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- Anastasia Amoroso, iCapital Chief Investment Strategist
- Lindsey Piegza, Stifel Chief Economist
- Kit Juckes, Soc Gen Chief FX

iCapital's Anastasia Amoroso says the economy's resiliency is what's truly in the driving seat. Stifel's Lindsey Piegza believes the Fed "sent the wrong message" what a 50bp cut. Kit Juckes of Soc Gen doesn't foresee the ECB cutting rates aggressively.

- Anastasia Amoroso, iCapital Chief Investment Strategist - Lindsey Piegza, Stifel Chief Economist - Kit Juckes, Soc Gen Chief FX iCapital's Anastasia Amoroso says the economy's resiliency is what's truly in the driving seat. Stifel's Lindsey Piegza believes the Fed "sent the wrong message" what a 50bp cut. Kit Juckes of Soc Gen doesn't foresee the ECB cutting rates aggressively.

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

Bloomberg Surveillance TV  October 18, 2024

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/beac45b3-4a3c-473b-99a7-b20d00ebbf00/transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney & David GuraOctober 18th, 2024
Featuring:
Lara Rhame, Chief Economist at FS Investments, discusses why she believes a soft landing might not be so soft and talks about how the 2024 election will impact markets
Nancy Curtin, Partner & Global CIO at AlTi, on remaining bullish on the S&P 500 and what she's seeing when it comes to market fundamentals
Gautam Mukunda, lecturer at Yale University, on politics & the 2024 presidential race
Carole Streicher, Americas Regional Head of Deal Advisory for KPMG, talks about the firm's findings on M&A activity in 2024 and what to expect into the new year


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

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 Paul Sweeney &amp; David GuraOctober 18th, 2024 Featuring:
<ul>
<li>Lara Rhame, Chief Economist at FS Investments, discusses why she believes a soft landing might not be so soft and talks about how the 2024 election will impact markets</li>
<li>Nancy Curtin, Partner &amp; Global CIO at AlTi, on remaining bullish on the S&amp;P 500 and what she's seeing when it comes to market fundamentals</li>
<li>Gautam Mukunda, lecturer at Yale University, on politics &amp; the 2024 presidential race</li>
<li>Carole Streicher, Americas Regional Head of Deal Advisory for KPMG, talks about the firm's findings on M&amp;A activity in 2024 and what to expect into the new year</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>Eric Mollo

Market, Election, and M&A Outlook

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/63a95aa7-04e7-44a7-8934-b20d00e99482/transcript

Netflix added more than 5 million customers in the third quarter, and eclipsed Wall Street’s expectations on every major financial metric despite a new programming slate constrained by last year’s strikes in Hollywood. For instant reaction and analysis, hosts Tim Stenovec and Molly Smith spoke with Dan Morgan, senior portfolio manager at Synovus Trust. 

Netflix added more than 5 million customers in the third quarter, and eclipsed Wall Street’s expectations on every major financial metric despite a new programming slate constrained by last year’s strikes in Hollywood. For instant reaction and analysis, hosts Tim Stenovec and Molly Smith spoke with Dan Morgan, senior portfolio manager at Synovus Trust.

Instant Reaction: Netflix Records Another Strong Quarter

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e516cd25-f192-471f-9276-b20c01566958/transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney & Carol Massar.October 17th, 2024
Featuring:
Kara Murphy, CIO at Kestra Investment Management, gives her outlook for the US economy and equity markets
Matt Sigel, Head of Digital Assets Research at Van Eck Associates, on the Bitcoin and crypto outlook
David Gura, host of the Bloomberg "Big Take" podcast, discusses the 2024 election and other DC headlines
Lisa Mateo on newspapers


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 Paul Sweeney &amp; Carol Massar.October 17th, 2024 Featuring:
<ul>
<li>Kara Murphy, CIO at Kestra Investment Management, gives her outlook for the US economy and equity markets</li>
<li>Matt Sigel, Head of Digital Assets Research at Van Eck Associates, on the Bitcoin and crypto outlook</li>
<li>David Gura, host of the Bloomberg "Big Take" podcast, discusses the 2024 election and other DC headlines</li>
<li>Lisa Mateo on newspapers</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>

Equities and Other Markets Price-In US Election

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/67ad8ba7-4583-41db-bb62-b20c00f5ff2c/transcript

Bloomberg Surveillance TV October 18, 2024

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