Bloomberg Surveillance

Marvin Loh, Senior Strategist at State Street, outlines market optimism, yields and Fed shifts. Jonathan Lieber, US Head of Research at Eurasia Group, discusses 2026 political dynamics, tariffs and voter sentiment. Gregory Daco, Chief Economist at Ernst & Young, covers consumer spending, income distribution and labor-market softness. They debate market rallies, policy moves and fragile growth in short, sharp takes.

Ian Bremmer, Eurasia Group founder, on a shifting global order and de-risking strategies. Thierry Wizman, Macquarie FX strategist, on Japan’s policy pivot, yen dynamics and Pacific Rim opportunities. Frances Donald, RBC chief economist, previews a heavy week of U.S. data, inflation and labor quirks. Jean Boivin, BlackRock research head, links AI to growth, productivity and emerging market winners.

Richard Clarida, former Fed vice chair turned PIMCO economist, and Robert Schiffman, a Bloomberg Intelligence analyst focused on tech credit, join to discuss central bank independence, the Fed’s asset mix, and massive tech bond deals. They explore why long-term debt makes sense for hyperscalers and how capital strategy fuels big AI and infrastructure bets.

Cameron Dawson, Chief Investment Officer at NewEdge Wealth, offers macro and market perspective in a lively discussion. He breaks down recent volatility as positioning and valuation recalibration. He covers tech free-cash-flow risks, cyclical leadership versus big-cap limits, foreign Treasury flows, and the prospects for coordinated action to ease mortgage rates.

Dr. Lindsay Newman, geopolitical risk analyst at GZero Media and King's College fellow, discusses US‑Iran talks and regional military posture. Rich Hill, head of real estate strategy at Principal, explores CRE sector dispersion, housing mismatches, and data center nuances. Richard Clarida, former Fed vice chair and PIMCO advisor, covers monetary policy, Fed decision dynamics, and Treasury yield moves.

Claudia Sahm, economist and founder of New Century Advisors known for labor-market and policy analysis. She discusses the importance of the delayed jobs report and how payroll benchmarks have shifted. She weighs in on Fed nominee Kevin Warsh and institutional tensions at the central bank. Short takes on contrasts between academic and practitioner approaches to Fed policy.

Jeannette Lowe, Strategas policy expert on regulatory and Fed appointment politics. Stephanie Roth, Wolfe Research chief economist focused on labor and inflation trends. Brian Levitt, Invesco market strategist tracking macro shifts and sector rotation. They discuss market leadership rotation, mixed economic signals and Fed timing, AI capex versus labor impacts, and election-year policy priorities.

Priya Misra, Core Plus Bond ETF manager at J.P. Morgan, on credit positioning and yield-curve signals. Sean Simonds, UBS equity strategist, on earnings breadth, sector rotations and AI capex worries. Claudia Sahm, Chief Economist at New Century Advisors and former Fed researcher, on labor market quirks and reactions to a Kevin Warsh-led Fed. Short, topical conversations about markets, policy and risk.

Dan Ives, Wedbush tech analyst known for AI and large-cap strategy, makes a bold case for SpaceX as a major AI powerhouse. Short takes cover Elon Musk’s ecosystem and the logic tying XAI, SpaceX and financing. Robert Schiffman, credit analyst at Bloomberg Intelligence, discusses strong investor demand for big-cap tech credit and signs from recent bond activity.

Liz Ann Sonders, Charles Schwab strategist on macro and market rotation. Chris Caso, Wolfe Research semiconductor analyst tracking AI capex and chip competition. Edward Mills, Raymond James Washington policy analyst on U.S.-Iran talks and geopolitical risk. They discuss market rotation beyond mega-cap tech, who benefits from massive cloud and AI spending, semiconductor competition, and geopolitical headlines that move markets.