Podcasts by Category
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
- 4288 - Single Best Idea with Tom Keene: Lindsey Piegza & Tony Crescenzi
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Lindsey Piegza & Tony Crescenzi.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
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Fri, 17 May 2024 - 4287 - Bloomberg Surveillance TV: May 17, 2024
-Mohamed El-Erian, Queens' College, Cambridge President & Bloomberg Opinion
-Katy Kaminski, AlphaSimplex Chief Research Strategist
-Gilles Moec, AXA Investment Managers Chief Economist
Mohamed El-Erian of Queens' College, Cambridge says a softening in the labor market will lead to an economic slowdown 'really quickly', and that the Fed's 2% inflation target is 'totally arbitrary.' Katy Kaminski of AlphaSimplex says treasuries no longer serve as risk-off assets during high-inflationary environments. Gilles Moec of AXA Group overviews the diverging path forward on interest rates between the ECB and the Fed, saying a June cut risks undershooting the ECB's 2% inflation target.See omnystudio.com/listener for privacy information.
Fri, 17 May 2024 - 4286 - Bond Market Inflation Signals and Paramount Drama
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Tony Crescenzi, Executive VP at PIMCO, on the bond market and trying not to time peak yields Lindsey Piegza, Chief Economist at Stifel, discusses her call for rate hikes and if this week's data changed her calculations Lucas Shaw, Reporter with Bloomberg News, talks about media and Hollywood topics from his Screentime newsletter and the latest on Paramount Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 17th, 2024
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Fri, 17 May 2024 - 4285 - Single Best Idea with Tom Keene: Jamie Dimon & Constance Hunter
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Jamie Dimon & Constance Hunter.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
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Thu, 16 May 2024 - 4284 - Bloomberg Surveillance TV: May 16, 2024
-Jamie Dimon, JPMorgan Chase Chairman & CEO
-Mona Mahajan, Edward Jones Senior Investment Strategist
-Michael Collins, PGIM Fixed Income Executive Portfolio Advisor
JPMorgan Chairman Jamie Dimon joins Bloomberg's Francine Lacqua in Paris for a wide-ranging conversation on inflation, the equity market and geopolitics. Mona Mahajan of Edward Jones expects 'more balance' on earnings throughout the year, saying Fed rate cuts will create 'a good environment for a broadening of participation.' PGIM's Michael Collins says 'we've had the big boom' in nominal GDP, real growth and interest rates, saying treasury note values above 4.5% is the 'buy zone' for adding duration.See omnystudio.com/listener for privacy information.
Thu, 16 May 2024 - 4283 - Global Growth Outlook Post-CPI
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Constance Hunter, Senior Advisor at MacroPolicy Perspectives, on her case for continued growth and the timing of rate cuts Paul Sankey, Lead Analyst at Sankey Research, on the OPEC+ June 1st meeting and the outlook for energy Lakshman Achuthan, co-founder at ECRI, on a global growth upturn, but why it's a double-edged sword Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 16th, 2024
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Thu, 16 May 2024 - 4282 - Surveillance Special: Jamie Dimon on Inflation, China, Politics
Jamie Dimon said significant price pressures are still influencing the US economy and may mean interest rates will be higher for longer than many investors are expecting.
“A lot of inflationary forces are in front of us,” the JPMorgan Chase & Co. chief executive officer said in an interview with Bloomberg's Francine LacquaDimon cited costs linked to the green economy, re-militarization, infrastructure spending and large fiscal deficits. Still, geopolitics could be the determining factor in steering the economy next year, he said.
Dimon has been warning for months that inflation could be stickier than many investors are predicting, and wrote in his annual letter to shareholders that his bank is prepared for interest rates ranging from 2% to 8% “or even more.”See omnystudio.com/listener for privacy information.
Thu, 16 May 2024 - 4281 - Introducing: Big Take Asia
We’re taking The Big Take to Asia. Each week, Bloomberg’s Oanh Ha tells a story from the home of the world's most dynamic economies - and the markets, tycoons and businesses that drive the ever-shifting region.
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Thu, 16 May 2024 - 4280 - Single Best Idea with Tom Keene: Paul Donovan & Meghan Graper
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Paul Donovan & Meghan Graper.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
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Wed, 15 May 2024 - 4279 - Bloomberg Surveillance TV: May 15, 2024
-David Kelly, JPMorgan Chief Global Strategist
-Tom Porcelli, PGIM Fixed Income Chief US Economist
-Kevin McCarthy, Fmr. House Speaker
JPMorgan's David Kelly and PGIM's Tom Porcelli react to the April CPI print and retail sales data, agreeing that the cooling inflation gives the Fed flexibility on their path forward with interest rates. Former House Speaker Kevin McCarthy discusses the Biden administration, Donald Trump's campaign, and US foreign policy.See omnystudio.com/listener for privacy information.
Wed, 15 May 2024 - 4278 - Breaking Down CPI and Retail Sales in Key Eco Data Week
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Ed Yardeni, founder of Yardeni Research, reacts to today's CPI reading Dana Telsey, Chief Research Officer at Telsey Advisory Group, reacts to retail sales data Bailey Lipschultz, reporter with Bloomberg News, discusses the meme stock mania Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 17th, 2024
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Wed, 15 May 2024 - 4277 - Single Best Idea with Tom Keene: Jeff Currie & Julian Emanuel
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Jeff Currie & Julian Emanuel.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Tue, 14 May 2024 - 4276 - Bloomberg Surveillance TV: May 14, 2024
-Brian Levitt, Invesco Global Market Strategist
-Gary Cohn, IBM Vice Chair, former NEC Director, former Goldman Sachs Group President
-Jeff Currie, Carlyle Chief Strategy Officer: Energy Pathways
Brian Levitt of Invesco says markets can continue to perform strongly while the Fed holds off on cutting interest rates. IBM's Gary Cohn says companies are increasingly focusing on operating efficiently because 'there are a lot of price constraints in the system.' Jeff Currie of The Carlyle Group shares why copper has become 'the highest conviction trade' he's ever seen.See omnystudio.com/listener for privacy information.
Tue, 14 May 2024 - 4275 - PPI Reaction and Energy Outlook
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Jeff Currie, Chief Strategy Officer of Energy Pathways at The Carlyle Group, gives his energy and commodity calls, ranging from oil, to copper, to gold Adam Posen, President of the Peterson Institute for International Economics, on this week's eco data, including PPI today, and outlook for inflation in the US and globally Arkansas Congressman French Hill on the latest Washington DC headlines, including tariffs, crypto, and the Biden-Trump 2024 election Julian Emanuel, Senior Managing Director Equity, Derivatives, and Quant Strategy at Evercore ISI, reacts to PPI and talks small caps and a potential looming recession
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 14th, 2024
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Tue, 14 May 2024 - 4274 - Single Best Idea with Tom Keene: John Ryding & Amanda Lynam
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with John Ryding & Amanda Lynam
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Mon, 13 May 2024 - 4273 - Bloomberg Surveillance TV: May 13, 2024
-Peter Tchir, Academy Securities Head of Macro Strategy
-Lynn Martin, NYSE President
-Torsten Slok, Apollo Chief Economist
Peter Tchir of Academy Securities says the 'US exceptionalism' narrative has overstayed its welcome, believing the 'data started turning a couple of months ago.' NYSE President Lynn Martin discusses recent surveys of market participants about potential round-the-clock stock trading. Apollo's Torsten Slok overviews a busy week in economic data, maintaining his call that the Fed won't cut rates in 2024.
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Mon, 13 May 2024 - 4272 - Markets Await Inflation Data
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets Chris Verrone, Strategas Research Partners Head of Technical & Macro Research Jason Rekate, Head of Corporate Banking at Citi Lisa Mateo looks at the Front Pages of the World's newspapers
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 13th, 2024
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Mon, 13 May 2024 - 4271 - Single Best Idea with Tom Keene: Jim Bianco & Craig Sterling
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Jim Bianco and Craig Sterling.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Fri, 10 May 2024 - 4270 - Bloomberg Surveillance TV: May 10, 2024
-Anastasia Amoroso, iCapital Chief Investment Strategist
-Neil Dutta, Renaissance Macro Head of US Economic Research
-Oliver Chen, TD Cowen Senior Equity Research Analyst
Anastasia Amoroso of iCapital says the US has entered the 'last mile' of disinflation, and believes Fed rate cuts are still on the table this year. Neil Dutta of Renaissance Macro expects a 'more balanced mix' of economic growth going forward and agrees the case for rate cuts is 'still quite strong.' TD Cowen's Oliver Chen looks ahead to a busy week of retail earnings, and says consumers are becoming increasingly price-conscious.See omnystudio.com/listener for privacy information.
Fri, 10 May 2024 - 4269 - A Fed Rate Cut, Oil Slowdown, and Apple's AI Play
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Derek Halpenny, Head of Research, Global Markets EMEA & International Securities at MUFG Bank, discusses his global FX outlook and the UK exiting recession today Dan Ives, Senior Equity Analyst at Wedbush Securities, talks about Apple's AI play David Mericle, Chief US economist in Global Investment Research at Goldman Sachs, talks about the US economic environment and outlook for a recession Ellen Wald, Senior Fellow at the Atlantic Council Global Energy Center, on energy markets and whether oil prices are set to head down
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 10th, 2024
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Fri, 10 May 2024 - 4268 - Single Best Idea with Tom Keene: Matt Hornbach & Wendy Schiller
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Matt Hornbach and Wendy Schiller.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
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Thu, 09 May 2024 - 4267 - Bloomberg Surveillance TV: May 9, 2024
-Eric Freedman, US Bank Asset Management Chief Investment Officer
-David Lebovitz, JP Morgan Asset Management Global Strategist, Multi-Asset Solutions
-David Malpass, Fmr. Under Secretary of the US Treasury for International Affairs & Fmr. President of the World Bank
US Bank's Eric Freedman says the 'punishing' equity market favors the equal-weight S&P 500 index and brings risks to small-cap stocks. David Lebovitz of JP Morgan says 'the overall direction of the labor market and the wage data is supportive of some easing later this year.' Former World Bank President and Treasury Department official David Malpass believes the next US president faces a 'perfect storm' of economic issues, saying 'uncertainty is what's prevailing' in the economy.See omnystudio.com/listener for privacy information.
Thu, 09 May 2024 - 4266 - Investors Gearing for Inflation Data as US Issues Israel Warning
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Scott Chronert, Citi Research Head of US Equity Strategy, talks about the outlook for a US recession and rate cutes Sarah House, Senior Economist at Wells Fargo, previews CPI and discusses recent Fed speak Wendy Schiller, Professor at Brown University, breaks down the latest DC headlines and the Israel-Hamas war Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 9th, 2024
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Thu, 09 May 2024 - 4265 - Single Best Idea with Tom Keene: Rich Clarida & Kona Haque
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Rich Clarida and Kona Haque.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Wed, 08 May 2024 - 4264 - Bloomberg Surveillance TV: May 8, 2024
-Tracie McMillion, Wells Fargo Head of Global Asset Allocation Strategy
-Janet Henry, HSBC Global Chief Economist
-Mandy Xu, CBOE Vice President & Global Markets Head of Derivatives Market Intelligence
Tracie McMillion of Wells Fargo says waning consumer confidence could soon impact companies' pricing power. HSBC's Janet Henry says the Fed is likely to either cut in September or December, given the 'unusual' nature of an election month rate cut. Mandy Xu of CBOE outlines how markets are pricing-in election-related volatility through the rest of the year.See omnystudio.com/listener for privacy information.
Wed, 08 May 2024 - 4263 - Equity Outlook and an iPhone and iPad Boost for Apple
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Emily Roland, co-chief Investment Strategist at John Hancock Investment Management, on earnings and outlook for US markets, and whether the US is facing a hard landing Rich Clarida, Global Economic Advisor at PIMCO, on the labor situation in the US and whether unemployment is ready to pop and what the inflation trend could look like in the US in the coming months Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, on a slew of tech news, including Apple iPhone sales in China, US revoking Intel/Qualcomm licenses to sell chips to Huawei, and the latest on TikTok Mick Mulroy, co-founder of the Lobo Institute and former US Deputy Assistant Secretary of Defense for the Middle East, on the latest developments in the Israel-Hamas war
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 8th, 2024
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Wed, 08 May 2024 - 4262 - Bloomberg Surveillance TV: May 7, 2024
-Steve Eisman, Neuberger Berman Senior Portfolio Manager
-Mark Zandi, Moody's Analytics Chief Economist
-Hugh Johnston, Disney CFONeuberger Berman's Steve Eisman says he's not overly concerned about the US deficit or the timing of when the Fed cuts rates. Mark Zandi of Moody's Analytics shares a differing take on the deficit and says everything is pointing green for the Fed to start cutting.' Disney CFO Hugh Johnston discusses Disney's mixed second-quarter report and overviews the company's outlook on their streaming and parks divisions.
See omnystudio.com/listener for privacy information.
Tue, 07 May 2024 - 4261 - Disney Earnings Breakdown and Sticky Inflation Concerns
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Ken Leon, Director of Equity Research at CFRA, talks about Disney earnings Steve Eisman, Neuberger Berman Senior Portfolio Manager, discusses the outlook for Fed rate cuts in 2024 and whether the US could enter recession in the second half of 2024 Frances Donald, Chief Economist at Manulife Investment Management, talks about concerns of a hard landing or major uptick in unemployment amid higher for longer rates Bloomberg's John Tucker with Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 7th, 2024
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Tue, 07 May 2024 - 4260 - Bloomberg Surveillance TV: May 6, 2024
-Peter Tchir, Academy Securities Head of Macro Strategy
-Veronica Clark, Citi Research US Economist
-Ken Leon, CFRA Director of Equity Research
Peter Tchir of Academy Securities says the perception of US exceptionalism is an 'old story that we're clinging on to.' Citi's Veronica Clark discusses the Fed's path forward on interest rates following soft April jobs numbers. Ken Leon of CFRA explains his firm's downgrade of Live Nation to "hold."See omnystudio.com/listener for privacy information.
Mon, 06 May 2024 - 4259 - US Equity Bullishness as Concerns Mount in Europe
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, on why life's been good for large caps and the bifurcated market Jackie Bowie, Managing Partner at Chatham, discusses the outlook for Euro economies and stagflation across global markets outside the US Aoifinn Devitt, CIO at Moneta, on how bullish traders should be on equities heading into the summer Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 6th, 2024
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Mon, 06 May 2024 - 4258 - Single Best Idea with Tom Keene: Mark Zandi, Claudia Sahm, and Jurrien Timmer
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Mark Zandi, Claudia Sahm, and Jurrien Timmer.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Fri, 03 May 2024 - 4257 - Bloomberg Surveillance TV: May 3, 2024
-Mohamed El-Erian, Queens' College, Cambridge & Bloomberg Opinion
-Jeff Rosenberg, BlackRock Senior Portfolio Manager
-Pierre Ferragu, New Street Research Tech Infrastructure HeadMohamed El-Erian of Queens' College, Cambridge and BlackRock's Jeff Rosenberg react to April’s weaker-than-expected nonfarm-payrolls print. Pierre Ferragu of New Street Research breaks down Apple's stronger-than-expected first quarter earnings.
See omnystudio.com/listener for privacy information.
Fri, 03 May 2024 - 4256 - How April Jobs Figures Impact the Fed & Rates
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Jurrien Timmer, Director of Global Macro at Fidelity, bring us into the 830a jobs numbers and offers his reaction Mark Zandi, Chief Economist at Moody's Analytics, breaks down jobs numbers Claudia Sahm, Chief Economist at New Century Advisors and Bloomberg Opinion contributor, offers her perspective on this week's jobs figures and the US labor market Bloomberg's John Tucker with Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 3rd, 2024
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Fri, 03 May 2024 - 4255 - Single Best Idea with Tom Keene: Anna Wong & Linda Duessel
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Anna Wong & Linda Duessel.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Thu, 02 May 2024 - 4254 - Bloomberg Surveillance TV: May 2, 2024
-Andrew Hollenhorst, Citi Chief US Economist
-Savita Subramanian, Bank of America Head of US Equity & Quantitative Strategy
-Stephane Bancel, Moderna CEO
Citi's Andrew Hollenhorst reacts to the Fed's decision to hold interest rates, saying inflation data will give the Fed the opportunity to cut rates this year. BofA's Savita Subramanian says the US will achieve a soft landing where the market adapts to higher rates. Moderna CEO Stephane Bancel reacts to better-than-expected first quarter earnings and discusses the company's upcoming RSV vaccine.See omnystudio.com/listener for privacy information.
Thu, 02 May 2024 - 4253 - Reacting to Jay Powell and the Fed
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Jonathan Pingle, UBS Securities Chief Economist, talks about the Fed, Jay Powell, and where we stand with rate cuts after Powell's presser yesterday Steve Englander, Global head of G10 FX Research and of North America Strategy for Standard Chartered Bank, on the Fed reducing its hiking tail risk Michael Feroli, Chief US Economist at JPMorgan, reacts to Jay Powell and discusses the outlook for a US recession Bloomberg's John Tucker with his Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 2nd, 2024
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Thu, 02 May 2024 - 4252 - Instant Reaction: Jay Powell on Fed Policy
Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision.
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Wed, 01 May 2024 - 4251 - Instant Reaction: The Fed Decides
Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance
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Wed, 01 May 2024 - 4250 - Single Best Idea with Tom Keene: Stuart Kaiser & Bryan Whalen
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Stuart Kaiser and Bryan Whalen.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Wed, 01 May 2024 - 4249 - Bloomberg Surveillance TV: May 1, 2024
-Tony DeSpirito, BlackRock Global CIO of Fundamental Equities
-Earl Davis, BMO Global Asset Management Head of Fixed Income & Money Markets
-Jonathan Pingle, UBS Chief US EconomistBlackRock's Tony DeSpirito sees 'an opportunity for stock pickers' ahead with earnings estimates normalizing between mega-cap stocks and the rest of the market. BMO's Earl Davis says US 10-yr yields could retest 5% and previews the Fed decision's impact on the treasury market. Jonathan Pingle of UBS reacts to stronger-than-expected ADP labor market data for April and looks ahead to the Fed's rate decision.
See omnystudio.com/listener for privacy information.
Wed, 01 May 2024 - 4248 - Markets Ready for FOMC and Amazon Earnings Breakdown
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas at BlackRock, on ways to play the Fed soft landing and unclear geopolitical outlook Stuart Kaiser, Head of US Equity Trading Strategy at Citi, on the data spooking markets pre-FOMC Brian Wieser, Principal at Madison & Walls, on Amazon earnings and can also discuss Paramount Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 1st, 2024
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Wed, 01 May 2024 - 4247 - Single Best Idea with Tom Keene: Rebecca Patterson & Anurag Rana
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Rebecca Patterson and Anurag Rana.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Tue, 30 Apr 2024 - 4246 - Bloomberg Surveillance TV: April 30, 2024
-Ronald Temple, Lazard Chief Market Strategist
-Robert Sockin, Citi Research Director
-Amanda Lynam, BlackRock Head of Macro Credit Research
Lazard's Ronald Temple says earnings breadth across the S&P 500 can improve 'if the customers get a return on investment' from big spending on AI. Citi's Robert Sockin reacts to the employment cost index's biggest acceleration in a year, saying the data is 'something akin to a really bad dream' for the Fed. BlackRock's Amanda Lynam says that 'it's a great opportunity to deploy in an all-in yield basis' in the credit market.See omnystudio.com/listener for privacy information.
Tue, 30 Apr 2024 - 4245 - Investors Ready for FOMC and Campus Protests Intensify
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Rebecca Patterson, former Chief Investment Strategist at Bridgewater, discusses the beginning of the current FOMC meetings and can comment on the yen's latest move George Goncalves, Head of US Macro Strategy at MUFG Securities, discusses the outlook for rates and a strong dollar and whether we'll see a rate cut this year Laura Davison, US Politics Team Lead with Bloomberg News, on campus protests, Biden-Trump, and other political headlines Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney | April 30th, 2024
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Tue, 30 Apr 2024 - 4244 - Single Best Idea with Tom Keene: Dan Ives and Tina Fordham
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Dan Ives and Tina Fordham.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Mon, 29 Apr 2024 - 4243 - Bloomberg Surveillance TV: April 29, 2024
-Lori Calvasina, Head of US Equity Strategy, RBC Capital Markets
-Mark McCormick, Global Head of FX Strategy, TD Securities
-Sonal Desai, Fixed Income CIO, Franklin Templeton
Lori Calvasina of RBC Capital Markets reacts to big swings in mega-cap tech stock prices, saying "growth investors get angsty." Mark McCormick of TD Securities discusses the historic moves in the Japanese Yen, saying the BOJ will be forced to tighten policy more than what's currently priced-in. Sonal Desai of Franklin Templeton previews Wednesday's Fed decision and shares her outlook on the bond market, saying the long end of the yield curve will move higher over time.See omnystudio.com/listener for privacy information.
Mon, 29 Apr 2024 - 4242 - A Bond Breakdown and a Yen Rebound
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Steven Major, Global Head of Fixed Income Research at HSBC, on this morning's bond note and outlook for the bond market James Lord, Global Head of FX and EM Strategy with Morgan Stanley, on king dollar and the latest yen moves Tina Fordham, Founder & Geopolitical Strategist at Fordham Global Foresight, on brokering a potential ceasefire between Israel and Hamas, an invasion of Rafah, and other geopolitical pressures that investors are following Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 29th, 2024
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Mon, 29 Apr 2024 - 4241 - Single Best Idea with Tom Keene: Francois Trahan, Jane Foley, & Nick Colas
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Francois Trahan and Jane Foley with a special appearance from Nick Colas.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Fri, 26 Apr 2024 - 4240 - Bloomberg Surveillance TV: April 26, 2024
Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist
Bruce Kasman, JP Morgan Chief Economist
Jon Lieber, Eurasia Group Managing Director, United States
John Hancock's Emily Roland says she's considering 'looking around a little bit' from the 'marriage' with mega-cap tech stocks and into higher-value areas of the market. JP Morgan's Bruce Kasman reacts to the March core PCE deflator and outlines his two scenarios for how the data impacts the Fed's path forward. Jon Lieber of Eurasia Group breaks down Secretary of State Antony Blinken's visit to China and what the trip means for both countries.See omnystudio.com/listener for privacy information.
Fri, 26 Apr 2024 - 4239 - PCE Breakdown and an AI Blowout
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Neil Dutta, Partner at Renaissance Macro Research, reacts to PCE, yesterday's GDP, and outlook for rate cuts Cam Dawson, CIO at NewEdge Wealth, on how markets are pricing in today's PCE deflator Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to break down yesterday's slew of tech earnings, including Microsoft, Alphabet, Intel, and Snap Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 26th, 2024
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Fri, 26 Apr 2024 - 4238 - Single Best Idea with Tom Keene: Ben Laidler & Anna Wong
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Ben Laidler & Anna Wong.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Thu, 25 Apr 2024 - 4237 - Bloomberg Surveillance TV: April 25, 2024
-Christopher Harvey, Wells Fargo Securities Head of Equity Strategy
-Blerina Uruci, T. Rowe Price Chief US Economist
-Michael Hirson, 22V Research China Research Head
Wells Fargo's Christopher Harvey details the reasons behind the bank's bullish 5,535 year-end S&P 500 price target. T. Rowe Price's Blerina Uruci reacts to weaker-than-expected 1Q US GDP data and fewer-than-estimated jobless claims, saying 'the economy continues to expand at a solid pace.' Michael Hirson of 22V Research discusses the politics surrounding Secretary Blinken's visit to China.See omnystudio.com/listener for privacy information.
Thu, 25 Apr 2024 - 4236 - Q1 GDP and Tech Earnings
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Jim Caron, Co-CIO of the Portfolio Solutions Group at Morgan Stanley Investment Management, on duration and hedging an equity selloff as well as the GDP release Constance Hunter, Senior Advisor at MacroPolicy Perspectives, on US GDP, tomorrow's PCE data, and sustainable economic growth in the US John Stolzfus, Managing Director and Chief Investment Strategist at Oppenheimer, on market reactions and path for interest rate cuts by the Fed Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney April 25th, 2024
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Thu, 25 Apr 2024 - 4235 - Single Best Idea with Tom Keene: Lindsey Piegza & Todd Jablonski
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Lindsey Piegza & Todd Jablonski.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Wed, 24 Apr 2024 - 4234 - Bloomberg Surveillance TV: April 24, 2024
-Kate Moore, BlackRock Global Allocation Team Head of Thematic Strategy
-Tiffany Wilding, PIMCO Managing Director
-Henrietta Treyz, Veda Partners Director of Economic Policy ResearchBlackRock's Kate Moore says the week ahead for Big Tech earnings is the chance for large-cap stocks to answer critical questions about the equity market. PIMCO's Tiffany Wilding looks ahead to key GDP and inflation data, saying the 'hot' US economy isn't consistent with inflationary pressures moderating. Henrietta Treyz of Veda Partners says Congress' new aid package for Ukraine, Israel and Taiwan is a case of Congress members 'wanting to be on the right side of history.'
See omnystudio.com/listener for privacy information.
Wed, 24 Apr 2024 - 4233 - Tesla Troubles and Big Tech Earnings Loom
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Dan Ives, Senior Equity Analyst at Wedbush Securities, breaks down Tesla earnings Lindsey Piegza, Stifel Chief Economist, on ongoing consumer strength but signs of an economic slowdown Anurag Rana and Mandeep Singh, Senior Tech Analysts at Bloomberg Intelligence, join to preview Meta earnings out today, and Microsoft and Alphabet earnings out tomorrow Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 30th, 2024
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Wed, 24 Apr 2024 - 4232 - Single Best Idea with Tom Keene: Thierry Wizman & Michael Darda
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.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Tue, 23 Apr 2024 - 4231 - Bloomberg Surveillance TV: April 23, 2024
-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.See omnystudio.com/listener for privacy information.
Tue, 23 Apr 2024 - 4230 - PCE Preview and Streaming Wars
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
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
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 23rd, 2024
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Tue, 23 Apr 2024 - 4229 - Single Best Idea with Tom Keene: Bob Michele & Liz Young
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Bob Michele and Liz Young
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Mon, 22 Apr 2024 - 4228 - Bloomberg Surveillance TV: April 22, 2024
-Michael O'Rourke, JonesTrading Chief Market Strategist-Tasnim Ghiawadwala, Citibank Global Head of Commercial Banking-Nadia Calvino, European Investment Bank President
JonesTrading's Michael O'Rourke discusses why he's bearish on equities and recommends buying US treasuries. Citibank's Tasnim Ghiawadwala says client balance sheets are strong despite a 'very tough' environment. EIB President Nadia Calvino discusses the bank's new round of aid to Ukraine and the importance of developing Europe's defense sector.See omnystudio.com/listener for privacy information.
Mon, 22 Apr 2024 - 4227 - Big Tech Earnings, The Fed, Inflation Data
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bob Michele, CIO and Head: GFICC at JP Morgan Investment Management, on a US soft landing and expectations for the Fed Liz Young, Head of Investment Strategy at SoFI, on equity outlook amid recent varying market headwinds and if we're heading for a correction Eric Balchunas, ETF Analyst with Bloomberg Intelligence, on his latest ETF research note Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 22, 2024
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Mon, 22 Apr 2024 - 4226 - Bloomberg Surveillance TV: April 19, 2024
-Katherine Tai, US Trade Representative
-Adam Posen, President, Peterson Institute for International Economics
-Ana Botin, Chair, Banco SantanderUS Trade Representative Katherine Tai says the "China shock" driven by the scale of the Chinese economy will depress prices worldwide and 'infect the global economy'. Peterson Institute President Adam Posen says the US' 'open-ended fiscal problems' are adding to global uncertainties about US fiscal and trade policy. Banco Santander Chair Ana Botin says low unemployment rates suggest a 'super soft landing so far.'
See omnystudio.com/listener for privacy information.
Fri, 19 Apr 2024 - 4225 - Single Best Idea with Tom Keene: Lakshman Achuthan and Anastasia Amoroso
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Lakshman Achuthan and Anastasia Amoroso.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Fri, 19 Apr 2024 - 4224 - Oil Moves and Buying the Dip
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Anastasia Amoroso, Chief Investment Strategist at iCapital, on buying the dip and cleaner market techinicals Lakshman Achuthan, COO and co-founder at ECRI, on warnings signs of a possible recession and what ECRI's Leading Economic Index is signaling Christyan Malek, Global Head of Energy Strategy and Head of EMEA Oil & Gas at JPMorgan, on oil impact of Israel-Iran tensions and other energy headlines Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 26th, 2024
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Fri, 19 Apr 2024 - 4223 - Single Best Idea with Tom Keene: Amy Wu Silverman and Anurag Rana
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Amy Wu Silverman and Anurag Rana.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Thu, 18 Apr 2024 - 4222 - Bloomberg Surveillance TV: April 18, 2024
-Tim Adams, IIF President
-Jonathan Pingle, Chief US Economist, UBS
-Klaas Knot, Dutch Central Bank President & European Central Bank Governing Council Member
IIF President Tim Adams says geopolitical uncertainties, including the US presidential election, are overwhelming global economic calculations. UBS Chief US Economist Jonathan Pingle says the 'extraordinary pace of growth' in the US may lead the Fed to raise interest rates, but still expects two cuts this year. Dutch Central Bank President Klaas Knot says the ECB is 'confident that the overall picture is one of disinflation.'See omnystudio.com/listener for privacy information.
Thu, 18 Apr 2024 - 4221 - Equity Bullishness and Skew in the Market
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Amanda Lynam, Head of Macro Credit Research at Blackrock, on the bond market and global credit outlook Amy Wu Silverman, Managing Director and Head of Derivatives Strategy for RBC Capital Markets, on "skew" in the market Chris Ailman, CIO at CalSTRS, on a potential soft landing for the US and equity market outlook Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 18th, 2024
Featuring:
Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceEric MolloSee omnystudio.com/listener for privacy information.
Thu, 18 Apr 2024 - 4220 - Single Best Idea with Tom Keene: Ed Hyman and Paul Donovan
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Ed Hyman and Paul Donovan.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Wed, 17 Apr 2024 - 4219 - Bloomberg Surveillance TV: April 17, 2024
-Alicia Levine, BNY Mellon Head of Investment Strategy
-Admiral James Stavridis, The Carlyle Group Vice Chairman, Global Affairs
-Aakash Doshi, Citi North America Head of Commodities ResearchBNY Mellon's Alicia Levine says the state of inflation and economic growth signifies a 'new normal' for the US economy. Former NATO Supreme Allied Commander James Stavridis says Israel will respond to Iran's missile and drone attack in a 'measured way'. Citi's Aakash Doshi discusses the rally in gold and why he sees a price target of $3,000/oz in the near future.
See omnystudio.com/listener for privacy information.
Wed, 17 Apr 2024 - 4218 - Powell's Rate Signal and the Disney-Comcast Battle
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Ed Hyman, Chairman at Evercore ISI, on risks for the economy if the Fed continues to stay higher for longer with rates Sebastien Page, Head of Global Multi-Asset and Chair of the Asset Allocation Steering Committee at T. Rowe Price, on inflation hedges and why he thinks it's a strange time to cut Michael Nathanson, Senior Research Analyst at MoffettNathanson, on his recent note with Craig Moffett on his recent note on the epic Disney-Comcast battle Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 17th, 2024
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Wed, 17 Apr 2024 - 4217 - Single Best Idea with Tom Keene: Sri Kumar and Gene Munster
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Sri Kumar and Gene Munster.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Tue, 16 Apr 2024 - 4216 - Bloomberg Surveillance TV: April 16, 2024
-David Hunt, PGIM CEO
-Torsten Slok, Apollo Partner and Chief Economist
-Mohamed El-Erian, Queens' College, Cambridge President & Bloomberg Opinion columnist
PGIM CEO David Hunt says 'bonds are back' and predicts inflation will remain higher-for-longer. Apollo Chief Economist Torsten Slok says Fed Chair Powell's December pivot has markets riding a 'sugar high' driving accelerations in inflation. Mohamed El-Erian, Queens' College, Cambridge President, says the theme of US exceptionalism could be threatened by higher oil prices or a 'Fed that's too tight.'See omnystudio.com/listener for privacy information.
Tue, 16 Apr 2024 - 4215 - The Big Banks Report as Fed Officials Signal Higher for Longer
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Ken Leon, Research Director at CFRA Research, wraps bank earnings Gene Munster, Managing Partner at Deepwater Asset Management, on a recent iPhone sales slowdown, Tesla job cuts, and other headlines Tony Crescenzi, Executive Vice President at PIMCO, on market outlook and risks of geopolitical conflict to markets Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 16th, 2024
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Tue, 16 Apr 2024 - 4214 - Single Best Idea with Tom Keene: James Stavridis and Ian Bremmer
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with James Stavridis and Ian Bremmer.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Mon, 15 Apr 2024 - 4213 - Bloomberg Surveillance TV: April 15, 2024
-John Williams, New York Fed President
-John Kirby, National Security Council Coordinator
-Tom Michaud, KBW CEO
New York Fed President John Williams says he still expects interest rate cuts this year if inflation continues to come down. National Security Advisor John Kirby says further sanctions against Iran are 'certainly not off the table.' KBW CEO Tom Michaud reacts to strong Q1 earnings from Goldman Sachs, saying 'there is a rebound that's happening in investment banking.'See omnystudio.com/listener for privacy information.
Mon, 15 Apr 2024 - 4212 - Markets Weigh Middle East Risks
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Sarah Hunt, Chief Markets Strategist at Alpine Woods Capital Investors, on equity outlook after last week's inflation data Ian Bremmer, President at Eurasia Group, on the conflict in Israel and potential for further US involvement Admiral James Stavridis on American support for Israel and Ukraine and how it looks to fend off Iran, Russia, and other global proxies Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 15th, 2024
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Mon, 15 Apr 2024 - 4211 - Single Best Idea with Tom Keene: Chris Whalen and Chuck Clough
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Chris Whalen and Chuck Clough.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Fri, 12 Apr 2024 - 4210 - Bloomberg Surveillance TV: April 12, 2024
Bloomberg Surveillance TV: April 12, 2024
-Ken Leon, Director of Equity Research, CFRA-Neil Dutta, Head of US Economic Research, Renaissance Macro Research-Jill Carey Hall, Head of US Small and Mid-Cap Strategy, BofA Global Research
Ken Leon, Director of Equity Research at CFRA, reacts to earnings from JPMorgan, Citi and Wells Fargo, saying there are 'opportunities for these banks to surprise on the upside'. Neil Dutta of Renaissance Macro says rate cuts are still on the table for the Fed this year despite hotter-than-expected data so far. BofA's Jill Carey Hall says the outlook for small-cap stocks depends heavily on the Fed's next move.See omnystudio.com/listener for privacy information.
Fri, 12 Apr 2024 - 4209 - Bank Earnings Breakdown and China Growth
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
David Blanchflower, labor economist and economics professor with Dartmouth, on labor outlook in the US and eco policy as well as potential for a recession in the US Leland Miller, CEO at China Beige Book, on latest China Beige Book new Q1 results, where 2024 growth is headed, & whether the China EV overcapacity thesis is real Susan Collins, president of the Boston Federal Reserve, speaks with Bloomberg's Michael McKee Chris Whalen, founder at Whalen Global Advisors, on bank earnings and bank industry/eco risks Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney April 12th, 2024
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Fri, 12 Apr 2024 - 4208 - Single Best Idea with Tom Keene: Dennis Gartman and Ian Lyngen
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Dennis Gartman and Ian Lyngen, and a special appearance from Frances Donald.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Thu, 11 Apr 2024 - 4207 - Bloomberg Surveillance TV: April 11, 2024
-George Goncalves, Head of US Macro Strategy, MUFG
-Robert Sockin, Director & Global Chief Economist, Citi
-Governor Wes Moore, (D) MarylandGeorge Goncalves of MUFG says the 'macro trio' of the US 10-year bond, the dollar and crude oil are 'going to dictate what happens going forward.' Citi's Robert Sockin reacts to March PPI data and jobless claims, saying 'there's enough signs of softness in the labor market' to support the Fed cutting rates in June. Maryland Governor Wes Moore says the state intends to 'use every lever' available to restore the Baltimore port after the Key Bridge collapse.
See omnystudio.com/listener for privacy information.
Thu, 11 Apr 2024 - 4206 - Inflation Data Spooks Investors and the Gold Trade
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Frances Donald, Chief Economist at Manulife, on PPI and this week's inflation data, and Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets, also joins on this week's inflation data Dennis Gartman, Chairman of the University of Akron Endowment and former publisher of the Gartman letter, on CPI reaction, a bearish take on equities, and gold Marcus Ashworth, Bloomberg Opinion columnist, on the ECB decision Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney April 11th, 2024
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Thu, 11 Apr 2024 - 4205 - Single Best Idea with Tom Keene: Neil Dutta and Steve Ricchiuto
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Neil Dutta and Steve Ricchiuto.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Wed, 10 Apr 2024 - 4204 - Bloomberg Surveillance TV: April 10, 2024
-Steven Ricchiuto, US Chief Economist, Mizuho Securities
-David Kelly, Chief Global Strategist, JPMorgan Asset Management
-Tobin Marcus, Head of Policy & Politics, Wolfe ResearchMizuho Americas' Steven Ricchiuto & JPMorgan Asset Management's David Kelly react to the hotter-than-expected March CPI print, with differing takes on how it impacts monetary policy. Tobin Marcus, Head of Policy & Politics at Wolfe Research, discusses Japan Prime Minister Kishida's visit to Washington amid tensions over the US Steel takeover, as well as the Federal Reserve's outlook and legacy.
See omnystudio.com/listener for privacy information.
Wed, 10 Apr 2024 - 4203 - A Breakdown of CPI and Outlook for Rates
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Neil Dutta, Partner at Renaissance Macro Research, along with Ira Jersey, Chief US Rates Strategist with Bloomberg Intelligence, on CPI and the Fed Joe Weisenthal and Tracy Alloway, host of Bloomberg's Odd Lots podcast, on CPI Steven Ricchiuto, Chief US Economist with Mizuho Securities, on CPI Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney for April 12th, 2024
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Wed, 10 Apr 2024 - 4202 - Single Best Idea with Tom Keene: James Steel and Javier Blas
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with James Steel and Javier Blas.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Tue, 09 Apr 2024 - 4201 - Bloomberg Surveillance TV: April 9, 2024
-Mohamed El-Erian, Bloomberg Opinion & President, Queens' College Cambridge
-Stuart Kaiser, Citi Head of Equity Trading Strategy
-Seth Carpenter, Chief Global Economist, Morgan Stanley
Mohamed El-Erian, Queens' College Cambridge President, says the Fed may ease less than the ECB over the coming months. Citi's Stuart Kaiser says he's concerned about surging commodity prices and their impact on equities. Seth Carpenter, Chief Global Economist at Morgan Stanley, says he expects 'disinflation to continue through the rest of this year' ahead of tomorrow's CPI report.See omnystudio.com/listener for privacy information.
Tue, 09 Apr 2024 - 4200 - A Look Ahead to CPI and Examining Gold's Rise
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Betsey Stevenson, professor of economics and public policy at University of Michigan and Bloomberg Opinion columnist, on the path for inflation and potential for no rate cuts in 2024, what that could mean for a US recession, and whether we should still be celebrating in the US economy as we dig into Q2 James Steel, Chief Commodities Analyst at HSBC Securities USA, joins to talk about gold's rise and the outlook for oil amid it's recent rise Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, on CPI preview and markets Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 9th, 2024
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Tue, 09 Apr 2024 - 4199 - Single Best Idea with Tom Keene: Victoria Bills and Bill Lee
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Victoria Bills and Bill Lee.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Mon, 08 Apr 2024 - 4198 - An Examination of China and US CPI Preview
Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney for April 8th, 2024
Bill Lee, Chief Economist at the Milken Institute, joins to wrap last week's Fed speak, preview this week's inflation data, and extend the conversation to a broader outlook on global economies, specifically China Victoria Bills, Chief Investment Strategist at Banrion Capital, on equity outlook and potential market reaction from CPI this week Huw van Steenis, Vice Chari at Oliver Wyman, joins to talk about his recent pieces on whether the private credit boom is slowing, the fresh IMF report on private credit, and no doubt banks in Q1 with bank earnings coming up Bloomberg's Lisa Mateo with her Newspaper Headlines
Featuring:
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Mon, 08 Apr 2024 - 4197 - Bloomberg Surveillance TV: April 8, 2024
-Lara Rhame, Chief US Economist, FS Investments
-Jack Manley, Executive Director & Global Market Strategist, JPMorgan
-Ellen Wald, Sr. Fellow, Atlantic Council
Lara Rhame of FS Investments says the nuances around inflation should give the Fed more patience before cutting interest rates. JPMorgan's Jack Manley says the dynamic between the Fed and inflation has become a 'chicken and the egg' situation. Ellen Wald, Sr. Fellow at the Atlantic Council, says she doesn't expect the US to tap into its strategic oil reserves to lower gas prices in the short-term.See omnystudio.com/listener for privacy information.
Mon, 08 Apr 2024 - 4196 - Single Best Idea with Tom Keene: Julia Pollak & Claudia Sahm
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Julia Pollak and Claudia Sahm
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Fri, 05 Apr 2024 - 4195 - Bloomberg Surveillance TV: April 5, 2024
BlackRock's Jeff Rosenberg and Mohamed El-Erian, Queens' College, Cambridge President, react to the March jobs report that exceeded analyst estimates. NATO Secretary General Jens Stoltenberg discusses his plan for NATO to supply Ukraine with over $100 billion in aid over the next five years as Russia makes gains on the battlefield.
See omnystudio.com/listener for privacy information.
Fri, 05 Apr 2024 - 4194 - US Jobs Roar Again as Payrolls Jump 303,000
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Neil Dutta, Partner and Head of US Economic Research at Renaissance Macro Research, and Ira Jersey, Bloomberg Intelligence Rates strategist, with reaction to the March jobs report Julia Pollak, Chief Economist at ZipRecruiter, joins to break down the jobs numbers Claudia Sahm, Bloomberg Opinion Contributor and CEO at Sahm Consulting, on the economic picture post jobs numbers and Opinion piece on part-time work Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 5th, 2024
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Fri, 05 Apr 2024 - 4193 - Single Best Idea with Tom Keene: Larry McDonald & Max Kettner
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Larry McDonald and Max Kettner.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Thu, 04 Apr 2024 - 4192 - Bloomberg Surveillance TV: April 4, 2024
-Jean Boivin, Head of BlackRock Investment Institute
-Becky Frankiewicz, Chief Commercial Officer, President North America at ManpowerGroup
-Michael Hirson, Head of China Research 22V ResearchJean Boivin, Head of BlackRock Investment Institute, says the economy has entered 'a new regime' and is bullish on risk assets going forward. Becky Frankiewicz of ManpowerGroup reacts to higher-than-expected weekly jobless claims and discusses the 'amazing' resiliency of the US labor market. Michael Hirson, Head of China Research at 22V Research, breaks down Treasury Secretary Janet Yellen's visit to China.
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Thu, 04 Apr 2024 - 4191 - Critical Jobs Friday Paves the Path for Rate Cuts
Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney April 4th, 2024
Rebecca Patterson, former Chief Investment Strategist at Bridgewater Associates, joins to talk about what we can expect from jobs on Friday and CPI next week Meghan Swiber, Director of US Rates Strategy at Bank of America, joins to talk about recent Fed speak and what we've heard from Jay Powell, and whether we'll actually see a rate cut in 2024 Larry McDonald, founder at The Bear Traps Report, on his new book "How to Listen When Markets Speak" Bloomberg's Lisa Mateo with her Newspaper Headlines
Featuring:
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Thu, 04 Apr 2024 - 4190 - Single Best Idea with Tom Keene: Robert D. Kaplan & Ed Morse
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Robert D. Kaplan and Ed Morse.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
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Wed, 03 Apr 2024 - 4189 - Bloomberg Surveillance TV: April 3, 2024
-Eric Veiel, CIO & Head of Global Investments, T. Rowe Price
-Michael Collins, Executive Portfolio Advisor, PGIM Fixed Income
-Eric Cantor, Vice Chairman & Managing Director at Moelis & Company, Former House Majority Leader
Eric Veiel, T. Rowe Price CIO & Head of Global Investments, says he's 'dramatically neutral' between stocks and bonds amid an uncertain path forward for the Fed. Michael Collins, PGIM Fixed Income Executive Portfolio Advisor, sees value in long-term treasury yields amid a robust economic backdrop in the US. Former House Majority Leader Eric Cantor, Vice Chairman & Managing Director at Moelis & Company, says the market will eventually reject the 'continued incurrence of debt', but the signs aren't there yet.See omnystudio.com/listener for privacy information.
Wed, 03 Apr 2024
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