Bloomberg Surveillance

-Steven Meier, New York City Retirement Systems CIO
-Ian Shepherdson, Pantheon Macroeconomics Chairman and Chief Economist
-Gregory Daco, Ernst & Young Chief Economist

Steven Meier of New York City Retirement Systems discusses investing in alternatives, stating there's no breadth and clearly there's some real concentration risks. Ian Shepherdson of Pantheon Macroeconomics and Ernst & Young's Gregory Daco react to today's softer-than-expected retail sales data and look ahead to Fedspeak this week. 

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Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney

June 18th, 2024

Featuring:

• Jeffrey Rosenberg, Senior Portfolio Manager, Systematic Fixed Income at BlackRock, discusses immaculate disinflation, nominal GDP, and how much longer the Fed can go on higher for longer rates
• Dana Telsey, CEO at Telsey Advisory Group, reacts to retail sales and discusses consumer health
• Ruchir Sharma, CIO and founder at Breakout Capital Partners and Chairman at Rockefeller International, talks about his new book on capitalism and gives his outlook for the US economy and markets
• 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 David Rosenberg & Stephanie Roth.

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- Sam Stovall, CFRA Chief Investment Strategist
- Nela Richardson, ADP Chief Economist- Lydia Boussour, EY Senior Economist
- Steven Major, HSBC Global Head: FI Research

Sam Stovall of CFRA shares why he believes stocks are headed for a decline of 5% or more this year. Nela Richardson, Bloomberg TV Contributor and Chief Economist at ADP previews this week's jobs data, saying the ways companies hire and what they pay has changed significantly in recent years. Lydia Boussour of EY and HSBC's Steven Major discuss the global bond market and give their economic outlooks for the week ahead. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 18th, 2024
Featuring:

• Stephanie Roth, Chief Economist at Wolfe Research, talks about the real meaning behind Q1 inflation data and whether the US is in for a growth slowdown
• Steven Major, Global Head of Fixed Income Research with HSBC, on his fixed income outlook in the US and abroad and the effects of political turmoil abroad on markets
• David Rosenberg, founder and president at Rosenberg Research & Associates, talks about the US equity outlook amid cooling inflation data
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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Watch LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney and David GuraJune 14th, 2024
Featuring:

• Neil Grossman, founder and former CIO at TKNG Capital, discusses his outlook for rates and expectations for inflation and Jay Powell in the coming months
• Melissa Otto, host of TMT Research at Visible Alpha, joins for a tech discussion and breaks down whether investors are facing a tech bubble or if they should opt against broadening out and stick primarily with big tech
• Steve Hanke, professor of applied economics at Johns Hopkins, joins for a currency discussion and examines dollar strength amid global uncertainty and talks about his expected path for inflation in 2024
• Anjee Solanki, National Director of Retail, US at Colliers, on the health of the consumer and gives a preview of retail sales next week

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-Darrell Cronk, Wells Fargo Chief Investment Officer
-Pooja Sriram, Barclays VP of US Economics Research
-Tasha Keeney, ARK Invest Director of Investment Analysis

Wells Fargo's Darrell Cronk discusses the rally in the equity market, saying health care is a good value play for investors. Pooja Sriram of Barclays says the Fed is delivering 'a very balanced message,' saying officials still want to gain more confidence. ARK's Tasha Keeney discusses Elon Musk’s $56 billion pay package and Tesla's relocation to Texas.  

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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 Stuart Kaiser, Brad Setser, & John Stoltzfus.

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- John Stoltzfus, Oppenheimer, Chief Investment Strategist
- Subadra Rajappa, Societe Generale, Head of US Rates Strategy
- Jonathan Pingle, UBS, Managing Director and Chief U.S. Economist
- Terry Haines, Pangaea Policy Advisory Founder

John Stoltzfus of Oppenheimer discusses how markets touched record highs following yesterday’s Fed decision. Societe Generale's Subadra Rajappa and Jonathan Pingle of UBS react to yesterday’s CPI data and Fed decision. Terry Haines of Pangaea Policy discusses Trump meeting with CEOs and lawmakers in DC. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 13th, 2024
Featuring:

• Michael Feroli, Chief US Economist at JP Morgan, on the Powell presser and Fed decision yesterday, as well as the divergence in views on the committee
• Stuart Kaiser, Head of US Equity Trading Strategy at Citi Global Markets, gives his reaction to the FOMC meeting yesterday and discusses his outlook for the equity market
• Matt Luzzetti, Chief US Economist at Deutsche Bank, reacts to PPI and discusses how the Fed seems to be pricing in recent eco data
• Wendy Schiller, professor at Brown University, on Trump, Biden and other DC headlines

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