Bloomberg Surveillance

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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 Steve Auth & Jim Bianco.

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- Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist
- David Malpass, Former President of The World Bank, Former Under Secretary of the US Treasury for International Affairs
- Chuck Grom, Gordon Haskett Research Advisors Managing Director/Sr Analyst: Retail

Julian Emanuel of Evercore says stocks are expensive, and "any news that sort of disrupts the narrative can cause volatility." Former Under Secretary of the US Treasury for International Affairs David Malpass believes the US has gone too far into globalism. Chuck Grom of Gordon Haskett sees Target's underperformance as specific to the company and not industry-related.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 20th, 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)
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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 Geoffrey Yu & David Doyle.

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- Joe Feldman, Telsey Advisory Group Senior Research Analyst & Assistant Director of Research
- Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist
- Stephanie Roth, Wolfe Research Chief Economist

Joe Feldman of Telsey Advisory Group reacts to Walmart's positive 3Q earnings, saying the company is broadly serving the American customer. Emily Roland of John Hancock says consensus around the US is overwhelmingly positive, but "when the consensus moves to one side of the boat, sometimes it can flip." Stephanie Roth of Wolfe Research is concerned about the impact of tariffs in 2026.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 19th, 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)
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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 Henrietta Treyz & Amanda Rebello.

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- Amanda Lynam, BlackRock Head of Macro Credit Research
- Henrietta Treyz, Veda Partners Co-Founder & Director of Economic Policy
- Kate McShane, Goldman Sachs US Retailing/Broadlines and Hardlines Analyst

Amanda Lynam of BlackRock is concerned across-the-board tariffs could spike retaliation. Henrietta Treyz of Veda Partners says, "Investors think that the stock market, whether it's going up or down has a real leash on the president. I don't think that that's true." Kate McShane of Goldman Sachs says, "We definitely still see the consumer being choiceful," ahead of Walmart and Target earnings this week. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 18th, 2024
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Everywhere you turn, there’s another headline about Artificial Intelligence. But how do companies make money with AI? We’re exploring how companies of all sizes are using AI to remake their operations, increasing their return on investment and that of their customers. This episode is sponsored by IBM. 

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- Phil Camporeale, JPMorgan Managing Director/Portfolio Manager: Multi Asset Solutions
- Frank Lee, HSBC Global Head:Tech Hardware & Semi Research
- Greg Melich, Evercore ISI Senior Managing Director

Phil Camporeale of JPMorgan says policy error from the Trump Administration or the Fed is "our biggest risk." Frank Lee of HSBC says ahead of Nvidia earnings, "If you look at all of next year, we do feel confident there will still be further upside in terms of the market expectations." Greg Melich of Evercore ISI says consumers will spend, but "they're very cautious and value-focused."

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 15th, 2024
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- Rob Casey, Signum Global Advisors Partner & Senior Analyst
- Mohamed El-Erian, Queens' College Cambridge President
- Brian Weinstein, Morgan Stanley Investment Management Head of Global Markets

Rob Casey of Signum Advisors thinks there could be more Trump nomination surprises coming. Mohamed El-Erian of Queens' College Cambridge believes, "The market is front-running economic announcements." Brian Weinstein of Morgan Stanley says, "Our investors speaking with their wallets are buying fixed income."

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 14th, 2024
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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 Jim Caron & Richard Haass.

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- Kevin Gordon, Charles Schwab Senior Investment Strategist
- David Kelly, JPMorgan Asset Management Chief Global Strategist
- Neel Kashkari, Minneapolis Fed President

Kevin Gordon of Charles Schwab says the economic environment 'could not be more different' between Donald Trump's first and second terms as President. David Kelly of JPMorgan reacts to October CPI data, saying a December Fed rate cut is still on the table despite markets stopping short of pricing-in the amount of further cuts in the Fed's dot plot next year. Minneapolis Fed President Neel Kashkari discusses inflation, housing, and the labor market, as well as his expectations for the Fed and the economy heading into Trump's second term.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 13th, 2024
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- Tom Steyer, Galvanize Climate Solutions Co-founder, "Cheaper, Faster, Better: How We'll Win The Climate War" Author
- David Tinsley, BofA Institute Senior Economist
- William Dudley BBO, Bloomberg Economics & Former NY Fed President

Tom Steyer of Galvanize Climate Solutions says it's an "absolute necessity" for America to lead "the green transition." David Tinsley of BofA says, "The consumer continues to value experiences over goods." Former New York Fed President William Dudley believes the Fed is going to try to maintain its independent policy. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 12th, 2024
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- Nela Richardson, ADP Chief Economist & ESG Officer
- Jason Furman, Harvard Kennedy School Professor of the Practice of Economic Policy
- Oksana Aronov, JPMorgan Asset Management Head of Market Strategy for Alternative Fixed Income

Nela Richardson of ADP says the fiscal deficit is a big dragon to slay that could reignite inflation. Jason Furman of Harvard Kennedy School believes Trump will walk away from heavy interference with the Federal Reserve. Oksana Aronov of JPMorgan says, "The problem is when something is priced for perfection, it takes anything other than perfection to move that price." 

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Bloomberg Surveillance hosted by Paul Sweeney & Damian SassowerNovember 11th, 2024

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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 Admiral James Stavridis & Michael Shaoul.

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- Rob Casey, Signum Global Advisor Partner & Senior Analyst
- Mohamed El-Erian, Queens' College Cambridge
- Ryan Petersen, Flexport CEO

Rob Casey of Signum Global Advisors predicts, "In the house, Donald Trump is king. They are going to take their shots not from Mike Johnson or anybody else." Mohamed El-Erian of Queens' College Cambridge says this is a time when US dominance of the global system will "increase both for positive reasons and negative reasons." Ryan Peterson of Flexport says, "we have seen this movie before" as Trump vows to increase tariffs in his next presidency.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 8th, 2024
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Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance 

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

In this episode, we feature conversations with Abby Joseph Cohen & Ed Mills.

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- Heidi Crebo-Rediker, Adjunct Sr Fellow, Council on Foreign Relations
- Tobin Marcus, Wolfe Research Head of US Politics and Policy
- Andrew Hollenhorst, Citi Chief US Economist

Heidi Crebo-Rediker of the Council on Foreign Relations says Trump taking office will be all about "tariffs, tariffs and tariffs," and the president elect can move quickly on them. Tobin Marcus of Wolfe Research believes there is a broad sense that Democrats' values are out of touch with normal people after the election. Andrew Hollenhorst of Citi says this is a Fed that's cutting, ahead of its rate cut decision. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 7th, 2024
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- Isaac Boltanksy, BTIG Director Policy Research
- Jay Pelosky, TPW Investment Management Chief Investment Officer/Co-Founder
- Torsten Slok, Apollo Management Chief Economist

Isaac Boltansky of BTIG says it will be a long few years before Democrats figure out who their new standard bearer is. Jay Pelosky of TPW Investment Management says, "The good idea of economics has turned into bad politics for the Democrats." Torsten Slok of Apollo believes, "Tomorrow is easy for the Fed. Tomorrow is difficult."

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 6th, 2024
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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 Ned Lamont & French Hill.

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- Kit Juckes, Chief FX Strategist, Soc Gen
- Cameron Dawson, NewEdge Wealth Chief Investment Officer
- Mark Cuban, Dallas Mavericks Minority Owner, Co-Founder, CostPlusDrugs.com

Kit Juckes of Soc Gen says we're closer to a market that "genuinely doesn't know what's going to happen" in the election. Cameron Dawson of NewEdge Wealth says the uncertainty of the election means it could induce volatility. Billionaire Mark Cuban says Kamala Harris is "not a shape-shifter" and is "better for the economy in so many ways."

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 5th, 2024
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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 Wendy Schiller & Gautam Mukunda.

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- 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
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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.

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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.

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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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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 1st, 2024
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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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Intel shares surged after the company gave a fourth-quarter revenue forecast slightly above estimates, sparking optimism that it’s capable of reclaiming some lost market share. Apple reported weaker sales in China than anticipated last quarter, raising fresh concerns about one of its most important regions. For instant reaction and analysis to the latest big tech earnings drop, hosts Tim Stenovec and Emily Graffeo speak with Bloomberg Technology co-host Ed Ludlow. 

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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 Thierry Wizman, Dan Ives, & Joe Mathieu.

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- Heidi Crebo-Rediker, Council on Foreign Relations Adjunct Sr Fellow & Fmr. State Dept. Chief Economist
- Seth Carpenter, Morgan Stanley Chief Global Economist
- Lindsay Rosner, Goldman Sachs Asset Management Head: Multi-Sector Investing

Former State Department Chief Economist Heidi Crebo-Rediker of the Council on Foreign Relations believes the razor-thin election will come down to turnout. Morgan Stanley's Seth Carpenter says the election will impact three key policies: tariffs, immigration and fiscal policy. Lindsay Rosner of Goldman Sachs sees great opportunity in fixed income. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 31st, 2024
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Microsoft's cloud-computing and Office software businesses fueled stronger-than-projected quarterly revenue growth, a sign that the company’s hefty investments in artificial intelligence are starting to pay off. Meanwhile, Meta Platforms projected stronger-than-expected holiday quarter sales, and touted AI improvements to its core advertising business. But it wasn’t enough to satisfy Wall Street. For instant reaction and analysis to these results, plus other tech earnings, hosts Tim Stenovec and Katie Greifeld speak with Bloomberg Intelligence senior technology analysts Mandeep Singh and Anurag Rana.  

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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 Nick Colas & Dennis Gartman.

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- Katrina Dudley, Franklin Templeton Public Markets Senior Investment Strategist
- Dirk Willer, Citi Global Head: Macro Asset Allocation
- Claudia Sahm, New Century Advisors Chief Economist

Katrina Dudley of Franklin Templeton says technology stock earnings are really positive. Dirk Willer of Citi says there is concern "a Trump Administration would mean more inflation." Claudia Sahm of New Century Advisors believes, "We are in a trend place that is much better than frankly we went into the pandemic with."

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 30th, 2024
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Google parent Alphabet reported third-quarter sales that climbed more than analysts expected, helped by the growth of its cloud computing business. For instant reaction and analysis, hosts Carol Massar and Tim Stenovec spoke with Bloomberg Intelligence senior tech industry analyst Mandeep Singh and Bloomberg Technology co-host Caroline Hyde. 

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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 David Malpass, Anurag Rana, & Katy Kaminski.

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- Jon Lieber, Eurasia Group Managing Director
- Jessica Taylor, The Cook Political Report Senate and Governors Editor
- Lisa Shalett, Morgan Stanley Wealth Management Chief Investment Officer

Jon Lieber of Eurasia Group says views on both Donald Trump and Kamala Harris are "baked in." Jessica Taylor of The Cook Political Report believes, "As the presidential race goes, probably the senate races go." Lisa Shalett of Morgan Stanley says the possibility of an "inflation boomerang" this year is rising. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 29th, 2024
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- Ed Yardeni, Yardeni Research President
- Mark McCormick, TD Securities Global Head of FX Strategy
- Henrietta Treyz, Veda Partners Director - Economic Policy Research

Ed Yardeni of Yardeni Research says the "bond vigilantes are definitely mounting up" ahead of the election. Mark McCormick of TD Securities says, "The US equity market still offers probably the best risk-adjusted performance relative to other classes." Henrietta Treyz of Veda Partners says "the street is even more bullish" on Trump winning the election than the prediction markets.

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Bloomberg Surveillance hosted by Paul Sweeney & David GuraOctober 28th, 2024
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Bloomberg Surveillance hosted by Paul Sweeney & David GuraOctober 25th, 2024
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- Ed Mills, Raymond James Washington Policy Analyst
- Mohamed El-Erian, Queens' College Cambridge President & Bloomberg Opinion columnist
- Sonia Meskin, UBS Investment Bank Senior Economist

Ed Mills of Raymond James believes there will be clarity on the winner of the election that night or early on Wednesday. Mohamed El-Erian of Queens College Cambridge says, "There is no other payment system to replace the dollar payment system, but you can build pipes around it." Sonia Meskin of UBS estimates, "Kamala Harris would probably extend the deficit by about $2 trillion, whereas Trump would extend by just over $4 trillion." 

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- Daleep Singh, Deputy National Security Advisor, International Economics
- Kevin McCarthy, Fmr. House Speaker
- Binky Chadha, Deutsche Bank Chief Global Strategist/Head of Asset Allocation

Deputy National Security Advisor of International Economics Daleep Singh says "tariffs alone are not a path to prosperity." Former House Speaker Kevin McCarthy says he believes there is a 60% chance Trump wins the election. Binky Chadha of Deutsche Bank says, "Historically, presidential elections haven't really changed the business cycle." 

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Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney
October 24th, 2024

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Tesla surpassed Wall Street estimates for earnings in the third quarter, reflecting a rebound in demand for the company’s electric vehicles. The EV maker also said it expects to achieve slight growth in vehicle deliveries for the full year. For instant reaction and analysis, hosts Tim Stenovec and Katie Greifeld speak with Gerber Kawasaki Wealth Management CEO Ross Gerber and Bloomberg Technology cohost Ed Ludlow. 

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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 Doll & Frances Donald.

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- Ben Gutteridge, Invesco Portfolio Manager - Multi-Asset Strategies
- Evan Roth Smith, Blueprint
- Matt Hornbach, Morgan Stanley

Ben Gutteridge of Invesco thinks stocks can make it through the election in a positive fashion. Evan Roth Smith of Blueprint says the election is a 50-50 race, but the odds of a polling error would likely be in favor of Kamala Harris. Matt Hornbach of Morgan Stanley says, "What we've been telling investors is to hug their benchmarks tightly, and wait for opportunity to rise in the wake of the election." 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 23rd, 2024

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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 Mike Wilson & Brian Belski.

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- Kurt Reiman, UBS Head of Fixed Income for the Chief Investment Office & UBS ElectionWatch Lead
- Torsten Slok, Apollo Management Chief Economist
- Brent Schutte, Northwestern Mutual Life Insurance Chief Investment Officer

Kurt Reiman of UBS says the recent surge in US treasury yields pertain to strong growth as opposed to 'Trump trade.' Apollo's Torsten Slok says that the totality of US economic data points to the 'no landing scenario.' Brent Schutte of Northwest Mutual says 'investors are way too optimistic the Fed will cut rates in a neat and tidy way.' 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 22nd, 2024
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- Daniel Morris, BNP Paribas Asset Management Chief Market Strategist
- Jim Caron, Morgan Stanley Co-CIO 
- Aditya Bhave, BofA Global Research Senior US Economist

Daniel Morris of BNP Paribas is bracing for a "negative shock," but says the economy looks resilient. Jim Caron of Morgan Stanley says it will be hard to get inflation under control no matter who wins the election. Aditya Bhave of BofA doesn't believe in reacceleration yet.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & David Gura.October 21st, 2024
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- Anastasia Amoroso, iCapital Chief Investment Strategist
- Lindsey Piegza, Stifel Chief Economist
- Kit Juckes, Soc Gen Chief FX

iCapital's Anastasia Amoroso says the economy's resiliency is what's truly in the driving seat. Stifel's Lindsey Piegza believes the Fed "sent the wrong message" what a 50bp cut. Kit Juckes of Soc Gen doesn't foresee the ECB cutting rates aggressively.

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Bloomberg Surveillance hosted by Paul Sweeney & David GuraOctober 18th, 2024
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Netflix added more than 5 million customers in the third quarter, and eclipsed Wall Street’s expectations on every major financial metric despite a new programming slate constrained by last year’s strikes in Hollywood. For instant reaction and analysis, hosts Tim Stenovec and Molly Smith spoke with Dan Morgan, senior portfolio manager at Synovus Trust. 

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Bloomberg Surveillance hosted by Paul Sweeney & Carol Massar.October 17th, 2024
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- Governor Ned Lamont (D) Connecticut
- Dan Skelly, Morgan Stanley Wealth Management Head of market research and strategy
- Jeremy Stretch, CIBC

Connecticut Governor Ned Lamont says Vice President Kamala Harris and running mate Tim Walz are more pragmatic than the Biden Administration. Dan Skelly of Morgan Stanley says a "red sweep" in the U.S. election would cause "the most near-term volatility." Jeremy Stretch of CIBC says the market "is increasingly looking a little oversold." 

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- Elyas Galou, BofA Securities Senior Investment Strategist
- Keith Lerner, Truist Co-CIO/Chief Market Strategist
- Julia Coronado, Macropolicy Perspectives President and Founder

Elyas Galou thinks investors have transformed from "nervous bulls" a month ago to just bulls. Keith Lerner of Truist says, "This is the strongest election year we've seen for the stock market since the 1950's." Julia Coronado of Macropolicy Perspectives says the "bar is very high" for the Fed to deviate from a 25bp cut in November.

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Bloomberg Surveillance hosted by Carol Massar & Barry Ritholtz.October 16th, 2024
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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 Chuck Clough & Katy Kaminski.

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- Max Kettner,  HSBC Chief Multi-Asset Strategist
- Sarah Hunt, Alpine Saxon Woods Chief Market Strategist
- Vishal Khanduja, Morgan Stanley Investment Management Head of Broad Markets Fixed Income

Max Kettner of HSBC says, "The market is underestimating the strength of the US consumer." Alpine Saxon Woods' Sarah Hunt is watching companies that have "continuously good balance sheets" and can generate cash as earnings season continues. Vishal Khanduja of Morgan Stanley says, "We have the lowest amount of spread risk in our portfolio for a long time."

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 15th, 2024
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Join Tom Keene, Paul Sweeney, Lisa Mateo and Michael Barr LIVE on YouTube weekday mornings. Join us on YouTube, starting at 7am ET.     

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 - Lori Calvasina, RBC Capital Markets Head of Equity Strategy
- Nela Richardson, ADP Chief Economist
- Kate Moore, BlackRock Global Allocation Team Head of Thematic Strategy  

Lori Calvasina of RBC Capital Markets says investors are in wait-and-see mode until after the US election. Nela Richardson of ADP predicts the October jobs report "is going to be really, really clouded." Kate Moore believes 3Q revenue growth will be solid, but not blockbuster. 

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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 a conversation with Simon Johnson.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 14th, 2024
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Bloomberg News Now is a comprehensive audio report on today's top stories. Listen for the latest news, whenever you want it, covering global business stories around the world.

On Apple: http://apple.co/3Eyz9EX     
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- John Stoltzfus, Oppenheimer Chief Investment Strategist
- Gerard Cassidy, RBC Capital Markets Head of U.S. Bank Equity Strategy and Large Cap Bank Analyst
- Lara Rhame, FS Investments Chief US Economist

John Stoltzfus of Oppenheimer says the American consumer is "remarkably resilient." Gerard Cassidy of RBC responds to earnings from JPMorgan and Wells Fargo, saying the industry "just doesn't have the risks that it had in those past periods." Lara Rhame of FS Investments calls inflation a "mild headache that still isn't going away." 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 11th, 2024
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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 Gerard Cassidy & Stephanie Guild.

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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 Richard Haass & Cam Harvey.

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- Brian Levitt, Invesco Global Market Strategist
- Dan Greenhaus, Solus Alt. Asset Mgmt
- Tom Narayan, RBC Analyst

"People say,'buy low, sell high.' I say, 'buy high, sell higher,'" says Invesco's Brian Levitt. Dan Greenhaus of Solus Alternative Asset Management believes "higher yields are not necessarily a problem" for the equity market. RBC's Tom Naryan says Tesla's robotaxi "dramatically increases the valuation of the mobility sector."

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 10th, 2024
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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 James Stavridis, Huw van Steenis, & Wendy Schiller.

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- Andrew Sheets, Morgan Stanley Global Head of Corporate Credit Research
- Cameron Dawson, NewEdge Wealth Chief Investment Officer
- Craig Fugate, Fmr. FEMA Administrator under Obama

Andrew Sheets of Morgan Stanley says, "We're still in a good is good environment." Cameron Dawson of NewEdge Wealth says the one thing keeping low-income consumers above water is the jobs market. Former FEMA Administrator Craig Fugate says FEMA has a lot of capability to reprioritize their resources as Florida braces for Hurricane Milton.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 9th, 2024
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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 Jeffrey Rosenberg & Eric Balchunas.

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- Ben Snider, Goldman Sachs Sr. Strategist
- Mohamed El-Erian, Queens' College Cambridge BBO & President
- Mark Cabana, BofA Global Research Head of US Rates Strategy

Ben Snider of Goldman Sachs believes there is a lot of potential earnings upside ahead. Mohamed El-Erian of Queens' Colleg e Cambridge says, "the economy is fundamentally sound, so it can absorb shocks." Mark Cabana of BofA thinks the Fed will cut by 25bps until March of next year.

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Bloomberg Surveillance hosted by Tom Keene and Jess MentonOctober 8th, 2024
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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 a conversation with Jim Glassman.

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- Katrina Dudley, Franklin Templeton Public Markets Senior Investment Strategist
- Bob Doll, Crossmark Global Investments CEO & CIO
- Ed Yardeni, Yardeni Research President

Katrina Dudley of Franklin Templeton says bullishness in the top of the market is starting to filter down. Bob Doll of Crossmark Global Investments believes a bumpy landing is coming. Ed Yardeni of Yardeni Research says the health of the stock market depends on earnings.

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