Subadra Rajappa, Societe Generale Head of US Rates Strategy, sees a recession in the first half of 2024. Tom Forte, DA Davidson Sr. Research Analyst, discusses Apple as Citi sees another 30% upside. Paul Donovan, UBS Global Wealth Management Chief Economist, says we're seeing disinflation. Max Kettner, HSBC Chief Multi-Asset Strategist, says he struggles to see a big downside surprise in earnings. Clint Henderson, The Points Guy Managing Editor, discusses airline delays persisting ahead of the h...
Jun 30, 2023•35 min
Dana Peterson, The Conference Board Chief Economist, says good news is bad news for the Fed. Matthew Hornbach, Morgan Stanley Global Head of Macro Strategy, says equities in Japan look attractive. Elyse Ausenbaugh, J.P. Morgan Global Wealth Management Investment Strategist, says leadership in the next cycle will look different. Kona Haque, ED&F Man Head of Research, discusses commodities. Sonali Basak, Bloomberg News, discusses UBS tapping Morgan Stanley’s Tom Wipf to help lead Credit Suisse...
Jun 29, 2023•36 min
Chris Verrone, Strategas Partner & Head of Technical & Macro Strategy, says they've seen some "stalling in tech." Joseph Amato, Neuberger Berman President and Chief Investment Officer for Equities, says central bankers are still at the "center of the debate" with what will happen in the economy. Wei Li, BlackRock Global Chief Investment Strategist, discusses BlackRock's mid-year outlook. Helane Becker, TD Cowen Senior Research Analyst, discusses airlines preparing for the holiday travel ...
Jun 28, 2023•38 min
Stuart Kaiser, Citi Head of US Equity Trading Strategy, says we're seeing some "fatigue" in tech buying. Gita Gopinath, IMF First Deputy Managing Director, says a number of factors could be "muting the effect of monetary policy transmission," and as those effects decline, "we can start seeing more of a slowing in activity." Kit Juckes, Societe Generale Chief FX Strategist, sees weakness ahead for the dollar. Cameron Dawson, NewEdge Wealth CIO, believes in the 60/40 portfolio plus alternatives. D...
Jun 27, 2023•40 min
Ian Bremmer, Eurasia Group President, says Putin doesn't have "real friends" on the global stage.Amy Wu Silverman, RBC Capital Markets Head of Derivatives Strategy, says if tech goes, the market goes. Collin Martin, Schwab Center for Financial Research Fixed Income Strategist, says one more rate hike from the Fed is likely. Geoffrey Yu, BNY Mellon Senior Market Strategist, sees clear signs of a demand slowdown. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: http...
Jun 26, 2023•26 min
Adam Posen, Peterson Institute for International Economics President & Former BOE Monetary Policy Committee Member, sees the Fed getting above 5.5% before the end of the year. Michael Collins, PGIM Fixed Income Senior Portfolio Manager, says there's low risk of a deep recession. Linda Duessel, Federated Hermes Senior VP & Senior Equity Strategist, expects the Fed to keep higher for longer as they stick to their inflation target. Richard Haass, Council on Foreign Relations President, says...
Jun 23, 2023•1 hr 10 min
After the BOE raised interest rates by 50 basis points, Sree Kochugovindan, Abrdn Senior Research Economist, says there's still more to do. Thierry Wizman, Macquarie Global Interest Rates and Currencies Strategist, discusses Turkey's Lira sinking to weakest on record. Michael Gapen, BofA Securities Head of US Economics, says consumer spending continues to slow but at a moderate pace. Bruno Le Maire, France Economy & Finance Minister, says it is crucial to maintain a high level of investment ...
Jun 22, 2023•1 hr 4 min
Chris Harvey, Wells Fargo Securities Head of Equity Strategy, says we're seeing more of an economic malaise than recession. Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, says we're headed into an environment where 2-3% inflation will become the "norm." Amanda Lynam, BlackRock Head of Macro Credit Research, says there's room for spreads to move higher. Greg Valliere, AGF Investments Chief US Policy Strategist, says the number one story to watch out for th...
Jun 21, 2023•56 min
Claudia Sahm, Former Federal Reserve Economist, Bloomberg Opinion Columnist & Sahm Consulting Founder, says forget about a Fed cut this year. Scott Chronert, Citi US Equity Strategist, says we need to navigate recession risk. Meghan Swiber, BofA Director of US Rates Strategy, says yields are at attractive levels. Sebastien Page, T. Rowe Price Head of Global Multi-Asset & Chief Investment Officer, says the 60/40 portfolio needs to be "modernized." Terry Haines, Pangaea Policy Founder, dis...
Jun 20, 2023•38 min
On this Juneteenth holiday, Bloomberg's Sonali Basak brings us this Bloomberg Radio special report. See omnystudio.com/listener for privacy information.
Jun 19, 2023•34 min
In her new podcast, Bloomberg journalist Emily Chang sits down for intimate interviews with the biggest names at the intersection of tech, business, entertainment and culture. Join her every Thursday for a behind-the-scenes look at the most exciting and influential trends, and the big personalities behind them. Listen & Subscribe: Apple: apple.co/3NzkJda Spotify: spoti.fi/3Picljp Anywhere: bit.ly/3PiDrqK See omnystudio.com/listener for privacy information....
Jun 18, 2023•30 sec
Ann Miletti, Allspring Global Investments Head of Active Equity, says active managers are "mining for gold," searching for names that haven't been recognized. Jens Nordvig, Exante Data Fonder & CEO, Marketreader Founder & CEO, says investors aren't paying enough attention to the structural shifts of capital flow into China. Rep. French Hill, (R) Arkansas, says no one is threatening another default. John Lovallo, UBS US Homebuilders & Building Products Equity Research Analyst, doesn't...
Jun 16, 2023•47 min
Jordan Rochester, Nomura G-10 FX Strategist, says an ECB rate of 4% is not the base case but is "possible" after the latest 25 bps hike. Jay Bryson, Wells Fargo Chief Economist, says more shocks are hitting Europe than the US. Amy Wu Silverman, Head of Derivatives Strategy RBC Capital Markets, discusses the equity market following the Fed decision. Pat Toomey, Former Senator (R-PA), says Trump is his own worst enemy. Leland Miller, China Beige Book CEO & Co-Founder, discusses the PBOC loweri...
Jun 15, 2023•53 min
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 focuses on Monumental Sports & Entertainment CFO Peter Biché, who discusses his role in the growth of the $4 billion sports empire headed by Ted Leonsis. See omnystudio.com/listener for privacy info...
Jun 15, 2023•23 min
Bloomberg's Tom Keene and Lisa Surveillance discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision. See omnystudio.com/listener for privacy information.
Jun 14, 2023•28 min
Bloomberg's Tom Keene and Lisa Surveillance break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. See omnystudio.com/listener for privacy information.
Jun 14, 2023•31 min
Mike Wilson, Morgan Stanley Chief US Equity Strategist & Chief Investment Officer, says inflation will come down but "it's not going to be good for stocks." Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, suggests there could be a scenario in which the Fed "has to come back" if inflation doesn't go down. Anastasia Amoroso, iCapital Chief Investment Strategist, believes the Fed would need to go higher to really crack the economy. Mike Schumacher, Wells Fargo Glo...
Jun 14, 2023•55 min
Abby Joseph Cohen, Columbia Business School Professor & Retired Goldman Sachs Partner, says there's a divergence between investors and commentators on economic data. Sarah House, Wells Fargo Senior Economist, discusses the US May CPI print. Jacob J. Lew, Former US Treasury Secretary, says we're not yet done with seeing the impacts of higher interest rates. Wendy Schiller, Taubman Center for American Politics & Policy Director at Brown University, says the Trump indictment is a developmen...
Jun 13, 2023•45 min
Liz Young, SoFi Head of Investment Strategy, sees an ongoing appetite for tech among younger investors. Mike Mayo, Wells Fargo Managing Director, says US banks are winning. Robert Tipp, PGIM Fixed Income Chief Investment Strategist, says we're looking at a wage-price spiral. Jon Lieber, Eurasia Group Managing Director, United States, discusses Trump's indictment over classified documents. Ian Shepherdson Pantheon Macroeconomics Chief Economist, is hopeful the Fed has done enough. Get the Bloombe...
Jun 12, 2023•55 min
Binky Chadha, Deutsche Bank Chief Global Strategist and Head of Asset Allocation, says we could reach 5,000 on the S&P if a soft landing is achieved. Kathy Jones, Charles Schwab Chief Fixed Income Strategist, thinks the 5% higher yields are more punishment than reward. Terry Haines, Pangaea Policy Founder, discusses Trump's indictment over secret documents. Jeff Currie, Goldman Sachs Global Head of Commodities Research, say oil and copper are a liability right now. Nadia Calviño, Spanish Vic...
Jun 09, 2023•38 min
Matt Luzzetti, Deutsche Bank Chief US Economist, expects the Fed to skip next week, with a potential for more hikes to come. As money flows concentrate into mega cap companies, Kristen Bitterly, Citi Global Wealth Management Head of North America Investments, says this shows that the market is "rational." Edward Yardeni, Yardeni Research President, sees inflation reaching 3 to 4% by year end. Geoffrey Yu, BNY Mellon Senior Market Strategist, doesn't expect rate cuts from any major central banks ...
Jun 08, 2023•37 min
Despite cutting exposure to tech last year, Seema Shah, Principal Asset Management Chief Global Strategist, remains a long-term believer in the sector. Marilyn Watson, BlackRock Head of Global Fundamental Fixed Income Strategy, sees the Fed staying higher for longer. Wendy Schiller, Taubman Center for American Politics & Policy Director at Brown University, discusses Pence, Christie entering the '24 presidential race. Alberto Gallo, Andromeda Capital Management Co-Founder & CIO, says if ...
Jun 07, 2023•34 min
Emmanuel Roman, PIMCO CEO, says banks are going to be tight for capital. Julian Emanuel, Evercore ISI Chief Equity, Derivatives & Quant Strategist, says we're in a momentum market, raising his S&P target to 4,450. Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, says we haven't seen the full effect of rates. Dan Ives, Wedbush Sr. Equity Research Analyst, discusses Apple announcing its Vision Pro headset. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign ...
Jun 06, 2023•37 min
Anthony Capuano, Marriott International President & CEO, doesn't see the end of "YOLO" traveling happening anytime soon. Michael Gapen, BofA Securities US Economist, says good news is back to being bad news. Ellen Wald, Atlantic Council Sr. Fellow, discusses Saudi Arabia pledging to cut a million barrels a day in July. Ed Mills, Raymond James Washington Policy Analyst, says the 2024 elections will be a wildcard for markets. Get the Bloomberg Surveillance newsletter, delivered every weekday. ...
Jun 05, 2023•28 min
Randall Kroszner, University of Chicago Booth School Economics Professor & Fmr. Fed Governor, says unless the US gets an immaculate disinflation, he doesn't see the Fed cutting "anytime soon." Jeff Rosenberg, BlackRock Systematic Multi-Strategy Fund Portfolio Manager, says we are not really seeing a slowing in the labor market. Tiffany Wilding, PIMCO Chief North American Economist, discusses the May jobs report. Nadia Lovell, UBS Global Wealth Management Senior US Equity Strategist, says we'...
Jun 02, 2023•34 min
Bill Dudley, Bloomberg Opinion Columnist, Bloomberg Economics Senior Advisor & Former NY Fed President, says the Fed's usage of a "skip" versus a "pause" is to temper market expectations that they are "finished." Heidi Crebo-Rediker, Former US State Department Chief Economist, CFR Senior Fellow & International Capital Strategies Partner, discusses China's weak data. Alan Ruskin, Deutsche Bank Chief International Strategist, says a mild recession would be a soft landing scenario. Chuck Gr...
Jun 01, 2023•27 min
Bob Michele, JPMorgan Asset Management Head of Fixed Income, says he sees a recession by the end of the year and the Fed cutting rates by September. Rep. Bryan Steil, Republican from Wisconsin says the debt-limit bill is not perfect but its's a step in the right direction. Anglo Zino, Senior Equity Analyst at CFRA says he is a believer in Nvidia but he thinks there will be some AI fatigue. Emily Roland, John Hancock Investment Managemenet Co-Chief Investment Strategist says she continues to favo...
May 31, 2023•37 min
Jamie Dimon is in Shanghai for JPMorgan's China summit. It's the first time the bank's flagship event is being held in person since 2019. Bloomberg News sat down for a wide-ranging, exclusive interview with the JPMorgan CEO. Here is his interview with Bloomberg's Stephen Engle. See omnystudio.com/listener for privacy information.
May 31, 2023•19 min
Brian Levitt, Inveso Global Market Strategist, says we are close to the end of the tightening cycle. Mandeep Singh, Sr. Technology Analyst for Bloomberg Intelligence on Nvidia's march toward $1 trillion market value. Greg Valliere, Chief US Policy Strategist at AGF investments says, House Speaker Kevin McCarthy is a "serious player" following the weekend's debt ceiling negotiations. Katy Kaminski, Chief Research Strategist at Alphasimplex says, she's looking for a breakout in US treasury yields....
May 30, 2023•33 min
Mike Wilson, Morgan Stanley Chief US Equity Strategist, says the bear market is continuing. Megan Greene, Kroll Institute Global Chief Economist, says the Fed is not finished here. Jeannette Lowe, Strategas Managing Director of Policy Research, says crossing the X-date would not necessarily mean a US default. Dan Ives, Wedbush Senior Equity Analyst, says AI could add "another $30 per share to the Apple story." Daniel Ricciardo, Red Bull Racing Reserve Driver & 2018 Monaco Grand Prix Winner, ...
May 26, 2023•38 min
