Bloomberg Surveillance TV: October 22, 2024

Bloomberg Surveillance TV: October 22, 2024

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- Kurt Reiman, UBS Head of Fixed Income for the Chief Investment Office & UBS ElectionWatch Lead
- Torsten Slok, Apollo Management Chief Economist
- Brent Schutte, Northwestern Mutual Life Insurance Chief Investment Officer

Kurt Reiman of UBS says the recent surge in US treasury yields pertain to strong growth as opposed to 'Trump trade.' Apollo's Torsten Slok says that the totality of US economic data points to the 'no landing scenario.' Brent Schutte of Northwest Mutual says 'investors are way too optimistic the Fed will cut rates in a neat and tidy way.'

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Episoder(4332)

Jacobsen: markets will see volatility in March

Jacobsen: markets will see volatility in March

Saxobank's Steen Jacobsen weighs in on the markets in March and why he expects more volatility. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for pri...

25 Feb 201612min

7am-8am ET: Jacobsen, Piazza & Finkelstein

7am-8am ET: Jacobsen, Piazza & Finkelstein

Saxobank's Steen Jacobsen says March will be ugly for the markets and economic data. Bloomberg's Vince Piazza discusses oil production and the impact on oil prices. Tuck School of Business Professor S...

25 Feb 201642min

9am-10am ET: Admati, Levitt, Weisenthal & Elliot

9am-10am ET: Admati, Levitt, Weisenthal & Elliot

Stanford's Anat Admati says banks are taking away resources from the rest of the economy. Former SEC Chairman Arthur Levitt discusses the relationship between state and federal regulators in the pursu...

25 Feb 201642min

Elliot: restaurant landlords are holding out for better deals

Elliot: restaurant landlords are holding out for better deals

Bloomberg's Peter Elliot says that most landlords of dining spaces are prepared to hold out for a restaurant that will pay top dollar. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.Se...

25 Feb 201611min

Weisenthal: narrative on negative rates is less negative

Weisenthal: narrative on negative rates is less negative

Bloomberg Markets' Joe Weisenthal says that the narrative on negative rates has become less negative in the past 2 weeks. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio....

25 Feb 201611min

Wraith: UK more dynamic than euro zone

Wraith: UK more dynamic than euro zone

UBS Head of UK Rates Strategy John Wraith says the UK's economic outperformance of the rest of Europe makes it harder to justify staying in the EU. He joins Tom Keene and Michael McKee on Bloomberg Su...

25 Feb 20168min

Wraith: sterling's slide can have benefits

Wraith: sterling's slide can have benefits

UBS Head of UK Rates Strategy John Wraith says that the pound's fall has benefits to the UK, so long as the currency is stable. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnys...

25 Feb 201612min

8am-9am ET: Wraith & Behravesh

8am-9am ET: Wraith & Behravesh

UBS Head of UK Rates Strategy John Wraith discusses how the pound is plagued by 'Brexit'. And IHS Chief Economist Nariman Behravesh looks at linkages between oil prices and consumer spending. All this...

25 Feb 201642min

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