-Matthew Miskin, Co-Chief Investment Strategist, John Hancock Investment
-Steve Center, COO & Executive Vice Chairman, Kia America
-Robert Davis, Merck CEO

Matthew Miskin of John Hancock Investment Management says markets have become dependent on a dovish Federal Reserve. Steve Center, COO & Executive Vice Chairman of Kia America, discusses the automaker's outlook on EV production and how it's impacted by government policy. Robert Davis, Merck CEO, discusses the company's newly-approved lung disease drug and the overall competition in the pharmaceutical space. 

-Matthew Miskin, Co-Chief Investment Strategist, John Hancock Investment -Steve Center, COO &amp; Executive Vice Chairman, Kia America -Robert Davis, Merck CEO Matthew Miskin of John Hancock Investment Management says markets have become dependent on a dovish Federal Reserve. Steve Center, COO &amp; Executive Vice Chairman of Kia America, discusses the automaker's outlook on EV production and how it's impacted by government policy. Robert Davis, Merck CEO, discusses the company's newly-approved lung disease drug and the overall competition in the pharmaceutical space.

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: March 28, 2024

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ef08c86b-412e-4e77-abf4-b14100e57f8e/transcript

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

In this episode, we feature conversations with Jim Bianco and Craig Sterling.

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

Single Best Idea with Tom Keene: Jim Bianco & Craig Sterling

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e63565b6-6e1d-4cf7-a6a7-b16c00eddf74/transcript

-Anastasia Amoroso, iCapital Chief Investment Strategist
-Neil Dutta, Renaissance Macro Head of US Economic Research
-Oliver Chen, TD Cowen Senior Equity Research Analyst

Anastasia Amoroso of iCapital says the US has entered the 'last mile' of disinflation, and believes Fed rate cuts are still on the table this year. Neil Dutta of Renaissance Macro expects a 'more balanced mix' of economic growth going forward and agrees the case for rate cuts is 'still quite strong.' TD Cowen's Oliver Chen looks ahead to a busy week of retail earnings, and says consumers are becoming increasingly price-conscious. 

-Anastasia Amoroso, iCapital Chief Investment Strategist -Neil Dutta, Renaissance Macro Head of US Economic Research -Oliver Chen, TD Cowen Senior Equity Research Analyst Anastasia Amoroso of iCapital says the US has entered the 'last mile' of disinflation, and believes Fed rate cuts are still on the table this year. Neil Dutta of Renaissance Macro expects a 'more balanced mix' of economic growth going forward and agrees the case for rate cuts is 'still quite strong.' TD Cowen's Oliver Chen looks ahead to a busy week of retail earnings, and says consumers are becoming increasingly price-conscious.

Bloomberg Surveillance TV: May 10, 2024

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2ed2062b-18b4-43ee-a07d-b16c00dfc01e/transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 10th, 2024
Featuring:
Derek Halpenny, Head of Research, Global Markets EMEA & International Securities at MUFG Bank, discusses his global FX outlook and the UK exiting recession today
Dan Ives, Senior Equity Analyst at Wedbush Securities, talks about Apple's AI play
David Mericle, Chief US economist in Global Investment Research at Goldman Sachs, talks about the US economic environment and outlook for a recession
Ellen Wald, Senior Fellow at the Atlantic Council Global Energy Center, on energy markets and whether oil prices are set to head down


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

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 SweeneyMay 10th, 2024 Featuring:
<ul>
<li>Derek Halpenny, Head of Research, Global Markets EMEA &amp; International Securities at MUFG Bank, discusses his global FX outlook and the UK exiting recession today</li>
<li>Dan Ives, Senior Equity Analyst at Wedbush Securities, talks about Apple's AI play</li>
<li>David Mericle, Chief US economist in Global Investment Research at Goldman Sachs, talks about the US economic environment and outlook for a recession</li>
<li>Ellen Wald, Senior Fellow at the Atlantic Council Global Energy Center, on energy markets and whether oil prices are set to head down</li>
</ul>
 Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: <a href="https://www.bloomberg.com/account/newsletters/surveillanceZ" data-destination="rte:bind">https://www.bloomberg.com/account/newsletters/surveillanceZ</a>

A Fed Rate Cut, Oil Slowdown, and Apple's AI Play

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/532c415b-50ae-4e85-a8f9-b16c00e3e3bd/transcript

Bloomberg Surveillance TV: March 28, 2024

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