-Steven Meier, New York City Retirement Systems CIO
-Ian Shepherdson, Pantheon Macroeconomics Chairman and Chief Economist
-Gregory Daco, Ernst & Young Chief Economist

Steven Meier of New York City Retirement Systems discusses investing in alternatives, stating there's no breadth and clearly there's some real concentration risks. Ian Shepherdson of Pantheon Macroeconomics and Ernst & Young's Gregory Daco react to today's softer-than-expected retail sales data and look ahead to Fedspeak this week. 

-Steven Meier, New York City Retirement Systems CIO -Ian Shepherdson, Pantheon Macroeconomics Chairman and Chief Economist -Gregory Daco, Ernst &amp; Young Chief Economist Steven Meier of New York City Retirement Systems discusses investing in alternatives, stating there's no breadth and clearly there's some real concentration risks. Ian Shepherdson of Pantheon Macroeconomics and Ernst &amp; Young's Gregory Daco react to today's softer-than-expected retail sales data and look ahead to Fedspeak this week.

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: June 18, 2024

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/fcda2397-2c90-4564-8721-b19300ed4b10/transcript

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

In this episode, we feature conversations with Michael Purves, Dan Ives, & Gene Munster.

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 conversations with Michael Purves, Dan Ives, &amp; Gene Munster.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

Single Best Idea with Tom Keene: Michael Purves, Dan Ives, & Gene Munster

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/19f4d094-ea79-4c39-803a-b24500fb97c9/transcript

- Chris Verrone, Strategas Securities Partner/Head: Technical & Macro Strategy 
- Jared Woodard, BofA Securities Head: Research Investment Committee, 
- Bill Dudley, Fmr. NY Fed President

Chris Verrone of Strategas Securities isn't worried about market breadth, he says its "a little overstated" and December "can be a seasonally choppy period." Jared Woodard of BofA believes, "A rebalancing in the global economy, a lightly weaker dollar, slightly stronger currencies elsewhere could create conditions for incredible potential growth." Former New York Fed President Bill Dudley discusses an expected pause in rate cuts in January. 

- Chris Verrone, Strategas Securities Partner/Head: Technical &amp; Macro Strategy&nbsp; - Jared Woodard, BofA Securities Head: Research Investment Committee,&nbsp; - Bill Dudley, Fmr. NY Fed President
Chris Verrone of Strategas Securities isn't worried about market breadth, he says its "a little overstated" and December "can be a seasonally choppy period." Jared Woodard of BofA believes, "A rebalancing in the global economy, a lightly weaker dollar, slightly stronger currencies elsewhere could create conditions for incredible potential growth." Former New York Fed President Bill Dudley discusses an expected pause in rate cuts in January.&nbsp;

Bloomberg Surveillance TV: December 13, 2024

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9f819500-d046-4a4e-a67f-b24500f6bec6/transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 13th, 2024
Featuring:
Dan Ives, Senior Equity Analyst at Wedbush Securities, and Gene Munster, Managing Partner at Deepwater Asset Management, talks the big year in tech in 2024 and bullishness on AI and big tech
Ebrahim Rahbari, Senior Advisor: Geo-Economics and Markets with Fordham Global Foresight, offers his analysis of Trump's economic team, the US economy, and his note on the German elections and what it means for Europe
Kona Haque, Head of Commodities Research at ED&F Man, on coffee's rally, sugar prices, and other soft commodities
Lisa Mateo on newspapers

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 SweeneyDecember 13th, 2024 Featuring:
<ul>
<li>Dan Ives, Senior Equity Analyst at Wedbush Securities, and Gene Munster, Managing Partner at Deepwater Asset Management, talks the big year in tech in 2024 and bullishness on AI and big tech</li>
<li>Ebrahim Rahbari, Senior Advisor: Geo-Economics and Markets with Fordham Global Foresight, offers his analysis of Trump's economic team, the US economy, and his note on the German elections and what it means for Europe</li>
<li>Kona Haque, Head of Commodities Research at ED&amp;F Man, on coffee's rally, sugar prices, and other soft commodities</li>
<li>Lisa Mateo on newspapers</li>
</ul>

Outlook for Big Tech and Trump's Economic Team

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1fdbba09-1cd8-41cb-bb14-b24501007714/transcript

Bloomberg Surveillance TV: June 18, 2024

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