Bloomberg Surveillance

-Mohamed El-Erian, Queens' College, Cambridge & Bloomberg Opinion
-Jeff Rosenberg, BlackRock Senior Portfolio Manager
-Pierre Ferragu, New Street Research Tech Infrastructure Head

Mohamed El-Erian of Queens' College, Cambridge and BlackRock's Jeff Rosenberg react to April’s weaker-than-expected nonfarm-payrolls print. Pierre Ferragu of New Street Research breaks down Apple's stronger-than-expected first quarter earnings.

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

• Jurrien Timmer, Director of Global Macro at Fidelity, bring us into the 830a jobs numbers and offers his reaction
• Mark Zandi, Chief Economist at Moody's Analytics, breaks down jobs numbers
• Claudia Sahm, Chief Economist at New Century Advisors and Bloomberg Opinion contributor, offers her perspective on this week's jobs figures and the US labor market
• Bloomberg's John Tucker with 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 Anna Wong & Linda Duessel.

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-Andrew Hollenhorst, Citi Chief US Economist
-Savita Subramanian, Bank of America Head of US Equity & Quantitative Strategy
-Stephane Bancel, Moderna CEO

Citi's Andrew Hollenhorst reacts to the Fed's decision to hold interest rates, saying inflation data will give the Fed the opportunity to cut rates this year. BofA's Savita Subramanian says the US will achieve a soft landing where the market adapts to higher rates. Moderna CEO Stephane Bancel reacts to better-than-expected first quarter earnings and discusses the company's upcoming RSV vaccine.

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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 2nd, 2024
Featuring:

• Jonathan Pingle, UBS Securities Chief Economist, talks about the Fed, Jay Powell, and where we stand with rate cuts after Powell's presser yesterday
• Steve Englander, Global head of G10 FX Research and of North America Strategy for Standard Chartered Bank, on the Fed reducing its hiking tail risk
• Michael Feroli, Chief US Economist at JPMorgan, reacts to Jay Powell and discusses the outlook for a US recession
• Bloomberg's John Tucker with his Newspaper Headlines

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Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision. 

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Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance

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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 Stuart Kaiser and Bryan Whalen.

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-Tony DeSpirito, BlackRock Global CIO of Fundamental Equities
-Earl Davis, BMO Global Asset Management Head of Fixed Income & Money Markets
-Jonathan Pingle, UBS Chief US Economist

BlackRock's Tony DeSpirito sees 'an opportunity for stock pickers' ahead with earnings estimates normalizing between mega-cap stocks and the rest of the market. BMO's Earl Davis says US 10-yr yields could retest 5% and previews the Fed decision's impact on the treasury market. Jonathan Pingle of UBS reacts to stronger-than-expected ADP labor market data for April and looks ahead to the Fed's rate decision.

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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 1st, 2024
Featuring:

• Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas at BlackRock, on ways to play the Fed soft landing and unclear geopolitical outlook
• Stuart Kaiser, Head of US Equity Trading Strategy at Citi, on the data spooking markets pre-FOMC
• Brian Wieser, Principal at Madison & Walls, on Amazon earnings and can also discuss Paramount
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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