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.

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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...

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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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