Bloomberg Surveillance

Minneapolis Fed President Neel Kashkari says p olicymakers have yet to win the fight against inflation, and that they will consider more tightening if needed. Neil Dutta, Renaissance Macro Research US Economic Research Head, says a rebalanced labor market could led to a rate cut . Katy Kaminski, AlphaSimplex Chief Research Strategist, expects more potential buying for treasuries in the short-term...

Mandy Xu, CBOE Global Markets VP & Head of Derivatives Market Intelligence, advises monitoring multiple asset classes going into the year-end. Michael O'Leary, CEO of Ryanair, says the airline remains committed to Boeing despite delays in aircraft deliveries. Amanda Lynam, BlackRock Head of Macro Credit Research, says there's an increased focus on selectively from credit investors . Julie Norm...

Matt Miller and Hannah Elliott have a new podcast focused on cars. Listen for drive reviews, news updates and dealership details from auto industry insiders.      If you like this episode, download more and subscribe on Apple , Spotify or anywhere you get your podcasts .      Apple: http://apple.co/4935eTf       Spotify: http://spoti.fi/3MaWkJT       Anywhere: http://bit.ly/3QqrPC2       See omnys...

Randy Kroszner, University of Chicago Booth School Professor of Economics, and Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, discuss the softer-than-expected October US jobs report . Gene Munster, Deepwater Asset Management Managing Partner and Anurag Rana, Bloomberg Technology Senior Analyst, recap Apple's sluggish 3Q earnings report . Terry Haines, Pangaea Po...

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...

Sree Kochugovindan, abrdn Senior Research Economist, breaks down the Bank of England's decision to keep rates unchanged . Greg Valliere, AGF Investments Chief US Policy Strategist, discusses the Israel-Hamas war and its political impact in Washington. Jonathan Pingle, UBS Chief US Economist, says a slowdown in the US labor market would lead to a slowing in inflation. Geetha Rananathan, Bloomberg I...

Bloomberg's Tom Keene 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 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.

Seth Carpenter, Morgan Stanley Chief Global Economist, and Mark Cabana, Bank of America Head of US Rates Strategy, break down the US Treasury's refunding announcement . Dom Konstam, Mizuho Securities Head of Macro Strategy, previews the Federal Reserve's rate decision . Win Thin, Brown Brothers Harriman & Co. Global Head of Currency Strategy, expects Japanese yields to continue to rise after t...

Mark McCormick, TD Bank Global Head of FX & EM Strategy, analyzes the Bank of Japan's decision to loosen its grip on government bond yields . John Stoltzfus, Oppenheimer Asset Management Chief Investment Strategist, says the Fed's sensitivity has enabled the resilience of the US consumer. Aaron David Miller, Carnegie Endowment for International Peace Senior Fellow, discusses the latest in the...

Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says confidence across all sectors in the equity market remains fragile . Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, says that fiscal support at the federal and state levels is reducing the odds of a recession . Elliot Ackerman, Former White House Fellow, US Marine Corps Veteran & Co-Author of 2034: A Novel of the...

Lara Rhame, FS Investments Chief US Economist, breaks down today's core PCE price index which showed that both inflation and consumer spending rose in September. Isaac Boltansky, BTIG Policy Research Director, predicts that the chaos in the House will lead to a shutdown later this year. Lisa Shalett, Morgan Stanley Chief Investment Officer of Wealth Management, says that we've entered within 50 ba...

Jeremy Stretch, CIBC Head of G10 FX Strategy, breaks down the European Central Bank's decision to leave interest rates unchanged. Lindsey Piegza, Stifel Chief Economist, discusses the US economy's fast-paced growth in the last quarter. Ed Mills, Raymond James Washington Policy Analyst, says the US won't face a government shutdown in November after Congress elected a House Speaker . Mandeep Singh,...

Mandeep Singh, Bloomberg Intelligence Senior Technology Analyst, breaks down a busy week of tech earnings starting with Microsoft and Alphabet . Marvin Loh, State Street Senior Global Macro Strategist, says the Fed will maintain its higher-for-longer policy for longer than many expect. Greg Valliere, AGF Investments Chief US Policy Strategist, believes President Biden has enough support in Congres...

Jenny Johnson, Franklin Templeton President & CEO, shares concerns about spiraling US debt and its impact on interest rates. Mandeep Singh of Bloomberg Intelligence discusses the latest in tech earnings . Cameron Dawson, Newedge Wealth Chief Investment Officer, says the Fed's higher-for-longer policy is starting to bite . Paul Jacobson, General Motors Chief Financial Officer, discusses GM's 3Q...

Wei Li, BlackRock Global Chief Investment Strategist, says there's a need for a repricing of risk assets to reflect the higher rate environment . Tom Tzitzouris, Strategas Head of Fixed Income Research, says that continued high interest rates will bite all corners of the economy . Kathy Bostjancic, Nationwide Mutual Insurance Chief Economist, expects wage growth to level off as the Fed works to lo...

John Bolton, former National Security Advisor and former US Ambassador to the UN, says the US has failed to coherently monitor the situation in the Middle East for close to two decades. Meera Pandit, Global Market Strategist at JPMorgan Asset Management, expects to see continued challenges to the bond market . Greg Valliere, Chief US Policy Strategist at AGF Investments, says the case for US aid t...

Speaking at the Economic Club of New York, Federal Reserve chair Jerome Powell suggested the Fed could hold interest rates steady again at its next meeting. But, he warned a future hike isn't out of the question. Powell sat down for an exclusive conversation with Bloomberg Wall Street Week host David Westin, following his remarks. See omnystudio.com/listener for privacy information.

Claudia Sahm, Founder of Sahm Consulting, expects the Fed to get inflation back to 2% in the near future. Mark Esper, former US Secretary of Defense, wants to see a stronger consensus among Western leaders connecting the attacks in Israel to Iran. Cameron Dawson, Chief Investment Officer at Newedge Wealth, says consumer spending is starting to soften. Seema Shah, Chief Global Strategist at Princip...

Jon Lieber, US Managing Director at Eurasia Group, says the US could potentially become involved in the Israel-Hamas war if strikes happen beyond Gaza. Will Kennedy of Bloomberg News doesn't see a major disruption to oil flow in the short-term. Gerard Cassidy, Large Cap Bank Analyst at RBC Capital Markets, reacts to Morgan Stanley's sluggish 3Q earnings. Binky Chadha, Chief Global Strategist &...

Bob Doll, Crossmark Global Investments Chief Investment Officer, says margins will come under pressure going forward. Greg Daco, EY Chief Economist, discusses September's strong retail sales report. Meghan Graper, Barclays Global Debt Capital Markets Co-Head, says that more discipline is being applied to investment decisions. Sri Natarajan, Bloomberg News, says recent banks earnings reflect a 'tra...

Peter Tchir, Academy Securities Head of Macro Strategy, says his favorite hedge at the moment is calls on the treasury market. Steven Major, HSBC Global Head of Fixed Income Research, says there's evidence of capitulation in the markets. Julie Norman, UCL Centre on US Politics Co-Director, says the Israel-Hamas war will define what direction the region goes next. Erika Najarian, UBS Large-Cap Bank...

ECB President Christine Lagarde, IMF First Deputy Managing Director Gita Gopinath and WTO Director General Ngozi Okonjo-Iweala speak with Bloomberg's Tom Keene at the IMF Meeting in Marrakech, Morocco. See omnystudio.com/listener for privacy information.

Sonali Basak, Bloomberg News, discusses Citi, JPMorgan and Wells Fargo earnings. Ken Leon, CFRA Director of Equity Research, says banks can continue to enjoy net interest income growth if they "hold the line" in deposit costs and the Fed stays higher for longer. Greg Boutle, BNP Paribas Head of US Equity & Derivatives Strategy, believes the Fed has put in its last hike but there is a risk they...

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 profiles Martin Hoffmann, who holds two leadership positions at the Swiss athletic footwear and appare...