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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 Rich Clarida & Liz Ann Sonders.

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-Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist-Bob Diamond, Atlas Merchant Capital CEO & Former Barclays CEO-Tom Porcelli, PGIM Chief US Economist-Marilyn Watson, BlackRock Head of Global Fundamental Fixed Income StrategyEmily Roland of John Hancock sees an opportunity to lean into mid-cap stocks at attractive valuations. Atlas Merchant Capital CEO Bob Diamond says the biggest risk for the Fed is to cut too early, 'and then having to reverse course as inflation begins to grow.' PGIM's Tom Porcelli and BlackRock's Marilyn Watson react to softer-than-expected ADP jobs data and look ahead to Friday's payrolls report. 
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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 SweeneyJune 5th, 2024Featuring:


Rich Clarida, PIMCO Global Economic Advisor and former Fed Vice Chair, talks about PIMCO's 2024 secular outlook
Anna Wong, Chief US Economist with Bloomberg Economics, talks about her research on Fed rate cuts that may be hiding in plain sight
Leslie Vinjamuri, US and Americas Program Chair at Chatham House, joins for a discuss on international relations topics, including India's election, the global reaction to Trump verdict, and the war in Israel
Bloomberg's Lisa Mateo with her Newspaper Headlines

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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 Raghuram Rajan.

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-Krishna Memani, Lafayette College Chief Investment Officer-Sameer Samana, Wells Fargo Investment Institute Senior Global Market Strategist-Kelsey Berro, JPMorgan Executive Director, Fixed Income-Aditya Bhave, BofA Securities Senior US Economist

Krishna Memani of Lafayette College and Sameer Samana of Wells Fargo discuss the state of economic growth in the US and look ahead to Friday's jobs report and next week's Fed decision. Kelsey Berro of JPMorgan and Aditya Bhave of BofA Securities discuss the state of inflation, the consumer and the treasury market.
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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 SweeneyJune 4th, 2024Featuring:


Raghuram Rajan, Professor of Finance at Chicago Booth School of Business, on the economic prospects for India
Kate Moore, Head of Thematic Strategy for BlackRock's Global Allocation Team, talks about broad equity sentiment, inflation, and the Fed
Julie Norman, professor at University College-London, discusses the war in Israel and geopolitics
Lindsay Rosner, Head: Multi-Sector Investing at Goldman Sachs Asset Management, discusses the delayed bond friendly environment and being an active manager in the current market environment

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