-Mike Wilson, Morgan Stanley Chief Investment Officer
-Matthew Luzzetti, Deutsche Bank Chief US Economist
-Luke Hickmore, abrdn Investment Director
-Chuck Grom, Gordon Haskett Sr. Retail Analyst

Morgan Stanley's Mike Wilson talks through his new S&P 500 target and why the bond market may be the biggest risk to stocks. Deutsche Bank's Matt Luzzetti and Luke Hickmore of abrdn discuss whether recent economic data points to an overall weakening in the US. Chuck Grom of Gordon Haskett breaks down retail earnings from Macy's and Lowe's.

-Mike Wilson, Morgan Stanley Chief Investment Officer -Matthew Luzzetti, Deutsche Bank Chief US Economist -Luke Hickmore, abrdn Investment Director -Chuck Grom, Gordon Haskett Sr. Retail Analyst
Morgan Stanley's Mike Wilson talks through his new S&amp;P 500 target and why the bond market may be the biggest risk to stocks. Deutsche Bank's Matt Luzzetti and Luke Hickmore of abrdn discuss whether recent economic data points to an overall weakening in the US. Chuck Grom of Gordon Haskett breaks down retail earnings from Macy's and Lowe's.

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: May 21, 2024

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7e2cdb98-7a90-442f-bb8f-b17700e0f151/transcript

-Lara Rhame, FS Investments Chief Economist
-Subadra Rajappa, Société Générale Head of US Rates Strategy
-Sam Stovall, CFRA Chief Investment Strategist
-Ed Bastian, Delta Air Lines CEO

Lara Rhame of FS Investments and Subadra Rajappa of Société Générale react to April's core PCE deflator that met expectations and discuss how it impacts the treasury market and the Fed's June meeting. Sam Stovall of CFRA says the stock market has historically entered a 'summertime snooze' after Memorial Day, but this year could be different. Delta Air Lines CEO Ed Bastian joins Bloomberg's Guy Johnson in Dubai and talks travel demand, consumer spending and challenges facing the airline industry. 

-Lara Rhame, FS Investments Chief Economist -Subadra Rajappa, Société Générale Head of US Rates Strategy -Sam Stovall, CFRA Chief Investment Strategist -Ed Bastian, Delta Air Lines CEO Lara Rhame of FS Investments and Subadra Rajappa of Société Générale react to April's core PCE deflator that met expectations and discuss how it impacts the treasury market and the Fed's June meeting. Sam Stovall of CFRA says the stock market has historically entered a 'summertime snooze' after Memorial Day, but this year could be different. Delta Air Lines CEO Ed Bastian joins Bloomberg's Guy Johnson in Dubai and talks travel demand, consumer spending and challenges facing the airline industry.

Bloomberg Surveillance TV: May 31, 2024

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/99cfd0bd-7a47-4e8c-8338-b18100d9cd66/transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 31st, 2024
Featuring:
Neil Dutta, Head: US Economic Research at Partner at Renaissance Macro Research, reacts to PCE data with JPMorgan's Bob Michele
Frances Donald, Manulife Investment Management Chief Economist, gives her take on PCE
Nick Akerman, former Watergate assistant special prosecutor, on legal ramifications for Trump and whether he will go to prison
Jason Furman, professor at Harvard University, on inflation and eco policy


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 Tom Keene and Paul SweeneyMay 31st, 2024 Featuring:
<ul>
<li>Neil Dutta, Head: US Economic Research at Partner at Renaissance Macro Research, reacts to PCE data with JPMorgan's Bob Michele</li>
<li>Frances Donald, Manulife Investment Management Chief Economist, gives her take on PCE</li>
<li>Nick Akerman, former Watergate assistant special prosecutor, on legal ramifications for Trump and whether he will go to prison</li>
<li>Jason Furman, professor at Harvard University, on inflation and eco policy</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>

Trump's Conviction and PCE Reaction

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7718cce1-c3dc-4243-a001-b18100f33984/transcript

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

In this episode, we feature conversations with Nick Akerman & Neil Dutta.

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 Nick Akerman &amp; Neil Dutta.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

Single Best Idea with Tom Keene: Nick Akerman & Neil Dutta

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e6c87f8c-c195-4016-9680-b18100e95620/transcript

Bloomberg Surveillance TV: May 21, 2024

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