Tony Crescenzi, PIMCO Market Strategist and Portfolio Manager, says a hawkish cut is a mistake in this environment. David Kirkpatrick, Techonomy CEO & Founder, says Apple is an astonishingly resilient company. Ira Jersey, Bloomberg Intelligence Chief U.S. Rates Strategist, says the Fed can sound more dovish than the market expects. And Therese Raphael, Bloomberg Opinion Columnist, says at the moment, this is Boris Johnson's election to lose. 

Tony Crescenzi, PIMCO Market Strategist and Portfolio Manager, says a hawkish cut is a mistake in this environment. David Kirkpatrick, Techonomy CEO &amp; Founder, says Apple is an astonishingly resilient company. Ira Jersey, Bloomberg Intelligence Chief U.S. Rates Strategist, says the Fed can sound more dovish than the market expects. And Therese Raphael, Bloomberg Opinion Columnist, says at the moment, this is Boris Johnson's election to lose.

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: Hawkish Cut a Mistake, says Crescenzi

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/39dfbfd5-d598-4ff7-93fb-ae27007bbccd/transcript

-Peter Tchir, Academy Securities Head of Macro Strategy
-Veronica Clark, Citi Research US Economist
-Ken Leon, CFRA Director of Equity Research

Peter Tchir of Academy Securities says the perception of US exceptionalism is an 'old story that we're clinging on to.' Citi's Veronica Clark discusses the Fed's path forward on interest rates following soft April jobs numbers. Ken Leon of CFRA explains his firm's downgrade of Live Nation to "hold."

-Peter Tchir, Academy Securities Head of Macro Strategy -Veronica Clark, Citi Research US Economist -Ken Leon, CFRA Director of Equity Research Peter Tchir of Academy Securities says the perception of US exceptionalism is an 'old story that we're clinging on to.' Citi's Veronica Clark discusses the Fed's path forward on interest rates following soft April jobs numbers. Ken Leon of CFRA explains his firm's downgrade of Live Nation to "hold."

Bloomberg Surveillance TV: May 6, 2024

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0a6d6014-914e-48f0-8512-b16800dd08b4/transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 6th, 2024
Featuring:
Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, on why life's been good for large caps and the bifurcated market
Jackie Bowie, Managing Partner at Chatham, discusses the outlook for Euro economies and stagflation across global markets outside the US
Aoifinn Devitt, CIO at Moneta, on how bullish traders should be on equities heading into the summer
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/surveillanceZ

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 6th, 2024 Featuring:
<ul>
<li>Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, on why life's been good for large caps and the bifurcated market</li>
<li>Jackie Bowie, Managing Partner at Chatham, discusses the outlook for Euro economies and stagflation across global markets outside the US</li>
<li>Aoifinn Devitt, CIO at Moneta, on how bullish traders should be on equities heading into the summer</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/surveillanceZ" data-destination="rte:bind">https://www.bloomberg.com/account/newsletters/surveillanceZ</a>

US Equity Bullishness as Concerns Mount in Europe

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/730064e4-9239-45b4-a7fc-b16800e618d1/transcript

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

In this episode, we feature conversations with Mark Zandi, Claudia Sahm, and Jurrien Timmer.

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 Mark Zandi, Claudia Sahm, and Jurrien Timmer.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

Single Best Idea with Tom Keene: Mark Zandi, Claudia Sahm, and Jurrien Timmer

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f09ba3c2-11fd-4aab-bb53-b16500eb83fd/transcript

Surveillance: Hawkish Cut a Mistake, says Crescenzi

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