Bloomberg Surveillance

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Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney April 2nd, 2024
Featuring:

• Kathy Jones, Chief Fixed Income Strategist at Charles Schwab, discusses fixed income opportunities in 2024 and positioning for a correction
• Jason Furman, Professor of the Practice of Economic Policy at Harvard, on the "balance of worry" in the Feb jobs report, and why we could be tilting from inflation to recession
• Axel Merk, co-founder and CIO at Merk Investments, on how high gold can go
• 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 Jason Furman and Gene Munster.

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-Phil Orlando, Chief Equity Strategist & Head of Client Portfolio Management, Federated Hermes
-Steven Cook, Middle Eastern Senior Fellow, Council on Foreign Relations
-Troy Gayeski, Chief Market Strategist, FS Investments

Phil Orlando of Federated Hermes says the equity rally will broaden out and expects oil prices to climb higher through the year amid geopolitical uncertainty. Steven Cook, Middle Eastern Senior Fellow at the Council on Foreign Relations, says Iran will likely pressure the US to bring Israel to heel or raise a 'storm of violence in the region'. Troy Gayeski of FS Investments says the back-end of the yield curve could return to 5% levels if the Fed doesn't cut rates.

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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 Jim Caron and Kona Haque.

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-Jay Pelosky, TPW Advisory Principal & Founder
-Peter Tchir, Academy Securities, Head Of Macro Strategy
-Bill Dudley, Fmr. NY Fed President & Bloomberg Opinion columnist

Jay Pelosky, TPW Advisory Principal & founder, says commodities are a major opportunity in the global market. Peter Tchir of Academy Securities says the equity market is 'frothy and overextended' into tech and is positioned for a rotation. Former New York Fed President Bill Dudley discusses why last year's banking crisis could happen again. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 1st, 2024
Featuring:

• David Sowerby, Managing Director and Portfolio Manager at Ancora, breaks down the market reaction to Jay Powell and PCE data Friday
• Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, on whether market technicals are signaling an incoming correction
• Emre Peker, Europe Director at Eurasia Group, on the Turkish election result
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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Bloomberg's Nathan Hager and Michael McKee discuss the latest PCE data and reaction from Fed Chair Jerome Powell. Plus, reaction from Wells Fargo Senior Economist Sarah House.

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Bloomberg's Nathan Hager breaks down the latest PCE data with Bloomberg Economics and Policy Editor Michael McKee. Plus, reaction to the data from Tom Porcelli, Chief US Economist at PGIM Fixed Income, and Wells Fargo Senior Economist Sarah House.

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FTX co-founder Sam Bankman-Fried was sentenced to 25 years in prison for stealing billions of dollars from customers, marking the final chapter in a case that has both captivated and overshadowed the crypto industry. Bloomberg Radio hosts Paul Sweeney, Alix Steel, Joe Mathieu and Kailey Leinz discuss, with instant reaction and analysis from Bloomberg Law host June Grasso and Bloomberg News legal editor Peter Jeffrey. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 28th, 2024
Featuring:

• Julian Emanuel, Senior Managing Director at Evercore ISI, on market bullishness in 2024 and whether it can last as well as what we can see from Jay Powell tomorrow
• Richard Haas, former president of the Council on Foreign Relations, on geopolitical outlook for 2024 and concerns involving China, Ukraine, and Israel and how Congress is approaching each conflict
• Anna Wong, Chief US Economist with Bloomberg Economics, discusses her note on the economic impact of the Baltimore Bridge collapse
• 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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