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

Bloomberg Surveillance TV: March 25, 2024

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 Paul Donovan & Meghan Graper.
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: Paul Donovan & Meghan Graper

-David Kelly, JPMorgan Chief Global Strategist
-Tom Porcelli, PGIM Fixed Income Chief US Economist
-Kevin McCarthy, Fmr. House Speaker

JPMorgan's David Kelly and PGIM's Tom Porcelli react to the April CPI print and retail sales data, agreeing that the cooling inflation gives the Fed flexibility on their path forward with interest rates. Former House Speaker Kevin McCarthy discusses the Biden administration, Donald Trump's campaign, and US foreign policy.  See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: May 15, 2024

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 17th, 2024
Featuring:

Ed Yardeni, founder of Yardeni Research, reacts to today's CPI reading
Dana Telsey, Chief Research Officer at Telsey Advisory Group, reacts to retail sales data
Bailey Lipschultz, reporter with Bloomberg News, discusses the meme stock mania
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.

Breaking Down CPI and Retail Sales in Key Eco Data Week

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Jeff Currie & Julian Emanuel.
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: Jeff Currie & Julian Emanuel

-Brian Levitt, Invesco Global Market Strategist
-Gary Cohn, IBM Vice Chair, former NEC Director, former Goldman Sachs Group President
-Jeff Currie, Carlyle Chief Strategy Officer: Energy Pathways

Brian Levitt of Invesco says markets can continue to perform strongly while the Fed holds off on cutting interest rates. IBM's Gary Cohn says companies are increasingly focusing on operating efficiently because 'there are a lot of price constraints in the system.' Jeff Currie of The Carlyle Group shares why copper has become 'the highest conviction trade' he's ever seen.  See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: March 25, 2024

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