Guest Hosting Bloomberg TV (Today 6-8am)

Bloomberg Surveillance

Bloomberg Surveillance


I am going to be guest hosting on Bloomberg TV/Radio this morning with Tom Keene and Sara Eisen from at 6:00 am – 8:00 am.

Subjects we are discussing:

1. Why September will be crucial to markets “Break out or break down?

2. Both Equities & Bonds look tired, but may receive help from the liquidity — duo Bernaki/Draghi

3. Election outcome doesn’t matter for stocks — bigger drivers are deleveraging, stall speed economy & slowing earnings

4. Investors  are Complacent (look at VIX) but not excessively exuberant

5. We will go over some ETF and stock holdings as well

The live TV streams here.



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