Bloomberg Surveillance

Bloomberg's Tom Keene, Jon Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. See omnystudio.com/listener for privacy information.

Ethan Harris, BofA Securities Head of Global Economics, sees a mild recession early next year. Frances Donald, Manulife Investment Management Global Chief Economist & Strategist says market is pricing in four Fed rate cuts next year. Kathy Jones, Charles Schwab Chief Fixed Income Strategist says there's a lot of disinflation in the pipeline. Dan Ives, Wedbush Sr. Research Analyst says AI is going to bigger than the street anticipates. Sean O'Brien, Brotherhood of Teamsters General President says Amazon is definitely a target going forward.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Drew Matus, Chief Market Strategist at MetLife Investment Management sees longer term potential growth at 3% GDP. Marilyn Watson, BlackRock Head of Global Fundamental Fixed Income says the US remains on solid economic footing and doesn't expect a recession. Paul Jacobson, General Motors CFO says the company has the vehicles customers demand. Michael Zezas, Morgan Stanley Head of Fixed Income Research says the Fed will hike this month, but not in September. David Rubenstein, Carlyle Group Co-Founder & Co-Chairman & "Bloomberg Wealth with David Rubenstein" Host sees slow office valuation diminution.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Gargi Chaudhuri, BlackRock Head of iShares Investment Strategy Americas, says its too early to call victory on inflation. Kathy Bostjancic, Nationwide Mutual Insurance Chief Economist, expects to see the last Fed hike of this cycle at Wednesday's meeting. Matt Brill, Invesco Head of North America Investment Grade Credit, says we are set up for 6 months of good total returns. Kona Haque, ED&F Man Head of Research, says Russia is strategically blocking grains. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Mohamed El-Erian of Queens' College Cambridge expects a dovish Fed and a hawkish BOE. Win Thin of Brown Brothers Harriman could see a higher dollar ahead. Elina Ribakova of the Peterson Institute for International Economics says the situation in the Black Sea is devastating. David Rosenberg of Rosenberg Research says that the development of AI will mean the fiscal system will need revamping. Vinai Venkatesham of Arsenal FC says the US has become their top international market ahead of their friendly in New Jersey against Manchester United. See omnystudio.com/listener for privacy information.

Peter Tchir, Academy Securities Head of Macro Strategy, says the Fed will hike in July and that will be it.Geetha Ranganathan, Bloomberg Intelligence, discusses Netflix earnings. Ian Lyngen, BMO Capital Markets Head of US Rates Strategy, expects a dovish hike from the Fed next week. Steve Trent, Citi Americas Airline Analyst & Managing Director, discusses airline earnings, including United and American Airlines. Daniel Ricciardo, AlphaTauri F1 Driver, says he hopes to race for Red Bull again, as he prepares to make his return to F1 with AlphaTauri in Hungary this weekend. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Neil Dutta, Renaissance Macro Research Head of US Economic Research, believes the probability of a Fed hike after July is higher than what markets are pricing in. Anna Han, Wells Fargo Securities Equity Strategist, says you want to be "chasing" big tech momentum but "when the train has left, look for growth opportunities in other areas." Amanda Lynam, BlackRock Head of Macro Credit Research, says more weakness is coming to markets as defaults "flow through" but doesn't necessarily see a recession. Sri Natarajan, Bloomberg News, discusses Goldman Sachs earnings.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Jay Bryson, Wells Fargo Chief Economist, says we're heading back to 2% inflation. Amy Wu Silverman, RBC Capital Markets Head of Derivatives Strategy, says the market rally could broaden out. Ed Morse, Citigroup Global Head of Commodity Research, sees a $90 ceiling for oil. Gregory Peters, PGIM Fixed Income Co-CIO, says markets are gaining excitement as they see policy rates peaking. Christopher Marinac, Janney Montgomery Scott Director of Research, discusses Bank of America and Morgan Stanley earnings. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Janet Yellen, US Treasury Secretary, discusses tariffs on China and the state of the US economy. David Bailin, Citi Global Wealth CIO, says 2-2.5% inflation is possible in 2024. Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager, says if the Fed is at the end of the cycle, bonds are going to outperform. Tom Michaud, KBW CEO, expects to see more consolidation among the smaller US banks. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Ken Leon, CFRA Director of Equity Research, discusses US bank earnings kicking off. Meghan Swiber, BofA Director of US Rates Strategy, expects stickier inflation in the near-term. Anastasia Amoroso, iCapital Chief Investment Strategist, says the US is on track for a soft landing. Pooja Sriram, Barclays US Economist, sees a mild, shallow recession.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.