Bloomberg Surveillance

-Lara Rhame, Chief US Economist, FS Investments
-Jack Manley, Executive Director & Global Market Strategist, JPMorgan
-Ellen Wald, Sr. Fellow, Atlantic Council

Lara Rhame of FS Investments says the nuances around inflation should give the Fed more patience before cutting interest rates. JPMorgan's Jack Manley says the dynamic between the Fed and inflation has become a 'chicken and the egg' situation. Ellen Wald, Sr. Fellow at the Atlantic Council, says she doesn't expect the US to tap into its strategic oil reserves to lower gas prices in the short-term.

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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 Julia Pollak and Claudia Sahm

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BlackRock's Jeff Rosenberg and Mohamed El-Erian, Queens' College, Cambridge President, react to the March jobs report that exceeded analyst estimates. NATO Secretary General Jens Stoltenberg discusses his plan for NATO to supply Ukraine with over $100 billion in aid over the next five years as Russia makes gains on the battlefield. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 5th, 2024
Featuring:

• Neil Dutta, Partner and Head of US Economic Research at Renaissance Macro Research, and Ira Jersey, Bloomberg Intelligence Rates strategist, with reaction to the March jobs report
• Julia Pollak, Chief Economist at ZipRecruiter, joins to break down the jobs numbers
• Claudia Sahm, Bloomberg Opinion Contributor and CEO at Sahm Consulting, on the economic picture post jobs numbers and Opinion piece on part-time work
• 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 Larry McDonald and Max Kettner.

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-Jean Boivin, Head of BlackRock Investment Institute 
-Becky Frankiewicz, Chief Commercial Officer, President North America at ManpowerGroup
-Michael Hirson, Head of China Research 22V Research

Jean Boivin, Head of BlackRock Investment Institute, says the economy has entered 'a new regime' and is bullish on risk assets going forward. Becky Frankiewicz of ManpowerGroup reacts to higher-than-expected weekly jobless claims and discusses the 'amazing' resiliency of the US labor market. Michael Hirson, Head of China Research at 22V Research, breaks down Treasury Secretary Janet Yellen's visit to China.

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Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney April 4th, 2024
Featuring:

• Rebecca Patterson, former Chief Investment Strategist at Bridgewater Associates, joins to talk about what we can expect from jobs on Friday and CPI next week
• Meghan Swiber, Director of US Rates Strategy at Bank of America, joins to talk about recent Fed speak and what we've heard from Jay Powell, and whether we'll actually see a rate cut in 2024
• Larry McDonald, founder at The Bear Traps Report, on his new book "How to Listen When Markets Speak"
• 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 Robert D. Kaplan and Ed Morse.

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

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-Eric Veiel, CIO & Head of Global Investments, T. Rowe Price
-Michael Collins, Executive Portfolio Advisor, PGIM Fixed Income
-Eric Cantor, Vice Chairman & Managing Director at Moelis & Company, Former House Majority Leader

Eric Veiel, T. Rowe Price CIO & Head of Global Investments, says he's 'dramatically neutral' between stocks and bonds amid an uncertain path forward for the Fed. Michael Collins, PGIM Fixed Income Executive Portfolio Advisor, sees value in long-term treasury yields amid a robust economic backdrop in the US. Former House Majority Leader Eric Cantor, Vice Chairman & Managing Director at Moelis & Company, says the market will eventually reject the 'continued incurrence of debt', but the signs aren't there yet.

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

• Matt Luzzetti, Chief US Economist at Deutsche Bank, discusses his eco outlook for Q2 and how high prices may weigh further on consumers into the summer
• Ed Morse, Senior Advisor at Hartree Partners, discusses energy, commodities, and growing risks in the market and risks to demand
• Robert D. Kaplan, author of "The Loom of Time," on geopolitical concerns ranging from escalating Middle East tensions and China to uncertainty for Ukraine as they combat Russian aggression
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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