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 Rich Clarida and Kona Haque.

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-Tracie McMillion, Wells Fargo Head of Global Asset Allocation Strategy-Janet Henry, HSBC Global Chief Economist-Mandy Xu, CBOE Vice President & Global Markets Head of Derivatives Market IntelligenceTracie McMillion of Wells Fargo says waning consumer confidence could soon impact companies' pricing power. HSBC's Janet Henry says the Fed is likely to either cut in September or December, given the 'unusual' nature of an election month rate cut. Mandy Xu of CBOE outlines how markets are pricing-in election-related volatility through the rest of the year.
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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 8th, 2024Featuring:


Emily Roland, co-chief Investment Strategist at John Hancock Investment Management, on earnings and outlook for US markets, and whether the US is facing a hard landing
Rich Clarida, Global Economic Advisor at PIMCO, on the labor situation in the US and whether unemployment is ready to pop and what the inflation trend could look like in the US in the coming months
Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, on a slew of tech news, including Apple iPhone sales in China, US revoking Intel/Qualcomm licenses to sell chips to Huawei, and the latest on TikTok
Mick Mulroy, co-founder of the Lobo Institute and former US Deputy Assistant Secretary of Defense for the Middle East, on the latest developments in the Israel-Hamas war

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-Steve Eisman, Neuberger Berman Senior Portfolio Manager-Mark Zandi, Moody's Analytics Chief Economist-Hugh Johnston, Disney CFO

Neuberger Berman's Steve Eisman says he's not overly concerned about the US deficit or the timing of when the Fed cuts rates. Mark Zandi of Moody's Analytics shares a differing take on the deficit and says everything is pointing green for the Fed to start cutting.' Disney CFO Hugh Johnston discusses Disney's mixed second-quarter report and overviews the company's outlook on their streaming and parks divisions.
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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 7th, 2024Featuring:


Ken Leon, Director of Equity Research at CFRA, talks about Disney earnings
Steve Eisman, Neuberger Berman Senior Portfolio Manager, discusses the outlook for Fed rate cuts in 2024 and whether the US could enter recession in the second half of 2024
Frances Donald, Chief Economist at Manulife Investment Management, talks about concerns of a hard landing or major uptick in unemployment amid higher for longer rates
Bloomberg's John Tucker with Newspaper Headlines

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-Peter Tchir, Academy Securities Head of Macro Strategy-Veronica Clark, Citi Research US Economist-Ken Leon, CFRA Director of Equity ResearchPeter Tchir of Academy Securities says the perception of US exceptionalism is an 'old story that we're clinging on to.' Citi's Veronica Clark discusses the Fed's path forward on interest rates following soft April jobs numbers. Ken Leon of CFRA explains his firm's downgrade of Live Nation to "hold."
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