Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Bloomberg Surveillance TV: April 4, 2024 Apr 04, 2024

Show notes

-Jean Boivin, Head of BlackRock Investment Institute
-Becky Frankiewicz, Chief Commercial Officer, President North America at ManpowerGroup
-Michael Hirson, Head of China Research 22V Research

Jean Boivin, Head of BlackRock Investment Institute, says the economy has entered 'a new regime' and is bullish on risk assets going forward. Becky Frankiewicz of ManpowerGroup reacts to higher-than-expected weekly jobless claims and discusses the 'amazing' resiliency of the US labor market. Michael Hirson, Head of China Research at 22V Research, breaks down Treasury Secretary Janet Yellen's visit to China.

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Critical Jobs Friday Paves the Path for Rate Cuts Apr 04, 2024

Show notes

Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney April 4th, 2024
Featuring:

Rebecca Patterson, former Chief Investment Strategist at Bridgewater Associates, joins to talk about what we can expect from jobs on Friday and CPI next week
Meghan Swiber, Director of US Rates Strategy at Bank of America, joins to talk about recent Fed speak and what we've heard from Jay Powell, and whether we'll actually see a rate cut in 2024
Larry McDonald, founder at The Bear Traps Report, on his new book "How to Listen When Markets Speak"
Bloomberg's Lisa Mateo with her Newspaper Headlines

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Single Best Idea with Tom Keene: Robert D. Kaplan & Ed Morse Apr 03, 2024

Show notes

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Robert D. Kaplan and Ed Morse.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

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Bloomberg Surveillance TV: April 3, 2024 Apr 03, 2024

Show notes

-Eric Veiel, CIO & Head of Global Investments, T. Rowe Price
-Michael Collins, Executive Portfolio Advisor, PGIM Fixed Income
-Eric Cantor, Vice Chairman & Managing Director at Moelis & Company, Former House Majority Leader
Eric Veiel, T. Rowe Price CIO & Head of Global Investments, says he's 'dramatically neutral' between stocks and bonds amid an uncertain path forward for the Fed. Michael Collins, PGIM Fixed Income Executive Portfolio Advisor, sees value in long-term treasury yields amid a robust economic backdrop in the US. Former House Majority Leader Eric Cantor, Vice Chairman & Managing Director at Moelis & Company, says the market will eventually reject the 'continued incurrence of debt', but the signs aren't there yet.

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Markets Weigh Rate Cut and Geopolitical Risks Apr 03, 2024

Show notes

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 3rd, 2024
Featuring:

Matt Luzzetti, Chief US Economist at Deutsche Bank, discusses his eco outlook for Q2 and how high prices may weigh further on consumers into the summer
Ed Morse, Senior Advisor at Hartree Partners, discusses energy, commodities, and growing risks in the market and risks to demand
Robert D. Kaplan, author of "The Loom of Time," on geopolitical concerns ranging from escalating Middle East tensions and China to uncertainty for Ukraine as they combat Russian aggression
Bloomberg's Lisa Mateo with her Newspaper Headlines

Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance

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Fed Seen Delaying Rate Cuts and Gold Surges to Record Apr 02, 2024

Show notes

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney April 2nd, 2024
Featuring:

Kathy Jones, Chief Fixed Income Strategist at Charles Schwab, discusses fixed income opportunities in 2024 and positioning for a correction
Jason Furman, Professor of the Practice of Economic Policy at Harvard, on the "balance of worry" in the Feb jobs report, and why we could be tilting from inflation to recession
Axel Merk, co-founder and CIO at Merk Investments, on how high gold can go
Bloomberg's Lisa Mateo with her Newspaper Headlines

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Single Best Idea with Tom Keene: Jason Furman & Gene Munster Apr 02, 2024

Show notes

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Jason Furman and Gene Munster.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: April 2, 2024 Apr 02, 2024

Show notes

-Phil Orlando, Chief Equity Strategist & Head of Client Portfolio Management, Federated Hermes
-Steven Cook, Middle Eastern Senior Fellow, Council on Foreign Relations
-Troy Gayeski, Chief Market Strategist, FS Investments
Phil Orlando of Federated Hermes says the equity rally will broaden out and expects oil prices to climb higher through the year amid geopolitical uncertainty. Steven Cook, Middle Eastern Senior Fellow at the Council on Foreign Relations, says Iran will likely pressure the US to bring Israel to heel or raise a 'storm of violence in the region'. Troy Gayeski of FS Investments says the back-end of the yield curve could return to 5% levels if the Fed doesn't cut rates.

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Single Best Idea with Tom Keene: Jim Caron & Kona Haque Apr 01, 2024

Show notes

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Jim Caron and Kona Haque.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

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Bloomberg Surveillance TV: April 1, 2024 Apr 01, 2024

Show notes

-Jay Pelosky, TPW Advisory Principal & Founder
-Peter Tchir, Academy Securities, Head Of Macro Strategy
-Bill Dudley, Fmr. NY Fed President & Bloomberg Opinion columnist
Jay Pelosky, TPW Advisory Principal & founder, says commodities are a major opportunity in the global market. Peter Tchir of Academy Securities says the equity market is 'frothy and overextended' into tech and is positioned for a rotation. Former New York Fed President Bill Dudley discusses why last year's banking crisis could happen again.

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