Bloomberg Surveillance Bloomberg

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Katy Kaminski, Lindsey Piegza, & Claudia Sahm.

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- Mohamed El-Erian, BBO & President, Queens College Cambridge - Jeff Rosenberg, Senior Portfolio Manager, BlackRock - Julie Su, United States Acting Deputy Secretary of Labor

Mohamed El-Erian of Queens' College, Cambridge and BlackRock's Jeff Rosenberg react to May's hotter-than-expected payrolls report. Julie Su joins The Open to discuss jobs and unemployment numbers.
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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 7th, 2024Featuring:


Lindsey Piegza, Chief Economist at Stifel, reacts to latest US jobs numbers and makes her case for rate increases
Claudia Sahm, Chief Economist at New Century Advisors, talks about her reading of the jobs figures, how the Sahm Rule applies, and whether her rule is indicating the US is headed for recession
Nick Colas, co-founder at DataTrek Research, talks about trader reaction to jobs data and whether the equity rally can sustain itself
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 Geoffrey Yu & Keith Cowing.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.

-Vasileios Gkionakis, Avivia Investors Senior Economist & Strategist-Veronica Clark, Citi Research US Economist-Rob Waldner, Invesco Chief Fixed Income Strategist & Head of Macro Research-Ed Mills, Raymond James Washington Policy AnalystVasileios Gkionakis of Avivia Investors reacts to the ECB's decision to cut rates by 25 basis points, saying the bar has increased for the central bank to gain more confidence for further cuts. Citi's Veronica Clark and Invesco's Rob Waldner react to weekly jobless claims and look ahead to Friday's payrolls report and its impact on monetary policy. Ed Mills of Raymond James discusses President Biden's trip to France on the 80th anniversary of D-Day, saying foreign policy is 'one of the biggest drags' on Biden's reelection campaign.
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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 6th, 2024Featuring:


Steve Wieting, Chief Investment Strategist at Citi Global Wealth, on Citi's midyear market outlook and whether the equity rally can sustain itself through the year
Mike Wilson, CIO with Morgan Stanley, on the firm's midyear outlook and potential for a soft landing
Monica Defend, Head of the Amundi Institute, on the ECB decision and outlook for Euro economies
John Stoltzfus, Chief Investment Strategist at Oppenheimer, on the stock market marching in place

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