Bloomberg Surveillance

 Marc Rowan, Apollo CEO, says his firm has no plans to shift from private equity amid the best year in its history, and also discusses rising antisemitism and the 2024 presidential election. Jim Zelter, Apollo Asset Management Co-President, says the Fed put is back in the market. Torsten Slok, Apollo Global Management Chief Economist, says there's evidence of a weakening labor market. Olivia Wasse...

Peter Tchir, Head of Macro Strategy at Academy Securities says he wants to be underweight Treasuries right now. George Saravelos, Global Head of FX Research at Deutsche Bank, says the ECB should cut rates when it meets next week. Ajay Banga, President of The World Bank joins from COP 28. David Turk, US Department of Energy Deputy Secretary joins from COP 28 where he says now is the time to refill...

Reports of crimes targeting Jews, Muslims and Arabs have risen around the world in since the Oct. 7 Hamas attack on Israel, and the Israeli military’s retaliatory operation in Gaza. While previous conflicts in the Middle East also sparked a backlash outside the region, this time it is more intense and the wave of hate may be far from cresting, according to advocacy groups, former law enforcement o...

Liz Young, SoFi Head of Investment Strategy, says the correlation between stocks and bonds could remain positive going forward. Lauren Goodwin, New York Life Investments Economist & Director of Portfolio Strategy, predicts the story around technology in 2024 will expand into the digital infrastructure. Nadia Martin Wiggen, Svelland Capital Director, says she doesn't see a long-term negative pr...

John Micklethwait, Bloomberg Editorial Editor-in-Chief, reflects on the life and career of the late Henry Kissinger. Neil Dutta, Renaissance US Economic Research Head, says the economy is on a glide path toward a Fed interest rate cut by March . John Lawler, Ford Motor Chief Financial Officer, says the company is focusing on increasing efficiencies and reducing labor hours to produce vehicles . Ke...

Henry Kissinger, the child refugee who rose to become US Secretary of State and defined American foreign policy during the 1970s with his strategies to end the Vietnam War and contain communist countries, has died. He was 100. Not long before his passing, Kissinger sat down with Bloomberg Editor-in-Chief John Micklethwait for an extended conversation. He talked about his life and career, what shap...

Mary Barra, GM CEO, discusses the company's announcement of its biggest-ever buyback plan, and says she expects 'strong adoption' of more affordable EV s. Thierry Wizman, Macquarie Global Interest Rates & Currencies Strategist, says the biggest risk right now is another sudden shock in the oil market . Scott Nuttall, Kohlberg Kravis Roberts Co-CEO, discusses his firm's acquisition of insurer G...

Charles Munger, the alter ego, sidekick and foil to Warren Buffett for almost 60 years as they transformed Berkshire Hathaway Inc. from a failing textile maker into an empire, has died. He was 99. For more on Munger's life and legacy, Bloomberg Radio hosts Carol Massar and Tim Stenovec speak with Bloomberg News reporter Noah Buhayar, and long-time Berkshire investor, Bill Smead of Smead Capital Ma...

Cameron Dawson, Newedge Wealth Chief Investment Officer, s ays that signs of a recession will come from the market, not the Fed. Bill Dudley, Former NY Fed President & Bloomberg Opinion columnist, expects central banks to introduce digital currencies amid disarray in the crypto sector . Mike Mayo, Wells Fargo Senior Equity Analyst, says AI can take the relationship between banks and technology...

Lori Calvasina, RBC Capital Markets Head of US Equity Strategy,  says the path for equities is higher in 2024. Dana Telsey, Telsey Advisory Group CEO, breaks down record-high Black Friday sales . Aaron David Miller, Carnegie Endowment for International Peace Senior Fellow, discusses the latest on the Israel-Hamas war . Torsten Slok, Chief Economist, Apollo Global Management, says the Fed's rate po...

Jeff Gennette, Macy's CEO says department stores are still relevant and his company is ready for the holiday shopping season. Joe Feldman, Telsey Advisory Group Sr. Research Analyst says retailers are starting to embrace AI. Justin Wolfers, University of Michigan, University of Michigan Professor of Public Policy & Economics discusses the surprise drop in prices of Thanksgiving dinner. Brian K...

Jack Caffrey, JP Morgan Asset Management Equity Portfolio Manager, says the holiday rally in the equity market is in full force. Aaron David Miller, Carnegie Endowment for International Peace Senior Fellow, discusses the latest in the Israel-Hamas war and its impact on domestic politics. Helane Becker, TD Cowen Senior Research Analyst, walks through what's expected to be the busiest holiday travel...

Bloomberg Daybreak delivers today's top stories, with context, in just 15 minutes.   Download and subscribe for the news you need, delivered by 6 AM Eastern each morning.          Listen on Apple , Spotify or anywhere you get your podcasts .      Apple: http://bit.ly/3DWYoAN       Spotify: http://bit.ly/3jGRYiB       Anywhere: http://bit.ly/3J1bct9 See omnystudio.com/listener for privacy informati...

Rishi Jaluria, RBC Capital Markets Managing Director, says Microsoft has leapt ahead of its competitors in the monetization of AI. Victoria Fernandez, Crossmark Global Investments Chief Market Strategist, says diversification is key for portfolios and expects more volatility to come. Michael Collins, PGIM Fixed Income Senior Portfolio Manager & Multi-Sector Fixed Income Strategies, says there'...

Mandeep Singh, Bloomberg Intelligence Sr. Technology Analyst, breaks down the shifting AI landscape amid Sam Altman's move to Microsoft . Andrew Hollenhorst, Citi US Chief Economist, says there is no urgency for the Fed to cut rates . Terry Haines, Pangaea Policy Founder, discusses troubling new poll numbers for President Biden . Jane Foley, Rabobank Head of FX Strategy, says 2024 could see major...

Mohamed El-Erian, Bloomberg Opinion Columnist, guests hosts the show and says the 'enormous volatility' in the bond market needs to be corrected in order to restore the Fed's credibility . Stephanie Kelton, Stony Brook University Professor of Public Policy & Economics, says the Fed has effectively put fiscal policy on autopilot. Steve Chiavarone, Federated Hermes Head of Multi-Asset Solutions,...

Ellen Zentner, Morgan Stanley Chief US Economist, says the nearly two-year high in US continuing jobless claims represents a needed softening in the labor market. Bill Dudley, former New York Fed President & Bloomberg Opinion columnist, says there needs to be significant changes to the treasury market in order to restore strength . Chuck Grom, Gordon Haskett Senior Retail Analyst, says Walmart...

Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. Bloomberg's monthly program, Chief Future Officer, profiles these leaders and explores the impact they're making on their companies and industries. This episode, hosted by Ed Ludlow, focuses on Archer CFO Mark Mesler. He's steering the aviation company's finances...

Michelle Meyer, Mastercard Economics Institute North America Chief Economist, says October's slight drop in US retail sales doesn't take away from overall robust consumer spending . Diane Swonk, KPMG Chief Economist, details how the Fed will look to navigate a potential successful soft landing . Anastasia Amoroso, iCapital Chief Investment Strategist, says corporations could look to cut costs in 2...

Jay Bryson, Wells Fargo Chief Economist , and David Kelly, JPMorgan Asset Management Chief Global Strategist , break down October's US CPI report that shows a steady easing in inflation . Liz Suzuki, Bank of America Securities Analyst, says consumers are relying on excess savings amid the discomfort of higher rates . Greg Valliere, AGF Investments Chief US Policy Strategist, expects Congress to pa...

Thomas Kennedy, JP Morgan Private Bank Chief Investment Strategist, expects a growth slowdown in the US amid a decline in excess savings . Christian Scherer, Airbus Chief Commercial Officer, says the company is in an undersupplied situation coming out of the pandemic with high numbers of aircraft orders . Claudia Sahm, Sahm Consulting Founder, says the US is now closer to a recession than earlier...

At Bloomberg, we’re always talking about the biggest business stories, and no one is bigger than Elon Musk. In this new chat weekly show, host David Papadopoulos and a panel of guests including Businessweek’s Max Chafkin, Tesla reporter Dana Hull, Big Tech editor Sarah Frier, and more, will break down the most important stories on Musk and his empire. Listen wherever you get your podcasts. See omn...

Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says the markets need conviction that the Fed is done hiking rates. Annmarie Hordern, Bloomberg Editorial Chief Washington Correspondent, breaks down new election polling from Bloomberg/Morning Consult. Christian Horner, Oracle Red Bull Racing Team Principal & CEO, talks Oracle Red Bull Racing's dominance and previews the Las Vegas Gra...

Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, expects consolidation in the streaming industry in the coming years . Greg Valliere, AGF Investments Chief US Policy Strategist, discusses the third Republican primary debate. Cameron Dawson, Newedge Wealth Chief Investment Officer, says it's too early to know if the uplift in unemployment will barrel higher into next yea r....

Peter Tchir, Academy Securities Head of Macro Strategy, points to potential issues in the global supply chain amid ongoing geopolitical conflicts . Libby Cantrill, PIMCO Managing Director of Public Policy, says the margin of error for House Republicans to avoid a government shutdown has narrowed . Dan Ives, Wedbush Sr. Equity Research Analyst, predicts that Apple could look to buy ESPN. Alexander...