Bloomberg Surveillance

-Claudia Sahm, New Century Advisors Chief Economist & Former Federal Reserve Economist
-Sarah Hunt, Alpine Saxon Woods Chief Market Strategist
-Andrew Hollenhorst, Citi Chief US Economist
-Stephen Stanley, Santander Chief Economist

Former Fed Economist Claudia Sahm of New Century Advisors says 'calm is important' amid rising global concerns over a potential US recession and what to expect with the 'Sahm rule' now in effect. Sarah Hunt of Alpine Saxon Woods discusses where traders are flocking as markets sell off, and her thoughts on the Fed's rate-cutting path. Citi's Andrew Hollenhorst and Santander's Stephen Stanley debate how urgently the Fed needs to move rates lower.

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Bloomberg Surveillance hosted by Paul Sweeney and Alix SteelAugust 5th, 2024
Featuring:

• Quincy Krosby, Chief Global Strategist at LPL Financial, discusses the market selloff and whether the Fed's behind the curve
• Anjee Solanki, National Director of Retail, US at Colliers, on the weakening consumer in the US and how upcoming retail sales could inform the Fed about rate cuts
• Melissa Otto, Head of TMT Research at S&P Global Visible Alpha, talks about the NASDAQ, the tech selloff, and whether tech will continue to bring down the S&P, or if it will rebound
• Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, on the market rotation and how far markets could fall

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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 Claudia Sahm and Neil Dutta.

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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 2nd, 2024
Featuring:

• Anurag Rana, Bloomberg Intelligence Senior Tech Analyst, and Ed Ludlow, Bloomberg Technology host, join for a roundtable to break down Apple, Amazon, and Intel and what's next for Big Tech
• Claudia Sahm, Chief Economist at New Century Advisors, Neil Dutta, Partner/Head: US Economic Research at Renaissance Macro Research, Ann Miletti, Head of Active Equity at Allspring Global Investments, and Ira Jersey, Chief US Interest Rate Strategist for Bloomberg Intelligence, react to the July US Jobs Report
• Ethan Harris, economist former Head of Global Economic Research at Bank of America, discusses cross currents in the economy and the Fed's next move

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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 Wei Li & Richard Clarida.

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

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-C.S. Venkatakrishnan, Barclays CEO
-Esther George, Former Kansas City Fed President
-Jason Thomas, The Carlyle Group Head of Global Research & Investment Strategy

Barclays CEO C.S. Venkatakrishnan discusses the bank's surging performance year-to-date and the broad state of the consumer and the banking sector. Former Kansas City Fed President Esther George reacts to the Fed's July meeting and looks ahead to its September decision, saying risks are coming into better balance. Jason Thomas of The Carlyle Group says duration and equity risk premia forecasts suggest the market is "priced for perfection." 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 1st, 2024
Featuring:

• Rich Clarida, former Fed Vice Chair and Global Economic Advisor at PIMCO, offers his analysis of the FOMC meetings
• Wei Li, Global Chief Investment Strategist at BlackRock, discusses how markets are pricing in Fed Chair Jay Powell's comments and a potential September rate cut
• Joumanna Bercetche, host of Bloomberg Horizons Mideast & Africa based in Dubai, talks about Israel announcing it killed Hamas' military head and what recent events in the Middle East mean for ceasefire talks
• Wendy Schiller, professor at Brown University, breaks down Donald Trump's comments at the NABJ conference and Vice President Kamala Harris' running mate decision

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Bloomberg's Tom Keene, Lisa Abramowicz and Jonathan Ferro cover the latest remarks from Federal Reserve Chair Jay Powell, following the central bank's latest policy decision.

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Bloomberg's Tom Keene, Lisa Abramowicz, and Jonathan Ferro cover the Federal Reserve's latest policy decision.

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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 Ben Snider & Tina Fordham.

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

See omnystudio.com/listener for privacy information.