Bloomberg Surveillance

Tom Keene breaks down the Single Best Idea from the latest edition of  Bloomberg Surveillance Radio

In this episode, we feature conversations with Tina Fordham & Henrietta Treyz.

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- Seema Shah, Principal Asset Management Chief Global Strategist 
- Tom Michaud, KBW CEO
- Vishwanath Tirupattur, Morgan Stanley Chief Fixed Income Strategist 
- Stephanie Roth, Wolfe Research Chief Economist

Seema Shah of Principal Asset Management discusses opportunities outside of tech and the Mag 7. Tom Michaud of KBW updates on upcoming bank stress tests and potential risks in commercial real estate for regional banks. Vishwanath Tirupattur of Morgan Stanley and Wolfe Research's Stephanie Roth offer perspectives on consumer confidence, durable goods, look ahead GDP & core PCE. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 24th, 2024
Featuring:

• Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses a potential correction and equity market outlook
• Seema Shah, Chief Global Strategist for Principal Asset Management, on the Fed and market games
• Tina Fordham, founder and geopolitical strategist at Fordham Global Insight, talks elections in France and the UK, Israel, the Biden-Trump CNN Presidential Debate, and other geopolitical topics
• 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 Kona Haque & Matt Miskin.

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

See omnystudio.com/listener for privacy information.

Katy Kaminski of AlphaSimplex discusses recent Fedspeak and the potential for treasuries to recover from this year’s losses. Sebastian Raedler of BofA Merrill Lynch updates on European economic uncertainty, highlighting risks across equity markets due to exceptionally low US unemployment rates. Veronica Clark of Citi and Dana Peterson of The Conference Board offer perspectives on the softening labor market, along with Citi’s prediction of a rate cut in September. 

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Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney
June 21st, 2024

Featuring:

• David Bianco, CIO: Americas at DWS
• Katy Kaminski, Chief Research Strategist at AlphaSimplex
• Daniel Kurtz-Phelan, editor at Foreign Affairs
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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 conversations with Torsten Slok & Anastasia Amoroso.

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

See omnystudio.com/listener for privacy information.

- Anastasia Amoroso, iCapital Chief Investment Strategist, 
- Jonathan Miller, Miller Samuel Inc President
- Seth Carpenter, Morgan Stanley Chief Global Economist
- Savi Synth, Raymond James Managing Director, Equity Research

Anastasia Amoroso of iCapital gives an update on markets at near record highs and updates her outlook following the recent rally stating she believes there's a fair bit of economic momentum globally. Miller Samuel's Jonathan Miller reacts to state of the housing market and mortgage rates as Manhattan apartment rents slipped in May. Seth Carpenter of Morgan Stanley reacts to data and shares the impact of impact of global elections on markets saying we're going to see slower growth over 2024 relative to 2023. Savi Synth of Raymond James provides insight on the outlook for airlines and travel going into summer.

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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 SweeneyJune 20th, 2024
Featuring:

• Wei Li, Global Chief Investment Strategist at BlackRock, on global markets and the US stock market rally
• Torsten Slok, Partner and Chief Economist at Apollo Global Management, discusses the Fed, upside risks to inflation, and whether the US could face a hard landing
• Anastasia Amoroso, Chief Investment Strategist at iCapital, talks about whether markets are becoming too stretched and if they will soon broaden out
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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

See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Mona Mahajan & Ian Shepherdson.

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

See omnystudio.com/listener for privacy information.