-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. See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: March 19, 2024 (Bank of America Special)

The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF. 

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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 Elizabeth Economy & Vishal Khanduja.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Single Best Idea with Tom Keene: Elizabeth Economy & Vishal Khanduja

-Mike Wilson, Morgan Stanley Chief Investment Officer
-Matthew Luzzetti, Deutsche Bank Chief US Economist
-Luke Hickmore, abrdn Investment Director
-Chuck Grom, Gordon Haskett Sr. Retail Analyst
Morgan Stanley's Mike Wilson talks through his new S&P; 500 target and why the bond market may be the biggest risk to stocks. Deutsche Bank's Matt Luzzetti and Luke Hickmore of abrdn discuss whether recent economic data points to an overall weakening in the US. Chuck Grom of Gordon Haskett breaks down retail earnings from Macy's and Lowe's. See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: May 21, 2024

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 21st, 2024
Featuring:

Jurrien Timmer, Director: Global Macro at Fidelity Management & Research, on his weekly asset allocation review and chart analysis
Dan Ives, Senior Equity Analyst at Wedbush Securities, previews Nvidia earnings and makes his big tech bull case
Elizabeth Economy, Hargrove Senior Fellow at Stanford University's Hoover Institute, talks about China's global ambitions, China's relationship with Russia and the US, and the future of Taiwan
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/surveillanceZ  See omnystudio.com/listener for privacy information.

What a Nvidia Blowout Means for Markets

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with George Saravelos and Tracie McMillion
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Single Best Idea with Tom Keene: George Saravelos & Tracie McMillion

-Stuart Kaiser, Citi Head of Equity Trading Strategy
-Michael O'Leary, Ryanair CEO
-Stephanie Roth, Wolfe Research Chief Economist
-Mark McCormick, TD Securities Global Head: FX and EM Strategy
Stuart Kaiser of Citi says markets are trying to run with the Fed's bias toward cutting interest rates. Ryanair CEO Michael O'Leary says he's seeing the situation around Boeing improving in 'baby steps' and overviews his expectations for the summer travel season. Stephanie Roth of Wolfe Research and TD's Mark McCormick share their views on whether we're seeing a 'cracking' or a 'normalization' in inflation and what it means for the Fed and the currency exchange market.  See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: March 19, 2024 (Bank of America Special)

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