Bloomberg Surveillance

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature a conversation with Bill Dudley.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 16th, 2024
Featuring:

• Bill Dudley, former NY Fed Bank president and Bloomberg Opinion columnist, on his call for a 50 bps cut from the Fed
• Henrietta Treyz, Managing Partner at Veda Partners, on the presidential race and latest apparent assassination attempt of Donald Trump
• Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses the path for equities in 2024 amid Fed easing a chaotic presidential election
• Lisa Mateo on newspapers

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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 Aoifinn Devitt & Katy Kaminski.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

-Max Kettner, HSBC Global Research Chief Multi-Asset Strategist
-Sharon Miller, Bank of America President and Co-Head of Business Banking
-Tiffany Wilding, PIMCO Economist
-Troy Gayeski, FS Investments Chief Market Strategist

Max Kettner of HSBC recaps a volatile two-week stretch in the equity market and looks ahead to next week's FOMC policy meeting. Sharon Miller of Bank of America says she's sensed 'cautious optimism' among small business owners with Fed cuts on the horizon. PIMCO's Tiffany Wilding and Troy Gayeski of FS Investments walk through the implications of the Fed cutting rates by a quarter-point or more.

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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 SweeneySeptember 13th, 2024
Featuring:

• Katy Kaminski, Chief Research Strategist at AlphaSimplex, gives her market themes and trends and why she expects equity volatility amid looming rate cuts
• Emily Roland, co-chief investment strategists at John Hancock Investment Management, on whether a 25bps cut is a done deal and whether inflation could rear back and haunt markets
• Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, talks about major tech headlines, involving giants like Apple, Nvidia, and Oracle, and Adobe's AI struggles
• Lisa Mateo on newspapers

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-Mohamed El-Erian, Queens' College, Cambridge President & Bloomberg Opinion Columnist
-Pooja Kumra, Senior Strategist, TD Securities European & UK Rates Senior Strategist
-Lindsey Piegza, Stifel Chief Economist
-Michael Shaoul, ION Macro Fund Founder, CEO & Portfolio Manager

Mohamed El-Erian of Queens' College, Cambridge says excessive data point-dependence from the Fed will cause volatility to persist until "a dominant economic paradigm" emerges. Pooja Kumra of TD Securities reacts to the ECB's decision to cut rates by 25bp. Lindsey Piegza of Stifel and Michael Shaoul of ION Macro Fund react to weekly jobless claims and US PPI data as the Fed's September decision nears. 

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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 SweeneySeptember 12th, 2024
Featuring:

• Dominic Konstam, Head: Macro Strategy Mizuho Securities USA, brings us into the ECB decisions and gives his outlook for the US economy
• Nela Richardson, Chief Economist at ADP, reacts to jobless claims and PPI
• Francine Lacqua, Bloomberg TV host, on her interview with Unicredit's CEO as well as the latest from the ECB and Europe
• Lisa Mateo on newspapers

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

See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Dominic Konstam & Mohamed El-Erian.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Constance Hunter & Wendy Schiller.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

-Mike Wilson, Morgan Stanley Chief US Equity Strategist & CIO
-Rob Casey, Signum Global Partner & Senior Analyst
-David Kelly, JPMorgan Chief Global Strategist-Steve Ricchiuto, Mizuho Chief US Economist

Morgan Stanley's Mike Wilson says the equity market is pivoting from quality growth stocks to defensives amid a constrained environment for the Federal Reserve. Rob Casey of Signum Global recaps the presidential debate between Kamala Harris and Donald Trump. David Kelly of JPMorgan and Steve Ricchiuto of Mizuho react to August CPI data coming in above estimates and find common ground on what the print means for the broader economy. 

See omnystudio.com/listener for privacy information.