Bloomberg Surveillance – Détails, épisodes et analyse

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

In this episode, we feature conversations with Scott Clemons & Dean Curnutt.

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-Henrietta Treyz, Veda Partners Director of Economic Policy Research
-Neil Dutta, Renaissance Macro Research Head of US Economic Research
-Matthew Dolgin, MorningStar Senior Equity Analyst

Henrietta Treyz of Veda Partners discusses Vice President Kamala Harris's union pitch on the campaign trail in Pittsburgh, PA. Neil Dutta of Renaissance Marco Research previews this week's labor market data and discusses the possible impact on the Fed's next decision. Matthew Dolgin of MorningStar discusses the latest with the Disney and DirecTV carriage negotiations. 

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 Nvidia, the chipmaker at the heart of the artificial intelligence boom, gave a revenue forecast that fell short of some of the most optimistic estimates, stoking concerns that its explosive growth is waning. Bloomberg Businessweek hosts Carol Massar and Tim Stenovec talk with Bloomberg Technology co-host Ed Ludlow and Bloomberg Intelligence Senior Semiconductor Analyst Kunjan Sobhani for instant reaction and analysis for Nvidia's earnings results. 

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-Darrell Cronk, Wells Fargo Chief Investment Officer
-Katrina Dudley, Franklin Templeton Public Markets Senior Investment Strategist
-Rob Casey, Signum Global Partner & Senior Analyst

Rob Casey of Signum Global provides analysis following Trump’s speech at the RNC and offers insights on the latest developments in the Biden campaign. Darrell Cronk of Wells Fargo discusses potential peaks for the Trump trade amid speculation about Biden’s future. Katrina Dudley of Franklin Templeton explains why the positive price movement in small caps is encouraging. 

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Bill Browder, Hermitage Capital CEO, says Vladimir Putin's offer for talks with Ukraine is "pure theater." Natalie Jaresko, Former Ukraine Minister of Finance, says Ukraine needs a more urgent response from the West. Tony Crescenzi, PIMCO Market Strategist, Portfolio Manager & Member of the Firm's Investment Committee, says investors have been taking a leap of faith. Seema Shah, Principal Global Investors Chief Global Strategist, says the U.S. is the safest place for investments to be sitting right now.

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Ben Hodges, Former U.S. Commanding General in Europe, says we don't need to have American soldiers on the ground in Ukraine. Peter Oppenheimer, Goldman Sachs Chief Global Equity Strategist, says markets are now pricing in a big slowdown. Tim Ash, Bluebay Senior EM Sovereign Strategist, says Russians themselves didn't see the invasion of Ukraine coming. Kona Haque, ED&F Man Head of Research, says $120 oil is now a given. Robert Rosener, Morgan Stanley Senior U.S. Economist, says the Fed is still on track to raise rates in March.

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Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, explains why he sees a buying opportunity in the current market. Jeffrey Sachs, Columbia University Economics Professor and Sustainable Development Center Director, says he is unimpressed with diplomacy of Biden administration in dealing with Russia. Winnie Cisar, Creditsights Global Head of Credit Strategy, explains why she like the belly of of the investment-grade curve. Tina Fordham, Avonhurst Head of Global Political Strategy, doesn't expect to see a de-escalation between Russia and Ukraine.

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Vygaudas Usackas, Former EU Ambassador to Russia and Avia Solutions Group Board Member, says Vladimir Putin's actions will require "sanctions, most profound and severe." Leslie Falconio, UBS Global Wealth Management Senior Fixed Income Strategist for the Americas, says to consider selling the fixed income rally. Amrita Sen, Energy Aspects Founder & Director of Research, doesn't see sustained $100 oil this year. Tony Capuano, Marriott International CEO, expects this summer to be an all-time record for travel.

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Elizabeth Economy, Hoover Institution Senior Fellow, discusses the relationship between Russia and China. Robert Hormats, Tiedemann Advisors Managing Director, says if Putin wants to have a war, he's going to have to suffer sever economic consequences. Kelsey Berro, JP Morgan Investment Management Fixed Income Portfolio Manager, explains why markets are looking for the Federal Reserve to cut interest rates in 2024. Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, says markets are facing the toughest part of 2022, but should get clarity on inflation and growth later in the year.

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Admiral James Stavridis, Bloomberg Opinion Columnist, Former Supreme Allied Commander of NATO and Author of "2034: A Novel of the Next World War," says Vladimir Putin wants to crack the sovereignty of Ukraine and divide NATO. Michael Holland, Holland & Company Chairman, says the geopolitical risk between Russia and Ukraine is another part of the battle for investment survival. Kathy Bostjancic, Oxford Economics Chief U.S. Financial Economist, expects the Fed to hike 50 basis points in March. Marvin Loh, State Street Senior Global Macro Strategist, says it is clear the Fed is playing catch-up. Mike Manley, Autonation CEO, says he has no doubt the America will buy electric cars.

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