Bloomberg Surveillance

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 11th, 2024
Featuring:

• Ebrahim Rahbari, independent economist and strategist with Citi, Constance Hunter, Chief Economist with Economist Intelligence Unit and Senior Advisor with MacroPolicy Perspectives, and Troy Gayeski, Chief Market Strategist with FS Investments, react to the Consumer Price Index
• Javier Blas, Bloomberg Opinion columnist, discusses his recent column on big oil, falling prices, and how energy was a key topic in the Trump-Harris debate
• Wendy Schiller, professor at Brown University, wraps the Trump-Harris debate, discusses who won, and where the race goes from here

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Democrat Kamala Harris and Republican Donald Trump sparred through their first debate, with the former president often on the defensive over abortion rights, the January 6 insurrection and on foreign policy. The debate also saw Harris draw from her past as a prosecutor, while peppering in lines that appeared designed to needle Trump, including taunting the size of his rally crowds.

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, plus hear live reaction from Philadelphia with Bloomberg Big Take host David Gura.

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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 Bill Smead & Jennifer Lawless.

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-Peter Tchir, Academy Securities Head of Macro Strategy
-Evan Roth Smith, Slingshot Strategies Founding Partner & Blueprint Lead Pollster
-Jitania Kandhari, Morgan Stanley Investment Management Deputy CIO of the Solutions and Multi-Asset Group

Peter Tchir of Academy Securities says there 'is room for further downside' after stocks clawed back gains for the first time in a week. Evan Roth Smith of Slingshot Strategies and Blueprint previews tonight's presidential debate. Jitania Kandhari of Morgan Stanley says the 'pace and path of inflation is going to get a little more difficult' going forward. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 10th, 2024
Featuring:

• Jane Foley, Chief FX Strategist at RaboBank, talks about the Sollar bull case and the impact of rate cuts on markets and global currencies
• Jennifer Lawless, professor at University of Virginia, previews the ABC News presidential debate featuring Donald Trump and Kamala Harris
• Mark Gurman, Chief Correspondent: Tech and Apple for Bloomberg News, talks about the latest Apple iPhone and product reveal
• 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 Andrew Hollenhorst, French Hill, & Jurrien Timmer.

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-Jim Bianco, Bianco Research President and Macro Strategist
-Neil Dutta, Renaissance Macro Head of US Economic Research
-Rep. French Hill, (R) Arkansas

Jim Bianco of Bianco Research outlines why he doesn't see an economy at risk for a recession despite weakening signals in recent data. Neil Dutta of Renaissance Macro says 'things are getting worse' in the economy and makes his case for the Fed to cut by 50bp at next week's meeting. Rep. French Hill of Arkansas overviews the US fiscal trajectory and the state of down-ballot races leading up to the November election. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 9th, 2024
Featuring:

• Andrew Hollenhorst, Chief US Economist at Citi, discusses the path for rates and worries about the labor market after Friday's softening data
• Henrietta Treyz, Managing Partner at Veda Partners, previews tomorrow's debate between Kamala Harris & Donald Trump
• Republican Arkansas Rep. French Hill joins to discuss the Harris-Trump debate
• David Gura, host of the Bloomberg "Big Take" podcast, on his interview with US Treasury Secretary Janet Yellen
• Lisa Mateo on newspapers

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-Jeff Rosenberg, BlackRock Senior Portfolio Mgr: Systematic FI
-Torsten Slok, Apollo Management Chief Economist
-Michael Zezas, Morgan Stanley Global Head: Fixed Income & Public Policy Research

BlackRock's Jeff Rosenberg and Apollo's Torsten Slok react to the August jobs report that came in below analyst estimates and what it means for Fed policy and the overall economy. Michael Zezas of Morgan Stanley breaks down the feasibility of Trump's and Harris' fiscal policies. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 6th, 2024
Featuring:

• Neil Dutta, US Research Head at Renaissance Macro Research, Claudia Sahm, New Century Advisors Chief Economist, Mark Zandi, Moody's Chief Economist, and Ben Laidler, Head of Equity Strategy at Bradesco BBI, react to today's jobs figures
• Denise Chisholm, Director of Quantitative Market Strategy at Fidelity, talks about the meaning behind mixed labor market signals
• Stuart Kaiser, Head: US Equity Trading Strategy at Citi, on how traders and Citi are positioning after today's jobs numbers and ahead of the election
• Lisa Mateo on newspapers

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See omnystudio.com/listener for privacy information.