Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, says we've had a rolling correction since March. Andy Blocker, Invesco Head of U.S. Government Affairs, says the fissure in the Democratic party is a worry. James Sweeney, Credit Suisse Chief Economist, says stagflation is a silly hypothesis. Jane Foley, Rabobank Head of FX Strategy, says the weight of negative fundamentals in the U.K. has driven a wedge between the pound and rates. James Dyson, Dyson Chairman & Founder, discusses the future of invention. See omnystudio.com/listener for privacy information.

Surveillance: Rolling Correction 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 Francois Trahan and Jane Foley with a special appearance from Nick Colas.
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: Francois Trahan, Jane Foley, & Nick Colas

Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist
Bruce Kasman, JP Morgan Chief Economist
Jon Lieber, Eurasia Group Managing Director, United States

John Hancock's Emily Roland says she's considering 'looking around a little bit' from the 'marriage' with mega-cap tech stocks and into higher-value areas of the market. JP Morgan's Bruce Kasman reacts to the March core PCE deflator and outlines his two scenarios for how the data impacts the Fed's path forward. Jon Lieber of Eurasia Group breaks down Secretary of State Antony Blinken's visit to China and what the trip means for both countries. See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: April 26, 2024

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 26th, 2024
Featuring:

Neil Dutta, Partner at Renaissance Macro Research, reacts to PCE, yesterday's GDP, and outlook for rate cuts
Cam Dawson, CIO at NewEdge Wealth, on how markets are pricing in today's PCE deflator
Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to break down yesterday's slew of tech earnings, including Microsoft, Alphabet, Intel, and Snap
Bloomberg's Lisa Mateo with her Newspaper Headlines


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PCE Breakdown and an AI Blowout

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.

Surveillance: Rolling Correction With Wilson

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