Barclays CEO C.S. Venkatakrishnan discusses Barclays' three-year restructuring plan that aims to return over $12 billion to shareholders and expand relationships with sovereign wealth funds. Monica DiCenso, Head of Global Investment Opportunities at JP Morgan Private Bank, says equities are well-positioned across the S&P 500. Sahm Consulting founder Claudia Sahm, former Federal Reserve Economist & Bloomberg Opinion columnist, says she expects the Fed to hold rates steady on Wednesday and hopes for 'most boring meeting ever.' See omnystudio.com/listener for privacy information.
Mar 18
22 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 18th, 2024Featuring:
Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, on market technicals and how the S&P will respond to this week's Fed decision
David Katz, CIO at Matrix Asset Advisors, on stock picks and outlook for indicies in 2024
Dana D'Auria, Co-CIO at Envstnet, on equities, asset allocation, and valuations
Bloomberg's Lisa Mateo with Newspaper Headlines
Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.
Mar 18
30 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature conversations with Ed Yardeni and Dan IvesWatch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Mar 15
6 min
John Stoltzfus, Oppenheimer Chief Investment Strategist, says 'insidious' inflation will likely push the Fed's interest rate cuts to the second half of the year. Sarah Hunt, Alpine Saxon Woods Chief Market Strategist, says AI stocks are backed by actual cashflow and not 'running on a promise.' Ian Lyngen, BMO Capital Markets Head of US Rates Strategy, says this week's inflation and retail sales data 'hints of the specter of stagflation.' See omnystudio.com/listener for privacy information.
Mar 15
25 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 15th, 2024Featuring:
Ed Yardeni, President at Yardeni Research, on next week's Fed decision and potential for soft landing
Sarah Hunt, Chief Markets Strategist at Alpine Woods Capital Investors
Saleha Mohsin, Senior Washington Correspondent with Bloomberg News, on politics and her new book
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 See omnystudio.com/listener for privacy information.
Mar 15
28 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature conversations with Jeffrey Cleveland and Keith CowingWatch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Mar 14
5 min
Marc Lipschultz, Blue Owl Capital Co-CEO, says private credit remains strong and the system is able to successfully absorb economic obstacles. Rolf Habben Jansen, Hapag-Lloyd CEO, says the global shipping sector is calming after months of volatility tied to attacks on shipping vessels. Jay Bryson, Chief Economist, Wells Fargo, reacts to jobless claims and PPI data saying February's sticky inflation numbers shouldn't significantly alter the Fed's path forward on interest rates. See omnystudio.com/listener for privacy information.
Mar 14
18 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 14th, 2024Featuring:
Jeffrey Cleveland, Chief US Economist at Payden & Rygel, on immediate reaction to PPI and retail sales
Brian Weiser, Principal at Madison and Wall, LLC, on TikTok potential ban.
Hessam Nadji, CEO at Marcus & Millichap, on CRE, mortgage rate dip, and other real estate topics
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 See omnystudio.com/listener for privacy information.
Mar 14
30 min
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 Katy Kaminski.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Mar 13
6 min
Featuring:
-David Rosenberg, Rosenberg Research Founder & President
-Bill Dudley, Former NY Fed President & Bloomberg Opinion contributor
-Brendan Carr, FCC Commissioner See omnystudio.com/listener for privacy information.
Mar 13
24 min
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