Bloomberg Surveillance

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 11th, 2024
Featuring:

• Gerard Cassidy, Head: US Bank Equity Strategy at RBC Capital Markets, reacts to today's bank earnings and offers his outlook for bank earnings season
• Leslie Falconio, CIO & Head of Taxable Fixed Income Strategy at UBS Financial Services, on the soft landing scenario and why she thinks it won't lead to a large decline in yields
• Jennifer Lee, Senior Economist at BMO Capital Markets, reacts to PPI and gives her outlook for US inflation and the US economy
• Joe Mathieu, host of Bloomberg's "Balance of Power," on the presidential election, the Trump and Harris media blitz, and other headlines in Washington

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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 Gerard Cassidy & Stephanie Guild.

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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 Richard Haass & Cam Harvey.

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- Brian Levitt, Invesco Global Market Strategist
- Dan Greenhaus, Solus Alt. Asset Mgmt
- Tom Narayan, RBC Analyst

"People say,'buy low, sell high.' I say, 'buy high, sell higher,'" says Invesco's Brian Levitt. Dan Greenhaus of Solus Alternative Asset Management believes "higher yields are not necessarily a problem" for the equity market. RBC's Tom Naryan says Tesla's robotaxi "dramatically increases the valuation of the mobility sector."

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 10th, 2024
Featuring:

• Cam Harvey, Professor at Duke University, Sarah House, Senior Economist at Wells Fargo, and give their reaction to CPI and provide an outlook for rate cuts
• Rebecca Patterson, former Chief Investment Strategist at Bridgewater Associates,
• Mona Mahajan, Senior Investment Strategist with Edward Jones, on inflation in the US and equity outlook
• Nouriel Roubini, Atlas America Fund Portfolio Manager, Roubini Macro Associates CEO, and Professor Emeritus at NYU, talks eco data, inflation, and the economic impact of potential Trump and Harris presidencies
• Richard Haass, Centerview Partners Senior Counselor & Council on Foreign Relations President Emeritus, on geopolitical tensions and the 2024 presidential race

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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 James Stavridis, Huw van Steenis, & Wendy Schiller.

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- Andrew Sheets, Morgan Stanley Global Head of Corporate Credit Research
- Cameron Dawson, NewEdge Wealth Chief Investment Officer
- Craig Fugate, Fmr. FEMA Administrator under Obama

Andrew Sheets of Morgan Stanley says, "We're still in a good is good environment." Cameron Dawson of NewEdge Wealth says the one thing keeping low-income consumers above water is the jobs market. Former FEMA Administrator Craig Fugate says FEMA has a lot of capability to reprioritize their resources as Florida braces for Hurricane Milton.

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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 9th, 2024
Featuring:

• Admiral James Stavridis, Bloomberg Opinion columnist, retired US Navy admiral, and former supreme allied commander of NATO, on his new book, "The Restless Wave," and geopolitical conflicts
• Steven Oh, Global Head of Fixed Income at PineBridge Investments, discusses opportunities in the rare non-recessionary rate-cutting cycle the US economy is entering
• Wendy Schiller, professor at Brown University, on the 2024 election and other DC headlines
• Huw van Steenis, Vice Chair at Oliver Wyman, on private credit and barbell tolls for fixed income investing

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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 Jeffrey Rosenberg & Eric Balchunas.

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- Ben Snider, Goldman Sachs Sr. Strategist
- Mohamed El-Erian, Queens' College Cambridge BBO & President
- Mark Cabana, BofA Global Research Head of US Rates Strategy

Ben Snider of Goldman Sachs believes there is a lot of potential earnings upside ahead. Mohamed El-Erian of Queens' Colleg e Cambridge says, "the economy is fundamentally sound, so it can absorb shocks." Mark Cabana of BofA thinks the Fed will cut by 25bps until March of next year.

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