Bloomberg Surveillance

Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. Bloomberg's monthly program, Chief Future Officer, profiles these leaders and explores the impact they're making on their companies and industries. This episode focuses on Monumental Sports & Entertainment CFO Peter Biché, who discusses his role in the growth of the $4 billion sports empire headed by Ted Leonsis.

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Bloomberg's Tom Keene and Lisa Surveillance discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision. 

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Bloomberg's Tom Keene and Lisa Surveillance break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.

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Mike Wilson, Morgan Stanley Chief US Equity Strategist & Chief Investment Officer, says inflation will come down but "it's not going to be good for stocks." Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, suggests there could be a scenario in which the Fed "has to come back" if inflation doesn't go down. Anastasia Amoroso, iCapital Chief Investment Strategist, believes the Fed would need to go higher to really crack the economy. Mike Schumacher, Wells Fargo Global Head of Macro Strategy, says it's surprising to see the markets pricing in so much Fed easing. Tom Forte, DA Davidson Sr. Research Analyst, discusses Apple and AI.
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Abby Joseph Cohen, Columbia Business School Professor & Retired Goldman Sachs Partner, says there's a divergence between investors and commentators on economic data. Sarah House, Wells Fargo Senior Economist, discusses the US May CPI print. Jacob J. Lew, Former US Treasury Secretary, says we're not yet done with seeing the impacts of higher interest rates. Wendy Schiller, Taubman Center for American Politics & Policy Director at Brown University, says the Trump indictment is a development for democracy and that Presidents "should be held accountable."
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Liz Young, SoFi Head of Investment Strategy, sees an ongoing appetite for tech among younger investors. Mike Mayo, Wells Fargo Managing Director, says US banks are winning. Robert Tipp, PGIM Fixed Income Chief Investment Strategist, says we're looking at a wage-price spiral. Jon Lieber, Eurasia Group Managing Director, United States, discusses Trump's indictment over classified documents. Ian Shepherdson Pantheon Macroeconomics Chief Economist, is hopeful the Fed has done enough.
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Binky Chadha, Deutsche Bank Chief Global Strategist and Head of Asset Allocation, says we could reach 5,000 on the S&P if a soft landing is achieved. Kathy Jones, Charles Schwab Chief Fixed Income Strategist, thinks the 5% higher yields are more punishment than reward. Terry Haines, Pangaea Policy Founder, discusses Trump's indictment over secret documents. Jeff Currie, Goldman Sachs Global Head of Commodities Research, say oil and copper are a liability right now. Nadia Calviño, Spanish Vice President and Minister for Economy and Digitalization, says she hasn't spoken with Elon Musk about any plans for a new Tesla factory in Spain.
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Matt Luzzetti, Deutsche Bank Chief US Economist, expects the Fed to skip next week, with a potential for more hikes to come. As money flows concentrate into mega cap companies, Kristen Bitterly, Citi Global Wealth Management Head of North America Investments, says this shows that the market is "rational." Edward Yardeni, Yardeni Research President, sees inflation reaching 3 to 4% by year end. Geoffrey Yu, BNY Mellon Senior Market Strategist, doesn't expect rate cuts from any major central banks until the second half of next year. Rep. John Garamendi, (D) California, discusses the PGA Tour-Liv merger.
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Despite cutting exposure to tech last year, Seema Shah, Principal Asset Management Chief Global Strategist, remains a long-term believer in the sector. Marilyn Watson, BlackRock Head of Global Fundamental Fixed Income Strategy, sees the Fed staying higher for longer. Wendy Schiller, Taubman Center for American Politics & Policy Director at Brown University, discusses Pence, Christie entering the '24 presidential race. Alberto Gallo, Andromeda Capital Management Co-Founder & CIO, says if we have a persistently hawkish central bank, and if the long end goes up, then the consequences for markets are pretty heavy. Clare Lombardelli, OECD Chief Economist, says the world faces slow growth, not recession.
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