Bloomberg Surveillance

 -Anthony 'Tony' Capuano, Marriott International President and CEO -David Kelly, JPMorgan Chief Global Strategist-Steven Ricchiuto, Mizuho Securities US Chief Economist
Anthony Capuano of Marriott International provides insights into the travel sector, highlighting ongoing traveler interest in seeking deals and offering an outlook for the rest of the year. David Kelly of JP Morgan and Steven Ricchiuto of Mizuho Securities break down today's new CPI data.  

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 14th, 2024
Featuring:

• Neil Dutta, Renaissance Macro Partner/Head: US Economic Research
• Steve Ricchiuto, Mizuho Economist
• Virginie Maisonneuve, Allianz Global CIO: Equity
• Tony Capuano, Marriott CEO

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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 David Rubenstein and Jody Lurie

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 -Alejandro Reynal, Four Seasons President and CEO, -Henrietta Treyz, Veda Partners Director of Economic Policy Research-Matt Luzzetti, Deutsche Bank Chief US Economist
Alejandro Reynal of Four Seasons discuses luxury travel, highlighting how higher-end travel remains robust. Henrietta Treyz of Veda Partners discusses US economic confidence in Harris, especially with Vice President Harris set to unveil her economic platform this week. Matt Luzzetti of Deutsche Bank provides insights on the latest PPI data and offers thoughts on what we can expect with CPI data tomorrow.  

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 13th, 2024
Featuring:

• David Rosenberg, Founder and President Rosenberg Research & Associates
• Seema Shah, Chief Global Strategist at Principal Asset Management
• Sarah House, Managing Director/Senior Economist at Wells Fargo Corporate & Investment Banking
• 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 Tom Porcelli and Steph Guild. 

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 -Scott Bessent, Key Square Group LP CEO and CIO / Trump Adviser -Eric Resnick, KSL Capital Partners CEO-Daniela Bretthauer, HSBC Global Research Americas Retail and Consumer Analyst
Scott Bessent of Key Square Group discusses JD Vance’s support for Trump’s stance on monetary policy influence. Eric Resnick of KSL Capital Partners provides insights into the reversion to the mean in the travel sector, consumer divergence, and slowdown. Daniela Bretthauer of HSBC Global Research unpacks the state of retail earnings with Home Depot and Walmart reporting this week.  

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 12th, 2024
Featuring:

• David Bianco, DWS CIO: Americas, on earnings reports and market moves
• Ellen Wald, Senior Fellow at the Atlantic Council on geopolitical energy risks
• Steph Guild, Head of Investment Strategy at Robinhood, on market correction odds
• 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 Steven Englander & Julian Emanuel.

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-Rep. James "French" Hill (R-AR)
-Jeannette Lowe, Strategas Securities Director of Policy Research
-Debra Netschert, Jennison Associates Portfolio Manager Healthcare Strategies

Rep. James “French” Hill (R-AR) comments on Trump’s assertion regarding presidential control over interest rates. Jeannette Lowe from Strategas Securities discusses the upcoming presidential debate, highlighting agreement between both candidates to debate on September 10th. Debra Netschert of Jennison Associates explores current trends in the US healthcare sector, specifically addressing divergence among GLP-1 medication producers. 

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