Bloomberg Surveillance

-Wei Li, Global Chief Investment Strategist, BlackRock
-Steven Major, Global Head of Fixed Income Research, HSBC
-Jan Hatzius, Chief Economist, Goldman Sachs

Goldman Sachs Chief Economist Jan Hatzius says the Fed's concerns about the economy 'have moved into the rearview mirror' ahead of its March meeting. Wei Li, Global Chief Investment Strategist at BlackRock, says the bar is high for markets to 'abandon this narrative of immaculate disinflation'. HSBC Global Head of Fixed Income Research Steven Major says the Fed doesn't need to reach its 2% inflation target before cutting interest rates.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 19th, 2024
Featuring:

• Jennifer Lee, Senior Economist at BMO Capital Markets, on this week's central bank decisions, including the Fed, BOE, and BOJ
• Alex Chaloff, CIO at Bernstein Private Wealth Management, on market outlook for 2024 and if we'll see a recession
• Vince Cignarella, Bloomberg News Marco Strategist, on why he thinks we won't see a 2024 rate cut
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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-Brian Moynihan, Bank of America Chairman & CEO
-Savita Subramanian, BofA Head of US Equity & Quantitative Strategy & Jill Carey Hall, BofA Head of U.S. Small and Mid-Cap Strategy
-Michael Gapen, BofA Global Research Head of US Economics & Aditya Bhave, BofA Global Research Senior US Economist

Bank of America Chairman & CEO Brian Moynihan discusses the state of the US economy, 'resilient' US consumers and the 'slow burn' of commercial real estate. Bank of America equity strategy heads Savita Subramanian & Jill Carey Hall on where they see 'euphoria' and opportunities in the global market. Michael Gapen, BofA Global Research Head of US Economics & Aditya Bhave, BofA Global Research Senior US Economist, discuss the mixed messages from recent economic data and the Fed's upcoming decision on interest rates.

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Barclays CEO C.S. Venkatakrishnan discusses Barclays' three-year restructuring plan that aims to return over $12 billion to shareholders and expand relationships with sovereign wealth funds. Monica DiCenso, Head of Global Investment Opportunities at JP Morgan Private Bank, says equities are well-positioned across the S&P 500. Sahm Consulting founder Claudia Sahm, former Federal Reserve Economist & Bloomberg Opinion columnist, says she expects the Fed to hold rates steady on Wednesday and hopes for 'most boring meeting ever.' 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 18th, 2024
Featuring:

• Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, on market technicals and how the S&P will respond to this week's Fed decision
• David Katz, CIO at Matrix Asset Advisors, on stock picks and outlook for indicies in 2024
• Dana D'Auria, Co-CIO at Envstnet, on equities, asset allocation, and valuations
• Bloomberg's Lisa Mateo with 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 Ed Yardeni and Dan Ives

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John Stoltzfus, Oppenheimer Chief Investment Strategist, says 'insidious' inflation will likely push the Fed's interest rate cuts to the second half of the year. Sarah Hunt, Alpine Saxon Woods Chief Market Strategist, says AI stocks are backed by actual cashflow and not 'running on a promise.' Ian Lyngen, BMO Capital Markets Head of US Rates Strategy, says this week's inflation and retail sales data 'hints of the specter of stagflation.' 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 15th, 2024
Featuring:

• Ed Yardeni, President at Yardeni Research, on next week's Fed decision and potential for soft landing
• Sarah Hunt, Chief Markets Strategist at Alpine Woods Capital Investors
• Saleha Mohsin, Senior Washington Correspondent with Bloomberg News, on politics and her new book
• 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 Jeffrey Cleveland and Keith Cowing

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Marc Lipschultz, Blue Owl Capital Co-CEO, says private credit remains strong and the system is able to successfully absorb economic obstacles. Rolf Habben Jansen, Hapag-Lloyd CEO, says the global shipping sector is calming after months of volatility tied to attacks on shipping vessels. Jay Bryson, Chief Economist, Wells Fargo, reacts to jobless claims and PPI data saying February's sticky inflation numbers shouldn't significantly alter the Fed's path forward on interest rates. 

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