Bloomberg Surveillance

-Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist
-Bob Diamond, Atlas Merchant Capital CEO & Former Barclays CEO
-Tom Porcelli, PGIM Chief US Economist-Marilyn Watson, BlackRock Head of Global Fundamental Fixed Income Strategy

Emily Roland of John Hancock sees an opportunity to lean into mid-cap stocks at attractive valuations. Atlas Merchant Capital CEO Bob Diamond says the biggest risk for the Fed is to cut too early, 'and then having to reverse course as inflation begins to grow.' PGIM's Tom Porcelli and BlackRock's Marilyn Watson react to softer-than-expected ADP jobs data and look ahead to Friday's payrolls report. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 5th, 2024
Featuring:

• Rich Clarida, PIMCO Global Economic Advisor and former Fed Vice Chair, talks about PIMCO's 2024 secular outlook
• Anna Wong, Chief US Economist with Bloomberg Economics, talks about her research on Fed rate cuts that may be hiding in plain sight
• Leslie Vinjamuri, US and Americas Program Chair at Chatham House, joins for a discuss on international relations topics, including India's election, the global reaction to Trump verdict, and the war in Israel
• 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 Raghuram Rajan.

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-Krishna Memani, Lafayette College Chief Investment Officer
-Sameer Samana, Wells Fargo Investment Institute Senior Global Market Strategist
-Kelsey Berro, JPMorgan Executive Director, Fixed Income
-Aditya Bhave, BofA Securities Senior US Economist

Krishna Memani of Lafayette College and Sameer Samana of Wells Fargo discuss the state of economic growth in the US and look ahead to Friday's jobs report and next week's Fed decision. Kelsey Berro of JPMorgan and Aditya Bhave of BofA Securities discuss the state of inflation, the consumer and the treasury market.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 4th, 2024
Featuring:

• Raghuram Rajan, Professor of Finance at Chicago Booth School of Business, on the economic prospects for India
• Kate Moore, Head of Thematic Strategy for BlackRock's Global Allocation Team, talks about broad equity sentiment, inflation, and the Fed
• Julie Norman, professor at University College-London, discusses the war in Israel and geopolitics
• Lindsay Rosner, Head: Multi-Sector Investing at Goldman Sachs Asset Management, discusses the delayed bond friendly environment and being an active manager in the current market environment

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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 Robert Teeter & Dennis Gartman.

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-Cameron Dawson, NewEdge Wealth Chief Investment Officer
-Scott Kirby, United Airlines CEO
-Anthony Capuano, Marriott International President and CEO

Cameron Dawson of NewEdge Wealth expects volatility on the horizon in the equity market and says any dips should be buyable as long as growth forecasts hold up. United Airlines CEO Scott Kirby shares his outlook on the summer travel season, saying the industry has moved past the worst of the issues related to aircraft supply. Marriott International CEO Anthony Capuano discusses the outlook for the hospitality sector, saying travel demand is normalizing in the US.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 3rd, 2024
Featuring:

• Victoria Bills, Chief Investment Strategist at Banrion Capital Management, gives her stock picks and discusses cracks in the inflation story and what it means
• Derek Wallbank, Senior Editor with Bloomberg News, discusses this weekend's elections in India and its eco and geopolitical impact
• Tony Capuano, CEO at Marriott (NASDAQ: MAR), talks luxury travel, new deals for the company, and outlook for summer travel
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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-Lara Rhame, FS Investments Chief Economist
-Subadra Rajappa, Société Générale Head of US Rates Strategy
-Sam Stovall, CFRA Chief Investment Strategist
-Ed Bastian, Delta Air Lines CEO

Lara Rhame of FS Investments and Subadra Rajappa of Société Générale react to April's core PCE deflator that met expectations and discuss how it impacts the treasury market and the Fed's June meeting. Sam Stovall of CFRA says the stock market has historically entered a 'summertime snooze' after Memorial Day, but this year could be different. Delta Air Lines CEO Ed Bastian joins Bloomberg's Guy Johnson in Dubai and talks travel demand, consumer spending and challenges facing the airline industry. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 31st, 2024
Featuring:

• Neil Dutta, Head: US Economic Research at Partner at Renaissance Macro Research, reacts to PCE data with JPMorgan's Bob Michele
• Frances Donald, Manulife Investment Management Chief Economist, gives her take on PCE
• Nick Akerman, former Watergate assistant special prosecutor, on legal ramifications for Trump and whether he will go to prison
• Jason Furman, professor at Harvard University, on inflation and eco policy

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