Bloomberg Surveillance

-George Goncalves, Head of US Macro Strategy, MUFG
-Robert Sockin, Director & Global Chief Economist, Citi
-Governor Wes Moore, (D) Maryland

George Goncalves of MUFG says the 'macro trio' of the US 10-year bond, the dollar and crude oil are 'going to dictate what happens going forward.' Citi's Robert Sockin reacts to March PPI data and jobless claims, saying 'there's enough signs of softness in the labor market' to support the Fed cutting rates in June. Maryland Governor Wes Moore says the state intends to 'use every lever' available to restore the Baltimore port after the Key Bridge collapse.

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Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney April 11th, 2024
Featuring:

• Frances Donald, Chief Economist at Manulife, on PPI and this week's inflation data, and Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets, also joins on this week's inflation data
• Dennis Gartman, Chairman of the University of Akron Endowment and former publisher of the Gartman letter, on CPI reaction, a bearish take on equities, and gold
• Marcus Ashworth, Bloomberg Opinion columnist, on the ECB decision
• 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 Neil Dutta and Steve Ricchiuto.

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-Steven Ricchiuto, US Chief Economist, Mizuho Securities
-David Kelly, Chief Global Strategist, JPMorgan Asset Management
-Tobin Marcus, Head of Policy & Politics, Wolfe Research

Mizuho Americas' Steven Ricchiuto & JPMorgan Asset Management's David Kelly react to the hotter-than-expected March CPI print, with differing takes on how it impacts monetary policy. Tobin Marcus, Head of Policy & Politics at Wolfe Research, discusses Japan Prime Minister Kishida's visit to Washington amid tensions over the US Steel takeover, as well as the Federal Reserve's outlook and legacy.

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

• Neil Dutta, Partner at Renaissance Macro Research, along with Ira Jersey, Chief US Rates Strategist with Bloomberg Intelligence, on CPI and the Fed
• Joe Weisenthal and Tracy Alloway, host of Bloomberg's Odd Lots podcast, on CPI
• Steven Ricchiuto, Chief US Economist with Mizuho Securities, on CPI
• 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 Steel and Javier Blas.

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-Mohamed El-Erian, Bloomberg Opinion & President, Queens' College Cambridge
-Stuart Kaiser, Citi Head of Equity Trading Strategy
-Seth Carpenter, Chief Global Economist, Morgan Stanley

Mohamed El-Erian, Queens' College Cambridge President, says the Fed may ease less than the ECB over the coming months. Citi's Stuart Kaiser says he's concerned about surging commodity prices and their impact on equities. Seth Carpenter, Chief Global Economist at Morgan Stanley, says he expects 'disinflation to continue through the rest of this year' ahead of tomorrow's CPI report. 

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

• Betsey Stevenson, professor of economics and public policy at University of Michigan and Bloomberg Opinion columnist, on the path for inflation and potential for no rate cuts in 2024, what that could mean for a US recession, and whether we should still be celebrating in the US economy as we dig into Q2
• James Steel, Chief Commodities Analyst at HSBC Securities USA, joins to talk about gold's rise and the outlook for oil amid it's recent rise
• Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, on CPI preview and 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 Victoria Bills and Bill Lee.

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Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney for April 8th, 2024
Featuring:

• Bill Lee, Chief Economist at the Milken Institute, joins to wrap last week's Fed speak, preview this week's inflation data, and extend the conversation to a broader outlook on global economies, specifically China
• Victoria Bills, Chief Investment Strategist at Banrion Capital, on equity outlook and potential market reaction from CPI this week
• Huw van Steenis, Vice Chari at Oliver Wyman, joins to talk about his recent pieces on whether the private credit boom is slowing, the fresh IMF report on private credit, and no doubt banks in Q1 with bank earnings coming up
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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