Marc Chandler, Bannockburn Chief Market Strategist, says divergence is still the theme for markets. Anna Han, Wells Fargo Securities Equity Strategist, says the momentum trade is morphing. Terry Haines, Pangaea Policy Founder, says it will take months to work out an infrastructure deal. Dana Peterson, Conference Board Chief Economist, expects to see inflationary pressures in certain industries. Robert Murphy, Northwestern University Professor of Medicine, discusses the difficultly in preventing against virus variants. See omnystudio.com/listener for privacy information.

Surveillance: Market Divergence With Chandler

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 Matt Hornbach and Wendy Schiller.
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: Matt Hornbach & Wendy Schiller

-Eric Freedman, US Bank Asset Management Chief Investment Officer
-David Lebovitz, JP Morgan Asset Management Global Strategist, Multi-Asset Solutions
-David Malpass, Fmr. Under Secretary of the US Treasury for International Affairs & Fmr. President of the World Bank

US Bank's Eric Freedman says the 'punishing' equity market favors the equal-weight S&P; 500 index and brings risks to small-cap stocks. David Lebovitz of JP Morgan says 'the overall direction of the labor market and the wage data is supportive of some easing later this year.' Former World Bank President and Treasury Department official David Malpass believes the next US president faces a 'perfect storm' of economic issues, saying 'uncertainty is what's prevailing' in the economy. See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: May 9, 2024

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 9th, 2024
Featuring:

Scott Chronert, Citi Research Head of US Equity Strategy, talks about the outlook for a US recession and rate cutes
Sarah House, Senior Economist at Wells Fargo, previews CPI and discusses recent Fed speak
Wendy Schiller, Professor at Brown University, breaks down the latest DC headlines and the Israel-Hamas war
Bloomberg's Lisa Mateo with her Newspaper Headlines


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Investors Gearing for Inflation Data as US Issues Israel Warning

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Rich Clarida and Kona Haque.
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: Rich Clarida & Kona Haque

-Tracie McMillion, Wells Fargo Head of Global Asset Allocation Strategy
-Janet Henry, HSBC Global Chief Economist
-Mandy Xu, CBOE Vice President & Global Markets Head of Derivatives Market Intelligence

Tracie McMillion of Wells Fargo says waning consumer confidence could soon impact companies' pricing power. HSBC's Janet Henry says the Fed is likely to either cut in September or December, given the 'unusual' nature of an election month rate cut. Mandy Xu of CBOE outlines how markets are pricing-in election-related volatility through the rest of the year. See omnystudio.com/listener for privacy information.

Surveillance: Market Divergence With Chandler

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