Bloomberg Surveillance October 21, 2024

Bloomberg Surveillance October 21, 2024

- Daniel Morris, BNP Paribas Asset Management Chief Market Strategist
- Jim Caron, Morgan Stanley Co-CIO
- Aditya Bhave, BofA Global Research Senior US Economist

Daniel Morris of BNP Paribas is bracing for a "negative shock," but says the economy looks resilient. Jim Caron of Morgan Stanley says it will be hard to get inflation under control no matter who wins the election. Aditya Bhave of BofA doesn't believe in reacceleration yet.

See omnystudio.com/listener for privacy information.

Episoder(4332)

8am-9am ET: Colas, Raines & Friedman

8am-9am ET: Colas, Raines & Friedman

Convergex's Nicholas Colas shares his market strategy. Chatham House's Thomas Raines explains why British Prime Minister David Cameron is stumbling at the 'Brexit' summit. And Fidelity Management's De...

19 Feb 201642min

Marks: A good opportunity in distressed bonds

Marks: A good opportunity in distressed bonds

Oaktree Capital's Howard Marks says that for a long-term investor distressed bonds are a good opportunity. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener fo...

18 Feb 201612min

Bloomberg Surveillance: Feb. 18, 2016

Bloomberg Surveillance: Feb. 18, 2016

Oaktree Capital's Howard Marks identifies where he sees investment opportunities. Wells Capital's Magaret Patel focuses on fixed income. BlackRock's Peter Hayes provides perspective on munis. And Bloo...

18 Feb 201642min

Le: correlations are breaking down

Le: correlations are breaking down

Credit Suisse's Khoa Le weighs in on asset correlations breaking down and has a discussion on quant models on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for pr...

18 Feb 201611min

Rupkey: eco data is strong, but consumers feel insecure

Rupkey: eco data is strong, but consumers feel insecure

Bank of Tokyo-Mitsubishi's Chris Rupkey explains why there is a disconnect between strong economic data, and weak consumer sentiment. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See...

18 Feb 201611min

Pettypiece: Wal-Mart taking time to turn around company

Pettypiece: Wal-Mart taking time to turn around company

Bloomberg's Shannon Pettypiece weighs in on Wal-Mart's turnaround process on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

18 Feb 201611min

7am-8am ET: Porter,

7am-8am ET: Porter,

Harvard Business School's Michael Porter discusses the U.S.'s competitive environment. Bloomberg's Shannon Pettypiece weighs in on Wal-Mart's earnings and Credit Suisse's Khoa Le sits down to discuss ...

18 Feb 201642min

8am-9am ET: Sowerby, Tisch & Rupkey

8am-9am ET: Sowerby, Tisch & Rupkey

Loomis Sayles' David Sowerby speaks about the growth rate of the S&P 500. Loews' Jonathan Tisch talks about the health of the hotel industry. And Bank of Tokyo-Mitsubishi's Chris Rupkey reacts to init...

18 Feb 201642min

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