Bloomberg Surveillance

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

• Julian Emanuel, Senior Managing Director at EvercoreISI, discusses Thursday's equity market pop, potential for continued market volatility, and his 2024 S&P year-end target
• Zach Cohen, Bloomberg Government Reporter, on the upcoming Trump-Harris debate, the DNC, and other DC Headlines
• Pamela Whitten, President at Indiana University, talks about public college education, the value of business school and higher education in the US, and the upcoming school year
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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-Seema Shah, Principal Asset Management Chief Global Strategist
-David Rosenberg, Rosenberg Research Founder and President
-Matthew Diczok, Merrill and Bank of America Private Bank Head of Fixed Income Strategy
-Tobin Marcus, Wolfe Research Head of US Politics and Policy

Seema Shah of Principal Asset Management discusses how she believes a US Recession is unlikely. David Rosenberg of Rosenberg Research and Matthew Diczok of Merrill and Bank of America Private Bank react to jobless claims. Tobin Marcus of Wolfe Research provides insight on the latest for the 2024 U.S. Presidential Election.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 8th, 2024
Featuring:

• Rebecca Patterson, former Chief Investment Strategist at Bridgewater Associates, discusses the yen, global currencies, and market volatility
• Priya Misra, Portfolio Manager at JPMorgan Asset Management, talks about the importance of the fundamental trigger in terms of growth and the US economic outlook
• Brian Belski, Chief Investment Strategist at BMO Capital Markets, on why he believes trading over the past four days is a normal and healthy market event
• 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 Rebecca Patterson & Jason Trennert.

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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 Ian Lyngen & Audrey Childe-Freeman.

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-Hugh Johnston, Disney CFO
-Michael Darda, Roth MKM Partners Chief Economist and Macro Strategist
-William Dudley, Fmr. New York Fed President & Bloomberg Opinion Columnist
-Nouriel Roubini, Atlas America Fund Portfolio Manager, Roubini Macro Associates CEO & NYU Professor Emeritus

Disney CFO Hugh Johnston discusses the entertainment giant's mixed 3Q results that showed weakness in its theme parks division offsetting its first-ever profit in streaming. Michael Darda of Roth MKM discusses his clairvoyant call from before Friday's soft jobs data that outlines an end to the soft landing. Former New York Fed President Bill Dudley discusses his new op-ed, "The Fed's Wild Ride Has Only Just Begun" alongside Mohamed El-Erian of Queens' College, Cambridge. NYU Professor Emeritus Nouriel Roubini explains the evolving dynamic between the Fed and US Treasury.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 7th, 2024
Featuring:

• Ian Lyngen, Head of US Rates at BMO Capital Markets, discusses a potential Fed emergency rate cut and outlook for yields
• Audrey Childe-Freeman, Chief G10 FX Strategist with Bloomberg Intelligence, discusses the yen carry trade and the Bank of Japan
• Brian Wieser, Principal at Madison & Wall, reacts to Disney earnings
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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-Jim Caron, Morgan Stanley Investment Management CIO, Cross-Asset Solutions
-Neil Dutta, Renaissance Macro Research Head of US Economic Research
-Oliver Chen, TD Cowen Managing Director & Columbia Business School Professor of Retailing

Jim Caron of Morgan Stanley breaks down the selloff in global markets, saying the moves have more to do with investor positioning than economic fundamentals. Neil Dutta of Renaissance Macro discusses why he's calling for the Fed to cut 50 basis points in their September meeting. Oliver Chen of TD Cowen examines the state of the consumer after raising his price target on Walmart. 

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

• Mohamed El-Erian, Chief Economics Advisor at Allianz, President of Queen's College Cambridge, and Bloomberg Opinion columnist, discusses the market rout to start the week and whether the Fed's behind the curve
• Mandeep Singh, Senior Tech Analyst for Bloomberg Intelligence, on the tech selloff, Nvidia, and outlook for the NASDAQ
• Lindsey Piegza, Chief Economist at Stifel, argues whether hiking rates at the next Fed meeting is still worth considering
• Wendy Schiller, professor at Brown University, discusses Tim Walz, Kamala Harris' vice presidential pick

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

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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 Mohamed El-Erian.

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

See omnystudio.com/listener for privacy information.