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 Rebecca Patterson and Anurag Rana.

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

See omnystudio.com/listener for privacy information.

-Ronald Temple, Lazard Chief Market Strategist
-Robert Sockin, Citi Research Director
-Amanda Lynam, BlackRock Head of Macro Credit Research

Lazard's Ronald Temple says earnings breadth across the S&P 500 can improve 'if the customers get a return on investment' from big spending on AI. Citi's Robert Sockin reacts to the employment cost index's biggest acceleration in a year, saying the data is 'something akin to a really bad dream' for the Fed. BlackRock's Amanda Lynam says that 'it's a great opportunity to deploy in an all-in yield basis' in the credit 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 Sweeney | April 30th, 2024
Featuring:

• Rebecca Patterson, former Chief Investment Strategist at Bridgewater, discusses the beginning of the current FOMC meetings and can comment on the yen's latest move
• George Goncalves, Head of US Macro Strategy at MUFG Securities, discusses the outlook for rates and a strong dollar and whether we'll see a rate cut this year
• Laura Davison, US Politics Team Lead with Bloomberg News, on campus protests, Biden-Trump, and other political headlines
• 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/surveillance 

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 Dan Ives and Tina Fordham.

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

See omnystudio.com/listener for privacy information.

-Lori Calvasina, Head of US Equity Strategy, RBC Capital Markets
-Mark McCormick, Global Head of FX Strategy, TD Securities
-Sonal Desai, Fixed Income CIO, Franklin Templeton

Lori Calvasina of RBC Capital Markets reacts to big swings in mega-cap tech stock prices, saying "growth investors get angsty." Mark McCormick of TD Securities discusses the historic moves in the Japanese Yen, saying the BOJ will be forced to tighten policy more than what's currently priced-in. Sonal Desai of Franklin Templeton previews Wednesday's Fed decision and shares her outlook on the bond market, saying the long end of the yield curve will move higher over time. 

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 SweeneyApril 29th, 2024
Featuring:

• Steven Major, Global Head of Fixed Income Research at HSBC, on this morning's bond note and outlook for the bond market
• James Lord, Global Head of FX and EM Strategy with Morgan Stanley, on king dollar and the latest yen moves
• Tina Fordham, Founder & Geopolitical Strategist at Fordham Global Foresight, on brokering a potential ceasefire between Israel and Hamas, an invasion of Rafah, and other geopolitical pressures that investors are following
• 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/surveillance 

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 Francois Trahan and Jane Foley with a special appearance from Nick Colas.

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

See omnystudio.com/listener for privacy information.

Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist
Bruce Kasman, JP Morgan Chief Economist
Jon Lieber, Eurasia Group Managing Director, United States

John Hancock's Emily Roland says she's considering 'looking around a little bit' from the 'marriage' with mega-cap tech stocks and into higher-value areas of the market. JP Morgan's Bruce Kasman reacts to the March core PCE deflator and outlines his two scenarios for how the data impacts the Fed's path forward. Jon Lieber of Eurasia Group breaks down Secretary of State Antony Blinken's visit to China and what the trip means for both countries.

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 SweeneyApril 26th, 2024
Featuring:

• Neil Dutta, Partner at Renaissance Macro Research, reacts to PCE, yesterday's GDP, and outlook for rate cuts
• Cam Dawson, CIO at NewEdge Wealth, on how markets are pricing in today's PCE deflator
• Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to break down yesterday's slew of tech earnings, including Microsoft, Alphabet, Intel, and Snap
• 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/surveillance 

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 Ben Laidler & Anna Wong.

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

See omnystudio.com/listener for privacy information.