Megan Greene, Kroll Institue Global Chief Economist & Harvard Kennedy School Senior Fellow, says supply shocks will be the biggest drag on growth and persist for at least next six months. Chris Marangi, Gabelli Funds Co-Chief Investment Officer, says the rate-driven rotation to value and smaller caps echoes Q1. George Saravelos, Deutsche Bank Global FX Research Head, says the U.K. is at the epicenter of FX. Omar Aguilar, Schwab Asset Management CIO & Head of Investments, says it always easy to continue to build a wall of worry. See omnystudio.com/listener for privacy information.

Surveillance: Supply Shock Risks With Greene

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 Amy Wu Silverman and Anurag Rana.
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Single Best Idea with Tom Keene: Amy Wu Silverman and Anurag Rana

 -Tim Adams, IIF President
-Jonathan Pingle, Chief US Economist, UBS
-Klaas Knot, Dutch Central Bank President & European Central Bank Governing Council Member

IIF President Tim Adams says geopolitical uncertainties, including the US presidential election, are overwhelming global economic calculations. UBS Chief US Economist Jonathan Pingle says the 'extraordinary pace of growth' in the US may lead the Fed to raise interest rates, but still expects two cuts this year. Dutch Central Bank President Klaas Knot says the ECB is 'confident that the overall picture is one of disinflation.'   See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: April 18, 2024

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 18th, 2024
Featuring:

Amanda Lynam, Head of Macro Credit Research at Blackrock, on the bond market and global credit outlook
Amy Wu Silverman, Managing Director and Head of Derivatives Strategy for RBC Capital Markets, on "skew" in the market
Chris Ailman, CIO at CalSTRS, on a potential soft landing for the US and equity market outlook
Bloomberg's Lisa Mateo with her Newspaper Headlines


Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceEric Mollo  See omnystudio.com/listener for privacy information.

Equity Bullishness and Skew in the Market

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Ed Hyman and Paul Donovan.
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: Ed Hyman and Paul Donovan

-Alicia Levine, BNY Mellon Head of Investment Strategy
-Admiral James Stavridis, The Carlyle Group Vice Chairman, Global Affairs
-Aakash Doshi, Citi North America Head of Commodities Research
BNY Mellon's Alicia Levine says the state of inflation and economic growth signifies a 'new normal' for the US economy. Former NATO Supreme Allied Commander James Stavridis says Israel will respond to Iran's missile and drone attack in a 'measured way'. Citi's Aakash Doshi discusses the rally in gold and why he sees a price target of $3,000/oz in the near future. See omnystudio.com/listener for privacy information.

Surveillance: Supply Shock Risks With Greene

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