Neuberger Berman's Charles Kantor says Amazon effectively got Whole Foods for free as its shares spiked. Prior to that, Hans Humes, CEO of Greylock Capital, says U.S. market leverage isn't nearly as big as it was in 2008. U.S. Commerce Secretary Wilbur Ross says Mexico and Canada are receptive to renegotiations of NAFTA. Finally, General Michael Hayden, the former director of the NSA, says the Robert Mueller investigation will take at least an entire year.

Neuberger Berman's Charles Kantor says Amazon effectively got Whole Foods for free as its shares spiked. Prior to that, Hans Humes, CEO of Greylock Capital, says U.S. market leverage isn't nearly as big as it was in 2008. U.S. Commerce Secretary Wilbur Ross says Mexico and Canada are receptive to renegotiations of NAFTA. Finally, General Michael Hayden, the former director of the NSA, says the Robert Mueller investigation will take at least an entire year.

The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF. 

The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: <a href="http://bit.ly/3P7nstQ" data-destination="rte:bind">http://bit.ly/3P7nstQ</a>. Watch Surveillance Radio LIVE weekday mornings: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>.

Tom Keene and Paul Sweeney have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment.

Bloomberg Surveillance

Amazon Got Whole Foods for Free, Kantor Says

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6396dd5f-01ce-4c3d-8977-ae2700b99b7e/transcript

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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 a conversation with Drew Matus and Myles Miller.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature a conversation with Drew Matus and Myles Miller.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

Single Best Idea with Tom Keene: Drew Matus & Myles Miller

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f37f85ed-4fd2-483d-a981-b1f700ecbf14/transcript

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 -Evan Brown, UBS Asset Management Portfolio Manager-Jay Bryson, Wells Fargo Chief Economist-Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager
Evan Brown of UBS thinks the bar is "very low" for the Fed to keep doing 50bps cuts. JPMorgan's Kelsey Berro thinks the Fed has justification to "cut 100 to 150 basis points just on the improvement of inflation". Jay Bryson of Wells Fargo reacts to US weekly jobless claims, saying he sees a 30% to 35% risk of recession in the next 12 months.  

-Evan Brown, UBS Asset Management Portfolio Manager-Jay Bryson, Wells Fargo Chief Economist-Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager Evan Brown of UBS thinks the bar is "very low" for the Fed to keep doing 50bps cuts. JPMorgan's Kelsey Berro thinks the Fed has justification to "cut 100 to 150 basis points just on the improvement of inflation". Jay Bryson of Wells Fargo reacts to US weekly jobless claims, saying he sees a 30% to 35% risk of recession in the next 12 months.

Bloomberg Surveillance TV: September 26, 2024

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3e234068-779e-4ff4-93ec-b1f7010ba167/transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and David GuraSeptember 26th, 2024
Featuring:
Nick Colas, Co-founder of DataTrek Research
Rob Sockin, Global Economist at Citi
Jennifer Lee, BMO Capital Markets Senior Economist
Ethan Bronner, Bloomberg Israel Bureau Chief

 Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance

Watch Tom and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. Bloomberg Surveillance hosted by Tom Keene and David GuraSeptember 26th, 2024 Featuring:
<ul>
<li>Nick Colas, Co-founder of DataTrek Research</li>
<li>Rob Sockin, Global Economist at Citi</li>
<li>Jennifer Lee, BMO Capital Markets Senior Economist</li>
<li>Ethan Bronner, Bloomberg Israel Bureau Chief</li>
</ul>
 Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: <a href="https://www.bloomberg.com/account/newsletters/surveillance" data-destination="rte:bind">https://www.bloomberg.com/account/newsletters/surveillance</a>

Wall Street Set for Boost, Israel Rejects Cease-Fire Talks

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b382e638-5aca-4343-b9b8-b1f700eb9d08/transcript

Amazon Got Whole Foods for Free, Kantor Says

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