- Beata Manthey, Citi Global Equity Strategist
- Mike Wilson, Morgan Stanley Chief US Equity Strategist/Chief Investment Officer
- Saira Malik, Nuveen Asset Management Chief Investment Officer

Beata Manthey of Citi says there's a "bearish setup" going into Election Day. Mike Wilson of Morgan Stanley says a Trump win would likely mean more growth, but wouldn't be as positive for bonds. He believes a Harris win would probably be less growth, but better for bonds. Saira Malik says, "There's a reasonably high chance we have a contested election."

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 4th, 2024
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)
Featuring:

• Ann Selzer, Iowa pollster & President at Selzer & Co., on her most recent poll showing Kamala Harris leading Donald Trump in the state
• Jordan Rochester, Head: FICC Macro Strategy at Mizuho, offers his reaction to last week's jobs report, talks about the Fed, and gives his outlook for how markets will react to the US presidential election
• Bob Woodward, author and former Washington Post reporter, on Donald Trump, Kamala Harris, and his new book "War"
• Lisa Mateo on newspapers

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

In this episode, we feature conversations with Bob Woodward & Ann Selzer.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

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Be in the know this election with Bloomberg Podcasts. Follow Bloomberg News Now for up-to-the minute election results, all night long. And go deeper with The Big Take podcast, featuring in-depth global analysis of the US election every day this week.

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

In this episode, we feature conversations with Claudia Sahm & Ellen Zentner.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

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- Rob Casey, Signum Global Advisors Partner & Senior Analyst
- Mohamed El-Erian, Queens' College Cambridge
- Jeff Rosenberg, BlackRock Senior Portfolio Mgr: Systematic FI

Rob Casey of Signum Global Advisors believes there will be a clear election result in the first 48 hours of the election. Mohamed El-Erian of Queens' College says the Fed will cut by 25bp next week, and the October payrolls report is not changing that decision. Jeff Rosenberg of BlackRock says the jobs report is "a downside disappointment, but the broader message is labor markets have been normalizing."

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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 SweeneyNovember 1st, 2024
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)
Featuring:

• Claudia Sahm, Chief Economist at New Century Advisors, Morgan Stanley's Ellen Zenter, & Liz Ann Sonders with Charles Schwab react to the jobs report
• Jessica Taylor, Senate & Governors editor for the Cook Political Report, discusses Senate and House races ahead of the 2024 election
• David Gura, host of the Bloomberg "Big Take" podcast, on traveling to Wisconsin, the 2024 presidential race, and other DC headlines

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On a special edition of Bloomberg Technology, host Ed Ludlow speaks with Intel CEO Pat Gelsinger after the company gave a fourth-quarter revenue forecast slight above estimates, leading to a spike in shares after hours.

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