Mike Wilson, Morgan Stanley Chief US Equity Strategist, says he is much more focused more on the earnings story than the Fed. Michael Pond, Barclays Head of Global Inflation Market Strategy, says to prepare for a hawkish Fed. Michael Collins, PGIM Fixed Income Senior Portfolio Manager, still expects a little bit more downside in credit. Kona Haque, ED&F; Man Head of Research, says we currently have an energy supply and demand mismatch. See omnystudio.com/listener for privacy information.

Surveillance: Earnings Story with Wilson

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 Ben Laidler & Anna Wong.
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: Ben Laidler & Anna Wong

-Christopher Harvey, Wells Fargo Securities Head of Equity Strategy
-Blerina Uruci, T. Rowe Price Chief US Economist 
-Michael Hirson, 22V Research China Research Head

Wells Fargo's Christopher Harvey details the reasons behind the bank's bullish 5,535 year-end S&P; 500 price target. T. Rowe Price's Blerina Uruci reacts to weaker-than-expected 1Q US GDP data and fewer-than-estimated jobless claims, saying 'the economy continues to expand at a solid pace.' Michael Hirson of 22V Research discusses the politics surrounding Secretary Blinken's visit to China. See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: April 25, 2024

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 25th, 2024
Featuring:

Jim Caron, Co-CIO of the Portfolio Solutions Group at Morgan Stanley Investment Management, on duration and hedging an equity selloff as well as the GDP release
Constance Hunter, Senior Advisor at MacroPolicy Perspectives, on US GDP, tomorrow's PCE data, and sustainable economic growth in the US
John Stolzfus, Managing Director and Chief Investment Strategist at Oppenheimer, on market reactions and path for interest rate cuts by the Fed
Bloomberg's Lisa Mateo with her Newspaper Headlines

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Q1 GDP and a Massive Mining Takeover

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Lindsey Piegza & Todd Jablonski.
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: Lindsey Piegza & Todd Jablonski

-Kate Moore, BlackRock Global Allocation Team Head of Thematic Strategy 
-Tiffany Wilding, PIMCO Managing Director
-Henrietta Treyz, Veda Partners Director of Economic Policy Research
BlackRock's Kate Moore says the week ahead for Big Tech earnings is the chance for large-cap stocks to answer critical questions about the equity market. PIMCO's Tiffany Wilding looks ahead to key GDP and inflation data, saying the 'hot' US economy isn't consistent with inflationary pressures moderating. Henrietta Treyz of Veda Partners says Congress' new aid package for Ukraine, Israel and Taiwan is a case of Congress members 'wanting to be on the right side of history.' See omnystudio.com/listener for privacy information.

Surveillance: Earnings Story with Wilson

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