Bloomberg Surveillance

Libby Cantrill of PIMCO unpacks the first presidential debate and why she doubts there will be a second debate in September. Former World Bank President David Malpass outlines what an economy under a second Trump administration could look like. Mohamed El-Erian of Queens' College, Cambridge reacts to another month of cooling inflation and what it means for the Fed. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 28th, 2024
Featuring:

• Libby Cantrill, Managing Director of Public Policy at PIMCO, discusses the Trump-Biden debate
• Terry Haines, founder at Pangaea Policy, breaks down the Trump-Biden debate
• Neil Dutta, Head of US Economic Research at Renaissance Macro Research, breaks down PCE and gives his outlook for the Fed
• Henrietta Treyz, Veda Partners Managing Partner

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Bloomberg's Joe Mathieu and Kailey Leinz recap the first 2024 presidential debate between President Joe Biden and former President Donald Trump. They receive additional analysis from Bloomberg Correspondent David Gura, Republican Strategist and Stone Court Capital Partner Rick Davis and Democratic Strategist and ROKK Solutions Partner Kristen Hawn.  

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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 Joe Mysak & David Gura.

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- Maya MacGuinneas, The Committee for a Responsible Federal Budget President
- Amos Hochstein, Deputy Assistant to the President, Senior Advisor for Energy and Investment
- Ed Hyman, Evercore ISI Chairman and Founder

Maya MacGuinneas of the Committee for a Responsible Federal Budget discusses the federal budget deficit and looks ahead to tonight's debate and the November election. Amos Hochstein of the Biden administration discusses the future of US energy policy. Ed Hyman of Evercore ISI overviews weakening economic signals, the labor market, and the path of inflation.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 27th, 2024
Featuring:

• Daragh Maher, Head of Americas Research and Head of FX Strategy at HSBC, discusses Dollar strength, the Japanese yen, and the Fed's impact on currencies and global markets
• Dana Peterson, Chief Economist at The Conference Board, talks about initial jobless claims today and tomorrow's PCE data release
• Wendy Schiller, professor at Brown University, on the Trump-Biden CNN Presidential Debate and other DC and election headlines
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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The US Supreme Court is poised to allow abortions in medical emergencies in Idaho, according to a copy of the opinion that was briefly posted on the court’s website. Bloomberg Law obtained a copy of the opinion, which would reinstate a lower court order that had ensured hospitals in the state could perform emergency abortions to protect the health of the mother. Bloomberg Law Host June Grasso and Michigan Attorney General Dana Nessel explain the decision to Bloomberg's Kailey Leinz and Joe Mathieu. 

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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 our conversation with Dominic Konstam.

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- Katrina Dudley, Franklin Templeton Public Markets Senior Investment Strategist
- Neil Dutta, Renaissance Macro Research Head of US Economic Research
- Jason Draho, UBS Global Wealth Management Head of Asset Allocation Americas
- Blerina Uruci, T. Rowe Price Chief U.S. Economist

Katrina Dudley of Franklin Templeton expects a rate cut this year, but politics may push it to 2025. Neil Dutta of Renaissance Macro Research provides insights on the risks to labor market with inflation coming down. Jason Draho of UBS and Blerina Uruci of T. Rowe Price offer perspectives on risks being skewed towards one rate cut this year and soft landing trajectory.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 26th, 2024
Featuring:

• Dominic Konstam, Head of Macro Strategy at Mizuho Securities, on the Fed and global central banks
• Sarah Wolfe, US Economist at Morgan Stanley, discusses US consumer health and potential weakening
• Joe Mathieu, host of Bloomberg's "Balance of Power," talks about this week's CNN Presidential Debate, primaries, and the Trump-Biden rematch
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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