Bloomberg Surveillance

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 22, 2024
Featuring:

• Bob Michele, CIO and Head: GFICC at JP Morgan Investment Management, on a US soft landing and expectations for the Fed
• Liz Young, Head of Investment Strategy at SoFI, on equity outlook amid recent varying market headwinds and if we're heading for a correction
• Eric Balchunas, ETF Analyst with Bloomberg Intelligence, on his latest ETF research note
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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-Katherine Tai, US Trade Representative
-Adam Posen, President, Peterson Institute for International Economics
-Ana Botin, Chair, Banco Santander

US Trade Representative Katherine Tai says the "China shock" driven by the scale of the Chinese economy will depress prices worldwide and 'infect the global economy'. Peterson Institute President Adam Posen says the US' 'open-ended fiscal problems' are adding to global uncertainties about US fiscal and trade policy. Banco Santander Chair Ana Botin says low unemployment rates suggest a 'super soft landing so far.'

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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 Lakshman Achuthan and Anastasia Amoroso.

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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 SweeneyApril 26th, 2024
Featuring:

• Anastasia Amoroso, Chief Investment Strategist at iCapital, on buying the dip and cleaner market techinicals
• Lakshman Achuthan, COO and co-founder at ECRI, on warnings signs of a possible recession and what ECRI's Leading Economic Index is signaling
• Christyan Malek, Global Head of Energy Strategy and Head of EMEA Oil & Gas at JPMorgan, on oil impact of Israel-Iran tensions and other energy headlines
• 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 Amy Wu Silverman and Anurag Rana.

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 -Tim Adams, IIF President
-Jonathan Pingle, Chief US Economist, UBS
-Klaas Knot, Dutch Central Bank President & European Central Bank Governing Council Member

IIF President Tim Adams says geopolitical uncertainties, including the US presidential election, are overwhelming global economic calculations. UBS Chief US Economist Jonathan Pingle says the 'extraordinary pace of growth' in the US may lead the Fed to raise interest rates, but still expects two cuts this year. Dutch Central Bank President Klaas Knot says the ECB is 'confident that the overall picture is one of disinflation.'  

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 18th, 2024
Featuring:

• Amanda Lynam, Head of Macro Credit Research at Blackrock, on the bond market and global credit outlook
• Amy Wu Silverman, Managing Director and Head of Derivatives Strategy for RBC Capital Markets, on "skew" in the market
• Chris Ailman, CIO at CalSTRS, on a potential soft landing for the US and equity market outlook
• 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/surveillanceEric Mollo 

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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 Ed Hyman and Paul Donovan.

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-Alicia Levine, BNY Mellon Head of Investment Strategy
-Admiral James Stavridis, The Carlyle Group Vice Chairman, Global Affairs
-Aakash Doshi, Citi North America Head of Commodities Research

BNY Mellon's Alicia Levine says the state of inflation and economic growth signifies a 'new normal' for the US economy. Former NATO Supreme Allied Commander James Stavridis says Israel will respond to Iran's missile and drone attack in a 'measured way'. Citi's Aakash Doshi discusses the rally in gold and why he sees a price target of $3,000/oz in the near future.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 17th, 2024
Featuring:

• Ed Hyman, Chairman at Evercore ISI, on risks for the economy if the Fed continues to stay higher for longer with rates
• Sebastien Page, Head of Global Multi-Asset and Chair of the Asset Allocation Steering Committee at T. Rowe Price, on inflation hedges and why he thinks it's a strange time to cut
• Michael Nathanson, Senior Research Analyst at MoffettNathanson, on his recent note with Craig Moffett on his recent note on the epic Disney-Comcast battle
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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