Bloomberg Surveillance

- Rep. Haley Stevens, (D) Michigan
- Sarah Hunt, Alpine Woods Capital Investors Chief Market Strategist
- Steve Ricchiuto, Mizuho Chief US Economist - David Kelly, JPMorgan Chief Global Strategist

Rep. Haley Stevens of Michigan discusses standing by President Biden's bid for reelection despite calls for him to step aside. Sarah Hunt of Alpine Woods Capital Investors provides insights on markets continuing to close at record highs and what is next with big AI spending. David Kelly of JP Morgan and Steven Ricchiuto of Mizuho unpack today's CPI data.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 11th, 2024
Featuring:

• Claudia Sahm, Chief Economist at New Century Advisors, reacts to the June CPI reading
• Randy Kroszner, Economics Professor at the University of Chicago, gives his take on the latest inflation reading
• Kate Moore, Head of Thematic Strategy at BlackRock Global Allocation, on how markets are pricing in June CPI
• Ira Jersey, Chief US Interest Rates Strategist with Bloomberg Intelligence, on the Fed's rate path

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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 Elsa Lignos & Henrietta Treyz.

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-Rep. Jonathan Jackson, (D) Illinois
-Drew Pettit, Citi Research Director
-Brian Levitt, Invesco Global Market Strategist

Rep. Jonathan Jackson of Illinois discusses President Biden's bid for reelection after the Congressional Black Caucus meeting. Citi's Drew Pettit provides insights on his call to take profits on top AI stocks, including chipmakers. Brian Levitt of Invesco discusses stocks at record highs following Powell's congressional testimony.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 10th, 2024
Featuring:

• Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas at BlackRock, discusses her midyear outlook and the growth path for the US economy
• Henrietta Treyz, Managing Partner at Veda Partners, on the 2024 election and whether President Biden will stay on the Democratic ticket
• Lauren Hochfelder, co-CEO of Morgan Stanley Real Estate, discusses bifurcation in commercial real estate and whether risks to the US economy are overblown
• Bloomberg's John Tucker with 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 Craig Brandon & Wendy Schiller.

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-Trey Beck, Former Managing Director, DE Shaw Investment Management and Democratic Donor/Donor Advisor
-Peter Tchir, Academy Securities Head of Macro Strategy
-Helane Becker, TD Cowen Senior Sector Strategist

Democratic Party Donor Trey Beck discusses the state of financial support for President Biden amid growing concerns over his fitness for a second term. Peter Tchir of Academy Securities shares why the Fed should cut rates as early as July. Helane Becker of TD Cowen discusses how airlines are handling record-high summer travel as demand continues to climb. 

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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 SweeneyJuly 9th, 2024
Featuring:

• Wendy Schiller, professor at Brown University, on President Biden's health and what to watch from the NATO summit
• Sarah Hunt, Chief Markets Strategist at Alpine Woods Capital Investors, talks about the anticipated market reaction to earnings season and Jay Powell's testimony
• David Mericle, Senior US Economist at Goldman Sachs, on recent payroll figures and whether eco data could indicate a rate cut might come before September
• 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 Michelle Meyer & Amanda Rebello.

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-Pierre Ferragu, New Street Research Managing Partner
-Henrietta Treyz, Veda Partners Director Economic Policy Research
-Zachary Griffiths, CreditSights Head of US IG & Macro Strategy
-Rubeela Farooqi, High Frequency Economics Chief U.S. Economist

Pierre Ferragu of New Street Research discusses his call to downgrade NVDA from buy to neutral on valuation. Henrietta Treyz of Veda Partners discusses Democrats calling for Biden to step aside. Zachary Griffiths of CreditSights and Rubeela Farooqi of High Frequency Economics discuss the bond market rally following US payroll data and look ahead to CPI and PPI data.

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