Representative Michael Waltz, a Republican from Florida, discusses Trump's prospects in the battleground state. Peter Tchir, Academy Securities Head of Macro Strategy, remains bearish on the dollar. Robert Doll, Nuveen Chief Equity Strategist, discusses what a Democratic sweep could mean for the markets. Carla Harris, Morgan Stanley Vice Chairman and Senior Client Advisor, shares strategies for closing the funding and opportunity gap. See omnystudio.com/listener for privacy information.

Surveillance: Battleground Florida With Rep. Waltz

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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-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: May 14, 2024

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 14th, 2024
Featuring:

Jeff Currie, Chief Strategy Officer of Energy Pathways at The Carlyle Group, gives his energy and commodity calls, ranging from oil, to copper, to gold
Adam Posen, President of the Peterson Institute for International Economics, on this week's eco data, including PPI today, and outlook for inflation in the US and globally
Arkansas Congressman French Hill on the latest Washington DC headlines, including tariffs, crypto, and the Biden-Trump 2024 election
Julian Emanuel, Senior Managing Director Equity, Derivatives, and Quant Strategy at Evercore ISI, reacts to PPI and talks small caps and a potential looming recession


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PPI Reaction and Energy Outlook

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with John Ryding & Amanda Lynam
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: John Ryding & Amanda Lynam

-Peter Tchir, Academy Securities Head of Macro Strategy
-Lynn Martin, NYSE President
-Torsten Slok, Apollo Chief Economist
Peter Tchir of Academy Securities says the 'US exceptionalism' narrative has overstayed its welcome, believing the 'data started turning a couple of months ago.' NYSE President Lynn Martin discusses recent surveys of market participants about potential round-the-clock stock trading. Apollo's Torsten Slok overviews a busy week in economic data, maintaining his call that the Fed won't cut rates in 2024.  See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: May 13, 2024

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 13th, 2024
Featuring:

Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets
Chris Verrone, Strategas Research Partners Head of Technical & Macro Research
Jason Rekate, Head of Corporate Banking at Citi
Lisa Mateo looks at the Front Pages of the World's newspapers


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Surveillance: Battleground Florida With Rep. Waltz

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