Bloomberg Surveillance

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

-Mohamed El-Erian, Queens' College, Cambridge President & Bloomberg Opinion -Katy Kaminski, AlphaSimplex Chief Research Strategist -Gilles Moec, AXA Investment Managers Chief Economist Mohamed El-Erian of Queens' College, Cambridge says a softening in the labor market will lead to an economic slowdown 'really quickly', and that the Fed's 2% inflation target is 'totally arbitrary.' Katy Kaminski of AlphaSimplex says treasuries no longer serve as risk-off assets during high-inflationary environments. Gilles Moec of AXA Group overviews the diverging path forward on interest rates between the ECB and the Fed, saying a June cut risks undershooting the ECB's 2% inflation target. 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 17th, 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 Jamie Dimon & Constance Hunter. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

-Jamie Dimon, JPMorgan Chase Chairman & CEO -Mona Mahajan, Edward Jones Senior Investment Strategist -Michael Collins, PGIM Fixed Income Executive Portfolio Advisor JPMorgan Chairman Jamie Dimon joins Bloomberg's Francine Lacqua in Paris for a wide-ranging conversation on inflation, the equity market and geopolitics. Mona Mahajan of Edward Jones expects 'more balance' on earnings throughout the year, saying Fed rate cuts will create 'a good environment for a broadening of participation.' PGIM's Michael Collins says 'we've had the big boom' in nominal GDP, real growth and interest rates, saying treasury note values above 4.5% is the 'buy zone' for adding duration. 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 16th, 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.

Jamie Dimon said significant price pressures are still influencing the US economy and may mean interest rates will be higher for longer than many investors are expecting. “A lot of inflationary forces are in front of us,” the JPMorgan Chase & Co. chief executive officer said in an interview with Bloomberg's Francine Lacqua Dimon cited costs linked to the green economy, re-militarization, infrastructure spending and large fiscal deficits. Still, geopolitics could be the determining factor in steering the economy next year, he said. Dimon has been warning for months that inflation could be stickier than many investors are predicting, and wrote in his annual letter to shareholders that his bank is prepared for interest rates ranging from 2% to 8% “or even more.” See omnystudio.com/listener for privacy information.

We’re taking The Big Take to Asia. Each week, Bloomberg’s Oanh Ha tells a story from the home of the world's most dynamic economies - and the markets, tycoons and businesses that drive the ever-shifting region. 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 Paul Donovan & Meghan Graper. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

-David Kelly, JPMorgan Chief Global Strategist -Tom Porcelli, PGIM Fixed Income Chief US Economist -Kevin McCarthy, Fmr. House Speaker JPMorgan's David Kelly and PGIM's Tom Porcelli react to the April CPI print and retail sales data, agreeing that the cooling inflation gives the Fed flexibility on their path forward with interest rates. Former House Speaker Kevin McCarthy discusses the Biden administration, Donald Trump's campaign, and US foreign policy. 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 17th, 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 Jeff Currie & Julian Emanuel. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

-Brian Levitt, Invesco Global Market Strategist -Gary Cohn, IBM Vice Chair, former NEC Director, former Goldman Sachs Group President -Jeff Currie, Carlyle Chief Strategy Officer: Energy Pathways Brian Levitt of Invesco says markets can continue to perform strongly while the Fed holds off on cutting interest rates. IBM's Gary Cohn says companies are increasingly focusing on operating efficiently because 'there are a lot of price constraints in the system.' Jeff Currie of The Carlyle Group shares why copper has become 'the highest conviction trade' he's ever seen. 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 14th, 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 John Ryding & Amanda Lynam Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

-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 Fed won't cut rates in 2024. 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 13th, 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 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.

-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 looks ahead to a busy week of retail earnings, and says consumers are becoming increasingly price-conscious. 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 10th, 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.