Bloomberg Surveillance

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

• Amanda Lynam, Head of Macro Credit Research at BlackRock, discusses outlook for corporate credit and signals from the bond market on the rate and market outlook
• Dan Ives, Senior Equity Analyst at Wedbush Securities, on Tesla's delivery miss and OpenAI's historic funding round
• Sophia Drossos, Economist and Strategist at Point72, on recent eco data and Fed speak
• Robert D. Kaplan, author and foreign affairs expert, weighs in on geopolitical conflicts in Israel and Ukraine and how the 2024 election may reshape both

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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 Scott Ladner & Aaron David Miller

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Jim Bianco of Bianco Research shares why he's in the 'no-landing camp' as the economy digests the Fed's rate cut. Vanguard's Joe Davis and Nuveen's Tony Rodriguez discuss the state of the labor market ahead of Friday's jobs report along with the outlook for the bond market. Apollo CEO Marc Rowan warns that aggressive Fed cuts risk backfiring, and overviews what he expects for the future of private and public markets. 

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

• Aaron David Miller, Carnegie Endowment for Int’l Peace Senior Fellow
• Dan Peris, Federated Hermes Senior Vice President
• Ed Mills, Raymond James Policy Analyst
• Stephanie Roth, Wolfe Research Chief Economist

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Ohio Senator and Trump running mate JD Vance faced off with Minnesota Governor and Harris VP pick Tim Walz for the first Vice Presidential debate - and possibly the last debate of the 2024 election cycle.

The candidates touched on key topics such as foreign policy, climate change, and immigration. Walz opened with sharp criticism toward Donald Trump, noting that many of the former president’s own aides had questioned the Republican presidential candidate’s suitability for office. Vance repeatedly targeted Democratic presidential nominee Kamala Harris, suggesting she should have done more over the past four years to address chaos abroad and a struggling economy.

For instant reaction and analysis, Bloomberg Balance of Power co-hosts Joe Mathieu and Kailey Leinz speak with Bloomberg politics contributors Rick Davis and Jeanne Sheehan Zaino. 

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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 Matt Luzzetti & David Salem.

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- Seema Shah, Principal Asset Management Chief Global Strategist
- Rep. Lisa McClain (R-MI), Chairwoman of Financial Services Oversight Subcommittee
- Neil Dutta, Renaissance Macro Research Head of US Economic Research

Seema Shah of Principal Asset Management says a recession is unlikely over the next 18 months. Representative Lisa McClain says the economy is crucial for voters, particularly in her swing state of Michigan. Neil Dutta of Renaissance Macro Research believes growth may not be strong enough to keep the unemployment rate from rising.

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

• Stuart Kaiser, Head of US Equity Trading Strategy at Citi, discusses why he believes labor data is all that matters for equities this week
• French Hill, Republican Congressman from Arkansas, talks about the dockworkers strike, Basel III, and the US election
• Julie Norman, professor at University College-London, on the latest developments in the Middle East
• Stamatis Tsantanis, CEO of Seanergy Martime (NASDAQ: SHIP) and Maritime United (NASDAQ: USEA), discusses the impact of the dockworkers strike on US companies, his companies, and global trade activity

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- Brian Weinstein, Morgan Stanley Investment Management, Head of Global Markets
- Aditya Bhave, BofA Securities Senior US Economist
- Venu Krishna, Barclays Head of US Equity Strategy

Brian Weinstein of Morgan Stanley thinks bond yields will be "meaningfully higher from here" as we continue this easing cycle. Aditya Bhave of BofA Securities is holding onto a soft landing outlook because layoffs remain low. Venu Krishna says the disconnect right now is between the rates market and the equity market. 

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Bloomberg Surveillance hosted by Paul Sweeney and David GuraSeptember 30th, 2024
Featuring:

• Jay Hatfield, CEO at Infrastructure Capital Management, talks about why he's bullish on China, where his firm is investing capital, and why he believes in the "Hatfield Rule" and not the "Sahm Rule"
• Henrietta Treyz, Managing Partner at Veda Partners, previews the 2024 election and discusses the latest DC headlines
• Dani Burger, Bloomberg TV host, on the potential dockworkers strike
• Amanda Rebello, Head of Xtrackers Sales, US Onshore at DWS, talks about investing opportunities in China and how geopolitical tensions are affecting US markets

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