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 Liz Ann Sonders & George Ferguson

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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 SweeneyMarch 25th, 2024
Featuring:

• Brooke Sutherland, Boston Bureau Chief for Bloomberg News, on Boeing's CEO resigning
• Liz Ann Sonders, Chief Investment Strategist at Charles Scwhab, on the Fed and her recent chart comparing how as a percentage of personal income, dividends now outweigh interest
• John Stoltzfus, Chief Investment Strategist at Oppenheimer, on raising his target SPX
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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-Ed Yardeni, Founder & President, Yardeni Research
-Jim Bianco, President & Macro Strategist, Bianco Research
-Neil Dutta, Head of US Economic Research, Renaissance Macro Research

Ed Yardeni of Yardeni Research says the bull market is here to stay, and predicts the S&P 500 will reach 6,000 by next year. Jim Bianco of Bianco Research says bonds are being left out of the 'everything rally', and inflation won't likely drop below 3% until the fall at the earliest. Neil Dutta, Head of US Economic Research at Renaissance Macro, says the Fed has the space to ease policy conditions modestly as long as the labor market remains strong. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 22nd, 2024
Featuring:

• Kristina Hooper, Chief Global Market Strategist at Invesco, wrapping this week's central bank meetings
• Bloomberg Intelligence Senior Tech Analysts Mandeep Singh and Anurag Rana join to talk about the Reddit IPO and Apple
• Jonathan Maxwell, CEO at Sustainable Development Capital, on the energy outlook in the US, natural gas prices, and why energy and commodities are at the heart of geopolitical conflict
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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-Bob Michele, JPMorgan Asset Management CIO & Global Head of Fixed Income, Currency & Commodities
-Mohamed El-Erian, Queens' College, Cambridge President & Bloomberg Opinion columnist
-Peter Oppenheimer, Chief Global Equity Strategist, Goldman Sachs

Bob Michele, JPMorgan Asset Management CIO, says the US economy has been in a "La La Land" since the GFC and that he hasn't been this bullish since the mid-2000s. Mohamed El-Erian, Queens' College, Cambridge President & Bloomberg Opinion columnist, says central banks have effectively abandoned target inflation points in favor of a range. Peter Oppenheimer, Chief Global Equity Strategist at Goldman Sachs, discusses why he recommends diversifying to non-US stocks. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 21st, 2024
Featuring:

• Seema Shah, Chief Global Strategist at  Principal Asset Management, previews the BOE decision and breaks down yesterday's Fed decision
• Sebastien Paige, Head of Global Multi-Asset and CIO at T. Rowe Price, on markets, the Fed meeting, and breaking down Jay Powell's presser
• Brianne Lynch, Head of Market Insight at EquityZen, on today's Reddit IPO
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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-Gargi Chaudhuri, BlackRock Head of iShares Investment Strategy Americas
-Richard Bernstein, Richard Bernstein Advisors CEO & CIO
-Stephanie Roth, Wolfe Research Chief Economist

Gargi Chaudhuri, Head of iShares Investment Strategy Americas at BlackRock, advises investing in medium-term treasury bonds amid a higher inflationary environment. Richard Bernstein, Richard Bernstein Advisors CEO & CIO, cautions against fixating solely on the Magnificent 7 stocks. Stephanie Roth, Wolfe Research Chief Economist, reacts to weekly jobless claims and says inflation should come down towards 2% without stifling growth.

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Bloomberg's Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision

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Bloomberg's Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 20th, 2024
Featuring:

• Bob Michele, Managing director and CIO at JP Morgan Asset Management, on today's Fed decision
• Dennis Lockhart, former President of Atlanta Federal Reserve, on previewing today's Fed decision
• Frances Donald, Chief Global Economist at Manulife Investment Management, on what she expects to see from the Fed and concern about the labor market
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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