Bloomberg Surveillance

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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

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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 Richard Haass and Julian Emanuel.

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-Matthew Miskin, Co-Chief Investment Strategist, John Hancock Investment
-Steve Center, COO & Executive Vice Chairman, Kia America
-Robert Davis, Merck CEO

Matthew Miskin of John Hancock Investment Management says markets have become dependent on a dovish Federal Reserve. Steve Center, COO & Executive Vice Chairman of Kia America, discusses the automaker's outlook on EV production and how it's impacted by government policy. Robert Davis, Merck CEO, discusses the company's newly-approved lung disease drug and the overall competition in the pharmaceutical space. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 27th, 2024
Featuring:

• Rich Clarida, former Vice Chair of the Federal Reserve, on the Fed's rate hike path and Fed credibility
• Margie Patel, Portfolio Manager at Allspring Global Investments, talks market outlook and chances of a correction in 2024
• Marvin Loh, State Street Senior Global Macro Strategist, on equity outlook in the US and global markets and chances of a US recession
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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-Bruce Kasman, Chief Economist & Head of Global Economic Research, JPMorgan
-Amanda Lynam, Head of Macro Credit Research, BlackRock
-Pablo Di Si, VW North America CEO

JPMorgan Chief Economist Bruce Kasman says higher interest rates haven't done nearly as much damage to the private sector as expected. BlackRock's Amanda Lynam says there's enough 'discrimination under the surface' in the credit market to keep conditions from becoming over-exuberant. Pablo Di Si, VW North America CEO, says the automaker remains committed to developing EVs and will respond to the pace of consumer demand. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 26th, 2024
Featuring:

• John Kartsonas, Managing Partner at Breakwave Advisors, on the Baltimore Bridge collapse
• Adam Posen, president of the Peterson Institute for International Economics, on geopolitics, wars in Ukraine and Israel, and how it can all play out in the 2024 presidential election
• Peter Tchir, Head of Macro Strategy at Academy Securities, on China's threat to personal consumption in the US
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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 -Andrew Hollenhorst, Chief US Economist, Citi
-Julian Emanuel, Chief Equity, Derivatives and Quant Strategist, Evercore ISI
-Ron Dermer, Israel Strategic Affairs Minister

Citi Chief US Economist Andrew Hollenhorst says the Fed could still cut rates if inflation remains closer to 3% than 2%. Julian Emanuel of Evercore ISI says we've entered the 'zone of exuberance' in the equity market. Ron Dermer, Israel Strategic Affairs Minister, says Israel has no choice but to 'finish the job' in Gaza. 

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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 John Kartsonas & Adam Posen

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The Big Take from Bloomberg News brings you inside what’s shaping the world's economies with the smartest and most informed business reporters around the world. The context you need on the stories that can move markets. Every afternoon.

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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 Liz Ann Sonders & George Ferguson

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