Bloomberg Surveillance

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 19th, 2024
Featuring:

• Steve Eisman, Senior Portfolio Manager at Neuberger Berman Group, discusses investing opportunities in the US and abroad and offers his outlook for a soft landing in the US
• Julian Emanuel, Senior Managing Director Equity, Derivatives, and Quant Strategy at EvercoreISI, discusses why he remains bullish on equities
• Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, offers his key takeaways from the Fed's rate decision
• Anna Wong, Chief US Economist with Bloomberg Economics, on the outlook for a US soft landing and whether the Fed got it right with a 50 bps cut

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Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's decision to cut rates 50-basis-points on a special edition of Bloomberg Surveillance

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Bloomberg’s Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve’s decision to cut rates 50-basis-points on a special edition of Bloomberg Surveillance

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 18th, 2024
Featuring:

• Alicia Levine, Head of Investment Strategy & Equities at BNY Wealth, discusses why she believes the Fed rate cut path remains uncertain through 2025 and what it all means for risk assets
• Jason Furman, Professor: Practice Economic Policy at Harvard Kennedy School John F Kennedy School of Government, discusses his opinion piece on Trump and Harris economic policies and offers his Fed outlook
• Paul Knopp, CEO at KPMG, discusses the firm's findings on CEO sentiment about the US economy and offers his view on US economic activity and outlook
• Lisa Mateo on newspapers

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-Joumanna Bercetche, Bloomberg News
-Max Layton, Citi Global Head of Commodities Research
-Mike Shepard, Bloomberg News

Bloomberg's Joumanna Bercetche joins Surveillance from Dubai with latest on the Israel-Hezbollah conflict after thousands of pagers exploded in a deadly operation in Lebanon. Citi's Max Layton overviews the commodity market with a focus on precious metals as gold prices hover near record-highs. Bloomberg's Mike Shepard walks through the latest on Intel after the struggling chipmaker confirmed a $3 billion grant from the US Defense Department. 

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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 Gina Martin Adams & Jason Furman.

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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 Geoffrey Yu, Michael Darda, & Ed Hyman.

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- Ian Lyngen, BMO US Rates Strategy Head
- Matt Miskin, John Hancock Co-Chief Investment Strategist
- Blerina Uruci, T. Rowe Price Chief US Economist

Ian Lyngen of BMO believes there is a good chance the Fed cuts by 50bps "simply to front-load the process." Matt Miskin of John Hancock says the Fed's cutting cycle could end with a two-handle on the 10 year and a two-handle on the Fed funds rate. Blerina Uruci of T. Rowe Price is "not very optimistic that the disinflation in goods is going to be sustained." 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 17th, 2024
Featuring:

• Geoffrey Yu, Senior Strategist: EMEA Markets at BNY, on the Fed, currency trades, and how rate cuts will impact the US and global markets
• Ed Hyman, chairman at EvercoreISI, revisits his Fed and economic outlook and why it's changed from last week
• Joumanna Bercetche, host of Bloomberg Horizons on TV in Dubai, on her interview with Iraq's Prime Minister
• Lisa Mateo on newspapers

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-Rob Casey, Signum Global Advisors Partner & Senior Analyst
-Lori Calvasina, RBC Capital Markets Head of Equity Strategy
-Manny Roman, PIMCO CEO

Rob Casey of Signum Global Advisors says the latest alleged assassination attempt on former President Trump will rile up his base. Lori Calvasina with RBC Capital Markets says there could be a reversion to small-caps if the Fed cuts 25bps. PIMCO CEO Manny Roman believes people are underinvested in fixed income. 

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