Bloomberg Surveillance

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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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A chemical manufacturing company grinds to a halt when a cyberattack locks up their entire assembly line. Kurtis Minder, a renowned ransomware negotiator, answers their call for help and explains why manufacturing companies are uniquely vulnerable to these kinds of disruptive attacks. Then David Adrian from Chrome chats with Kate about how a web-focused strategy can help manufacturers transform what are commonly thought of as massive vulnerabilities into secured points of access and visibility.

This episode is sponsored by Chrome Enterprise.

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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 Nassim Taleb, Sebastien Page and Harvard Coach Andrew Aurich 

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 - Dana Peterson, The Conference Board Chief Economist- Kristina Hooper, Invesco Chief Global Strategist- Marvin Loh, State Street Senior Strategist - Global Macro
Dana Peterson of The Conference Board says the Fed can be less concerned about inflation following the release of the August Core PCE inflation data. Kristina Hooper of Invesco believes there is a lot of nervousness about the Fed's 50bp rate cut and what it means for the economy. Marvin Loh of State Street says, "A lot of what we're seeing in China is market supported, but not necessarily economically supported." 

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Bloomberg Surveillance hosted by Tom Keene and David GuraSeptember 26th, 2024
Featuring:

• Massim Taleb, Universa Investments Senior Scientific Advisor and Author Scott Patterson
• Lindsey Piegza, Stifel Chief Economist
• Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist

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

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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 Drew Matus and Myles Miller.

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 -Evan Brown, UBS Asset Management Portfolio Manager-Jay Bryson, Wells Fargo Chief Economist-Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager
Evan Brown of UBS thinks the bar is "very low" for the Fed to keep doing 50bps cuts. JPMorgan's Kelsey Berro thinks the Fed has justification to "cut 100 to 150 basis points just on the improvement of inflation". Jay Bryson of Wells Fargo reacts to US weekly jobless claims, saying he sees a 30% to 35% risk of recession in the next 12 months.  

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Bloomberg Surveillance hosted by Tom Keene and David GuraSeptember 26th, 2024
Featuring:

• Nick Colas, Co-founder of DataTrek Research
• Rob Sockin, Global Economist at Citi
• Jennifer Lee, BMO Capital Markets Senior Economist
• Ethan Bronner, Bloomberg Israel Bureau Chief

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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 Michael Mauboussin.

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-Lisa Coleman, JPMorgan Asset Management Head of Global Investment Grade Credit
-Alvaro Pereira, OECD Chief Economist
-Danielle Hale, realtor.com Chief Economist

Lisa Coleman of JPMorgan Asset Management warns that deeper layoffs could come if economic activity further slows. Alvaro Pereira of the OECD expects economic growth to pick up in Europe next year amid rising wages. Danielle Hale of realtor.com overviews the latest in the housing market with falling mortgage rates triggering a refinancing boom in the US. 

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