Matthew Luzzetti, Deutsche Bank Chief US Economist, sees the Fed cutting rates materially next year. Dan Ives, Wedbush Senior Equity Analyst, says bears got it wrong on Apple. Amanda Lynam, BlackRock Head of Macro Credit Research, says we're bracing for a higher-for-longer environment. Rep. Bryan Steil (R) Wisconsin, says the DC system in which they are working on spending may be broken.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.

Surveillance: Fed Cuts with Luzzetti

Bob Michele, JP Morgan Asset Management Global Head of Fixed Income says the Fed won't go to 5.75% - 6% rates. Nadia Lovell, UBS Global Wealth Management Senior US Equity Strategist says the earnings recession is over. Ed Mills, Raymond James Washington Policy Analyst weighs in on a looming government shutdown. Amrita Sen, Energy Aspects Co-Founder and Head of Research shares her outlook for oil prices.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.

Surveillance: JPM's Michele on the Fed

 Mike Wilson, Morgan Stanley Chief US Equity Strategist & Chief Investment Officer, says we are seeing a breakdown again in a lot of the stock market. Queens' College Cambridge President Mohamed El-Erian, Former UK Prime Minister Gordon Brown & Nobel Prize-winning economist Michael Spence sit down with Bloomberg's Jonathan Ferro to talk about their new book "Permacrisis: A Plan to Fix a Fractured World", as well as the future of AI. Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says there is evidence higher rates are biting the economy. Elaine Kamarck, Former Clinton Administration Official & Brookings Senior Fellow, discusses Biden set to join the UAW picket line and the 2024 presidential race. Sheila Johnson, BET Co-Founder, discusses her new book "Walk Through Fire: A Memoir of Love, Loss and Triumph." 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.

Surveillance: Stock Breakdown with Wilson

This is a special episode of the Bloomberg Surveillance podcast. Jonathan Ferro sits down with global economist Mohamad El-Erian, former UK Prime Minister Gordon Brown and renowned scholar Michael Spence to discuss their new book, 'Permacrisis.'See omnystudio.com/listener for privacy information.

BONUS EPISODE: 'Permacrisis' with El-Erian, Brown and Spence

Katy Kaminski of Alpha Simplex sees equity markets disjointed from fixed income. Earl Davis of BMO Asset Management sees 2024 as a cyclical bull market. Holger Schmieding of Berenberg expects upside for Europe next year. Former FDIC Chair Sheila Bair says more banks are going to fail. 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.

Surveillance: Equity & Fixed Income Disjointment

Christyan Malek, JP Morgan Securities Global Head of Energy Strategy, sees oil normalizing towards $100. Jordan Rochester, Nomura G-10 FX Strategist, says the dollar strength is already near levels where it is becoming disruptive. Saira Malik, Nuveen CIO, says the soft landing narrative is being challenged. Janet Henry, HSBC Global Chief Economist, says this is an unusual cycle. 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.

Surveillance: $100 Oil with JP Morgan's Malek

A special edition of Bloomberg Surveillance, live from the Bloomberg Global Credit Forum in London. Tom Keene, Jon Ferro and Lisa Abramowicz speak with James Zelter, co-president of Apollo Global Management.
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.

Bonus Surveillance: The Bloomberg Global Credit Forum

Former St. Louis Fed President Jim Bullard says the prospects for soft landing look good. Sree Kochugovindan, Abrdn Senior Research Economist reacts to the BOE rate decision. Edward Morse, Citigroup Global Head of Commodity Research says there is no longer an oversupply of oil. Kit Juckes, Societe Generale Chief FX Strategist discusses the FX market amid a busy week of central bank decisions. Daniel Levy, Tottenham Hotspur Chairman talks about the recent sale of star striker Harry Kane to Bayern Munich.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.

Surveillance: Bullard on a Soft Landing

Bloomberg's Carol Massar and Tim Stenovec discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision. See omnystudio.com/listener for privacy information.

Instant Reaction: Jay Powell on Fed Policy

Bloomberg's Tom Keene and Jonathan Ferro break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Instant Reaction: The Fed Decides

Cathie Wood, ARK Invest CEO & CIO, discusses Ark acquiring Rize ETF. Patrick Armstrong, Plurimi Wealth Chief Investment Officer, doesn't see inflation falling to the Fed's 2% mandate. Elsa Lignos, RBC Global Head of FX Strategy, says we can get to EUR-USD parity. Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, says China is exporting deflation and goods prices to the rest of the world.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.

Surveillance: Cathie Wood on Investing

Max Kettner of HSBS says tech still has room to run over the next few weeks. Ed Yardeni, Yardeni Research President sees a higher chance of a US recession than he did before. Jane Foley, Rabobank Head of FX Strategy, says the euro will feel the impact of global crises more than the US dollar. Simon French, Panmure Gordon Chief Economist and Head of Research looks ahead to Thursday's BOE rate decision. 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.

Surveillance: Kettner: Bullish tech

Andrew Balls, PIMCO Global Head of Fixed Income says the U.S. 10-year looks attractive right now. Gilles Moec, AXA Group Chief Economist compares the European economy to the US. Geoff Yu,  BNY Mellon, Senior Market Strategist says there's a risk of a wage-price spiral. Greg Valliere, AGF Investments, Chief US Policy Strategist says, there is no logical successor in the Democratic party for President Biden. Amrita Sen, Energy Aspects Director of Research says oil will hit $100 a barrel by Halloween.
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.

Surveillance:  Big Week for Central Banks

Sarah Hunt, Alpine Saxon Woods, Chief Market Strategist weighs in on what the UAW strike could mean for the share price of the big 3 automakers. Henrietta Treyz, Veda Partners Economic Policy Research Director weighs in on the UAW strike and says she does not think there will be another auto industry bailout. RJ Gallo, Federated Hermes Sr. Portfolio Manager says fixed income investors should extend duration over the next 12-24 months. Geetha Ranganathan, Bloomberg Intelligence US Media Analyst discusses the outlook for Disney after the company announced that it expects to fall tens of millions of subscribers short of its 2024 target for Disney+. Javier Blas, Bloomberg Opinion Columnist discusses rising oil prices around the world.
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.

Surveillance: UAW begins strike

Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. Bloomberg's monthly program, Chief Future Officer, profiles these leaders and explores the impact they're making on their companies and industries. This episode profiles JetBlue CFO Ursula Hurley, who's helped lead the airline through the turbulence of a global pandemic that's still presenting operational challenges and inflationary headwinds.See omnystudio.com/listener for privacy information.

Chief Future Officer: Ursula Hurley, JetBlue

Tom Porcelli, PGIM Fixed Income Chief US Economist, reacts to the US August CPI report. Tom Forte, DA Davidson Sr. Research Analyst, says Apple stock is being held up by the iPhone and share buybacks. Regina Mayor, KPMG Global Head of Clients & Markets Rep, says demand destruction in oil would kick in if gas prices go substantially over $4. French Hill (R) Arkansas, discusses House Speaker McCarthy launching an impeachment probe into President Biden. Doug Kass, Seabreeze Partners President talks about Apple, and why he thinks the stock is facing serious challenges.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.

Surveillance: US CPI with Porcelli

Bob Michele, JPMorgan Asset Management CIO & Global Head of Fixed Income, Currency & Commodities says the Fed may have to tip the economy into recession before cutting rates. Bill Dudley, Former New York Fed President & Bloomberg Opinion Columnist criticizes the Fed's proposal to increase capital requirements for the biggest banks. Greg Boutle, BNP Paribas, US Head Of Equity And Derivative Strategy explains why he ditched his call for an 11% drop in the S&P this year. Francisco Blanch, BofA Global Research Head of Global Commodities & Derivatives Research says he sees Brent Crude at $90 next year. Bhakti Hansoti, Johns Hopkins University Associate Professor of Emergency says Covid is similar to the flu.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.

Bloomberg News Now is a comprehensive audio report on today's top stories. Listen for the latest news, whenever you want it, covering global business stories around the world.     Listen and Subscribe on:   Apple: apple.co/3Eyz9EX   Spotify: spoti.fi/45IG5LR   Anywhere: bit.ly/460OMka See omnystudio.com/listener for privacy information.

INTRODUCING: Bloomberg News Now

Marvin Loh, State Street Senior Global Macro Strategist, says the risk of a recession in the US is still out there. Subadra Rajappa, Societe Generale Head of US Rates Strategy, says the data this week will guide the dots. Kristina Hooper, Invesco Chief Global Market Strategist, says the ongoing UAW disputes are a "rearview mirror" issue for the US economy. Paolo Gentiloni, European Commission Economy Commissioner, says Europe is near the peak of interest rates. Mandeep Singh, Bloomberg Intelligence, previews Apple's product event on Tuesday.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.

Surveillance: Recession Risk with Loh

Torsten Slok, Apollo Global Management Chief Economist, says the Fed is stepping harder on the brakes. Earl Davis, BMO Asset Management Head of Fixed Income & Money Markets, doesn't expect any Fed hikes next year. Pierre Ferragu, New Street Research Head of Global Technology Infrastructure, says China has to be very careful with what they do with Apple because China depends on Apple for many things. Steven Major, HSBC Global Head Of Fixed Income Research, says yields will probably go sideways. Anna Ashton, Eurasia Group Director China Corporate Affairs and US-China, says the China slowdown is systemic.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.

Get Started

Download the App