Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Instant Reaction: Jay Powell on Fed Policy Mar 20, 2024

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Bloomberg's Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision

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Instant Reaction: The Fed Decides Mar 20, 2024

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Bloomberg's Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance

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Fed Decision Day Mar 20, 2024

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 20th, 2024
Featuring:

Bob Michele, Managing director and CIO at JP Morgan Asset Management, on today's Fed decision
Dennis Lockhart, former President of Atlanta Federal Reserve, on previewing today's Fed decision
Frances Donald, Chief Global Economist at Manulife Investment Management, on what she expects to see from the Fed and concern about the labor market
Bloomberg's Lisa Mateo with her Newspaper Headlines

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Bloomberg Surveillance TV: March 20, 2024 Mar 20, 2024

Show notes

-Wei Li, Global Chief Investment Strategist, BlackRock
-Steven Major, Global Head of Fixed Income Research, HSBC
-Jan Hatzius, Chief Economist, Goldman Sachs
Goldman Sachs Chief Economist Jan Hatzius says the Fed's concerns about the economy 'have moved into the rearview mirror' ahead of its March meeting. Wei Li, Global Chief Investment Strategist at BlackRock, says the bar is high for markets to 'abandon this narrative of immaculate disinflation'. HSBC Global Head of Fixed Income Research Steven Major says the Fed doesn't need to reach its 2% inflation target before cutting interest rates.

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End of YCC and Other Rate Decisions Mar 19, 2024

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 19th, 2024
Featuring:

Jennifer Lee, Senior Economist at BMO Capital Markets, on this week's central bank decisions, including the Fed, BOE, and BOJ
Alex Chaloff, CIO at Bernstein Private Wealth Management, on market outlook for 2024 and if we'll see a recession
Vince Cignarella, Bloomberg News Marco Strategist, on why he thinks we won't see a 2024 rate cut
Bloomberg's Lisa Mateo with her Newspaper Headlines

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Bloomberg Surveillance TV: March 19, 2024 (Bank of America Special) Mar 19, 2024

Show notes

-Brian Moynihan, Bank of America Chairman & CEO
-Savita Subramanian, BofA Head of US Equity & Quantitative Strategy & Jill Carey Hall, BofA Head of U.S. Small and Mid-Cap Strategy
-Michael Gapen, BofA Global Research Head of US Economics & Aditya Bhave, BofA Global Research Senior US Economist
Bank of America Chairman & CEO Brian Moynihan discusses the state of the US economy, 'resilient' US consumers and the 'slow burn' of commercial real estate. Bank of America equity strategy heads Savita Subramanian & Jill Carey Hall on where they see 'euphoria' and opportunities in the global market. Michael Gapen, BofA Global Research Head of US Economics & Aditya Bhave, BofA Global Research Senior US Economist, discuss the mixed messages from recent economic data and the Fed's upcoming decision on interest rates.

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Bloomberg Surveillance TV: March 18, 2024 Mar 18, 2024

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Barclays CEO C.S. Venkatakrishnan discusses Barclays' three-year restructuring plan that aims to return over $12 billion to shareholders and expand relationships with sovereign wealth funds. Monica DiCenso, Head of Global Investment Opportunities at JP Morgan Private Bank, says equities are well-positioned across the S&P 500. Sahm Consulting founder Claudia Sahm, former Federal Reserve Economist & Bloomberg Opinion columnist, says she expects the Fed to hold rates steady on Wednesday and hopes for 'most boring meeting ever.'

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Markets Anticipate Fed Decision Mar 18, 2024

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 18th, 2024
Featuring:

Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, on market technicals and how the S&P will respond to this week's Fed decision
David Katz, CIO at Matrix Asset Advisors, on stock picks and outlook for indicies in 2024
Dana D'Auria, Co-CIO at Envstnet, on equities, asset allocation, and valuations
Bloomberg's Lisa Mateo with Newspaper Headlines

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Single Best Idea with Tom Keene: Ed Yardeni & Dan Ives Mar 15, 2024

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Ed Yardeni and Dan Ives
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Bloomberg Surveillance Television: March 15, 2024 Mar 15, 2024

Show notes

John Stoltzfus, Oppenheimer Chief Investment Strategist, says 'insidious' inflation will likely push the Fed's interest rate cuts to the second half of the year. Sarah Hunt, Alpine Saxon Woods Chief Market Strategist, says AI stocks are backed by actual cashflow and not 'running on a promise.' Ian Lyngen, BMO Capital Markets Head of US Rates Strategy, says this week's inflation and retail sales data 'hints of the specter of stagflation.'

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