Bloomberg Surveillance

Torsten Slok, Apollo Global Management Chief Economist, says the Fed's easing of financial conditions could pose risks to the US economy . Cameron Dawson, NewEdge Wealth Chief Investment Officer, suggests that a potential repricing of rates would be a pain trade . Dan Ives, Wedbush Sr. Equity Research Analyst, s ays Apple's growth potential makes the stock a 'golden buying opportunity. ' Gerard Ca...

John Stoltzfus, Oppenheimer Chief Investment Strategist, says the consumer and the jobs market will play an important role in 2024 . Elliot Ackerman, US Marine Corps Veteran & Former White House Fellow, overviews the latest in the Middle East and Indo-Pacific as global geopolitical tensions continue to rise . Sarah Hunt, Alpine Saxon Woods Chief Market Strategist, says six rate cuts could indi...

Bloomberg Daybreak delivers today's top stories, with context, in just 15 minutes. Subscribe to get the podcast by 6am Eastern every day.      On Apple: http://bit.ly/3DWYoAN     On Spotify: http://bit.ly/3jGRYiB       On YouTube: bit.ly/3NMqUKl See omnystudio.com/listener for privacy information.

 Sam Stovall, CFRA Chief Investment Strategist, advises going for breadth in equity investments next year. Mark Gurman, Bloomberg News Chief Correspondent, recaps another robust year for Apple and discusses the ongoing legal saga with the Apple Watch. Terry Haines, Pangaea Policy Founder, says markets may be undervaluing geopolitical and US domestic risks. Angela Stent, Brookings Institution Senio...

Cathie Wood, Ark Investment Management CEO, CIO & Founder, recaps a prosperous year for Ark Invest ETFs and discusses her outlook on the crypto and technology sectors for 2024. Lara Rhame, FS Investments Chief US Economist, breaks down the final jobless claims data of 2023 and predicts a moderation in consumer spending next year. Mona Mahajan, Edward Jones Senior Investment Strategist, says bo...

Kristina Hooper, Invesco Chief Global Market Strategist, says the key for investors in 2024 is to be well-diversified. Gerard Cassidy, RBC Capital Markets Large Cap Bank Analyst, advises a risk-on investment strategy going into the new year. Steven Cook, Council on Foreign Relations Senior Fellow for Middle East & Africa Studies, says the US will opt to remain on the defensive amid recent esca...

Dana Telsey, Telsey Advisory Group CEO, recaps a busy holiday shopping season and says there's been a moderation in consumer spending across all income levels. Dan Ives, Wedbush Sr. Equity Research Analyst, predicts Apple will hit a whopping $4 trillion market capitalization next year. Matt Miskin, John Hancock Investment Management Co-Chief Investment Strategist, predicts the Fed will have less i...

Michael Gapen, Bank of America Securities Head of US Economics, says November's Core PCE inflation data supports a March rate cut from the Fed. Ed Yardeni, Yardeni Research President, calls for a bullish 5,400 on the S&P 500 by the end of 2024. Kim Wallace, 22v Research Head of Washington Policy Research, gives his end-of-year political recap and outlines his expectations for 2024. Deborah Cun...

Steven Ricchiuto, Mizuho Securities Chief US Economist, reacts to a resilient US jobless claims report and cautions that the recession the market is pricing-in doesn't happen. Stuart Kaiser, Citi Head of US Equity Trading Strategy, says bullishness likely has a wider window to perform going into 2024. Susan Thornton, Paul Tsai China Center at Yale University Senior Fellow, expects a tumultuous yea...

Michael Hirson, 22V Research Head of China Research, discusses a new NBC News report that claims Xi Jinping warned President Biden that Beijing intends to reunify Taiwan. Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, says we've already entered a global easing cycle. Jim Caron, CIO, Portfolio Solutions Group, Morgan Stanley Investment Management, advises a...

Brian Moynihan, Bank of America Chairman & CEO, sits down with Bloomberg's David Westin for a conversation on the bank's eventful year in 2023 and his economic outlook going forward. Rich Clarida, PIMCO Global Economic Advisor, former Federal Reserve Vice Chairman & Columbia University Professor, says he doesn't think Fed Chair Powell made a mistake in suggesting rate cuts next year. Chris...

Bill Dudley, former NY Fed President & Bloomberg Opinion columnist, says the market could be getting ahead of itself after Fed Chair Powell's optimistic outlook. Priya Misra, JP Morgan Asset Management Portfolio Manager, says markets are not pricing in the chance of Fed cuts below the 3% level. Jay Pelosky, TPW Advisory Principal & Founder, says that we're moving toward a rate cutting cycl...

Bloomberg News Now is a comprehensive audio report on today's top stories. Listen for the latest news, whenever you want it, covering global business stories around the world.        on Apple: trib.al/Mx9TCh1      on Spotify: trib.al/T4BG8s4      Anywhere: trib.al/O4EX6BA See omnystudio.com/listener for privacy information.

Julian Emanuel, Evercore Chief Equity & Quantitative Strategist, expects the Fed to stay as quiet as possible over the next few months after giving markets the ‘all-clear’. Jon Lieber, Eurasia Group United States Managing Director, discusses the implications of increasing global resistance for supplying aid to Ukraine. Greg Daco, EY Chief Economist, says the economy has “all the right ingredie...

Neil Dutta, Renaissance Macro Head of Economics, says the Fed is following a "rules-based framework" around inflation and expects the economy to continue top grow . Elyse Ausenbaugh, J.P. Morgan Private Bank Global Investment Strategist, reacts to the ECB decision. Sree Kochugovindan, Abrdn Senior Research Economist, says she sees the possibility of a start of a technical recession in the UK and e...

Blackrock Managing Director Jeffrey Rosenberg discusses the latest Fed decision with Bloomberg's Tom Keene, Lisa Abramowicz, and Jonathan Ferro.  See omnystudio.com/listener for privacy information.

Bloomberg Opinion Columnist and Former NY Fed President Bill Dudley discusses the latest Fed decision with Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Tom Keene.  See omnystudio.com/listener for privacy information.

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.

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. See omnystudio.com/listener for privacy information.

Claudia Sahm, Sahm Consulting Founder & Bloomberg Opinion Writer, says her biggest risk factor in the markets is the Fed itself. John Stoltzfus, Oppenheimer Asset Management Chief Investment Strategist, says any interest rate cuts would likely happen toward the end of 2024. Mike Schumacher, Wells Fargo Global Head of Macro Strategy, says that markets are running ahead of the Fed. Andrew Hollen...

Dana Peterson, The Conference Board Chief Economist, expects consumers to pull back on spending as core prices ticked up in November. Alicia Levine, BNY Mellon Wealth Management Head of Investment Strategy and Equity Advisory Solutions, predicts the Fed won't cut rates until the second half of 2024. Lindsey Piegza, Stifel Chief Economist, says her concern is that the Fed doesn't tighten enough, an...

Carl Riccadonna, BNP Paribas Chief US Economist, says we still have yet to feel peak restriction. Sarah Hunt, Alpine Saxon Woods Chief Market Strategist, says there's a place for bonds as investors look to a more balanced portfolio. Greg Valliere, AGF Chief US Policy Strategist, says we could see a surprise from the Democrats with an unknown nominee. Max Layton, Citi Global Head of Commodities Res...

Julie Su, US Acting Secretary of Labor, reacts to the better-than-expected November jobs report. Michael Darda, Roth MKM Chief Economist & Macro Strategist, says that the report should compel the Fed to hold off on cutting rates in early 2024. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says the report suggests a very strong labor market supportive of ser...

Tiffany Wilding, PIMCO Economist, expects growth to stagnate next year as the Fed's policy drags continue to build . David Bailin, Citi Global Wealth Chief Investment Officer & Global Head Of Investments, says there's opportunity in rising earnings as markets begin to normalize . Randy Kroszner, Univ. of Chicago Professor of Economics & Former Fed Governor, says continued wage growth makes...

Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says the status of the economy doesn't justify the Fed cutting rates . Amanda Lynam, BlackRock Head of Macro Credit Research, claims banks will remain at the center of lending, but that private credit can now compete in ways it previously couldn't . Libby Cantrill, PIMCO Director of Public Policy, previews the fourth GOP presidential deb...