William Cohen, Chairman & CEO of the Cohen Group, Former Secretary of Defense and Former US Senator, says China would view a visit to Taiwan by Nancy Pelosi as a finger in the eye of Xi Jinping. Lara Rhame, FS Investments Chief US Economist, expects the US economy to continue to weaken. Ed Morse, Citi Global Head of Commodities Research, expects oil to continue its downward draft to the mid $80s. Stuart Kaiser, UBS Head of Equity Derivatives Research, says it's hard to call for a bull market in this environment.  See omnystudio.com/listener for privacy information.

Surveillance: Pelosi's Taiwan Visit with Cohen (Podcast)

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 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.

Bloomberg Surveillance TV: April 24, 2024

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 30th, 2024
Featuring:

Dan Ives, Senior Equity Analyst at Wedbush Securities, breaks down Tesla earnings
Lindsey Piegza, Stifel Chief Economist, on ongoing consumer strength but signs of an economic slowdown
Anurag Rana and Mandeep Singh, Senior Tech Analysts at Bloomberg Intelligence, join to preview Meta earnings out today, and Microsoft and Alphabet earnings out tomorrow
Bloomberg's Lisa Mateo with her Newspaper Headlines


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Tesla Troubles and Big Tech Earnings Loom

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Thierry Wizman and Michael Darda.
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: Thierry Wizman & Michael Darda

-Matt Luzzetti, Deutsche Bank Chief US Economist & Head of US Economic Research
-Mike Wilson, Morgan Stanley CIO & Chief US Equity Strategist
-Vijay Rakesh, Mizuho Securities Managing Director & Senior Semiconductor Analyst

Deutsche Bank Chief US Economist Matt Luzzetti says the Fed is primed for a mid-cycle adjustment, with 'no reason to guide towards a full cutting cycle.' Morgan Stanley CIO Mike Wilson says 'rates are too high for the majority of the economy' and advises against small-cap stocks. Vijay Rakesh of Mizuho Securities previews Tesla earnings as the Magnificent 7 stocks' earning cycle gets underway. See omnystudio.com/listener for privacy information.

Surveillance: Pelosi's Taiwan Visit with Cohen (Podcast)

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