Bloomberg Surveillance

-Lara Rhame, FS Investments Chief Economist -Subadra Rajappa, Société Générale Head of US Rates Strategy -Sam Stovall, CFRA Chief Investment Strategist -Ed Bastian, Delta Air Lines CEO Lara Rhame of FS Investments and Subadra Rajappa of Société Générale react to April's core PCE deflator that met expectations and discuss how it impacts the treasury market and the Fed's June meeting. Sam Stovall of CFRA says the stock market has historically entered a 'summertime snooze' after Memorial Day, but this year could be different. Delta Air Lines CEO Ed Bastian joins Bloomberg's Guy Johnson in Dubai and talks travel demand, consumer spending and challenges facing the airline industry. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 31st, 2024 Featuring: Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Nick Akerman & Neil Dutta. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Donald Trump was found guilty in the first criminal trial of a former US president in the nation’s history, a verdict that could reshape the political landscape five months before Election Day. Bloomberg TV and Radio hosts Joe Mathieu and Kailey Leinz offer instant analysis and perspective with key guests just as the verdict was announced. See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Barry Eichengreen & Wendy Schiller. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

-Robert Sockin, Citi Research Senior Global Economist -Michael Cloherty, UBS Head of US Rates Strategy-Wamsi Mohan, BofA Securities Senior IT Hardware Analyst -Lorenzo Simonelli, Baker Hughes CEO Robert Sockin of Citi and Michael Cloherty of UBS react to US weekly jobless claims that exceeded estimates and discuss whether the Fed should reconsider its short-term interest rate target. Wamsi Mohan of BofA Securities explains why he raised his price target for Dell and how tech hardware companies are poised for success in the age of AI. Baker Hughes CEO Lorenzo Simonelli discusses what's next for the energy sector as new data from the EIA shows the US leading global oil production for the sixth straight year. See omnystudio.com/listener for privacy information.

Description:Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 30th, 2024 Featuring: Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceZ See omnystudio.com/listener for privacy information.

Is cryptocurrency the next logical evolution of the monetary system? To explore whether we’re at an inflection point, we’ll look back at moments in the history of money when how we paid for things and stored value long-term changed for the better. This episode is sponsored by Coinbase. See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Amanda Lynam & Jim K. Glassman. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

-Victoria Fernandez, Crossmark Global Investments Chief Market Strategist -Neil Dutta, Renaissance Macro Head of US Economic Research -Tony Rodriguez, Nuveen Asset Management Head of Fixed Income Strategy -Tom Steyer, Galvanize Climate Solutions Co-Founder Crossmark's Victoria Fernandez advises a 'cautious approach' for US investing as earnings growth has largely consolidated within mega-cap tech stocks. Neil Dutta of Renaissance Macro and Tony Rodriguez of Nuveen discuss what's next for the Fed, the labor market and inflation. Former Democratic Presidential candidate and co-founder of Galvanize Climate Solutions Tom Steyer talks about his new book, "Cheaper, Faster, Better: How We’ll Win the Climate War." See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 29th, 2024 Featuring: Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceZ See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Amanda Agati & Mike Green. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

-Lori Calvasina, RBC Capital Markets Head of US Equity Strategy -Pooja Sriram, Barclays VP, US Economics Research -Deborah Cunningham, Federated Hermes Chief Investment Officer, Global Liquidity Markets -Steven Pagliuca, Bain Capital Private Equity Senior Advisor + PagsGroup Chair, CEO and Founder, Boston Celtics and Atalanta BC co-owner RBC's Lori Calvasina says investors are facing 'a lot of fog' around what the next year brings for markets. Pooja Sriram of Barclays and Deborah Cunningham of Federated Hermes share their outlooks for the Federal Reserve, inflation and whether current policy is restrictive. Boston Celtics and Atalanta BC co-owner Steven Pagliuca discusses how he's built success across two storied franchises as Atalanta celebrates its Europa League title and the Celtics return to the NBA Finals. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 28th, 2024 Featuring: Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceZ See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Robbert van Batenburg & Skylar Montgomery Koning. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

-Jay Pelosky, TPW Advisory Principal & Founder -Kathy Bostjancic, Nationwide Mutual Insurance Chief Economist -Alberto Gallo, Andromeda Capital Management CIO -Patrick De Haan, GasBuddy Analyst Jay Pelosky of TPW Advisory overviews his global investment outlook, saying every company and government in the world will have to join the AI race. Kathy Bostjancic of Nationwide and Alberto Gallo of Andromeda discuss what's next for inflation, fiscal stimulus and the Fed's path to cut rates. Patrick De Haan of GasBuddy breaks down gas prices and his expectations for summer travel ahead of the year's busiest weekend on US highways. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 24th, 2024 Featuring: Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceZ See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Sebastien Page & Gene Munster. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

-Sarah Hunt, Alpine Saxon Woods Chief Market Strategist -Holger Schmieding, Berenberg Chief Economist -Dana Peterson, The Conference Board Chief Economist-Matthew Diczok, Bank of America Head of Fixed Income Strategy Sarah Hunt of Alpine Saxon Woods discusses Nvidia's impact on the equity market, saying mega-cap stocks are insulated from the effects of higher rates and that the market would struggle without the impacts of AI. Berenberg's Holger Schmieding overviews the Fed and ECB's diverging paths forward and his expectations for global trade after the US presidential election. Matthew Diczok of Bank of America and Dana Peterson of The Conference Board react to falling weekly jobless claims numbers and how higher rates are impacting the economy. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 23rd, 2024 Featuring: Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceZ See omnystudio.com/listener for privacy information.