Bloomberg Surveillance

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

In this episode, we feature conversations with Neil Dutta, Claudia Sahm, & Mark Zandi.

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The US hiring fell short of forecasts in August after downward revisions to the prior two months. The data are likely to fuel speculation that the Federal Reserve will deploy a big rate cut in September. Bloomberg's Tom Keene and Paul Sweeney get analysis on the numbers from Renaissance Macro Research Head of US Economic Research Neil Dutta, New Century Advisors Chief Economist Claudia Sahm, Moody's Analytics Chief Economist Mark Zandi, and Bradesco BBI Head of Equity Strategy Ben Laidler.

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-Kate El-Hillow, Russell Investments Co-President & Co-Chief Investment Officer
-Ed Al-Hussainy, Columbia Threadneedle Global Rates Strategist
-Jay Bryson, Wells Fargo Chief Economist
-Shaun Donovan, Fmr. Housing & Urban Development Secretary & Enterprise Community Partners President & CEO

Kate El-Hillow of Russell Investments says markets are still trying to find the prevailing narrative, pointing to recent volatility as a healthy return to normal. Columbia Threadneedle's Ed Al-Hussainy describes the 'fantastically broad' distribution of outcomes with the Fed's path forward on interest rates. Jay Bryson of Wells Fargo reacts to a weaker-than-expected ADP employment report and as well as US initial jobless claims. Former HUD Secretary Shaun Donovan walks through the issues facing the US housing market.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 5th, 2024
Featuring:

• Ed Hyman, Chairman of Evercore ISI, offers his market call and whether his firm predicts a recession this or next year
• Wendy Schiller, professor at Brown University, on next week's Trump-Harris presidential debate and both candidates' economic proposals
• Mandeep Singh, Bloomberg Intelligence Senior Tech Analyst, looks ahead to Apple's event next week and the Nvidia selloff
• 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 a conversation with Ed Hyman.

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 4th, 2024
Featuring:

• Kristina Hooper, Chief Global Market Strategist at Invesco, offers her outlook for Fed rate cuts and how it could impact markets
• Libby Cantrill, Managing Director of Public Policy at PIMCO, discusses 2024 election polling and the impact of Harris' and Trump's economic policy proposals
• Andrew Szczurowski, Co-Head of the Mortgage and Securitized investment team and a portfolio manager on the Mortgage and Securitized investment team at Morgan Stanley, discusses reinvestment risk and T-bill and chill
• Lisa Mateo on newspapers

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-Stephanie Roth, Wolfe Research Chief Economist
-Amanda Lynam, BlackRock Head of Macro Credit Research
-Kate McShane, Goldman Sachs US Retailing/Broadlines and Hardlines Analyst
-Lorenzo Simonelli, Baker Hughes CEO

Stephanie Roth of Wolfe Research looks ahead to Friday's jobs report and shares her outlook on the US economy. Amanda Lynam of BlackRock walks through the corporate credit landscape, saying slowing growth has created a resilient environment for investors. Kate McShane of Goldman Sachs joins Surveillance from the bank's Annual Global Retailing Conference and details the outlook for the retail sector heading into 4Q. Baker Hughes CEO Lorenzo Simonelli discusses growth opportunities in the energy sector for the 2H of 2024.

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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 Scott Clemons & Dean Curnutt.

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-Henrietta Treyz, Veda Partners Director of Economic Policy Research
-Neil Dutta, Renaissance Macro Research Head of US Economic Research
-Matthew Dolgin, MorningStar Senior Equity Analyst

Henrietta Treyz of Veda Partners discusses Vice President Kamala Harris's union pitch on the campaign trail in Pittsburgh, PA. Neil Dutta of Renaissance Marco Research previews this week's labor market data and discusses the possible impact on the Fed's next decision. Matthew Dolgin of MorningStar discusses the latest with the Disney and DirecTV carriage negotiations. 

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