Bloomberg Surveillance

-Eric Freedman, US Bank Asset Management Chief Investment Officer
-David Lebovitz, JP Morgan Asset Management Global Strategist, Multi-Asset Solutions
-David Malpass, Fmr. Under Secretary of the US Treasury for International Affairs & Fmr. President of the World Bank

US Bank's Eric Freedman says the 'punishing' equity market favors the equal-weight S&P 500 index and brings risks to small-cap stocks. David Lebovitz of JP Morgan says 'the overall direction of the labor market and the wage data is supportive of some easing later this year.' Former World Bank President and Treasury Department official David Malpass believes the next US president faces a 'perfect storm' of economic issues, saying 'uncertainty is what's prevailing' in the economy.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 9th, 2024
Featuring:

• Scott Chronert, Citi Research Head of US Equity Strategy, talks about the outlook for a US recession and rate cutes
• Sarah House, Senior Economist at Wells Fargo, previews CPI and discusses recent Fed speak
• Wendy Schiller, Professor at Brown University, breaks down the latest DC headlines and the Israel-Hamas war
• 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 Rich Clarida and Kona Haque.

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-Tracie McMillion, Wells Fargo Head of Global Asset Allocation Strategy
-Janet Henry, HSBC Global Chief Economist
-Mandy Xu, CBOE Vice President & Global Markets Head of Derivatives Market Intelligence

Tracie McMillion of Wells Fargo says waning consumer confidence could soon impact companies' pricing power. HSBC's Janet Henry says the Fed is likely to either cut in September or December, given the 'unusual' nature of an election month rate cut. Mandy Xu of CBOE outlines how markets are pricing-in election-related volatility through the rest of the year.

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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 8th, 2024
Featuring:

• Emily Roland, co-chief Investment Strategist at John Hancock Investment Management, on earnings and outlook for US markets, and whether the US is facing a hard landing
• Rich Clarida, Global Economic Advisor at PIMCO, on the labor situation in the US and whether unemployment is ready to pop and what the inflation trend could look like in the US in the coming months
• Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, on a slew of tech news, including Apple iPhone sales in China, US revoking Intel/Qualcomm licenses to sell chips to Huawei, and the latest on TikTok
• Mick Mulroy, co-founder of the Lobo Institute and former US Deputy Assistant Secretary of Defense for the Middle East, on the latest developments in the Israel-Hamas war

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-Steve Eisman, Neuberger Berman Senior Portfolio Manager
-Mark Zandi, Moody's Analytics Chief Economist
-Hugh Johnston, Disney CFO

Neuberger Berman's Steve Eisman says he's not overly concerned about the US deficit or the timing of when the Fed cuts rates. Mark Zandi of Moody's Analytics shares a differing take on the deficit and says everything is pointing green for the Fed to start cutting.' Disney CFO Hugh Johnston discusses Disney's mixed second-quarter report and overviews the company's outlook on their streaming and parks divisions.

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

• Ken Leon, Director of Equity Research at CFRA, talks about Disney earnings
• Steve Eisman, Neuberger Berman Senior Portfolio Manager, discusses the outlook for Fed rate cuts in 2024 and whether the US could enter recession in the second half of 2024
• Frances Donald, Chief Economist at Manulife Investment Management, talks about concerns of a hard landing or major uptick in unemployment amid higher for longer rates
• Bloomberg's John Tucker with Newspaper Headlines

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-Peter Tchir, Academy Securities Head of Macro Strategy
-Veronica Clark, Citi Research US Economist
-Ken Leon, CFRA Director of Equity Research

Peter Tchir of Academy Securities says the perception of US exceptionalism is an 'old story that we're clinging on to.' Citi's Veronica Clark discusses the Fed's path forward on interest rates following soft April jobs numbers. Ken Leon of CFRA explains his firm's downgrade of Live Nation to "hold."

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

• Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, on why life's been good for large caps and the bifurcated market
• Jackie Bowie, Managing Partner at Chatham, discusses the outlook for Euro economies and stagflation across global markets outside the US
• Aoifinn Devitt, CIO at Moneta, on how bullish traders should be on equities heading into the summer
• 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 Mark Zandi, Claudia Sahm, and Jurrien Timmer.

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

See omnystudio.com/listener for privacy information.