Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Thierry Wizman and Michael Darda.

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-Matt Luzzetti, Deutsche Bank Chief US Economist & Head of US Economic Research
-Mike Wilson, Morgan Stanley CIO & Chief US Equity Strategist
-Vijay Rakesh, Mizuho Securities Managing Director & Senior Semiconductor Analyst

Deutsche Bank Chief US Economist Matt Luzzetti says the Fed is primed for a mid-cycle adjustment, with 'no reason to guide towards a full cutting cycle.' Morgan Stanley CIO Mike Wilson says 'rates are too high for the majority of the economy' and advises against small-cap stocks. Vijay Rakesh of Mizuho Securities previews Tesla earnings as the Magnificent 7 stocks' earning cycle gets underway.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 23rd, 2024
Featuring:

• Stephen Stanley, Chief Economist at Santander, on recent inflation data and what the Fed is watching this week
• Thierry Wizman, Director: Global Currencies & Interest Rate Strategist at Macquarie Futures, on FX weakness and volatility and what the bond market is signaling about the US economic outlook
• Ian Whittaker, Managing Director and Owner at Liberty Sky Advisors, on streaming wars, Meta earnings, and tech regulation
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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