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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
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-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

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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 Matt Hornbach and Wendy Schiller.

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

-Eric Freedman, US Bank Asset Management Chief Investment Officer-David Lebovitz, JP Morgan Asset Management Global Strategist, Multi-Asset Solutions-David Malpass, Fmr. Under Secretary of the US Treasury for International Affairs & Fmr. President of the World BankUS Bank's Eric Freedman says the 'punishing' equity market favors the equal-weight S&P 500 index and brings risks to small-cap stocks. David Lebovitz of JP Morgan says 'the overall direction of the labor market and the wage data is supportive of some easing later this year.' Former World Bank President and Treasury Department official David Malpass believes the next US president faces a 'perfect storm' of economic issues, saying 'uncertainty is what's prevailing' in the economy.
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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 9th, 2024Featuring:


Scott Chronert, Citi Research Head of US Equity Strategy, talks about the outlook for a US recession and rate cutes
Sarah House, Senior Economist at Wells Fargo, previews CPI and discusses recent Fed speak
Wendy Schiller, Professor at Brown University, breaks down the latest DC headlines and the Israel-Hamas war
Bloomberg's Lisa Mateo with her Newspaper Headlines

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.