weekday mornings. Join us on YouTube, starting at 7am ET.     

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 - Lori Calvasina, RBC Capital Markets Head of Equity Strategy
- Nela Richardson, ADP Chief Economist
- Kate Moore, BlackRock Global Allocation Team Head of Thematic Strategy  

Lori Calvasina of RBC Capital Markets says investors are in wait-and-see mode until after the US election. Nela Richardson of ADP predicts the October jobs report "is going to be really, really clouded." Kate Moore believes 3Q revenue growth will be solid, but not blockbuster. 

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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 a conversation with Simon Johnson.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 14th, 2024
Featuring:

• Simon Johnson, Professor: Entrepreneurship/Head: Global Economics at MIT Sloan School of Management, on winning the 2024 Nobel Prize in Economics
• Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses whether there's potential for a downtown in US equities amid the presidential election and geopolitical uncertainty
• Johanna Chua, Head of Asia Pacific Economic and Market Analysis at Citi, joins to talk about China's fiscal announcement this weekend and gives her outlook for China growth
• Amrita Sen, founder and Director of Research at Energy Aspects, talks about the outlook for energy and oil

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Bloomberg News Now is a comprehensive audio report on today's top stories. Listen for the latest news, whenever you want it, covering global business stories around the world.

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- John Stoltzfus, Oppenheimer Chief Investment Strategist
- Gerard Cassidy, RBC Capital Markets Head of U.S. Bank Equity Strategy and Large Cap Bank Analyst
- Lara Rhame, FS Investments Chief US Economist

John Stoltzfus of Oppenheimer says the American consumer is "remarkably resilient." Gerard Cassidy of RBC responds to earnings from JPMorgan and Wells Fargo, saying the industry "just doesn't have the risks that it had in those past periods." Lara Rhame of FS Investments calls inflation a "mild headache that still isn't going away." 

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