-Peter Tchir, Academy Securities Head of Macro Strategy -Lynn Martin, NYSE President -Torsten Slok, Apollo Chief Economist Peter Tchir of Academy Securities says the 'US exceptionalism' narrative has overstayed its welcome, believing the 'data started turning a couple of months ago.' NYSE President Lynn Martin discusses recent surveys of market participants about potential round-the-clock stock trading. Apollo's Torsten Slok overviews a busy week in economic data, maintaining his call that the F...
May 13, 2024•26 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 13th, 2024 Featuring: Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets Chris Verrone, Strategas Research Partners Head of Technical & Macro Research Jason Rekate, Head of Corporate Banking at Citi Lisa Mateo looks at the Front Pages of the World's newspapers Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https:...
May 13, 2024•30 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Jim Bianco and Craig Sterling. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
May 10, 2024•7 min
-Anastasia Amoroso, iCapital Chief Investment Strategist -Neil Dutta, Renaissance Macro Head of US Economic Research -Oliver Chen, TD Cowen Senior Equity Research Analyst Anastasia Amoroso of iCapital says the US has entered the 'last mile' of disinflation, and believes Fed rate cuts are still on the table this year. Neil Dutta of Renaissance Macro expects a 'more balanced mix' of economic growth going forward and agrees the case for rate cuts is 'still quite strong.' TD Cowen's Oliver Chen look...
May 10, 2024•25 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 10th, 2024 Featuring: Derek Halpenny, Head of Research, Global Markets EMEA & International Securities at MUFG Bank, discusses his global FX outlook and the UK exiting recession today Dan Ives, Senior Equity Analyst at Wedbush Securities, talks about Apple's AI play David Mericle, Chief US economist in Global Investment Research at Goldman Sachs, talks about th...
May 10, 2024•30 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Matt Hornbach and Wendy Schiller. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
May 09, 2024•5 min
-Eric Freedman, US Bank Asset Management Chief Investment Officer -David Lebovitz, JP Morgan Asset Management Global Strategist, Multi-Asset Solutions -David Malpass, Fmr. Under Secretary of the US Treasury for International Affairs & Fmr. President of the World Bank US Bank's Eric Freedman says the 'punishing' equity market favors the equal-weight S&P 500 index and brings risks to small-cap stocks. David Lebovitz of JP Morgan says 'the overall direction of the labor market and the wage ...
May 09, 2024•24 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 9th, 2024 Featuring: Scott Chronert, Citi Research Head of US Equity Strategy, talks about the outlook for a US recession and rate cutes Sarah House, Senior Economist at Wells Fargo, previews CPI and discusses recent Fed speak Wendy Schiller, Professor at Brown University, breaks down the latest DC headlines and the Israel-Hamas war Bloomberg's Lisa Mateo with her ...
May 09, 2024•25 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Rich Clarida and Kona Haque. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
May 08, 2024•6 min
-Tracie McMillion, Wells Fargo Head of Global Asset Allocation Strategy -Janet Henry, HSBC Global Chief Economist -Mandy Xu, CBOE Vice President & Global Markets Head of Derivatives Market Intelligence Tracie McMillion of Wells Fargo says waning consumer confidence could soon impact companies' pricing power. HSBC's Janet Henry says the Fed is likely to either cut in September or December, given the 'unusual' nature of an election month rate cut. Mandy Xu of CBOE outlines how markets are pric...
May 08, 2024•21 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 8th, 2024 Featuring: Emily Roland, co-chief Investment Strategist at John Hancock Investment Management, on earnings and outlook for US markets, and whether the US is facing a hard landing Rich Clarida, Global Economic Advisor at PIMCO, on the labor situation in the US and whether unemployment is ready to pop and what the inflation trend could look like in the US i...
May 08, 2024•35 min
-Steve Eisman, Neuberger Berman Senior Portfolio Manager -Mark Zandi, Moody's Analytics Chief Economist -Hugh Johnston, Disney CFO Neuberger Berman's Steve Eisman says he's not overly concerned about the US deficit or the timing of when the Fed cuts rates. Mark Zandi of Moody's Analytics shares a differing take on the deficit and says everything is pointing green for the Fed to start cutting.' Disney CFO Hugh Johnston discusses Disney's mixed second-quarter report and overviews the company's out...
May 07, 2024•36 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 7th, 2024 Featuring: Ken Leon, Director of Equity Research at CFRA, talks about Disney earnings Steve Eisman, Neuberger Berman Senior Portfolio Manager, discusses the outlook for Fed rate cuts in 2024 and whether the US could enter recession in the second half of 2024 Frances Donald, Chief Economist at Manulife Investment Management, talks about concerns of a hard ...
May 07, 2024•31 min
-Peter Tchir, Academy Securities Head of Macro Strategy -Veronica Clark, Citi Research US Economist -Ken Leon, CFRA Director of Equity Research Peter Tchir of Academy Securities says the perception of US exceptionalism is an 'old story that we're clinging on to.' Citi's Veronica Clark discusses the Fed's path forward on interest rates following soft April jobs numbers. Ken Leon of CFRA explains his firm's downgrade of Live Nation to "hold." See omnystudio.com/listener for privacy information....
May 06, 2024•23 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 6th, 2024 Featuring: Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, on why life's been good for large caps and the bifurcated market Jackie Bowie, Managing Partner at Chatham, discusses the outlook for Euro economies and stagflation across global markets outside the US Aoifinn Devitt, CIO at Moneta, on how bullish traders should be on equities head...
May 06, 2024•29 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Mark Zandi, Claudia Sahm, and Jurrien Timmer. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
May 03, 2024•7 min
-Mohamed El-Erian, Queens' College, Cambridge & Bloomberg Opinion -Jeff Rosenberg, BlackRock Senior Portfolio Manager -Pierre Ferragu, New Street Research Tech Infrastructure Head Mohamed El-Erian of Queens' College, Cambridge and BlackRock's Jeff Rosenberg react to April’s weaker-than-expected nonfarm-payrolls print. Pierre Ferragu of New Street Research breaks down Apple's stronger-than-expected first quarter earnings. See omnystudio.com/listener for privacy information....
May 03, 2024•22 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 3rd, 2024 Featuring: Jurrien Timmer, Director of Global Macro at Fidelity, bring us into the 830a jobs numbers and offers his reaction Mark Zandi, Chief Economist at Moody's Analytics, breaks down jobs numbers Claudia Sahm, Chief Economist at New Century Advisors and Bloomberg Opinion contributor, offers her perspective on this week's jobs figures and the US labor ...
May 03, 2024•29 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Anna Wong & Linda Duessel. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
May 02, 2024•6 min
-Andrew Hollenhorst, Citi Chief US Economist -Savita Subramanian, Bank of America Head of US Equity & Quantitative Strategy -Stephane Bancel, Moderna CEO Citi's Andrew Hollenhorst reacts to the Fed's decision to hold interest rates, saying inflation data will give the Fed the opportunity to cut rates this year. BofA's Savita Subramanian says the US will achieve a soft landing where the market adapts to higher rates. Moderna CEO Stephane Bancel reacts to better-than-expected first quarter ear...
May 02, 2024•22 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 2nd, 2024 Featuring: Jonathan Pingle, UBS Securities Chief Economist, talks about the Fed, Jay Powell, and where we stand with rate cuts after Powell's presser yesterday Steve Englander, Global head of G10 FX Research and of North America Strategy for Standard Chartered Bank, on the Fed reducing its hiking tail risk Michael Feroli, Chief US Economist at JPMorgan, r...
May 02, 2024•30 min
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.
May 01, 2024•27 min
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.
May 01, 2024•29 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Stuart Kaiser and Bryan Whalen. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
May 01, 2024•7 min
-Tony DeSpirito, BlackRock Global CIO of Fundamental Equities -Earl Davis, BMO Global Asset Management Head of Fixed Income & Money Markets -Jonathan Pingle, UBS Chief US Economist BlackRock's Tony DeSpirito sees 'an opportunity for stock pickers' ahead with earnings estimates normalizing between mega-cap stocks and the rest of the market. BMO's Earl Davis says US 10-yr yields could retest 5% and previews the Fed decision's impact on the treasury market. Jonathan Pingle of UBS reacts to stro...
May 01, 2024•26 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 1st, 2024 Featuring: Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas at BlackRock, on ways to play the Fed soft landing and unclear geopolitical outlook Stuart Kaiser, Head of US Equity Trading Strategy at Citi, on the data spooking markets pre-FOMC Brian Wieser, Principal at Madison & Walls, on Amazon earnings and can also discuss Paramoun...
May 01, 2024•30 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Rebecca Patterson and Anurag Rana. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Apr 30, 2024•7 min
-Ronald Temple, Lazard Chief Market Strategist -Robert Sockin, Citi Research Director -Amanda Lynam, BlackRock Head of Macro Credit Research Lazard's Ronald Temple says earnings breadth across the S&P 500 can improve 'if the customers get a return on investment' from big spending on AI. Citi's Robert Sockin reacts to the employment cost index's biggest acceleration in a year, saying the data is 'something akin to a really bad dream' for the Fed. BlackRock's Amanda Lynam says that 'it's a gre...
Apr 30, 2024•25 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney | April 30th, 2024 Featuring: Rebecca Patterson, former Chief Investment Strategist at Bridgewater, discusses the beginning of the current FOMC meetings and can comment on the yen's latest move George Goncalves, Head of US Macro Strategy at MUFG Securities, discusses the outlook for rates and a strong dollar and whether we'll see a rate cut this year Laura Davison, US...
Apr 30, 2024•26 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Dan Ives and Tina Fordham. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Apr 29, 2024•7 min
