Bloomberg Surveillance

 -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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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 25th, 2024
Featuring:

• Virginie Maissonueve, Global CIO of Equity at Allianz, on the inflation glide paths across various regions and sources of volatility for markets
• Connecticut Governor Ned Lamont discusses the Harris-Walz campaign, Kamala Harris' economic plan, and his recent WSJ article responding to Peggy Noonan's critiques of Harris' policies
• Michael Mauboussin, Head of Consilient Research for Counterpoint Global, discusses market concentration and his thematic research ideas amid the Fed's easing cycle
• Lisa Mateo on newspapers

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-Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist
-Kamakshya Trivedi, Goldman Sachs Head: Global FX & Interest Rates, 
-Lord John Browne, General Atlantic Chair & Co-Founder of BeyondNetZero & Former BP CEO"

Emily Roland of John Hancock advises remaining fully invested as central banks embark on a global rate-cutting cycle 'but we want to be mindful of going over our skis.' Kamakshya Trivedi of Goldman Sachs says the dollar is approaching its limit for depreciation and overviews the foreign exchange market. Lord John Browne of General Atlantic discusses what's next for the energy sector as the Three Mile Island nuclear plant prepares to reopen. 

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Bloomberg Surveillance hosted by Tom Keene and David GuraSeptember 24th, 2024
Featuring:

• Nicole Conner, Partner at Airbus Ventures, discusses the future of aerospace innovation and sustainability in aviation
• Henry Fernandez, CEO of MSCI, talks about the future of ESG investing and sustainable finance
• Governor Jared Polis on the state of the presidential race, the Harris-Walz campaign, and other political headlines
• Abe Tarapani, CEO of Atlas AI, talks about AI for sustainable development and AI's impact on agriculture and infrastructure
• Jean-Paul Servais, IOSCO Chairman, discusses global financial regulations, crypto regulation, and cross-border collaboration

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- Bob Elliott, CEO and CIO at Unlimited
- Pooja Sriram, VP: US Economics Research at Barclays Capital
- Jason Furman, Professor: Practice Economic Policy at Harvard Kennedy School

We analyze the markets and the latest rate move from the Federal Reserve with a close look at equities, bonds, and public  policy. Bob Elliott, CEO and CIO at Unlimited, Pooja Sriram, VP at Barclays Capital, and Jason Furman, Professor at Harvard Kennedy School, offer their analysis.

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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 John Stoltzfus & Dan Tannebaum.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Damian SassowerSeptember 23rd, 2024
Featuring:

• Stephan Stanley, Chief Economist at Santander, gives his analysis of the latest FOMC meeting and whether the Fed made a mistake with its rate cut
• John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co., gives his view on equities, 2024 S&P target, and whether investors should expect choppiness through the year
• Henrietta Treyz, Managing Partner at Veda Partners, with the latest on the presidential race
• Lisa Mateo on newspapers

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