-Matt Luzzetti, Deutsche Bank Chief US Economist & Head of US Economic Research
-Mike Wilson, Morgan Stanley CIO & Chief US Equity Strategist
-Vijay Rakesh, Mizuho Securities Managing Director & Senior Semiconductor Analyst

Deutsche Bank Chief US Economist Matt Luzzetti says the Fed is primed for a mid-cycle adjustment, with 'no reason to guide towards a full cutting cycle.' Morgan Stanley CIO Mike Wilson says 'rates are too high for the majority of the economy' and advises against small-cap stocks. Vijay Rakesh of Mizuho Securities previews Tesla earnings as the Magnificent 7 stocks' earning cycle gets underway.

-Matt Luzzetti, Deutsche Bank Chief US Economist &amp; Head of US Economic Research -Mike Wilson, Morgan Stanley CIO &amp; Chief US Equity Strategist -Vijay Rakesh, Mizuho Securities Managing Director &amp; Senior Semiconductor Analyst Deutsche Bank Chief US Economist Matt Luzzetti says the Fed is primed for a mid-cycle adjustment, with 'no reason to guide towards a full cutting cycle.' Morgan Stanley CIO Mike Wilson says 'rates are too high for the majority of the economy' and advises against small-cap stocks. Vijay Rakesh of Mizuho Securities previews Tesla earnings as the Magnificent 7 stocks' earning cycle gets underway.

Listen for the latest in finance, economics and investment. 

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television. 

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. 

Listen for the latest in finance, economics and investment. Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television. Join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio.&nbsp; Watch Surveillance TV LIVE each mornings: <a href="http://bit.ly/3P7nstQ">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>.&nbsp;

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: April 23, 2024

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9ecadf44-0dc1-485e-8e56-b15b00e47a84/transcript

Featuring:
Kit Juckes, Chief FX Strategist & Head: Foreign Exchange Strategy at Societe Generale
Momei Qu, Managing Director: PSP Growth at PSP Capital Partners
Monica Dicenso, Head of Global Investment Opportunities at JP Morgan Private Bank

Featuring:
<ul>
<li>Kit Juckes, Chief FX Strategist &amp; Head: Foreign Exchange Strategy at Societe Generale</li>
<li>Momei Qu, Managing Director: PSP Growth at PSP Capital Partners</li>
<li>Monica Dicenso, Head of Global Investment Opportunities at JP Morgan Private Bank</li>
</ul>

Bloomberg Surveillance TV: June 2nd, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1eb7e20e-6305-4e9a-a763-b45d0107ed45/transcript

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Ted Mortonson and Francis Gannon.

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.&nbsp;
In this episode, we feature conversations with Ted Mortonson and Francis Gannon.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

Single Best Idea with Tom Keene: Ted Mortonson and Francis Gannon

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/686e4747-a30b-431a-94dd-b45d00f023b6/transcript

The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, June 2, 2026
Featuring:

1) Francois Trahan, Chief Investment Strategist at BMO Capital Markets, talks about the macro forces that could alter market consensus.
2) Professor Michael Gatto, partner at Silver Point Capital and professor at Columbia University and Fordham, talks about how his book, "The Credit Investor's Handbook" for credit analysts and other headlines across the credit, private credit, and distressed debt landscape.
3) Ted Mortonson, Managing Director: Technology at Baird, talks tech headlines, software rebound, and the historic bull run in chip stocks.
4) Matt King, founder at Satori Insights, talks about his findings on AI utility with an extensive look at Claude Code, and how he expects its impact to ripple through markets.

The latest in finance, economics and investment. 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 &amp; Paul SweeneyTuesday, June 2, 2026 Featuring: 1) Francois Trahan, Chief Investment Strategist at BMO Capital Markets, talks about the macro forces that could alter market consensus. 2) Professor Michael Gatto, partner at Silver Point Capital and professor at Columbia University and Fordham, talks about how his book, "The Credit Investor's Handbook" for credit analysts and other headlines across the credit, private credit, and distressed debt landscape. 3) Ted Mortonson, Managing Director: Technology at Baird, talks tech headlines, software rebound, and the historic bull run in chip stocks. 4) Matt King, founder at Satori Insights, talks about his findings on AI utility with an extensive look at Claude Code, and how he expects its impact to ripple through markets.

Equity and Credit Trends

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7df56019-175c-47b5-85d6-b45d00e1fa97/transcript

Bloomberg Surveillance TV: April 23, 2024

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