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 David Malpass and Ed Ludlow

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

See omnystudio.com/listener for privacy information.

-Erin Browne, PIMCO Multi-Asset Strategies Portfolio Manager
-Jay Bryson, Wells Fargo Chief Economist
-Adam Posen, Peterson Institute for International Economics President
-Jennifer Flitton, Invesco Head of US Government Affairs

PIMCO's Erin Browne looks ahead to Nvidia earnings due after today's closing bell, saying if the stock underperforms, 'the whole market's going down'. Jay Bryson of Wells Fargo and Adam Posen of the Peterson Institute discuss the state of the consumer, the election, and what will shape the Fed's path forward. Invesco's Jennifer Flitton reacts to the latest Bloomberg/Morning Consult poll that shows President Biden closing in on Trump's lead in swing states. 

See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 22nd, 2024
Featuring:

• Seema Shah, Chief Global Strategist at Principal Asset Management, discusses her global macro outlook and US exceptionalism
• David Malpass, former President at the World Bank, talks about the US and global economies as well as government debt
• Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, talks markets and the pace of rate cuts
• Laura Davison, Deputy US Politics Team Lead with Bloomberg News, breaks down the latest Bloomberg poll on the 2024 election

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

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 Elizabeth Economy & Vishal Khanduja.

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

See omnystudio.com/listener for privacy information.

-Mike Wilson, Morgan Stanley Chief Investment Officer
-Matthew Luzzetti, Deutsche Bank Chief US Economist
-Luke Hickmore, abrdn Investment Director
-Chuck Grom, Gordon Haskett Sr. Retail Analyst

Morgan Stanley's Mike Wilson talks through his new S&P 500 target and why the bond market may be the biggest risk to stocks. Deutsche Bank's Matt Luzzetti and Luke Hickmore of abrdn discuss whether recent economic data points to an overall weakening in the US. Chuck Grom of Gordon Haskett breaks down retail earnings from Macy's and Lowe's.

See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 21st, 2024
Featuring:

• Jurrien Timmer, Director: Global Macro at Fidelity Management & Research, on his weekly asset allocation review and chart analysis
• Dan Ives, Senior Equity Analyst at Wedbush Securities, previews Nvidia earnings and makes his big tech bull case
• Elizabeth Economy, Hargrove Senior Fellow at Stanford University's Hoover Institute, talks about China's global ambitions, China's relationship with Russia and the US, and the future of Taiwan
• 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/surveillanceZ 

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 George Saravelos and Tracie McMillion

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

See omnystudio.com/listener for privacy information.

-Stuart Kaiser, Citi Head of Equity Trading Strategy

-Michael O'Leary, Ryanair CEO

-Stephanie Roth, Wolfe Research Chief Economist

-Mark McCormick, TD Securities Global Head: FX and EM Strategy

Stuart Kaiser of Citi says markets are trying to run with the Fed's bias toward cutting interest rates. Ryanair CEO Michael O'Leary says he's seeing the situation around Boeing improving in 'baby steps' and overviews his expectations for the summer travel season. Stephanie Roth of Wolfe Research and TD's Mark McCormick share their views on whether we're seeing a 'cracking' or a 'normalization' in inflation and what it means for the Fed and the currency exchange market. 

See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 20th, 2024
Featuring:

• James Lord, Global Head of FX and EM Strategy at Morgan Stanley
• Tracie McMillion, Global Head of Asset Allocation Strategy at Wells Fargo
• George Saravelos, Global Co-Head of FX Research at Deutsche Bank
• 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/surveillanceZ 

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 Lindsey Piegza & Tony Crescenzi.

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

See omnystudio.com/listener for privacy information.