Breaking Down Retail Sales and Higher for Longer Rates

Breaking Down Retail Sales and Higher for Longer Rates

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney

June 18th, 2024

Featuring:

  • Jeffrey Rosenberg, Senior Portfolio Manager, Systematic Fixed Income at BlackRock, discusses immaculate disinflation, nominal GDP, and how much longer the Fed can go on higher for longer rates
  • Dana Telsey, CEO at Telsey Advisory Group, reacts to retail sales and discusses consumer health
  • Ruchir Sharma, CIO and founder at Breakout Capital Partners and Chairman at Rockefeller International, talks about his new book on capitalism and gives his outlook for the US economy and markets
  • Bloomberg's Lisa Mateo with her Newspaper Headlines


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Episoder(4445)

8am-9am ET: Feroli & Weisman

8am-9am ET: Feroli & Weisman

JPMorgan's Michael Feroli says central banks have come a long way with communication and is trying to communicate a path that is data dependent. MFS Investment Management's Erik Weisman discusses nega...

29 Feb 201642min

Swagel: banks are in a much better position than pre-crisis

Swagel: banks are in a much better position than pre-crisis

Milken Institute's Phillip Swagel discusses how the banks are in a much better position than before the crisis on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener fo...

29 Feb 201611min

Swagel: too soon to tell if bank regulation working

Swagel: too soon to tell if bank regulation working

Milken Institutue's Phillip Swagel discusses the future of large banks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

29 Feb 201611min

Emos: markets unclear about fiscal direction

Emos: markets unclear about fiscal direction

Leader Capital's Ben Emos says markets are unclear about fiscal policy because of the uncertainty surrounding the presidential elections on Bloomberg Surveillance with Tom Keene and Michael McKee.See ...

29 Feb 20168min

Emos: markets don't agree that fundamentals are improving

Emos: markets don't agree that fundamentals are improving

Leader Capital's Ben Emos says the markets don't agree with the G-20 statement that fundamentals are improving on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener fo...

29 Feb 201612min

7am-8am ET: Emos & Swagel

7am-8am ET: Emos & Swagel

Leader Capital's Ben Emos discusses the G-20 statement and if fundamentals are better than what the markets think. Milken Institute's Phillip Swagel talks about regulation and breaking up the banks. A...

29 Feb 201642min

Arment: Honeywell offer likely won't be the last

Arment: Honeywell offer likely won't be the last

Sterne Agee's Peter Arment says that Honeywell will probably follow up on its bid for UTX with a better offer. He joins Tom Keene and Scarlet Fu on Bloomberg Surveillance.See omnystudio.com/listener f...

26 Feb 201611min

Giddis: lack of inflation and lack of growth

Giddis: lack of inflation and lack of growth

Raymond James' Kevin Giddis says that the world's economies are struggling with two big problems: low inflation and low growth. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnys...

26 Feb 201611min

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