Bloomberg Surveillance

Rubeela Farooqi, Chief US Economist, High Frequency Economics
Sarah Hunt, Chief Market Strategist Alpine Saxon Woods 
Amanda Lynam,Head of Macro Credit Research within the Portfolio Management Group - Private Debt, BlackRock 
Mark Zandi, Chief Economist, Moody's Analytics 

Rubeela Farooqi, Chief US Economist at High Frequency Economics addresses conflicting signals in the jobs data. Alpine Saxon Woods's Chief Market Strategist, Sarah Hunt discusses the unpredictable economic landscape as the FED decision due Wednesday approaches, focusing on the impact of job numbers, inflation and interest rates across sectors. BlackRock's Amanda Lynam and Moody's Analytics Mark Zandi react to last weeks jobs data and what is to come with this weeks CPI and FED decision.

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

• Sarah Hunt, Chief Markets Strategist at Alpine Woods Capital Investors, discusses the outlook for equities in the US
• Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, on a potential drop in the S&P 500 if the Fed doesn't cut rates this year
• Terry Haines, founder at Pangaea Policy, talks about the EU elections and the potential political impact in the US
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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Foundering: The OpenAI Story is a narrative podcast that examines the rise of Sam Altman, from the time he was a 19-year-old startup founder, then the head of Y Combinator, and now the billionaire king of this AI boom.

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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 Katy Kaminski, Lindsey Piegza, & Claudia Sahm.

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- Mohamed El-Erian, BBO & President, Queens College Cambridge 
- Jeff Rosenberg, Senior Portfolio Manager, BlackRock 
- Julie Su, United States Acting Deputy Secretary of Labor

Mohamed El-Erian of Queens' College, Cambridge and BlackRock's Jeff Rosenberg react to May's hotter-than-expected payrolls report. Julie Su joins The Open to discuss jobs and unemployment numbers.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 7th, 2024
Featuring:

• Lindsey Piegza, Chief Economist at Stifel, reacts to latest US jobs numbers and makes her case for rate increases
• Claudia Sahm, Chief Economist at New Century Advisors, talks about her reading of the jobs figures, how the Sahm Rule applies, and whether her rule is indicating the US is headed for recession
• Nick Colas, co-founder at DataTrek Research, talks about trader reaction to jobs data and whether the equity rally can sustain itself
• 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 Geoffrey Yu & Keith Cowing.

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-Vasileios Gkionakis, Avivia Investors Senior Economist & Strategist
-Veronica Clark, Citi Research US Economist
-Rob Waldner, Invesco Chief Fixed Income Strategist & Head of Macro Research
-Ed Mills, Raymond James Washington Policy Analyst

Vasileios Gkionakis of Avivia Investors reacts to the ECB's decision to cut rates by 25 basis points, saying the bar has increased for the central bank to gain more confidence for further cuts. Citi's Veronica Clark and Invesco's Rob Waldner react to weekly jobless claims and look ahead to Friday's payrolls report and its impact on monetary policy. Ed Mills of Raymond James discusses President Biden's trip to France on the 80th anniversary of D-Day, saying foreign policy is 'one of the biggest drags' on Biden's reelection campaign.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 6th, 2024
Featuring:

• Steve Wieting, Chief Investment Strategist at Citi Global Wealth, on Citi's midyear market outlook and whether the equity rally can sustain itself through the year
• Mike Wilson, CIO with Morgan Stanley, on the firm's midyear outlook and potential for a soft landing
• Monica Defend, Head of the Amundi Institute, on the ECB decision and outlook for Euro economies
• John Stoltzfus, Chief Investment Strategist at Oppenheimer, on the stock market marching in place

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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 Rich Clarida & Liz Ann Sonders.

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

See omnystudio.com/listener for privacy information.