-Mike Wilson, Morgan Stanley Chief US Equity Strategist & CIO
-Rob Casey, Signum Global Partner & Senior Analyst
-David Kelly, JPMorgan Chief Global Strategist-Steve Ricchiuto, Mizuho Chief US Economist

Morgan Stanley's Mike Wilson says the equity market is pivoting from quality growth stocks to defensives amid a constrained environment for the Federal Reserve. Rob Casey of Signum Global recaps the presidential debate between Kamala Harris and Donald Trump. David Kelly of JPMorgan and Steve Ricchiuto of Mizuho react to August CPI data coming in above estimates and find common ground on what the print means for the broader economy. 

-Mike Wilson, Morgan Stanley Chief US Equity Strategist &amp; CIO -Rob Casey, Signum Global Partner &amp; Senior Analyst -David Kelly, JPMorgan Chief Global Strategist-Steve Ricchiuto, Mizuho Chief US Economist Morgan Stanley's Mike Wilson says the equity market is pivoting from quality growth stocks to defensives amid a constrained environment for the Federal Reserve. Rob Casey of Signum Global recaps the presidential debate between Kamala Harris and Donald Trump. David Kelly of JPMorgan and Steve Ricchiuto of Mizuho react to August CPI data coming in above estimates and find common ground on what the print means for the broader economy.

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: September 11, 2024

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/434a8939-664d-4a62-a953-b1e800e35163/transcript

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- Kit Juckes, Chief FX Strategist, Soc Gen
- Cameron Dawson, NewEdge Wealth Chief Investment Officer
- Mark Cuban, Dallas Mavericks Minority Owner, Co-Founder, CostPlusDrugs.com

Kit Juckes of Soc Gen says we're closer to a market that "genuinely doesn't know what's going to happen" in the election. Cameron Dawson of NewEdge Wealth says the uncertainty of the election means it could induce volatility. Billionaire Mark Cuban says Kamala Harris is "not a shape-shifter" and is "better for the economy in so many ways."

- Kit Juckes, Chief FX Strategist, Soc Gen - Cameron Dawson, NewEdge Wealth Chief Investment Officer - Mark Cuban, Dallas Mavericks Minority Owner, Co-Founder, CostPlusDrugs.com Kit Juckes of Soc Gen says we're closer to a market that "genuinely doesn't know what's going to happen" in the election. Cameron Dawson of NewEdge Wealth says the uncertainty of the election means it could induce volatility. Billionaire Mark Cuban says Kamala Harris is "not a shape-shifter" and is "better for the economy in so many ways."

Bloomberg Surveillance TV: November 5, 2024

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/be31152f-dcb4-4814-804b-b21f01084a93/transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 5th, 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:
Tina Fordham, founder at Fordham Global Insights, on the election and national security concerns surrounding it
Gautam Mukunda, professor at Yale School of Management, on the election, polling, the campaign turnout operations, and the global implications of a Trump or Harris win
Dan Tobon, Head of G10 FX Strategy at Citi, on Trump or Harris trading on election night and what could come after
Benedikt Kammel, Aviation Team Lead with Bloomberg News, on the Boeing strike and its crippling impact

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 5th, 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>Tina Fordham, founder at Fordham Global Insights, on the election and national security concerns surrounding it</li>
<li>Gautam Mukunda, professor at Yale School of Management, on the election, polling, the campaign turnout operations, and the global implications of a Trump or Harris win</li>
<li>Dan Tobon, Head of G10 FX Strategy at Citi, on Trump or Harris trading on election night and what could come after</li>
<li>Benedikt Kammel, Aviation Team Lead with Bloomberg News, on the Boeing strike and its crippling impact</li>
</ul>

Election Day Analysis

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/86702efd-fa8c-43a0-8a51-b21f00fc8acc/transcript

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

In this episode, we feature conversations with Wendy Schiller & Gautam Mukunda.

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 Wendy Schiller &amp; Gautam Mukunda.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

Single Best Idea with Tom Keene: Wendy Schiller & Gautam Mukunda

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/44fbab04-da7d-48d8-b848-b21f00faee5d/transcript

Bloomberg Surveillance TV: September 11, 2024

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