Bloomberg Surveillance - Bloomberg

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Introducing: The Bloomberg Daybreak Podcast Jan 02, 2024

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Bloomberg Daybreak delivers today's top stories, with context, in just 15 minutes. Subscribe to get the podcast by 6am Eastern every day.
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Bloomberg Surveillance: A Stellar Year for Equities Dec 29, 2023

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Sam Stovall, CFRA Chief Investment Strategist, advises going for breadth in equity investments next year. Mark Gurman, Bloomberg News Chief Correspondent, recaps another robust year for Apple and discusses the ongoing legal saga with the Apple Watch. Terry Haines, Pangaea Policy Founder, says markets may be undervaluing geopolitical and US domestic risks. Angela Stent, Brookings Institution Senior Fellow, breaks down the latest in the Russia-Ukraine war amid Russia's largest missile barrage since the invasion began. Josh Weinstein, Carnival CEO, walks through a year that saw record demand for the international cruise line.
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Bloomberg Surveillance: Cathie Wood On Bitcoin Dec 28, 2023

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Cathie Wood, Ark Investment Management CEO, CIO & Founder, recaps a prosperous year for Ark Invest ETFs and discusses her outlook on the crypto and technology sectors for 2024. Lara Rhame, FS Investments Chief US Economist, breaks down the final jobless claims data of 2023 and predicts a moderation in consumer spending next year. Mona Mahajan, Edward Jones Senior Investment Strategist, says bouts of volatility next year could provide opportunities for investors to get more involved. Geoff Yu, BNY Mellon Senior Market Strategist, says the US dollar has peaked and advises to pick any dollar shorts with caution. Ellen Wald, Atlantic Council Senior Fellow, discusses the latest in the global oil markets amid increasing instability in Red Sea trading.
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Bloomberg Surveillance: Keys for Investors in 2024 Dec 27, 2023

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Kristina Hooper, Invesco Chief Global Market Strategist, says the key for investors in 2024 is to be well-diversified.

Gerard Cassidy, RBC Capital Markets Large Cap Bank Analyst, advises a risk-on investment strategy going into the new year.

Steven Cook, Council on Foreign Relations Senior Fellow for Middle East & Africa Studies, says the US will opt to remain on the defensive amid recent escalations in the Red Sea.

Nadia Martin Wiggen, Svelland Capital Director, overviews the impacts of ongoing geopolitical conflicts on the global oil market.

Sel Hardy, CFRA Research Analyst, predicts a gradual recovery in the healthcare sector next year.

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Bloomberg Surveillance: Telsey Recaps Holiday Shopping Dec 26, 2023

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Dana Telsey, Telsey Advisory Group CEO, recaps a busy holiday shopping season and says there's been a moderation in consumer spending across all income levels.

Dan Ives, Wedbush Sr. Equity Research Analyst, predicts Apple will hit a whopping $4 trillion market capitalization next year.

Matt Miskin, John Hancock Investment Management Co-Chief Investment Strategist, predicts the Fed will have less influence over markets in 2024.

Tom Tzitzouris, Strategas Head of Fixed Income Research, says rate cuts are easier to justify for central banks outside the US than for the Fed.

Norman Roule, Center for Strategic & International Studies Senior Adviser, overviews escalating tensions in the Middle East as the Israel-Hamas war threatens to spill over.

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Bloomberg Surveillance: Mission Accomplished Dec 22, 2023

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Michael Gapen, Bank of America Securities Head of US Economics, says November's Core PCE inflation data supports a March rate cut from the Fed. Ed Yardeni, Yardeni Research President, calls for a bullish 5,400 on the S&P 500 by the end of 2024. Kim Wallace, 22v Research Head of Washington Policy Research, gives his end-of-year political recap and outlines his expectations for 2024. Deborah Cunningham, Federated Hermes Global Liquidity Markets CIO, says cash is continuing to enter the markets via deposit products and money market funds. Brian Kelly, The Points Guy founder, overviews the holiday travel season and says most of the current travel growth is international.
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Bloomberg Surveillance: The Bullish Case For 2024 Dec 21, 2023

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Steven Ricchiuto, Mizuho Securities Chief US Economist, reacts to a resilient US jobless claims report and cautions that the recession the market is pricing-in doesn't happen. Stuart Kaiser, Citi Head of US Equity Trading Strategy, says bullishness likely has a wider window to perform going into 2024. Susan Thornton, Paul Tsai China Center at Yale University Senior Fellow, expects a tumultuous year ahead for US-China relations. Robert Fishman, Moffettnathanson Sr. Research Analyst, discusses the potential merger of Warner Bros. Discovery and Paramount Global.
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Bloomberg Surveillance: End of the Everything Rally? Dec 20, 2023

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Michael Hirson, 22V Research Head of China Research, discusses a new NBC News report that claims Xi Jinping warned President Biden that Beijing intends to reunify Taiwan. Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, says we've already entered a global easing cycle. Jim Caron, CIO, Portfolio Solutions Group, Morgan Stanley Investment Management, advises a balanced portfolio approach going into what he expects to be a 'very rocky year'. Dan Ives, Wedbush Sr. Equity Research Analyst, says Apple margins will continue to expand despite pressure from EU regulators. Aaron David Miller, Carnegie Endowment for International Peace Senior Fellow, says 'huge' problems lie ahead for the US in addressing the Houthi attacks on Red Sea shipping vessels.
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Bloomberg Surveillance: Moynihan on Consumer Strength Dec 19, 2023

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Brian Moynihan, Bank of America Chairman & CEO, sits down with Bloomberg's David Westin for a conversation on the bank's eventful year in 2023 and his economic outlook going forward. Rich Clarida, PIMCO Global Economic Advisor, former Federal Reserve Vice Chairman & Columbia University Professor, says he doesn't think Fed Chair Powell made a mistake in suggesting rate cuts next year. Chris Hyzy, Merrill and Bank of America Private Bank Chief Investment Officer, says investors are eyeing a broadening out in the equity market over the next several years. Subadra Rajappa, Societe Generale Head of US Rates Strategy, expects the bond market rally to lose momentum going into the year-end. Ellen Wald, Atlantic Council Senior Fellow, discusses the impacts of attacks on commercial vessels in the Red Sea on the global oil market.
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Bloomberg Surveillance: Powell's Optimistic Outlook Dec 18, 2023

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Bill Dudley, former NY Fed President & Bloomberg Opinion columnist, says the market could be getting ahead of itself after Fed Chair Powell's optimistic outlook. Priya Misra, JP Morgan Asset Management Portfolio Manager, says markets are not pricing in the chance of Fed cuts below the 3% level. Jay Pelosky, TPW Advisory Principal & Founder, says that we're moving toward a rate cutting cycle in 2024. Elliot Ackerman, US Marine Corps Veteran & former White House Fellow, breaks down the latest on the Israel-Hamas war. Kevin Book, Clearview Energy Partners Co-Founder & Managing Director, discusses the impacts of ongoing attacks on commercial vessels in the Red Sea.
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