- 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 Economist

Seema 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. 

- 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 Economist Seema 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 &amp; core PCE.

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 24, 2024

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/55ce0fbc-b1cd-4bf1-aee7-b19900ed9ee4/transcript

Marker 03

Marker 04

- Phil Camporeale, JPMorgan Managing Director/Portfolio Manager: Multi Asset Solutions
- Frank Lee, HSBC Global Head:Tech Hardware & Semi Research
- Greg Melich, Evercore ISI Senior Managing Director

Phil Camporeale of JPMorgan says policy error from the Trump Administration or the Fed is "our biggest risk." Frank Lee of HSBC says ahead of Nvidia earnings, "If you look at all of next year, we do feel confident there will still be further upside in terms of the market expectations." Greg Melich of Evercore ISI says consumers will spend, but "they're very cautious and value-focused."

- Phil Camporeale, JPMorgan Managing Director/Portfolio Manager: Multi Asset Solutions - Frank Lee, HSBC Global Head:Tech Hardware &amp; Semi Research - Greg Melich, Evercore ISI Senior Managing Director
Phil Camporeale of JPMorgan says policy error from the Trump Administration or the Fed is "our biggest risk." Frank Lee of HSBC says ahead of Nvidia earnings, "If you look at all of next year, we do feel confident there will still be further upside in terms of the market expectations." Greg Melich of Evercore ISI says consumers will spend, but "they're very cautious and value-focused."

Bloomberg Surveillance TV November 15, 2024

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/908d6398-ed9e-48cd-8cdf-b229010bf5d0/transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 15th, 2024
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)
Featuring:
Boston Fed President Susan Collins in conversation with Bloomberg's Michael McKee
Jurrien Timmer, Director: Global Macro at Fidelity Management & Research, presents some charts on the current equity rally and economic cycle
Gautam Mukunda, professor at Yale School of Management, on President-elect Trump's cabinet appointees and the balance of power in Washington
Adair Morse, Conference keynote speaker and professor at UC-Berkeley's Business School, on the conference and some of her economic research

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 Paul SweeneyNovember 15th, 2024 What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg <a href="https://bit.ly/4eIFhe5" data-destination="https://bit.ly/4eIFhe5">audience survey</a>. (<a href="https://bit.ly/4eIFhe5" data-destination="rte:bind">https://bit.ly/4eIFhe5</a>) Featuring:
<ul>
<li>Boston Fed President Susan Collins in conversation with Bloomberg's Michael McKee</li>
<li>Jurrien Timmer, Director: Global Macro at Fidelity Management &amp; Research, presents some charts on the current equity rally and economic cycle</li>
<li>Gautam Mukunda, professor at Yale School of Management, on President-elect Trump's cabinet appointees and the balance of power in Washington</li>
<li>Adair Morse, Conference keynote speaker and professor at UC-Berkeley's Business School, on the conference and some of her economic research</li>
</ul>

A Boston Fed Special

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3505e135-cd05-457f-8b7e-b229010ca545/transcript

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. 

- Rob Casey, Signum Global Advisors Partner & Senior Analyst
- Mohamed El-Erian, Queens' College Cambridge President
- Brian Weinstein, Morgan Stanley Investment Management Head of Global Markets

Rob Casey of Signum Advisors thinks there could be more Trump nomination surprises coming. Mohamed El-Erian of Queens' College Cambridge believes, "The market is front-running economic announcements." Brian Weinstein of Morgan Stanley says, "Our investors speaking with their wallets are buying fixed income."

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg <a href="https://bit.ly/48b5Rdn" data-destination="https://bit.ly/48b5Rdn">audience survey</a>.  - Rob Casey, Signum Global Advisors Partner &amp; Senior Analyst - Mohamed El-Erian, Queens' College Cambridge President - Brian Weinstein, Morgan Stanley Investment Management Head of Global Markets Rob Casey of Signum Advisors thinks there could be more Trump nomination surprises coming. Mohamed El-Erian of Queens' College Cambridge believes, "The market is front-running economic announcements." Brian Weinstein of Morgan Stanley says, "Our investors speaking with their wallets are buying fixed income."

Bloomberg Surveillance TV: November 14, 2024

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a17fbca8-e14d-4505-a156-b22800f87f0c/transcript

Bloomberg Surveillance TV: June 24, 2024

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