- Anastasia Amoroso, iCapital Chief Investment Strategist
- Lindsey Piegza, Stifel Chief Economist
- Kit Juckes, Soc Gen Chief FX

iCapital's Anastasia Amoroso says the economy's resiliency is what's truly in the driving seat. Stifel's Lindsey Piegza believes the Fed "sent the wrong message" what a 50bp cut. Kit Juckes of Soc Gen doesn't foresee the ECB cutting rates aggressively.

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Bloomberg Surveillance hosted by Paul Sweeney & David GuraOctober 18th, 2024
Featuring:

• Lara Rhame, Chief Economist at FS Investments, discusses why she believes a soft landing might not be so soft and talks about how the 2024 election will impact markets
• Nancy Curtin, Partner & Global CIO at AlTi, on remaining bullish on the S&P 500 and what she's seeing when it comes to market fundamentals
• Gautam Mukunda, lecturer at Yale University, on politics & the 2024 presidential race
• Carole Streicher, Americas Regional Head of Deal Advisory for KPMG, talks about the firm's findings on M&A activity in 2024 and what to expect into the new year

Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceEric Mollo

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Netflix added more than 5 million customers in the third quarter, and eclipsed Wall Street’s expectations on every major financial metric despite a new programming slate constrained by last year’s strikes in Hollywood. For instant reaction and analysis, hosts Tim Stenovec and Molly Smith spoke with Dan Morgan, senior portfolio manager at Synovus Trust.

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Bloomberg Surveillance hosted by Paul Sweeney & Carol Massar.October 17th, 2024
Featuring:

• Kara Murphy, CIO at Kestra Investment Management, gives her outlook for the US economy and equity markets
• Matt Sigel, Head of Digital Assets Research at Van Eck Associates, on the Bitcoin and crypto outlook
• David Gura, host of the Bloomberg "Big Take" podcast, discusses the 2024 election and other DC headlines
• Lisa Mateo on newspapers

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- Governor Ned Lamont (D) Connecticut
- Dan Skelly, Morgan Stanley Wealth Management Head of market research and strategy
- Jeremy Stretch, CIBC

Connecticut Governor Ned Lamont says Vice President Kamala Harris and running mate Tim Walz are more pragmatic than the Biden Administration. Dan Skelly of Morgan Stanley says a "red sweep" in the U.S. election would cause "the most near-term volatility." Jeremy Stretch of CIBC says the market "is increasingly looking a little oversold."

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- Elyas Galou, BofA Securities Senior Investment Strategist
- Keith Lerner, Truist Co-CIO/Chief Market Strategist
- Julia Coronado, Macropolicy Perspectives President and Founder

Elyas Galou thinks investors have transformed from "nervous bulls" a month ago to just bulls. Keith Lerner of Truist says, "This is the strongest election year we've seen for the stock market since the 1950's." Julia Coronado of Macropolicy Perspectives says the "bar is very high" for the Fed to deviate from a 25bp cut in November.

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Bloomberg Surveillance hosted by Carol Massar & Barry Ritholtz.October 16th, 2024
Featuring:

• Aoifinn Devitt, Chief Global Strategist at Moneta, discusses the potential market impact of the 2024 presidential race & how ASML's chip warning is weighing on investor sentiment
• Ann Miletti, Head of Equity at Allspring Global Investments, discusses how earnings season will impact US equities and why Allspring investment teams are "listening for the quiet"
• Lakshman Achuthan, founder of ECRI, joins to break down his reading of the current economic cycle and why US inflation may persist and not soften in a linear fashion
• Kailey Leinz, host of Bloomberg's "Balance of Power," on the 2024 presidential race and John Micklethwait's interview with former US president Donald Trump

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

In this episode, we feature conversations with Chuck Clough & Katy Kaminski.

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