Bloomberg Surveillance

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Jamie Dimon joins Bloomberg News to discuss the debt ceiling, the regional banking crisis and the US economy. The CEO of JPMorgan Chase speaks with Bloomberg's Francine Lacqua from the bank's Global Markets Conference in Paris.  See omnystudio.com/listener for privacy information.

Jan Hatzius, Chief Economist at Goldman Sachs, says the market is being overly aggressive in pricing in Fed rate cuts. Cameron Dawson, NewEdge Wealth CIO, says the risk of recession is high but we're not seeing the 'whites of the eyes' in the hard data. Peter Tchir, Head of Macro Strategy at Academy Securities, says people in Washington DC have lost focus, and there's plenty of other things we sho...

US Treasury Secretary Janet Yellen sat down for an exclusive interview with Bloomberg News. She speaks with Bloomberg's Annmarie Hordern on the sidelines of a Group of Seven gathering of finance officials in Niigata, Japan.  See omnystudio.com/listener for privacy information.

Jamie Dimon, JPMorgan Chase Chairman & CEO, says the debt ceiling issue is potentially catastrophic, and says "you will have panic" the closer the US gets to a default. After PPI data and initial jobless claims, as well as the BOE's rate hike, John Ryding, Chief Economic Advisor at Brean Capital, says a recession in the US and UK is inevitable. Gabelli Funds Co-CIO, explains exactly where he w...

Chief Financial Officers now play a critical role in shaping business strategy and positioning organizations to meet future challenges. This episode focuses on LPGA CFO Kathy Milthorpe, whose career at the leading U.S. women's golf association began over 30 years ago. Milthorpe and LPGA Commissioner Mollie Marcoux Samaan speak with Scarlet Fu about the opportunities ahead for the LPGA -- with reco...

Bill Dudley, Former NY Fed President, Bloomberg Opinion Columnist & Bloomberg Economics Senior Adviser, says its hard to see 2% inflation with the labor market this tight and wages this high. Mario Gabelli, Gabelli Funds Co-CIO, explains exactly where he would put money to work amid all the market uncertainties. Rep French Hill, (R) Arkansas, says Treasury Secretary Yellen could "step in right...

Heidi Crebo-Rediker, CFR Senior Fellow, International Capital Strategies Partner & Former US State Department Chief Economist, says "there must be market pressure" in order for politicians to act on the debt ceiling. Robert Tipp, PGIM Fixed Income Chief Investment Strategist & Head of Global Bonds, says we can see a drop in yields and a widening of credit spreads if there is an "accidental...

 Jelena McWilliams, Former FDIC Chair & Cravath Swaine & Moore Partner, says regional banks must manage risk. Daleep Singh, PGIM Fixed Income Chief Global Economist, says congress is as polarized as its ever been. David Lebovitz, JPMorgan Asset Management Global Market Strategist, says the recent growth data and US jobs report don't suggest a recession. Subadra Rajappa, Societe Generale He...

Economics & Fmr. Fed Governor, says the Fed is not going to quit until the labor market quits. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says "the tightening is yet to show up" as the US unemployment rate falls to 3.4% in April. Tiffany Wilding, PIMCO Chief US Economist, discusses the payrolls report beating estimates. Chris Marinac, Janney Montgomery S...

Katrina Dudley, Franklin Mutual Series Portfolio Manager, says the ECB is signaling "that the core inflation number is still too high," following a 25 basis point hike by the central bank. Steven Ricchiuto, Mizuho Chief US Economist, says the Fed should end quantitative tightening. Matthew Monks, Bloomberg News, discusses PacWest weighing strategic options. Wei Li, BlackRock Global Chief Investmen...

Bill Dudley, former Federal Reserve Bank of New York President and Jeffrey Rosenberg, BlackRock Financial Managing Director, discuss the latest rate decision and Chair Powell's news conference. They speak with Tom Keene, Jon Ferro and Lisa Abramowicz on a special edition of Bloomberg Surveillance.   See omnystudio.com/listener for privacy information.

Richard Clarida, PIMCO Global Economic Advisor and former Fed Vice Chair, breaks down the most recent Federal Reserve rate decision. He speaks with Tom Keene, Jon Ferro and Lisa Abramowicz on a special edition on Bloomberg Surveillance.  See omnystudio.com/listener for privacy information.

Betsy Duke, Former Wells Fargo Chair & Former Fed Governor, says the Fed has to be careful not to signal any movement toward this rate cut that this market is expecting. Bruce Kasman, JPMorgan Chief Economist and Head of Global Economic Research, says the case for the Fed to ease "is not that strong." David Chiaverini, Wedbush Securities Equity Research Director, says he could see the Fed pivo...

Anna Han, Wells Fargo Securities Equity Strategist, says earnings contraction is already occurring. Gerard Cassidy, RBC Capital Markets Head of U.S. Bank Equity Strategy & Large Cap Bank Analyst, discusses JPMorgan's acquisition of First Republic. Thierry Wizman, Macquarie Global Interest Rates and Currencies Strategist, says the debt ceiling might "come down to the wire." Mike Krack, Aston Ma...

Chris Marinac of Janney Montgomery Scott says First Republic Bank was caught in the 'friendly fire' from the collapse of Silicon Valley Bank. Kathy Jones, Chief Fixed Income Strategist at Charles Schwab says "it's hard to divorce the Fed's actions from what's happening in the banking sector". Mayra Rodriguez Valladares, Managing Principal at MRV Associates, does not agree with JPMorgan CEO Jamie D...

Seema Shah, Chief Global Strategist at Principal Asset Management says "stagflation by far is the worst case scenario." Phil Orlando, Chief Equity Market Strategist at Federated Hermes says they're "expecting negative GDP prints in the third and fourth quarter of this year." Doug Kass, Seabreeze Partners President reveals why, just this week, he moved back into a net short position, drawing witty...

Lindsey Piegza, Stifel Chief Economist, says the US is losing momentum, but is still resilient following the latest GDP print. Michael Nathanson, SVB MoffettNathanson Senior Research Analyst, says Meta is a $300 stock. Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, expects the market will end the year higher than 4,200. Bob Doll, Crossmark Global Investments CIO, sa...

Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, says "basically every traditional leading indicator of recession is flashing red." Peter Tchir, Academy Securities Head of Macro Strategy, says we're in a slow bleed into recession. Christopher Marinac, Janney Montgomery Scott Director of Research, says First Republic needs "a solution and they need one very qu...

Henrietta Treyz, Veda Partners Economic Policy Research Director, discusses President Joe Biden's 2024 reelection bid. Charles Kantor, Neuberger Berman Long Short Fund and Large Cap Growth Fund Senior Portfolio Manager, says Microsoft, Google, Amazon and Meta are all well positioned to win when it comes to AI. Christopher Marinac, Janney Montgomery Scott Director of Research, discusses First Repub...

Jens Nordvig, Exante Data Founder & CEO and MarketReader Founder & CEO says the combination of "too high inflation and growth that's actually getting better means it's very, very hard for the ECB to relax." Margie Patel, Allspring Global Investments Sr. Portfolio Manager, still likes the tech sector. Dana Peterson, The Conference Board Chief Economist, expects between 1.5-2% growth on the...

Priya Misra, TD Securities Head of Global Rates Strategy, says we don't know the Fed's pain threshold and the market is going to grapple with that for the rest of the year. Daniel Ives, Wedbush Senior Equity Analyst, discusses Tesla and upcoming big tech earnings. Neil Dutta, Renaissance Macro Research Head of US Economic Research, says a "cliff dive moment" in the second quarter is not happening....

Seth Carpenter, Morgan Stanley Global Chief Economist, doesn't expect the Fed to cut to zero "even if we did get a mild recession." Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, sees banking pressures lingering for longer as they undergo an "unwind" process from fiscal and monetary expansion. Christopher Marinac, Janney Montgomery Scott Director of Research, discusses re...

Matthew Luzzetti, Deutsche Bank Chief US Economist, expects the Fed to be cutting rates more aggressively. Gerard Cassidy, RBC Capital Markets Head of U.S. Bank Equity Strategy & Large Cap Bank Analyst, discusses Morgan Stanley earnings. Liz Ann Sonders, Charles Schwab Chief Investment Strategist, sees a return to a trading environment of higher inflation volatility. Michael O'Leary, Ryanair C...

Jim Zelter, Apollo Asset Management Co-President, says we're in a "transition period" as markets face a higher cost of capital in debt financing. Dan Greenhaus, Solus Alternative Asset Management Chief Strategist, doesn't think we're close to a recession. Kathy Bostjancic, Nationwide Chief Economist, says consumers are still feeling the weight of high inflation. David Konrad, KBW Large Cap US Bank...