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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, June 29, 2026
Featuring:
1) Aditya Bhave, Head: US Economics at Bank of America, joins to discuss why his team is changing their rate call to multiple rate hikes this year.
2) Alicia Levine, CIO at BNY Wealth, talks about her S&P call and the sustainability of the equity rally.
3) Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, talks whether AI is a bubble or true market revolution.
4) Chad Beynon, Senior Gaming, Lodging, and Theaters Analyst at Macquarie, talks about how the World Cup is benefitting the US sports betting market and which stocks stand to benefit.