Bloomberg Surveillance

- Katrina Dudley, Franklin Templeton Public Markets Senior Investment Strategist - Neil Dutta, Renaissance Macro Research Head of US Economic Research - Jason Draho, UBS Global Wealth Management Head of Asset Allocation Americas - Blerina Uruci, T. Rowe Price Chief U.S. Economist Katrina Dudley of Franklin Templeton expects a rate cut this year, but politics may push it to 2025. Neil Dutta of Rena...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 26th, 2024 Featuring: Dominic Konstam, Head of Macro Strategy at Mizuho Securities, on the Fed and global central banks Sarah Wolfe, US Economist at Morgan Stanley, discusses US consumer health and potential weakening Joe Mathieu, host of Bloomberg's "Balance of Pow...

 Mike Wilson of Morgan Stanley discusses how markets are focused on softening economic growth rather than inflation. Greg Peters of PGIM provides updated rate projections following the release of softer economic data. Steve Eisman of Neuberger Berman offers perspectives on his continued bullishness on Apple, tech and AI, while also expressing expectations for Trump to win.  See omnystudio.com/list...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 26th, 2024 Featuring: Rebecca Patterson, former CIO at Bridgewater Associates, on the French election, the US economy, and the yen and the Bank of Japan Mike Wilson, CIO and Chief US Equity Strategist for Morgan Stanley, on why growth is more important than inflatio...

Tom Keene breaks down the Single Best Idea from the latest edition of  Bloomberg Surveillance Radio In this episode, we feature conversations with Tina Fordham & Henrietta Treyz. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF  See omnystudio.com/listener for privacy information.

- Seema Shah, Principal Asset Management Chief Global Strategist  - Tom Michaud, KBW CEO - Vishwanath Tirupattur, Morgan Stanley Chief Fixed Income Strategist  - Stephanie Roth, Wolfe Research Chief Economist Seema Shah of Principal Asset Management discusses opportunities outside of tech and the Mag 7. Tom Michaud of KBW updates on upcoming bank stress tests and potential risks in commercial real...

Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 24th, 2024 Featuring: Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses a potential correction and equity market outlook Seema Shah, Chief Global Strategist for Principal Asset Management, on the Fed and market games Tina Fordham, founder and geopolitical strategist at Fordham Global Insight, talks elections...

Tom Keene breaks down the Single Best Idea from the latest edition of  Bloomberg Surveillance Radio In this episode, we feature conversations with Kona Haque & Matt Miskin. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF   See omnystudio.com/listener for privacy information.

Katy Kaminski of AlphaSimplex discusses recent Fedspeak and the potential for treasuries to recover from this year’s losses. Sebastian Raedler of BofA Merrill Lynch updates on European economic uncertainty, highlighting risks across equity markets due to exceptionally low US unemployment rates. Veronica Clark of Citi and Dana Peterson of The Conference Board offer perspectives on the softening lab...

Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney June 21st, 2024 Featuring: David Bianco, CIO: Americas at DWS Katy Kaminski, Chief Research Strategist at AlphaSimplex Daniel Kurtz-Phelan, editor at Foreign Affairs Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newslet...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Torsten Slok & Anastasia Amoroso. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

- Anastasia Amoroso, iCapital Chief Investment Strategist,  - Jonathan Miller, Miller Samuel Inc President - Seth Carpenter, Morgan Stanley Chief Global Economist - Savi Synth, Raymond James Managing Director, Equity Research Anastasia Amoroso of iCapital gives an update on markets at near record highs and updates her outlook following the recent rally stating she believes there's a fair bit of ec...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 20th, 2024 Featuring: Wei Li, Global Chief Investment Strategist at BlackRock, on global markets and the US stock market rally Torsten Slok, Partner and Chief Economist at Apollo Global Management, discusses the Fed, upside risks to inflation, and whether the US cou...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Mona Mahajan & Ian Shepherdson. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

-Steven Meier, New York City Retirement Systems CIO -Ian Shepherdson, Pantheon Macroeconomics Chairman and Chief Economist -Gregory Daco, Ernst & Young Chief Economist Steven Meier of New York City Retirement Systems discusses investing in alternatives, stating there's no breadth and clearly there's some real concentration risks. Ian Shepherdson of Pantheon Macroeconomics and Ernst & Young...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney June 18th, 2024 Featuring: Jeffrey Rosenberg, Senior Portfolio Manager, Systematic Fixed Income at BlackRock, discusses immaculate disinflation, nominal GDP, and how much longer the Fed can go on higher for longer rates Dana Telsey, CEO at Telsey Advisory Group, reacts...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with David Rosenberg & Stephanie Roth. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

- Sam Stovall, CFRA Chief Investment Strategist - Nela Richardson, ADP Chief Economist- Lydia Boussour, EY Senior Economist - Steven Major, HSBC Global Head: FI Research Sam Stovall of CFRA shares why he believes stocks are headed for a decline of 5% or more this year. Nela Richardson, Bloomberg TV Contributor and Chief Economist at ADP previews this week's jobs data, saying the ways companies hir...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 18th, 2024 Featuring: Stephanie Roth, Chief Economist at Wolfe Research, talks about the real meaning behind Q1 inflation data and whether the US is in for a growth slowdown Steven Major, Global Head of Fixed Income Research with HSBC, on his fixed income outlook in...

Watch LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney and David GuraJune 14th, 2024 Featuring: Neil Grossman, founder and former CIO at TKNG Capital, discusses his outlook for rates and expectations for inflation and Jay Powell in the coming months Melissa Otto, host of TMT Research at Visible Alpha, joins for a tech discussion and breaks down wheth...

-Darrell Cronk, Wells Fargo Chief Investment Officer -Pooja Sriram, Barclays VP of US Economics Research -Tasha Keeney, ARK Invest Director of Investment Analysis Wells Fargo's Darrell Cronk discusses the rally in the equity market, saying health care is a good value play for investors. Pooja Sriram of Barclays says the Fed is delivering 'a very balanced message,' saying officials still want to ga...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Stuart Kaiser, Brad Setser, & John Stoltzfus. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

- John Stoltzfus, Oppenheimer, Chief Investment Strategist - Subadra Rajappa, Societe Generale, Head of US Rates Strategy - Jonathan Pingle, UBS, Managing Director and Chief U.S. Economist - Terry Haines, Pangaea Policy Advisory Founder John Stoltzfus of Oppenheimer discusses how markets touched record highs following yesterday’s Fed decision. Societe Generale's Subadra Rajappa and Jonathan Pingle...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 13th, 2024 Featuring: Michael Feroli, Chief US Economist at JP Morgan, on the Powell presser and Fed decision yesterday, as well as the divergence in views on the committee Stuart Kaiser, Head of US Equity Trading Strategy at Citi Global Markets, gives his reaction...

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision  See omnystudio.com/listener for privacy information.