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 Jeff Currie & Julian Emanuel.

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

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-Brian Levitt, Invesco Global Market Strategist
-Gary Cohn, IBM Vice Chair, former NEC Director, former Goldman Sachs Group President
-Jeff Currie, Carlyle Chief Strategy Officer: Energy Pathways

Brian Levitt of Invesco says markets can continue to perform strongly while the Fed holds off on cutting interest rates. IBM's Gary Cohn says companies are increasingly focusing on operating efficiently because 'there are a lot of price constraints in the system.' Jeff Currie of The Carlyle Group shares why copper has become 'the highest conviction trade' he's ever seen. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 14th, 2024
Featuring:

• Jeff Currie, Chief Strategy Officer of Energy Pathways at The Carlyle Group, gives his energy and commodity calls, ranging from oil, to copper, to gold
• Adam Posen, President of the Peterson Institute for International Economics, on this week's eco data, including PPI today, and outlook for inflation in the US and globally
• Arkansas Congressman French Hill on the latest Washington DC headlines, including tariffs, crypto, and the Biden-Trump 2024 election
• Julian Emanuel, Senior Managing Director Equity, Derivatives, and Quant Strategy at Evercore ISI, reacts to PPI and talks small caps and a potential looming recession

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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 John Ryding & Amanda Lynam

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

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-Peter Tchir, Academy Securities Head of Macro Strategy

-Lynn Martin, NYSE President

-Torsten Slok, Apollo Chief Economist

Peter Tchir of Academy Securities says the 'US exceptionalism' narrative has overstayed its welcome, believing the 'data started turning a couple of months ago.' NYSE President Lynn Martin discusses recent surveys of market participants about potential round-the-clock stock trading. Apollo's Torsten Slok overviews a busy week in economic data, maintaining his call that the Fed won't cut rates in 2024. 

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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 SweeneyMay 13th, 2024
Featuring:

• Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets
• Chris Verrone, Strategas Research Partners Head of Technical & Macro Research
• Jason Rekate, Head of Corporate Banking at Citi
• Lisa Mateo looks at the Front Pages of the World's newspapers

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

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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 Jim Bianco and Craig Sterling.

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
-Neil Dutta, Renaissance Macro Head of US Economic Research
-Oliver Chen, TD Cowen Senior Equity Research Analyst

Anastasia Amoroso of iCapital says the US has entered the 'last mile' of disinflation, and believes Fed rate cuts are still on the table this year. Neil Dutta of Renaissance Macro expects a 'more balanced mix' of economic growth going forward and agrees the case for rate cuts is 'still quite strong.' TD Cowen's Oliver Chen looks ahead to a busy week of retail earnings, and says consumers are becoming increasingly price-conscious. 

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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 SweeneyMay 10th, 2024
Featuring:

• Derek Halpenny, Head of Research, Global Markets EMEA & International Securities at MUFG Bank, discusses his global FX outlook and the UK exiting recession today
• Dan Ives, Senior Equity Analyst at Wedbush Securities, talks about Apple's AI play
• David Mericle, Chief US economist in Global Investment Research at Goldman Sachs, talks about the US economic environment and outlook for a recession
• Ellen Wald, Senior Fellow at the Atlantic Council Global Energy Center, on energy markets and whether oil prices are set to head down

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

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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 Matt Hornbach and Wendy Schiller.

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

See omnystudio.com/listener for privacy information.