Bloomberg Surveillance

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 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 Neil Dutta, Claudia Sahm, & Mark Zandi.

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The US hiring fell short of forecasts in August after downward revisions to the prior two months. The data are likely to fuel speculation that the Federal Reserve will deploy a big rate cut in September. Bloomberg's Tom Keene and Paul Sweeney get analysis on the numbers from Renaissance Macro Research Head of US Economic Research Neil Dutta, New Century Advisors Chief Economist Claudia Sahm, Moody's Analytics Chief Economist Mark Zandi, and Bradesco BBI Head of Equity Strategy Ben Laidler.

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-Kate El-Hillow, Russell Investments Co-President & Co-Chief Investment Officer
-Ed Al-Hussainy, Columbia Threadneedle Global Rates Strategist
-Jay Bryson, Wells Fargo Chief Economist
-Shaun Donovan, Fmr. Housing & Urban Development Secretary & Enterprise Community Partners President & CEO

Kate El-Hillow of Russell Investments says markets are still trying to find the prevailing narrative, pointing to recent volatility as a healthy return to normal. Columbia Threadneedle's Ed Al-Hussainy describes the 'fantastically broad' distribution of outcomes with the Fed's path forward on interest rates. Jay Bryson of Wells Fargo reacts to a weaker-than-expected ADP employment report and as well as US initial jobless claims. Former HUD Secretary Shaun Donovan walks through the issues facing the US housing market.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 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 a conversation with Ed Hyman.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 4th, 2024
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-Stephanie Roth, Wolfe Research Chief Economist
-Amanda Lynam, BlackRock Head of Macro Credit Research
-Kate McShane, Goldman Sachs US Retailing/Broadlines and Hardlines Analyst
-Lorenzo Simonelli, Baker Hughes CEO

Stephanie Roth of Wolfe Research looks ahead to Friday's jobs report and shares her outlook on the US economy. Amanda Lynam of BlackRock walks through the corporate credit landscape, saying slowing growth has created a resilient environment for investors. Kate McShane of Goldman Sachs joins Surveillance from the bank's Annual Global Retailing Conference and details the outlook for the retail sector heading into 4Q. Baker Hughes CEO Lorenzo Simonelli discusses growth opportunities in the energy sector for the 2H of 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 Scott Clemons & Dean Curnutt.

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-Henrietta Treyz, Veda Partners Director of Economic Policy Research
-Neil Dutta, Renaissance Macro Research Head of US Economic Research
-Matthew Dolgin, MorningStar Senior Equity Analyst

Henrietta Treyz of Veda Partners discusses Vice President Kamala Harris's union pitch on the campaign trail in Pittsburgh, PA. Neil Dutta of Renaissance Marco Research previews this week's labor market data and discusses the possible impact on the Fed's next decision. Matthew Dolgin of MorningStar discusses the latest with the Disney and DirecTV carriage negotiations. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 3rd, 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 Justin Sink, Dave Wasserman, & David Gura.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 30th 2024
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-Eric Freedman, US Bank Asset Management Group Chief Investment Officer
-Claudia Sahm, New Century Advisors Chief Economist
-Dana Telsey, Telsey Advisory Group CEO and Chief Research Officer

Eric Freedman of US Bank says there's a risk of a reacceleration and looks ahead to next week's key August payrolls report. Claudia Sahm of New Century Advisors says she expects more softening in the labor market and gives her outlook on the Fed's upcoming rate decision. Dana Telsey of Telsey Advisory Group overviews the latest on the US consumer after a bevy of updated calls on retailers.  

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-Dan Ives, Wedbush Sr. Equity Analyst
-Heidi Crebo-Rediker, Council on Foreign Relations Adjunct Sr Fellow / International Capital Strategies Partner, Former US State Department Chief Economist
-Earl Davis, BMO Head of Fixed Income and Money Markets

Dan Ives of Wedbush reacts to Nvidia’s earnings report and outlines his optimism for the stock long-term. Heidi Crebo-Rediker of the Council on Foreign Relations overviews what a Harris geopolitical agenda could look like. Earl Davis of BMO walks through his outlook for the bond market. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 29th 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 Dan Ives, Gil Luria, & Gene Munster.

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In a special edition of Bloomberg Technology, host Ed Ludlow speaks with Nvidia CEO Jensen Huang to discuss the company's latest quarterly report that fell short of investor's lofty expectations.

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 Nvidia, the chipmaker at the heart of the artificial intelligence boom, gave a revenue forecast that fell short of some of the most optimistic estimates, stoking concerns that its explosive growth is waning. Bloomberg Businessweek hosts Carol Massar and Tim Stenovec talk with Bloomberg Technology co-host Ed Ludlow and Bloomberg Intelligence Senior Semiconductor Analyst Kunjan Sobhani for instant reaction and analysis for Nvidia's earnings results. 

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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 Paul Sankey  & Ivan Feinseth

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-Angelo Zino, CFRA Research Senior Equity Analyst
-Jon Lieber, Eurasia Group Head of Research
-Daan Struyven, Goldman Sachs Head of Oil Research

Angelo Zino from CFRA Research analyzes Nvidia’s earnings. Jon Lieber from Eurasia Group provides updates on U.S. National Security Advisor Jake Sullivan’s visit to China and the latest developments in the 2024 election. Daan Struyven of Goldman Sachs discusses Goldman’s decision to lower its oil outlook to below $80 amid concerns over OPEC+ risks. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 28th 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 Ed Yardeni, Michael Darda, & Katie Greifeld.

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-Philip Camporeale, JP Morgan Portfolio Manager Multi Asset Solutions
-Bert Subin, Stifel Managing Director - Defense, Government Services and Aerospace
-Kit Juckes, Societe Generale Chief FX Strategist}"

Philip Camporeale of JP Morgan discusses how stocks are approaching record highs as markets anticipate the countdown to cut. Bert Subin of Stifel analyzes how Boeing is navigating the future of its space program following NASA's snub. Kit Juckes of Societe Generale discusses how the labor market slowdown will lead to further reductions in long dollar positions. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 27th 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 Daragh Maher & Brad Case.

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-Betsy Duke, Former Federal Reserve Governor
-Pierre Ferragu, New Street Research Head of Global Technology Infrastructure
-Henrietta Treyz, Director of Economic Policy Research, Veda Partners

Betsy Duke, Former Federal Reserve Governor, provides reaction to Fed to Chair Powell. Pierre Ferragu of New Street Research previews Nvidia earnings scheduled for Wednesday. Henrietta Treyz of Veda Partners discusses the 2024 presidential candidates hitting the campaign trail again after the conventions.  

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 26th 2024
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Bloomberg's Surveillance hosts Tom Keene and Lisa Abramowicz head out to Wyoming for the Fed's Jackson Hole Symposium.

They speak with some of the biggest names in Central Banking, including:

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Bloomberg Surveillance hosted by Paul Sweeney & Alix SteelAugust 23rd, 2024
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- Mike Wilson, Chief U.S. Equity Strategist and CIO at Morgan Stanley
- Bob Doll, CIO at Crossmark Global Investments
- Isaac Boltansky, Director of Policy Research at BTIG

Mike Wilson, Chief U.S. Equity Strategist and Chief Investment Officer for Morgan Stanley, discusses markets and previews Fed Chair Jerome Powell's keynote address from Jackson Hole, Wyoming. Bob Doll, CIO at Crossmark Global Investments, talks about asset allocation and opportunities in an uncertain market. Isaac Boltansky, Director of Policy Research at BTIG, reacts to Vice President Kamala Harris' speech at the Democratic National Convention.

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Vice President Kamala Harris formally accepted the Democratic presidential nomination on Thursday, in a historic step that kicks off a three-month dash to Election Day.

Balance of Power co-hosts Joe Mathieu and Kailey Leinz speak to Bloomberg politics contributors Rick Davis and Jeanne Sheehan Zaino for instant reaction and analysis of Kamala Harris' address to close out the Democratic National Convention in Chicago. 

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Apollo’s Torsten Slok says after looking at travel spending, retail earnings, restaurant and hotel bookings, “we have a general picture that the economy is just not slowing down"

Seema Shah of Principal Asset Management breaks down the week in markets 

Anders Persson of  Nuveen Asset Management gives his view on the next Fed rate cut

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Mohamed El-Erian, President of Queens' College, Cambridge says traders are overplaying the prospects of an aggressive series of Federal Reserve interest-rate cuts before the end of the year

Victoria Fernandez, Crossmark Global Investments Chief markets strategist, says we're still looking at an economic slowdown coming, but not a recession. 

Sen. Ron Wyden discusses the focus on price gouging in the economic plan of Vice President Kamala Harris

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Bloomberg Surveillance hosted by Paul Sweeney & Alix SteelAugust 22nd, 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 Gina Martin Adams & Betsey Stevenson.

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Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney
August 21st, 2024
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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 20th, 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 Anna Wong & Geoffrey Yu.

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Bloomberg Surveillance TV: August 20, 2024
-Bob Michele, JP Morgan Asset Management Global Head of Fixed Income-Mike Pyle, Biden Administration Fmr. Deputy National Security Advisor for International Economics -Mary Powell, Sunrun CEO
Bob Michele of JP Morgan offers insights on Fed rate cut expectations ahead of Powell’s speech. Mike Pyle, former Deputy National Security Advisor for International Economics in the Biden Administration discusses his contributions crafting Harris’s economic policy. Mary Powell of Sunrun shares insights into the US electrical grid, supporting the burgeoning AI boom. 

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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 Kelsey Berro & Gautam Mukunda.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 19th, 2024
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- Amos Hochstein, Senior Advisor to the President for Energy and Investment
- Steve Englander, Standard Chartered Global Head of FX Research
- Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager

Amos Hochstein, Senior Advisor to the President for Energy and Investment, provides insights on White House energy policy and ceasefire talks in Gaza. Steven Englander of Standard Chartered Global discusses the strength of the Yen and expectations from Ueda regarding a July rate hike. Kelsey Berro of JPMorgan offers insights on how Federal Reserve expectations are shifting in response to stronger US economic data.

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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 Katy Kaminski, Aoifinn Devitt and Hot Dogs!

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-John Bolton, Former United States Ambassador to United Nations
-Darrell Cronk, Wells Fargo Chief Investment Officer
-Noel Dixon, State Street Global Markets Macro Strategist

Former Ambassador John Bolton provides insights on the anticipation of Iran potentially counterstriking Israel, the latest ceasefire talks between Israel and Hamas and the implications for U.S. foreign policy as we approach the election. Darrell Cronk of Wells Fargo shares his perspective that the economy is on track for a modest slowdown through early 2025, suggesting that equities may struggle to exceed recent highs. Noel Dixon of State Street Global Markets discusses the economic and political outlook in anticipation of Vice President Kamala Harris unveiling her economic plan. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 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 Tiffany Wilding & Ian Lyngen

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-Tom Steyer, Galvanize Climate Solutions Co-founder
-Harry Sommer, Norwegian Cruise Line Holdings CEO
-Tom Porcelli, PGIM Chief US Economist

Tom Steyer of Galvanize Climate Solutions discusses growing enthusiasm among the democratic donor class and Vice President Harris's economic and climate plans as she gears up to visit Western PA. Harry Sommer of Norwegian Cruise Line Holdings shares the company’s plans for disrupting travel trends. PGIM's Tom Porcelli breaks down today’s data points including Jobless Claims and Retail Sales, and what they mean for the Fed.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 15th, 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 Neil Dutta and Steve Ricchiuto

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 -Anthony 'Tony' Capuano, Marriott International President and CEO -David Kelly, JPMorgan Chief Global Strategist-Steven Ricchiuto, Mizuho Securities US Chief Economist
Anthony Capuano of Marriott International provides insights into the travel sector, highlighting ongoing traveler interest in seeking deals and offering an outlook for the rest of the year. David Kelly of JP Morgan and Steven Ricchiuto of Mizuho Securities break down today's new CPI data.  

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 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 David Rubenstein and Jody Lurie

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 -Alejandro Reynal, Four Seasons President and CEO, -Henrietta Treyz, Veda Partners Director of Economic Policy Research-Matt Luzzetti, Deutsche Bank Chief US Economist
Alejandro Reynal of Four Seasons discuses luxury travel, highlighting how higher-end travel remains robust. Henrietta Treyz of Veda Partners discusses US economic confidence in Harris, especially with Vice President Harris set to unveil her economic platform this week. Matt Luzzetti of Deutsche Bank provides insights on the latest PPI data and offers thoughts on what we can expect with CPI data tomorrow.  

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 13th, 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 Tom Porcelli and Steph Guild. 

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 -Scott Bessent, Key Square Group LP CEO and CIO / Trump Adviser -Eric Resnick, KSL Capital Partners CEO-Daniela Bretthauer, HSBC Global Research Americas Retail and Consumer Analyst
Scott Bessent of Key Square Group discusses JD Vance’s support for Trump’s stance on monetary policy influence. Eric Resnick of KSL Capital Partners provides insights into the reversion to the mean in the travel sector, consumer divergence, and slowdown. Daniela Bretthauer of HSBC Global Research unpacks the state of retail earnings with Home Depot and Walmart reporting this week.  

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 12th, 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 Steven Englander & Julian Emanuel.

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-Rep. James "French" Hill (R-AR)
-Jeannette Lowe, Strategas Securities Director of Policy Research
-Debra Netschert, Jennison Associates Portfolio Manager Healthcare Strategies

Rep. James “French” Hill (R-AR) comments on Trump’s assertion regarding presidential control over interest rates. Jeannette Lowe from Strategas Securities discusses the upcoming presidential debate, highlighting agreement between both candidates to debate on September 10th. Debra Netschert of Jennison Associates explores current trends in the US healthcare sector, specifically addressing divergence among GLP-1 medication producers. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 9th, 2024
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-Seema Shah, Principal Asset Management Chief Global Strategist
-David Rosenberg, Rosenberg Research Founder and President
-Matthew Diczok, Merrill and Bank of America Private Bank Head of Fixed Income Strategy
-Tobin Marcus, Wolfe Research Head of US Politics and Policy

Seema Shah of Principal Asset Management discusses how she believes a US Recession is unlikely. David Rosenberg of Rosenberg Research and Matthew Diczok of Merrill and Bank of America Private Bank react to jobless claims. Tobin Marcus of Wolfe Research provides insight on the latest for the 2024 U.S. Presidential Election.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 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 conversations with Rebecca Patterson & Jason Trennert.

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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 Ian Lyngen & Audrey Childe-Freeman.

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-Hugh Johnston, Disney CFO
-Michael Darda, Roth MKM Partners Chief Economist and Macro Strategist
-William Dudley, Fmr. New York Fed President & Bloomberg Opinion Columnist
-Nouriel Roubini, Atlas America Fund Portfolio Manager, Roubini Macro Associates CEO & NYU Professor Emeritus

Disney CFO Hugh Johnston discusses the entertainment giant's mixed 3Q results that showed weakness in its theme parks division offsetting its first-ever profit in streaming. Michael Darda of Roth MKM discusses his clairvoyant call from before Friday's soft jobs data that outlines an end to the soft landing. Former New York Fed President Bill Dudley discusses his new op-ed, "The Fed's Wild Ride Has Only Just Begun" alongside Mohamed El-Erian of Queens' College, Cambridge. NYU Professor Emeritus Nouriel Roubini explains the evolving dynamic between the Fed and US Treasury.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 7th, 2024
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-Jim Caron, Morgan Stanley Investment Management CIO, Cross-Asset Solutions
-Neil Dutta, Renaissance Macro Research Head of US Economic Research
-Oliver Chen, TD Cowen Managing Director & Columbia Business School Professor of Retailing

Jim Caron of Morgan Stanley breaks down the selloff in global markets, saying the moves have more to do with investor positioning than economic fundamentals. Neil Dutta of Renaissance Macro discusses why he's calling for the Fed to cut 50 basis points in their September meeting. Oliver Chen of TD Cowen examines the state of the consumer after raising his price target on Walmart. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 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 a conversation with Mohamed El-Erian.

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-Claudia Sahm, New Century Advisors Chief Economist & Former Federal Reserve Economist
-Sarah Hunt, Alpine Saxon Woods Chief Market Strategist
-Andrew Hollenhorst, Citi Chief US Economist
-Stephen Stanley, Santander Chief Economist

Former Fed Economist Claudia Sahm of New Century Advisors says 'calm is important' amid rising global concerns over a potential US recession and what to expect with the 'Sahm rule' now in effect. Sarah Hunt of Alpine Saxon Woods discusses where traders are flocking as markets sell off, and her thoughts on the Fed's rate-cutting path. Citi's Andrew Hollenhorst and Santander's Stephen Stanley debate how urgently the Fed needs to move rates lower.

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Bloomberg Surveillance hosted by Paul Sweeney and Alix SteelAugust 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 Claudia Sahm and Neil Dutta.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 2nd, 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 Wei Li & Richard Clarida.

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-C.S. Venkatakrishnan, Barclays CEO
-Esther George, Former Kansas City Fed President
-Jason Thomas, The Carlyle Group Head of Global Research & Investment Strategy

Barclays CEO C.S. Venkatakrishnan discusses the bank's surging performance year-to-date and the broad state of the consumer and the banking sector. Former Kansas City Fed President Esther George reacts to the Fed's July meeting and looks ahead to its September decision, saying risks are coming into better balance. Jason Thomas of The Carlyle Group says duration and equity risk premia forecasts suggest the market is "priced for perfection." 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 1st, 2024
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Bloomberg's Tom Keene, Lisa Abramowicz and Jonathan Ferro cover the latest remarks from Federal Reserve Chair Jay Powell, following the central bank's latest policy decision.

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Bloomberg's Tom Keene, Lisa Abramowicz, and Jonathan Ferro cover the Federal Reserve's latest policy decision.

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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 Ben Snider & Tina Fordham.

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- James Bullard, Former Fed Reserve President, Dean of the Mitchell E. Daniels, Jr. School of Business at Purdue University
- Henrietta Treyz, Veda Partners Director Economic Policy Research
- Dan Ives, Wedbush Senior Equity Analyst

Former St. Louis Fed President James Bullard looks ahead to the July Fed decision and Chair Powell’s news conference. Henrietta Treyz of Veda Partners weighs in on the newest Bloomberg-Morning Consult Poll and what’s next for both the Harris and Trump presidential campaigns. Dan Ives of WedBush reacts to Microsoft earnings.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 31st, 2024
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Hamas says Israel killed its political leader, Ismail Haniyeh, in an airstrike on Iran’s capital, putting the Middle East even further on edge. Bloomberg's Nathan Hager and Joumanna Bercetche break down the details.

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Bloomberg Businessweek breaks down earnings from Microsoft and AMD with Senior Portfolio Manager at Synovus Trust Dan Morgan and Bloomberg Technology Co-Host Ed Ludlow.

Hosts: Carol Massar and Tim Stenovec 

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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 Ben Laidler & Mike Green.

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-Bob Doll, Crossmark Global Investments President/CEO/CIO
-Sen. Bill Hagerty (R-TN), Former US Ambassador to Japan
-Tiffany Wilding, PIMCO Economist
-Steven Ricchiuto, Mizuho Securities US Chief Economist

Bob Doll of Crossmark Global Investments discusses market breadth as Mag 7 earnings continue. Sen Bill Hagerty (R-TN) discusses Donald Trump’s potential second-term policy initiatives. PIMCO's Tiffany Wilding and Steven Ricchutio of Mizuho Securities discuss a possible Fed cut in September.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 30th, 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 Jurrien Timmer & Troy Gayeski.

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- Steve Englander, Standard Chartered Bank Global Head: G10 FX Research
- Jeannette Lowe, Strategas Director of Policy Research
- James Camp, Eagle Asset Management Managing Director Strategic Income & Fixed Income
- Zach Griffiths, CreditSights Head of US IG & Macro Strategy

Steve Englander of Standard Chartered discusses Treasury Secretary Yellen’s comments to Bloomberg on Donald Trump and the dollar, and what to expect from the BOJ this week. Jeannette Lowe of Strategas, a Baird company, breaks down Kamala Harris's search for a running mate. James Camp of Eagle Asset Management and Zach Griffiths of CreditSights discuss the data fueling September rate cut bets. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 29th, 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 Ira Jersey & Gene Munster.

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- Sam Stovall, CFRA Chief Investment Strategist
- Tobin Marcus, Wolfe Research Head of US Politics and Policy
- Giorgio Furlani, AC Milan CEO

Sam Stovall of CFRA discusses the Mag 7 ahead of earnings next week. Wolfe Research's Tobin Marcus breaks down what is next for both Trump and Harris as they hit the campaign trail. AC Milan CEO Giergio Furlani provides insights on the growth of soccer in the US as AC Milan plays in New York City on Saturday.  

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 26th, 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 Anastasia Amoroso & Wendy Schiller.

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-Waldemar Szlezak, KKR Global Head of Digital Infrastructure
-Libby Cantrill, PIMCO Head of Public Policy,
-Anastasia Amoroso, iCapital Chief Investment Strategist

Waldemar Szlezak of KKR joins to discuss Google and big tech falling on higher capex spending related to AI. PIMCO's Libby Cantrill breaks down what's next for both the Trump and Harris campaigns with close to 100 days to the election.  Anastasia Amoroso of iCapital on why her favorite current trade is the rotation trade. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 25th, 2024
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- Kate Moore, BlackRock Global Allocation Head of Thematic Strategy
- Stephen Trent, Citi Research Managing Director
- Aaron David​​​​ Miller, Carnegie Endowment for International Peace Senior Fellow
- Michael Kushma, Morgan Stanley Investment Management CIO of Broad Markets Fixed Income
- Derek Burleton, TD Bank Group Vice President & Deputy Chief Economist

Kate Moore of BlackRock discusses the market’s reaction to tech earnings, emphasizing that Q2 results will be crucial for summer sentiment. Stephen Trent of Citi unpacks Delta’s continued cancellation issues post-CrowdStrike incident. Aaron David Miller discusses the upcoming Biden-Netanyahu meeting and its implications for VP Harris and Former President Trump during Netanyahu’s US visit. Derek Burleton of TD Bank and Morgan Stanley's Michael Kushma look ahead to US eco data coming on Thursday and Friday.

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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 Monica DiCenso, Gautam Mukunda, & Dan Ives.

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