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 Tina Fordham & Henrietta Treyz.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF 
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- Seema Shah, Principal Asset Management Chief Global Strategist - Tom Michaud, KBW CEO- Vishwanath Tirupattur, Morgan Stanley Chief Fixed Income Strategist - Stephanie Roth, Wolfe Research Chief EconomistSeema Shah of Principal Asset Management discusses opportunities outside of tech and the Mag 7. Tom Michaud of KBW updates on upcoming bank stress tests and potential risks in commercial real estate for regional banks. Vishwanath Tirupattur of Morgan Stanley and Wolfe Research's Stephanie Roth offer perspectives on consumer confidence, durable goods, look ahead GDP & core PCE. 
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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 24th, 2024Featuring:
Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses a potential correction and equity market outlook Seema Shah, Chief Global Strategist for Principal Asset Management, on the Fed and market games Tina Fordham, founder and geopolitical strategist at Fordham Global Insight, talks elections in France and the UK, Israel, the Biden-Trump CNN Presidential Debate, and other geopolitical topics 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/surveillance 
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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 Kona Haque & Matt Miskin.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF 
See omnystudio.com/listener for privacy information.

Katy Kaminski of AlphaSimplex discusses recent Fedspeak and the potential for treasuries to recover from this year’s losses. Sebastian Raedler of BofA Merrill Lynch updates on European economic uncertainty, highlighting risks across equity markets due to exceptionally low US unemployment rates. Veronica Clark of Citi and Dana Peterson of The Conference Board offer perspectives on the softening labor market, along with Citi’s prediction of a rate cut in September. 
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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 21st, 2024
Featuring:
David Bianco, CIO: Americas at DWS Katy Kaminski, Chief Research Strategist at AlphaSimplex Daniel Kurtz-Phelan, editor at Foreign Affairs 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/surveillance 
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