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- Brian Weinstein, Morgan Stanley Investment Management, Head of Global Markets
- Aditya Bhave, BofA Securities Senior US Economist
- Venu Krishna, Barclays Head of US Equity Strategy

Brian Weinstein of Morgan Stanley thinks bond yields will be "meaningfully higher from here" as we continue this easing cycle. Aditya Bhave of BofA Securities is holding onto a soft landing outlook because layoffs remain low. Venu Krishna says the disconnect right now is between the rates market and the equity market. 

- Brian Weinstein, Morgan Stanley Investment Management, Head of Global Markets - Aditya Bhave, BofA Securities Senior US Economist - Venu Krishna, Barclays Head of US Equity Strategy Brian Weinstein of Morgan Stanley thinks bond yields will be "meaningfully higher from here" as we continue this easing cycle. Aditya Bhave of BofA Securities is holding onto a soft landing outlook because layoffs remain low. Venu Krishna says the disconnect right now is between the rates market and the equity market.

Listen for the latest in finance, economics and investment. 

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television. 

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. 

Listen for the latest in finance, economics and investment. Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television. Join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio.&nbsp; Watch Surveillance TV LIVE each mornings: <a href="http://bit.ly/3P7nstQ">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>.&nbsp;

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 30, 2024

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1c487ba4-b49d-4de6-9747-b1fb00ed76b6/transcript

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom.

Today's guests include:
Richard Clarida, Former Federal Reserve Vice Chair
Lori Calvasina, RBC Capital Markets Head:US Equity Strategy 
Hannah Elliot, Hot Pursuit! Podcast co-host

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom.
Today's guests include:
<ul>
<li>Richard Clarida, Former Federal Reserve Vice Chair</li>
<li>Lori Calvasina, RBC Capital Markets Head:US Equity Strategy&nbsp;</li>
<li>Hannah Elliot, Hot Pursuit! Podcast co-host</li>
</ul>

Bloomberg Money: 'Fed Needs Clear Inflation Target and Messaging'

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2752df05-7c79-44d1-a89a-b498014dd3da/transcript

Featuring: 
Mike Arougheti, Partner/Director/Co-Founder/CEO, Ares Management
Bloomberg Opinion Columnist William Dudley
Navy Mutual Aid Association Board Member Lt Gen Robert S Walsh

 

Featuring:&nbsp;
<ul>
<li>Mike Arougheti, Partner/Director/Co-Founder/CEO, Ares Management</li>
<li>Bloomberg Opinion Columnist William Dudley</li>
<li>Navy Mutual Aid Association Board Member Lt Gen Robert S Walsh</li>
</ul>
&nbsp;

Bloomberg Surveillance TV: July 31st, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6942d6f9-e1f5-4242-a7d1-b49801486a11/transcript

The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, July 31st, 2026
Featuring:

1) Gregory Daco, Chief Economist at EY-Parthenon, joins to discuss nominal GDP, the Fed, and outlook for inflation.
2) Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, talks the markets' earnings push and equity reaction to the Fed.
3) Mallika Sachdeva, FX Strategist at Deutsche Bank, talks about strengthening the yen and the Bank of Japan.
4) Ellen Wald, Senior Fellow at the Atlantic Council, talks about a regional Middle East war and recent moves in oil post-big oil earnings today. Leslie Vinjamuri, President & CEO, Chicago Council on Global Affairs, joins for a panel discussion.

The latest in finance, economics and investment. 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 SweeneyFriday, July 31st, 2026 Featuring: 1) Gregory Daco, Chief Economist at EY-Parthenon, joins to discuss nominal GDP, the Fed, and outlook for inflation. 2) Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, talks the markets' earnings push and equity reaction to the Fed. 3) Mallika Sachdeva, FX Strategist at Deutsche Bank, talks about strengthening the yen and the Bank of Japan. 4) Ellen Wald, Senior Fellow at the Atlantic Council, talks about a regional Middle East war and recent moves in oil post-big oil earnings today. Leslie Vinjamuri, President &amp; CEO, Chicago Council on Global Affairs, joins for a panel discussion.

Market Moves on Fed, Oil, and Tech Earnings

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5c0e33ab-ef2c-4eab-8b9f-b49800f2ea1f/transcript

Bloomberg Surveillance TV: September 30, 2024

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