Bloomberg Surveillance Bloomberg

Watch LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney and David GuraJune 14th, 2024Featuring:


Neil Grossman, founder and former CIO at TKNG Capital, discusses his outlook for rates and expectations for inflation and Jay Powell in the coming months
Melissa Otto, host of TMT Research at Visible Alpha, joins for a tech discussion and breaks down whether investors are facing a tech bubble or if they should opt against broadening out and stick primarily with big tech
Steve Hanke, professor of applied economics at Johns Hopkins, joins for a currency discussion and examines dollar strength amid global uncertainty and talks about his expected path for inflation in 2024
Anjee Solanki, National Director of Retail, US at Colliers, on the health of the consumer and gives a preview of retail sales next week

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-Darrell Cronk, Wells Fargo Chief Investment Officer-Pooja Sriram, Barclays VP of US Economics Research-Tasha Keeney, ARK Invest Director of Investment AnalysisWells Fargo's Darrell Cronk discusses the rally in the equity market, saying health care is a good value play for investors. Pooja Sriram of Barclays says the Fed is delivering 'a very balanced message,' saying officials still want to gain more confidence. ARK's Tasha Keeney discusses Elon Musk’s $56 billion pay package and Tesla's relocation to Texas.  
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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 Stuart Kaiser, Brad Setser, & John Stoltzfus.

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- John Stoltzfus, Oppenheimer, Chief Investment Strategist- Subadra Rajappa, Societe Generale, Head of US Rates Strategy- Jonathan Pingle, UBS, Managing Director and Chief U.S. Economist- Terry Haines, Pangaea Policy Advisory Founder John Stoltzfus of Oppenheimer discusses how markets touched record highs following yesterday’s Fed decision. Societe Generale's Subadra Rajappa and Jonathan Pingle of UBS react to yesterday’s CPI data and Fed decision. Terry Haines of Pangaea Policy discusses Trump meeting with CEOs and lawmakers in DC. 
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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 13th, 2024Featuring:


Michael Feroli, Chief US Economist at JP Morgan, on the Powell presser and Fed decision yesterday, as well as the divergence in views on the committee
Stuart Kaiser, Head of US Equity Trading Strategy at Citi Global Markets, gives his reaction to the FOMC meeting yesterday and discusses his outlook for the equity market
Matt Luzzetti, Chief US Economist at Deutsche Bank, reacts to PPI and discusses how the Fed seems to be pricing in recent eco data
Wendy Schiller, professor at Brown University, on Trump, Biden and other DC headlines

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Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision 
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