Mike Wilson, Morgan Stanley Chief US Equity Strategist, is confident this market rally will continue through December. Jordan Rochester, Nomura G-10 FX Strategist, sees GBP-USD at 1.25 next year. Vincent Reinhart, Dreyfus Mellon Chief Economist, sees an economic downturn within the next 12 months. Rubeela Farooqi, High Frequency Economics Chief US Economist, says the Fed doesn't want to overtighten. Bob Doll, Crossmark Global Investments Chief Investment Officer, says the Fed has to pray this labor market quiets down.  

Mike Wilson, Morgan Stanley Chief US Equity Strategist, is confident this market rally will continue through December. Jordan Rochester, Nomura G-10 FX Strategist, sees GBP-USD at 1.25 next year. Vincent Reinhart, Dreyfus Mellon Chief Economist, sees an economic downturn within the next 12 months. Rubeela Farooqi, High Frequency Economics Chief US Economist, says the Fed doesn't want to overtighten. Bob Doll, Crossmark Global Investments Chief Investment Officer, says the Fed has to pray this labor market quiets down.

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

SURVpodcast_12-01-22_1

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a0312742-d7a0-4802-b6ed-af5e0107dd30/transcript

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

In this episode, we feature conversations with Amy Wu Silverman and Anurag Rana.

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 Amy Wu Silverman and Anurag Rana.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

Single Best Idea with Tom Keene: Amy Wu Silverman and Anurag Rana

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/23c562b1-6e16-4279-8b9e-b15600eaac83/transcript

 -Tim Adams, IIF President
-Jonathan Pingle, Chief US Economist, UBS
-Klaas Knot, Dutch Central Bank President & European Central Bank Governing Council Member

IIF President Tim Adams says geopolitical uncertainties, including the US presidential election, are overwhelming global economic calculations. UBS Chief US Economist Jonathan Pingle says the 'extraordinary pace of growth' in the US may lead the Fed to raise interest rates, but still expects two cuts this year. Dutch Central Bank President Klaas Knot says the ECB is 'confident that the overall picture is one of disinflation.'  

-Tim Adams, IIF President -Jonathan Pingle, Chief US Economist, UBS -Klaas Knot, Dutch Central Bank President &amp; European Central Bank Governing Council Member IIF President Tim Adams says geopolitical uncertainties, including the US presidential election, are overwhelming global economic calculations. UBS Chief US Economist Jonathan Pingle says the 'extraordinary pace of growth' in the US may lead the Fed to raise interest rates, but still expects two cuts this year. Dutch Central Bank President Klaas Knot says the ECB is 'confident that the overall picture is one of disinflation.'

Bloomberg Surveillance TV: April 18, 2024

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/35b616de-672f-4bca-b599-b15600dcd1b1/transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 18th, 2024
Featuring:
Amanda Lynam, Head of Macro Credit Research at Blackrock, on the bond market and global credit outlook
Amy Wu Silverman, Managing Director and Head of Derivatives Strategy for RBC Capital Markets, on "skew" in the market
Chris Ailman, CIO at CalSTRS, on a potential soft landing for the US and equity market outlook
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/surveillanceEric Mollo 

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 18th, 2024 Featuring:
<ul>
<li>Amanda Lynam, Head of Macro Credit Research at Blackrock, on the bond market and global credit outlook</li>
<li>Amy Wu Silverman, Managing Director and Head of Derivatives Strategy for RBC Capital Markets, on "skew" in the market</li>
<li>Chris Ailman, CIO at CalSTRS, on a potential soft landing for the US and equity market outlook</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>Eric Mollo

Equity Bullishness and Skew in the Market

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3c1a0940-a23d-4b67-a46f-b15600f8f538/transcript

SURVpodcast_12-01-22_1

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