Bloomberg Surveillance

- Mike Wilson, Chief U.S. Equity Strategist and CIO at Morgan Stanley
- Bob Doll, CIO at Crossmark Global Investments
- Isaac Boltansky, Director of Policy Research at BTIG

Mike Wilson, Chief U.S. Equity Strategist and Chief Investment Officer for Morgan Stanley, discusses markets and previews Fed Chair Jerome Powell's keynote address from Jackson Hole, Wyoming. Bob Doll, CIO at Crossmark Global Investments, talks about asset allocation and opportunities in an uncertain market. Isaac Boltansky, Director of Policy Research at BTIG, reacts to Vice President Kamala Harris' speech at the Democratic National Convention.

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Vice President Kamala Harris formally accepted the Democratic presidential nomination on Thursday, in a historic step that kicks off a three-month dash to Election Day.

Balance of Power co-hosts Joe Mathieu and Kailey Leinz speak to Bloomberg politics contributors Rick Davis and Jeanne Sheehan Zaino for instant reaction and analysis of Kamala Harris' address to close out the Democratic National Convention in Chicago. 

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Apollo’s Torsten Slok says after looking at travel spending, retail earnings, restaurant and hotel bookings, “we have a general picture that the economy is just not slowing down"

Seema Shah of Principal Asset Management breaks down the week in markets 

Anders Persson of  Nuveen Asset Management gives his view on the next Fed rate cut

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Mohamed El-Erian, President of Queens' College, Cambridge says traders are overplaying the prospects of an aggressive series of Federal Reserve interest-rate cuts before the end of the year

Victoria Fernandez, Crossmark Global Investments Chief markets strategist, says we're still looking at an economic slowdown coming, but not a recession. 

Sen. Ron Wyden discusses the focus on price gouging in the economic plan of Vice President Kamala Harris

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Bloomberg Surveillance hosted by Paul Sweeney & Alix SteelAugust 22nd, 2024
Featuring:

• Russ Koesterich, Global Head of Investment Strategy for BlackRock Scientific Active Equities, on the outlook for equity markets and a potential rally
• Julia Pollak, Chief Economist from ZipRecruiter, on Wednesday's BLS figures and a potentially deteriorating labor market
• Jonathan Tamari, Bloomberg Government reporter, joins us from the DNC to discuss what to expect from Kamala Harris on Thursday night
•  Michael McKee, Bloomberg Economics Editor, reports live from Jackson Hole,  Wyoming, about his discussion with  Kansas City Fed President Jeff Schmid.

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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 & Betsey Stevenson.

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

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Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney
August 21st, 2024
Featuring:

• Sarah Hunt, Chief Market Strategist at Alpine Woods Capital Investors, on how market risks from early August have calmed and whether they could resurface
• Annmarie Hordern, host of Bloomberg Surveillance TV, discusses what to expect from Tim Walz Wednesday night at the DNC and Kamala Harris on Thursday
• Bill Lee, Chief Economist at the Milken Institute, talks about China's continued growth concerns and Jay Powell's Friday address at Jackson Hole
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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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 SweeneyAugust 20th, 2024
Featuring:

• John Stoltzfus, Chief Investment Strategist at Oppenheimer, discusses a potential equity rally to close the year and what to expect at Jackson Hole
• Kailey Leinz, host of Bloomberg's Balance of Power, joins from Chicago to discuss the first night of the DNC
• Mick Mulroy, co-founder of the Lobo Institute, talks about the proposed ceasefire deal between Israel and Hamas
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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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 Anna Wong & Geoffrey Yu.

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

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Bloomberg Surveillance TV: August 20, 2024
-Bob Michele, JP Morgan Asset Management Global Head of Fixed Income-Mike Pyle, Biden Administration Fmr. Deputy National Security Advisor for International Economics -Mary Powell, Sunrun CEO
Bob Michele of JP Morgan offers insights on Fed rate cut expectations ahead of Powell’s speech. Mike Pyle, former Deputy National Security Advisor for International Economics in the Biden Administration discusses his contributions crafting Harris’s economic policy. Mary Powell of Sunrun shares insights into the US electrical grid, supporting the burgeoning AI boom. 

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