Surveillance: Wells Fargo's S&P 500 Call
Chris Harvey, Wells Fargo Securities Head of Equity Strategy, discusses Wells Fargo's call for 4420 on the S&P 500 year-end. Robert Tipp, PGIM Fixed Income Chief Investment Strategist, says 5% or 6% o...
3 Loka 202334min
Surveillance: Concern, Not Fear with Calvasina
Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says she saw concern, not fear, in markets as the US faced a potential government shutdown. Jordan Rochester, Nomura G-10 FX Strategist,...
2 Loka 202332min
Surveillance: Time to Buy with Emanuel
Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says it's time to buy equities. Veronica Clark, Citi Economist, discusses US economic data including Personal Income and Spending. ...
29 Syys 202328min
Surveillance: Fed Cuts with Luzzetti
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 ...
28 Syys 202329min
Surveillance: JPM's Michele on the Fed
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 ...
28 Syys 202336min
Surveillance: Stock Breakdown with Wilson
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-Eri...
26 Syys 202339min
BONUS EPISODE: 'Permacrisis' with El-Erian, Brown and Spence
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 Spe...
25 Syys 202326min
Surveillance: Equity & Fixed Income Disjointment
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 f...
25 Syys 202327min
