Marker 01

Mike Wilson, Morgan Stanley Chief US Equity Strategist, says he is much more focused more on the earnings story than the Fed. Michael Pond, Barclays Head of Global Inflation Market Strategy, says to prepare for a hawkish Fed. Michael Collins, PGIM Fixed Income Senior Portfolio Manager, still expects a little bit more downside in credit. Kona Haque, ED&F Man Head of Research, says we currently have an energy supply and demand mismatch.

Mike Wilson, Morgan Stanley Chief US Equity Strategist, says he is much more focused more on the earnings story than the Fed. Michael Pond, Barclays Head of Global Inflation Market Strategy, says to prepare for a hawkish Fed. Michael Collins, PGIM Fixed Income Senior Portfolio Manager, still expects a little bit more downside in credit. Kona Haque, ED&amp;F Man Head of Research, says we currently have an energy supply and demand mismatch.

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

Surveillance: Earnings Story with Wilson

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/35d2908e-fefc-4f3c-8521-af1700ee6dfe/transcript

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

In this episode, we feature conversations with Thierry Wizman and Michael Darda.

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 Thierry Wizman and Michael Darda.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

Single Best Idea with Tom Keene: Thierry Wizman & Michael Darda (Podcast)

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/24b5d38f-2f80-4080-92ff-b15b00eb2762/transcript

-Matt Luzzetti, Deutsche Bank Chief US Economist & Head of US Economic Research
-Mike Wilson, Morgan Stanley CIO & Chief US Equity Strategist
-Vijay Rakesh, Mizuho Securities Managing director & Senior Semiconductor Analyst

Deutsche Bank Chief US Economist Matt Luzzetti says the Fed is primed for a mid-cycle adjustment, with 'no reason to guide towards a full cutting cycle.' Morgan Stanley CIO Mike Wilson says 'rates are too high for the majority of the economy' and advises against small-cap stocks. Vijay Rakesh of Mizuho Securities previews Tesla earnings as the Magnificent 7 stocks' earning cycle gets underway.

-Matt Luzzetti, Deutsche Bank Chief US Economist &amp; Head of US Economic Research -Mike Wilson, Morgan Stanley CIO &amp; Chief US Equity Strategist -Vijay Rakesh, Mizuho Securities Managing director &amp; Senior Semiconductor Analyst Deutsche Bank Chief US Economist Matt Luzzetti says the Fed is primed for a mid-cycle adjustment, with 'no reason to guide towards a full cutting cycle.' Morgan Stanley CIO Mike Wilson says 'rates are too high for the majority of the economy' and advises against small-cap stocks. Vijay Rakesh of Mizuho Securities previews Tesla earnings as the Magnificent 7 stocks' earning cycle gets underway.

Bloomberg Surveillance TV: April 23, 2024

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9ecadf44-0dc1-485e-8e56-b15b00e47a84/transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 23rd, 2024
Featuring:
Stephen Stanley, Chief Economist at Santander, on recent inflation data and what the Fed is watching this week
Thierry Wizman, Director: Global Currencies & Interest Rate Strategist at Macquarie Futures, on FX weakness and volatility and what the bond market is signaling about the US economic outlook
Ian Whittaker, Managing Director and Owner at Liberty Sky Advisors, on streaming wars, Meta earnings, and tech regulation
Bloomberg's Lisa Mateo with her Newspaper Headlines


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 SweeneyApril 23rd, 2024 Featuring:
<ul>
<li>Stephen Stanley, Chief Economist at Santander, on recent inflation data and what the Fed is watching this week</li>
<li>Thierry Wizman, Director: Global Currencies &amp; Interest Rate Strategist at Macquarie Futures, on FX weakness and volatility and what the bond market is signaling about the US economic outlook</li>
<li>Ian Whittaker, Managing Director and Owner at Liberty Sky Advisors, on streaming wars, Meta earnings, and tech regulation</li>
<li>Bloomberg's Lisa Mateo with her Newspaper Headlines</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>

PCE Preview and Streaming Wars

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e5c59fa6-e777-4a22-a6b5-b15b00f82ca6/transcript

Surveillance: Earnings Story with Wilson

Bloomberg Surveillance

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