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 John Ryding & Amanda Lynam

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-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. 
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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 SweeneyMay 13th, 2024Featuring:


Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets
Chris Verrone, Strategas Research Partners Head of Technical & Macro Research
Jason Rekate, Head of Corporate Banking at Citi
Lisa Mateo looks at the Front Pages of the World's newspapers

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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 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 AnalystAnastasia 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. 
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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 SweeneyMay 10th, 2024Featuring:


Derek Halpenny, Head of Research, Global Markets EMEA & International Securities at MUFG Bank, discusses his global FX outlook and the UK exiting recession today
Dan Ives, Senior Equity Analyst at Wedbush Securities, talks about Apple's AI play
David Mericle, Chief US economist in Global Investment Research at Goldman Sachs, talks about the US economic environment and outlook for a recession
Ellen Wald, Senior Fellow at the Atlantic Council Global Energy Center, on energy markets and whether oil prices are set to head down

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.