Wei Li, BlackRock Global Chief Investment Strategist, says there's a need for a repricing of risk assets to reflect the higher rate environment. Tom Tzitzouris, Strategas Head of Fixed Income Research, says that continued high interest rates will bite all corners of the economy. Kathy Bostjancic, Nationwide Mutual Insurance Chief Economist, expects wage growth to level off as the Fed works to lower inflation. Amrita Sen, Energy Aspects Director of Research, expects more consolidation in oil as Chevron buys Hess in a $53B deal. Ret. Gen. Frank McKenzie, Global & National Security Institute Executive Director and Fmr. US CENTCOM Commander, says the main objective in the Middle East is to ensure Iran is deterred from further involvement in the war. 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.

Bloomberg Surveillance

Repricing Risk Assets in a Higher Rate Environment

John Bolton, former National Security Advisor and former US Ambassador to the UN, says the US has failed to coherently monitor the situation in the Middle East for close to two decades. Meera Pandit, Global Market Strategist at JPMorgan Asset Management, expects to see continued challenges to the bond market. Greg Valliere, Chief US Policy Strategist at AGF Investments, says the case for US aid to Ukraine and Israel is self-evident. Alex Brazier, BlackRock Investment Institute Deputy Head, says that we've seen the end of the 'great moderation.' Deborah Cunningham, CIO at Federated Hermes Global Liquidity Markets, believes the Fed's message of higher-for-longer remains truthful.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.

War In Gaza: John Bolton on the Ramifications for Israel and Hamas

Speaking at the Economic Club of New York, Federal Reserve chair Jerome Powell suggested the Fed could hold interest rates steady again at its next meeting. But, he warned a future hike isn't out of the question. Powell sat down for an exclusive conversation with Bloomberg Wall Street Week host David Westin, following his remarks.See omnystudio.com/listener for privacy information.

BONUS: Fed Chair Jerome Powell Talks Fed Rates Outlook

Claudia Sahm, Founder of Sahm Consulting, expects the Fed to get inflation back to 2% in the near future. Mark Esper, former US Secretary of Defense, wants to see a stronger consensus among Western leaders connecting the attacks in Israel to Iran. Cameron Dawson, Chief Investment Officer at Newedge Wealth, says consumer spending is starting to soften. Seema Shah, Chief Global Strategist at Principal Asset Management expects to see an economic slowdown. Brian Wieser, Principal & Senior Media Analyst at Madison & Wall, breaks down the strong earnings report from Netflix.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.

Surveillance: Sahm on Fed's Next Steps

Jon Lieber, US Managing Director at Eurasia Group, says the US could potentially become involved in the Israel-Hamas war if strikes happen beyond Gaza. Will Kennedy of Bloomberg News doesn't see a major disruption to oil flow in the short-term. Gerard Cassidy, Large Cap Bank Analyst at RBC Capital Markets, reacts to Morgan Stanley's sluggish 3Q earnings. Binky Chadha, Chief Global Strategist & Head of Asset Allocation at Deutsche Bank, says the equity market's resilience indicates durability in consumer demand. Diana Amoa, CIO of Long Biased Strategists at Kirkoswald Asset Management, says sovereign debt issues remain a concern for the treasury market 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.

Surveillance: Lieber on the Israel-Hamas War

Bob Doll, Crossmark Global Investments Chief Investment Officer, says margins will come under pressure going forward. Greg Daco, EY Chief Economist, discusses September's strong retail sales report. Meghan Graper, Barclays Global Debt Capital Markets Co-Head, says that more discipline is being applied to investment decisions. Sri Natarajan, Bloomberg News, says recent banks earnings reflect a 'transitional quarter.' Henrietta Treyz says Congress is eager to begin the voting process on aid for Israel.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.

Surveillance: Margin Pressure with Doll

Peter Tchir, Academy Securities Head of Macro Strategy, says his favorite hedge at the moment is calls on the treasury market. Steven Major, HSBC Global Head of Fixed Income Research, says there's evidence of capitulation in the markets. Julie Norman, UCL Centre on US Politics Co-Director, says the Israel-Hamas war will define what direction the region goes next. Erika Najarian, UBS Large-Cap Banks & Consumer Finance Equity Research Analyst, discusses bank earnings. Doug Kass, Seabreeze Partners President, explains how he factors geopolitical risk into his outlook as he attempts to anticipate markets.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.

Surveillance: Peter Tchir's Favorite Hedge

ECB President Christine Lagarde, IMF First Deputy Managing Director Gita Gopinath and WTO Director General Ngozi Okonjo-Iweala speak with Bloomberg's Tom Keene at the IMF Meeting in Marrakech, Morocco.See omnystudio.com/listener for privacy information.

ECB's Lagarde, IMF's Gopinath, WTO's Okonjo-Iweala at Marrakech

Sonali Basak, Bloomberg News, discusses Citi, JPMorgan and Wells Fargo earnings. Ken Leon, CFRA Director of Equity Research, says banks can continue to enjoy net interest income growth if they "hold the line" in deposit costs and the Fed stays higher for longer. Greg Boutle, BNP Paribas Head of US Equity & Derivatives Strategy, believes the Fed has put in its last hike but there is a risk they go again. Greg Valliere, AGF Investments Chief US Policy Strategist, says the current state of Washington is a circus and a clown show. Rep. Mike Lawler, (R) New York, discusses the Israel-Hamas war, as well as Scalise ending his bid for House speaker. 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.

Surveillance: Bank Earnings Kick Off

Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. Bloomberg's monthly program, Chief Future Officer, profiles these leaders and explores the impact they're making on their companies and industries. This episode profiles Martin Hoffmann, who holds two leadership positions at the Swiss athletic footwear and apparel company On -- serving as both CFO and Co-CEO. He tells Anna Edwards how On is poised to continue its growth with an increased focus on apparel, raising its profile in tennis, and expanding its portfolio of flagship stores.See omnystudio.com/listener for privacy information.

Chief Future Officer, S3 EP5: Martin Hoffmann, On

Jay Bryson, Wells Fargo Chief Economist, says the last mile to get us back to 2% inflation on a sustained basis is tough. David Kelly, JPMorgan Asset Management Chief Global Strategist, still sees inflation coming down. Elliot Ackerman, Former White House Fellow, US Marine Corps Veteran & Co-Author of 2034: A Novel of the Next World War, discusses the Israel-Hamas war. Michael Shaoul, Marketfield Asset Management CEO, sees some sort of yield curve control being brought into the US. Sheila Kahyaoglu, Jefferies Senior Equity Research Analyst, discusses Delta 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.

Surveillance: US CPI with Bryson

Daleep Singh, PGIM Fixed Income Chief Global Economist, says there's been a flight to quality as markets wade through the "fog of war." Julie Norman, UCL Centre On US Politics Co-director, says Israel faces a challenging path forward as they respond to the attacks by Hamas. Torsten Slok, Apollo Global Management Chief Economist, says the Fed is succeeding with their tightening and that the economy is moving towards a faster slowdown. Savita Subramanian, BofA Global Research Head of US Equity & Quantitative Strategy, says markets can rip from here and sees a 4,600 S&P by year-end. Alix Steel, Bloomberg News and Julian Lee, Bloomberg News, discuss Exxon to buy Pioneer for $60B.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.

Surveillance: Flight to Quality with Singh

John Kirby, National Security Council Coordinator for Strategic Communications, says there's no policy decision on re-freezing Iranian money. Tzipi Hotovely, Ambassador of Israel to the United Kingdom, says "Israelis are united now... I'm sure that a unity government will happen and it will be the reality." Stuart Kaiser, Citi Head of US Equity Trading Strategy, says banks have been a particularly tricky sector. Steven Cook, Council on Foreign Relations Senior Fellow for the Middle East and Africa studies, says "Iran is playing the role of the agent of chaos in the region." Rep. French Hill (R) Arkansas, sees the speaker chaos in Washington potentially threatening future aid and support to Israel.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.

Surveillance: John Kirby on Israel-Hamas

Ron Dermer, Israel Minister of Strategic Affairs, says Israel has a clear goal to cripple the capabilities of Hamas. Ellen Wald, Atlantic Council Senior Fellow & Author of "Saudi Inc.", discusses oil surging after Hamas' attack on Israel. Steve Chiavarone, Federated Hermes Head of Multi-Asset Solutions, says if you start to see any terrorist activity in non-Middle Eastern countries, that is something that could shake confidence in the world. Norman Roule, Center for Strategic & International Studies Senior Adviser for the Transnational Threats Project, says Iran was unlikely to have played a "robust, active role in planning attacks" on Israel but they do enable proxiesGet the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance  See omnystudio.com/listener for privacy information.

Surveillance: Dermer on Israel-Hamas War

Julie Su, United States Acting Secretary of Labor, discusses US payrolls growth blowing past estimates. Randy Kroszner, University of Chicago Booth School Professor of Economics & Former Fed Governor, says it's possible that we could have a Goldilocks scenario with a strong labor market and not-too-high wage growth. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says this is a much stronger labor market. Amrita Sen, Energy Aspects Co-Founder and Head of Research, maintains her call of $100 oil by Halloween despite the recent price slump in oil. 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.

Surveillance: Julie Su on US Hiring Surge

Tom Keene, Jon Ferro, Lisa Abramowicz, and Paul Sweeney have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment, and talk with the leading voices shaping the conversation around world markets. 

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Bloomberg Surveillance

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