Andrew Hollenhorst of Citi says he's more in line with a hard landing scenario this year. 'It's pretty clear from the inflation data that we're not getting the soft landing.' bloomberg.com/news/articles/…

America's Key Growth Driver Right Now

Michael Feroli of J.P. Morgan joins tom keene and Paul Sweeney on Bloomberg Surveillance.

Get more on the Bloomberg Surveillance Podcast:

Apple: trib.al/Pi6r1D0
Spotify: trib.al/L0649HR
Anywhere: trib.al/pHTDF1p

AI Revolution and 1995 Moment on BSurveillance 👇🍿🐂

'I can only see the USD-JPY going higher.' Win Thin of Brown Brothers Harriman says the weakening in the Yen will continue unless the Fed or the BOJ jolts the market
bloomberg.com/news/articles/…

'For us, this is still a soft landing scenario,' says Seema Shah of Principal Asset Mgmt. 'There are cracks forming, but they're in specific pockets of the economy'

bloomberg.com/news/articles/…

Where the US Wealth Disparity Is Most Evident

Jonathan Pingle of UBS joins tom keene and Paul Sweeney on Bloomberg Surveillance.

Get more on the Bloomberg Surveillance Podcast:

Apple: trib.al/AxqCQ8w
Spotify: trib.al/rUC3xaR
Anywhere: trib.al/stICqZt

John Stoltzfus of Oppenheimer agrees that the Fed put is 'alive and well' after Chair Powell's press conference. 'At least for now, and that can change from day-to-day'
bloomberg.com/news/articles/…

Savita Subramanian of BofA says the market environment is set up reasonably for equities bloomberg.com/news/articles/…

Cameron Dawson BSurveillance Ja, Verstehe Mich deine Blicken ist Gone

'There needs to be more premium in the long-end,' says Kristina Campmany of Invesco. 'There's still some value in the front-end because we don't see a case for hiking'
bloomberg.com/news/articles/…

'You look at equity markets and I would say we're pretty expensively valued. I think that reflects a lot of optimism about growth.' - Lara Rhame, FS Investments Chief Economist bloomberg.com/news/articles/…

'There's some who think this is probably a good level to buy USD-JPY at.' Steven Englander of Standard Chartered reacts to the BOJ's latest intervention
bloomberg.com/news/articles/…

'At the moment, it wasn't as bad as expected,' says Morgan Stanley's Andrew Sheets about March core PCE inflation data. 'We still think we could be cutting rates modestly this year, and that's very consistent with a soft landing'
bloomberg.com/news/articles/…

Hard-landing call at Citi

Join Jonathan Ferro, Lisa Abramowicz, and annmarie hordern for the conversations that power your day on Bloomberg TV, Bloomberg Radio & the Surveillance podcast:
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BSurveillance annmarie hordern #HappyFriday comrade friends

Friday April 26, 2024

Remember 2 weeks ago when we were on the verge of WW3 all over again? Is it still on the table or are we already engaged?

Anyhow, stuff happens on Fridays so it pays to pay attention just in case. 🐒

Great to be on Bloomberg Radio with tom keene and Paul Sweeney discussing Tesla’s China watershed news and Big Tech 🔥🏆🍿🐂👇BSurveillance Bloomberg

bloomberg.com/news/audio/202…

bloomberg.com/news/videos/20… BSurveillance Bloomberg TV 🔥🍿🐂👇

bloomberg.com/news/videos/20… BSurveillance

'There's only two companies able to thread the needle in terms of China-US. It's Cook in Cupertino and Musk & Tesla,' says Dan Ives of Wedbush. 'This is a huge win for Musk'
bloomberg.com/news/articles/…