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 Sri Kumar and Gene Munster.

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-David Hunt, PGIM CEO
-Torsten Slok, Apollo Partner and Chief Economist
-Mohamed El-Erian, Queens' College, Cambridge President & Bloomberg Opinion columnist

PGIM CEO David Hunt says 'bonds are back' and predicts inflation will remain higher-for-longer. Apollo Chief Economist Torsten Slok says Fed Chair Powell's December pivot has markets riding a 'sugar high' driving accelerations in inflation. Mohamed El-Erian, Queens' College, Cambridge President, says the theme of US exceptionalism could be threatened by higher oil prices or a 'Fed that's too tight.' 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 16th, 2024
Featuring:

• Ken Leon, Research Director at CFRA Research, wraps bank earnings
• Gene Munster, Managing Partner at Deepwater Asset Management, on a recent iPhone sales slowdown, Tesla job cuts, and other headlines
• Tony Crescenzi, Executive Vice President at PIMCO, on market outlook and risks of geopolitical conflict to markets
• 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 James Stavridis and Ian Bremmer.

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

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-John Williams, New York Fed President
-John Kirby, National Security Council Coordinator
-Tom Michaud, KBW CEO

New York Fed President John Williams says he still expects interest rate cuts this year if inflation continues to come down. National Security Advisor John Kirby says further sanctions against Iran are 'certainly not off the table.' KBW CEO Tom Michaud reacts to strong Q1 earnings from Goldman Sachs, saying 'there is a rebound that's happening in investment banking.' 

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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 15th, 2024
Featuring:

• Sarah Hunt, Chief Markets Strategist at Alpine Woods Capital Investors, on equity outlook after last week's inflation data
• Ian Bremmer, President at Eurasia Group, on the conflict in Israel and potential for further US involvement
• Admiral James Stavridis on American support for Israel and Ukraine and how it looks to fend off Iran, Russia, and other global proxies
• 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 Chris Whalen and Chuck Clough.

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

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 Bloomberg Surveillance TV: April 12, 2024
-Ken Leon, Director of Equity Research, CFRA-Neil Dutta, Head of US Economic Research, Renaissance Macro Research-Jill Carey Hall, Head of US Small and Mid-Cap Strategy, BofA Global Research
Ken Leon, Director of Equity Research at CFRA, reacts to earnings from JPMorgan, Citi and Wells Fargo, saying there are 'opportunities for these banks to surprise on the upside'. Neil Dutta of Renaissance Macro says rate cuts are still on the table for the Fed this year despite hotter-than-expected data so far. BofA's Jill Carey Hall says the outlook for small-cap stocks depends heavily on the Fed's next move. 

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Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney April 12th, 2024
Featuring:

• David Blanchflower, labor economist and economics professor with Dartmouth, on labor outlook in the US and eco policy as well as potential for a recession in the US
• Leland Miller, CEO at China Beige Book, on latest China Beige Book new Q1 results, where 2024 growth is headed, & whether the China EV overcapacity thesis is real
• Susan Collins, president of the Boston Federal Reserve, speaks with Bloomberg's Michael McKee
• Chris Whalen, founder at Whalen Global Advisors, on bank earnings and bank industry/eco risks
• 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 Dennis Gartman and Ian Lyngen, and a special appearance from Frances Donald.

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

See omnystudio.com/listener for privacy information.