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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.
- 4533 - Bloomberg Surveillance TV: September 6, 2024
-Jeff Rosenberg, BlackRock Senior Portfolio Mgr: Systematic FI
-Torsten Slok, Apollo Management Chief Economist
-Michael Zezas, Morgan Stanley Global Head: Fixed Income & Public Policy Research
BlackRock's Jeff Rosenberg and Apollo's Torsten Slok react to the August jobs report that came in below analyst estimates and what it means for Fed policy and the overall economy. Michael Zezas of Morgan Stanley breaks down the feasibility of Trump's and Harris' fiscal policies.See omnystudio.com/listener for privacy information.
Fri, 06 Sep 2024 - 4532 - Full Analysis of the August Jobs Report
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Neil Dutta, US Research Head at Renaissance Macro Research, Claudia Sahm, New Century Advisors Chief Economist, Mark Zandi, Moody's Chief Economist, and Ben Laidler, Head of Equity Strategy at Bradesco BBI, react to today's jobs figures Denise Chisholm, Director of Quantitative Market Strategy at Fidelity, talks about the meaning behind mixed labor market signals Stuart Kaiser, Head: US Equity Trading Strategy at Citi, on how traders and Citi are positioning after today's jobs numbers and ahead of the election Lisa Mateo on newspapers
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 6th, 2024
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Fri, 06 Sep 2024 - 4531 - Single Best Idea with Tom Keene: Neil Dutta, Claudia Sahm, & Mark Zandi
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.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Fri, 06 Sep 2024 - 4530 - Instant Reaction: US Job Growth Falls Short, Sets Up Fed Pivot
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.
See omnystudio.com/listener for privacy information.
Fri, 06 Sep 2024 - 4529 - Bloomberg Surveillance TV: September 5, 2024
-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 & CEOKate 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.
See omnystudio.com/listener for privacy information.
Thu, 05 Sep 2024 - 4528 - Market Impacted by Nvidia Probe and the Harris-Trump Economic Proposals
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Ed Hyman, Chairman of Evercore ISI, offers his market call and whether his firm predicts a recession this or next year Wendy Schiller, professor at Brown University, on next week's Trump-Harris presidential debate and both candidates' economic proposals Mandeep Singh, Bloomberg Intelligence Senior Tech Analyst, looks ahead to Apple's event next week and the Nvidia selloff Lisa Mateo on newspapers
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 5th, 2024
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Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceSee omnystudio.com/listener for privacy information.
Thu, 05 Sep 2024 - 4527 - Single Best Idea with Tom Keene: Ed Hyman
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.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Thu, 05 Sep 2024 - 4526 - Rate Cuts and Election Policy Proposals
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Kristina Hooper, Chief Global Market Strategist at Invesco, offers her outlook for Fed rate cuts and how it could impact markets Libby Cantrill, Managing Director of Public Policy at PIMCO, discusses 2024 election polling and the impact of Harris' and Trump's economic policy proposals Andrew Szczurowski, Co-Head of the Mortgage and Securitized investment team and a portfolio manager on the Mortgage and Securitized investment team at Morgan Stanley, discusses reinvestment risk and T-bill and chill Lisa Mateo on newspapers
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 4th, 2024
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Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceSee omnystudio.com/listener for privacy information.
Wed, 04 Sep 2024 - 4525 - Bloomberg Surveillance TV: September 4, 2024
-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 CEOStephanie 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.
See omnystudio.com/listener for privacy information.
Wed, 04 Sep 2024 - 4524 - Single Best Idea with Tom Keene: Scott Clemons & Dean Curnutt
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.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Tue, 03 Sep 2024 - 4523 - Bloomberg Surveillance TV: September 3, 2024
-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.See omnystudio.com/listener for privacy information.
Tue, 03 Sep 2024 - 4522 - Markets Brace for Rate Cuts and Election Uncertainty
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Kristina Campmany, Senior Portfolio Manager at Invesco, talks about equities and the impact of Fed easing on the economy and markets Matt Hornbach, Global Head of Macro Strategy at Morgan Stanley, talks about bond market signals and the outlook for fixed income as the Fed readies to cut rates David Gura, host of the Bloomberg "Big Take" podcast, previews what's ahead in politics as the presidential election gets into full swing, as well as next week's Philadelphia debate Lisa Mateo on newspapers
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 3rd, 2024
Featuring:See omnystudio.com/listener for privacy information.
Tue, 03 Sep 2024 - 4521 - Single Best Idea with Tom Keene: Justin Sink, Dave Wasserman, & David Gura
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.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Fri, 30 Aug 2024 - 4520 - Analysis of PCE Data and Kamala Harris' Interview
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Ira Jersey, Chief US Interest Rates Strategist with Bloomberg Intelligence, Tiffany Wilding, Managing Director and Economist: North America at PIMCO, and Cam Dawson, CIO at NewEdge Wealth, react to today's PCE reading Justin Sink, Bloomberg News White House reporter, on the latest Bloomberg News/Morning Consult poll and Kamala Harris' CNN interview Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, discusses asset allocation as traders prep for rate cuts
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 30th 2024
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Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceSee omnystudio.com/listener for privacy information.
Fri, 30 Aug 2024 - 4519 - Bloomberg Surveillance TV: August 30, 2024
-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.See omnystudio.com/listener for privacy information.
Fri, 30 Aug 2024 - 4518 - Bloomberg Surveillance TV: August 29, 2024
-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.See omnystudio.com/listener for privacy information.
Thu, 29 Aug 2024 - 4517 - Markets Price in Nvidia as Traders Look Ahead to PCE
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Dan Ives, Senior Equity Analyst at Wedbush Securities, breaks down Nvidia earnings, the NASDAQ, and bull case for tech and AI Blerina Urici, Chief US Economist at T. Rowe Price, talks about the US economy, the labor market, rates, and how markets are pricing in earnings season and upcoming PCE data Sarah House, US Economist at Wells Fargo, reacts to jobless claims and looks ahead to PCE Gene Munster, Managing Partner at Deepwater Asset Management, on Nvidia earnings and the AI revolution
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 29th 2024
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Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceSee omnystudio.com/listener for privacy information.
Thu, 29 Aug 2024 - 4516 - Single Best Idea with Tom Keene: Dan Ives, Gil Luria, & 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 Dan Ives, Gil Luria, & Gene Munster.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Thu, 29 Aug 2024 - 4515 - Bloomberg Technology Special: Nvidia CEO Jensen Huang
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.
See omnystudio.com/listener for privacy information.
Wed, 28 Aug 2024 - 4514 - Instant Reaction: Nvidia Sales Forecast Falls Short
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.
See omnystudio.com/listener for privacy information.
Wed, 28 Aug 2024 - 4513 - Single Best Idea: Paul Sankey & Ivan Feinseth
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
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Wed, 28 Aug 2024 - 4512 - Bloomberg Surveillance TV: August 28, 2024
-Angelo Zino, CFRA Research Senior Equity Analyst
-Jon Lieber, Eurasia Group Head of Research
-Daan Struyven, Goldman Sachs Head of Oil ResearchAngelo 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.
See omnystudio.com/listener for privacy information.
Wed, 28 Aug 2024 - 4511 - Investors Await Nvidia; FX in Focus
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Ivan Feinseth, Senior Partner and CIO at Tigress Financial Partners Marilyn Watson: Managing Director and Head of Global Fundamental FI Strategy at BlackRock Emily Roland, Co-Chief Investment Strategist at John Hancock Investment Management Win Thin, Global Head: Markets Strategy at Brown Brothers Harriman
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 28th 2024
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Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceSee omnystudio.com/listener for privacy information.
Wed, 28 Aug 2024 - 4510 - Single Best Idea with Tom Keene: Ed Yardeni, Michael Darda, & Katie Greifeld
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.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Tue, 27 Aug 2024 - 4509 - Bloomberg Surveillance TV: August 27, 2024
-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.See omnystudio.com/listener for privacy information.
Tue, 27 Aug 2024 - 4508 - A Look Ahead to PCE Data and Nvidia Earnings
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Amy Wu Silverman, Head of Derivatives Strategy at RBC, on looking ahead to Nvidia and option positioning into earnings and PCE Mandeep Singh, Bloomberg Intelligence Senior Tech Analyst, previews Nvidia earnings and discusses its affects on Big Tech Ed Yardeni, President at Yardeni Research, talks about a potential equity rally amid looming rate cuts and PCE data Will Kennedy, Executive Editor of Commodities & Energy for Bloomberg News, talks about the latest moves in oil amid Middle East tensions
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 27th 2024
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Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceSee omnystudio.com/listener for privacy information.
Tue, 27 Aug 2024 - 4507 - Single Best Idea: Daragh Maher & Brad Case
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.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Mon, 26 Aug 2024 - 4506 - Bloomberg Surveillance TV: August 26, 2024
-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.See omnystudio.com/listener for privacy information.
Mon, 26 Aug 2024 - 4505 - Middle East Tensions Rise as Markets Ready for Rates and Nvidia
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Lindsey Piegza, Chief Economist at Stifel, talks about the potential for inflation to resurface as Fed Chair Jay Powell sends a dovish message on interest rates Ethan Bronner, Israel Bureau Chief for Bloomberg News, discusses Israel and Hezbollah strikes over the weekend and risks of a wider regional conflict Pierre Ferragu, Head: Global Technology Infrastructure at New Street Research, joins for a preview of Nvidia earnings Bloomberg's John Tucker with Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 26th 2024
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Mon, 26 Aug 2024 - 4504 - A Bloomberg Surveillance Jackson Hole Special
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:
Raphael Bostic, Atlanta Fed President Loretta Mester, Former Cleveland Fed President James Bullard, Former St Louis Fed President Thomas Hoenig, Former Kansas City Fed President Patrick Harker, Philadelphia Fed PresidentSee omnystudio.com/listener for privacy information.
Fri, 23 Aug 2024 - 4503 - Jay Powell and Kamala Harris Keynote Addresses
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, discuses how markets will price in rate cuts and whether equities are poised for a fall rally Tina Fordham, founder at Fordham Global Insight, wraps the DNC and looks ahead to the 2024 presidential race Dr. Vania Stavrakeva, economics professor at London Business School, on global economies, including what we'll hear from Powell and Andrew Bailey today, as well as some of her research on the Russian economy Tom Keene, Bloomberg Surveillance Radio host, joins from Jackson Hole
Bloomberg Surveillance hosted by Paul Sweeney & Alix SteelAugust 23rd, 2024
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Fri, 23 Aug 2024 - 4502 - Bloomberg Surveillance TV: August 23, 2024
- 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.See omnystudio.com/listener for privacy information.
Fri, 23 Aug 2024 - 4501 - Instant Reaction: Harris Accepts Historic Nomination
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.
See omnystudio.com/listener for privacy information.
Fri, 23 Aug 2024 - 4500 - Bloomberg Surveillance TV: August 21, 2024
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 marketsAnders Persson of Nuveen Asset Management gives his view on the next Fed rate cut
See omnystudio.com/listener for privacy information.
Thu, 22 Aug 2024 - 4499 - Bloomberg Surveillance TV: August 20, 2024
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
See omnystudio.com/listener for privacy information.
Thu, 22 Aug 2024 - 4498 - Markets Ready for Powell as Walz Makes his Pitch
Bloomberg Surveillance hosted by Paul Sweeney & Alix SteelAugust 22nd, 2024
Russ Koesterich, Global Head of Investment Strategy for BlackRock Scientific Active Equities, on the outlook for equity markets and a potential rally Julia Pollak, Chief Economist from ZipRecruiter, on Wednesday's BLS figures and a potentially deteriorating labor market Jonathan Tamari, Bloomberg Government reporter, joins us from the DNC to discuss what to expect from Kamala Harris on Thursday night Michael McKee, Bloomberg Economics Editor, reports live from Jackson Hole, Wyoming, about his discussion with Kansas City Fed President Jeff Schmid.
Featuring:
Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceSee omnystudio.com/listener for privacy information.
Thu, 22 Aug 2024 - 4497 - Single Best Idea with Tom Keene: Gina Martin Adams & Betsey Stevenson
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.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Wed, 21 Aug 2024 - 4496 - Traders Expect Fed Dovishness and Obamas Speak at the DNC
Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney
Sarah Hunt, Chief Market Strategist at Alpine Woods Capital Investors, on how market risks from early August have calmed and whether they could resurface Annmarie Hordern, host of Bloomberg Surveillance TV, discusses what to expect from Tim Walz Wednesday night at the DNC and Kamala Harris on Thursday Bill Lee, Chief Economist at the Milken Institute, talks about China's continued growth concerns and Jay Powell's Friday address at Jackson Hole Bloomberg's Lisa Mateo with her Newspaper Headlines
August 21st, 2024
Featuring:See omnystudio.com/listener for privacy information.
Wed, 21 Aug 2024 - 4495 - Night One of the DNC and Jackson Hole Preview
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
John Stoltzfus, Chief Investment Strategist at Oppenheimer, discusses a potential equity rally to close the year and what to expect at Jackson Hole Kailey Leinz, host of Bloomberg's Balance of Power, joins from Chicago to discuss the first night of the DNC Mick Mulroy, co-founder of the Lobo Institute, talks about the proposed ceasefire deal between Israel and Hamas Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 20th, 2024
Featuring:
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Tue, 20 Aug 2024 - 4494 - Single Best Idea with Tom Keene: Anna Wong & Geoffrey Yu
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.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Tue, 20 Aug 2024 - 4493 - Bloomberg Surveillance TV: August 20, 2024
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.See omnystudio.com/listener for privacy information.
Tue, 20 Aug 2024 - 4492 - Single Best Idea with Tom Keene: Kelsey Berro & Gautam Mukunda
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.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Mon, 19 Aug 2024 - 4491 - Traders Ready for Jackson Hole and DNC
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 19th, 2024
Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses the recent moves in the equity market and whether the market's moved past correction territory Kelsey Berro, Executive Director of Fixed Income at JP Morgan Investment Management, on how fixed income serves as a hedge in an uncertain market Henrietta Treyz, Managing Partner at Veda Partners, previews the DNC and discusses the state of the presidential race as well as campaign strategies Bloomberg's Lisa Mateo with her Newspaper Headlines
Featuring:
Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceSee omnystudio.com/listener for privacy information.
Mon, 19 Aug 2024 - 4490 - Bloomberg Surveillance TV: August 19, 2024
- 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.See omnystudio.com/listener for privacy information.
Mon, 19 Aug 2024 - 4489 - Single Best Idea with Tom Keene: Kaminski, Devitt & Hot Dogs
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!
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Fri, 16 Aug 2024 - 4488 - Bloomberg Surveillance TV: August 16, 2024
-John Bolton, Former United States Ambassador to United Nations
-Darrell Cronk, Wells Fargo Chief Investment Officer
-Noel Dixon, State Street Global Markets Macro StrategistFormer 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.
See omnystudio.com/listener for privacy information.
Fri, 16 Aug 2024 - 4487 - Stocks Lose Steam After Housing Data
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Katy Kaminski, AlphaSimplex Chief Research Strategist, on markets Michael Purves, Tallbacken Capital Advisors Founder/CEO, markets Oliver Chen, TD Cowen Senior retail analyst, on WMT/ULTA Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 16th, 2024
Featuring:See omnystudio.com/listener for privacy information.
Fri, 16 Aug 2024 - 4486 - Single Best Idea with Tom Keene: Tiffany Wilding & 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 Tiffany Wilding & Ian Lyngen
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Thu, 15 Aug 2024 - 4485 - Bloomberg Surveillance TV: August 15, 2024
-Tom Steyer, Galvanize Climate Solutions Co-founder
-Harry Sommer, Norwegian Cruise Line Holdings CEO
-Tom Porcelli, PGIM Chief US EconomistTom 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.
See omnystudio.com/listener for privacy information.
Thu, 15 Aug 2024 - 4484 - Retail Sales Beat, Jobless Claims Fall
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 15th, 2024
Tiffany Wilding, PIMCO Managing Director and Economist Dana Telsey, Telsey Advisory Group CEO Amanda Lynam, Blackrock Head of Macro Credit Research Bloomberg's Lisa Mateo with her Newspaper Headlines
Featuring:See omnystudio.com/listener for privacy information.
Thu, 15 Aug 2024 - 4483 - Single Best Idea with Tom Keene: Neil Dutta & 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
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Wed, 14 Aug 2024 - 4482 - Bloomberg Surveillance TV: August 13, 2024
-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.See omnystudio.com/listener for privacy information.
Wed, 14 Aug 2024 - 4481 - Omny Title: CPI Data, Market Movement, Hotels
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Neil Dutta, Renaissance Macro Partner/Head: US Economic Research Steve Ricchiuto, Mizuho Economist Virginie Maisonneuve, Allianz Global CIO: Equity Tony Capuano, Marriott CEO
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 14th, 2024
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Wed, 14 Aug 2024 - 4480 - Single Best Idea with Tom Keene: David Rubenstein & Starbucks
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
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
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Tue, 13 Aug 2024 - 4479 - Bloomberg Surveillance TV: August 13, 2024
-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.See omnystudio.com/listener for privacy information.
Tue, 13 Aug 2024 - 4478 - Inflation Data Moves Markets
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David Rosenberg, Founder and President Rosenberg Research & Associates Seema Shah, Chief Global Strategist at Principal Asset Management Sarah House, Managing Director/Senior Economist at Wells Fargo Corporate & Investment Banking Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 13th, 2024
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Tue, 13 Aug 2024 - 4477 - Single Best Idea with Tom Keene: Tom Porcelli & Steph Guild
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.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
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Mon, 12 Aug 2024 - 4476 - Bloomberg Surveillance TV: August 12, 2024
-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.See omnystudio.com/listener for privacy information.
Mon, 12 Aug 2024 - 4475 - Traders Prepare for A Data Packed Week
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
David Bianco, DWS CIO: Americas, on earnings reports and market moves Ellen Wald, Senior Fellow at the Atlantic Council on geopolitical energy risks Steph Guild, Head of Investment Strategy at Robinhood, on market correction odds Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 12th, 2024
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Mon, 12 Aug 2024 - 4474 - Single Best Idea with Tom Keene: Steven Englander & 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 Steven Englander & Julian Emanuel.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Fri, 09 Aug 2024 - 4473 - Bloomberg Surveillance TV: August 9, 2024
-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.See omnystudio.com/listener for privacy information.
Fri, 09 Aug 2024 - 4472 - Market Gains and a Trump-Harris Debate
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Julian Emanuel, Senior Managing Director at EvercoreISI, discusses Thursday's equity market pop, potential for continued market volatility, and his 2024 S&P year-end target Zach Cohen, Bloomberg Government Reporter, on the upcoming Trump-Harris debate, the DNC, and other DC Headlines Pamela Whitten, President at Indiana University, talks about public college education, the value of business school and higher education in the US, and the upcoming school year Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 9th, 2024
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Fri, 09 Aug 2024 - 4471 - Bloomberg Surveillance TV: August 8, 2024
-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.See omnystudio.com/listener for privacy information.
Thu, 08 Aug 2024 - 4470 - Reframing Market Volatility and the Yen Carry Trade
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Rebecca Patterson, former Chief Investment Strategist at Bridgewater Associates, discusses the yen, global currencies, and market volatility Priya Misra, Portfolio Manager at JPMorgan Asset Management, talks about the importance of the fundamental trigger in terms of growth and the US economic outlook Brian Belski, Chief Investment Strategist at BMO Capital Markets, on why he believes trading over the past four days is a normal and healthy market event Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 8th, 2024
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Thu, 08 Aug 2024 - 4469 - Single Best Idea with Tom Keene: Rebecca Patterson & Jason Trennert
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.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Thu, 08 Aug 2024 - 4468 - Single Best Idea with Tom Keene: Ian Lyngen & Audrey Childe-Freeman
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.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Wed, 07 Aug 2024 - 4467 - Bloomberg Surveillance TV: August 7, 2024
-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 EmeritusDisney 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.
See omnystudio.com/listener for privacy information.
Wed, 07 Aug 2024 - 4466 - The Fed, The Yen, and Disney
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Ian Lyngen, Head of US Rates at BMO Capital Markets, discusses a potential Fed emergency rate cut and outlook for yields Audrey Childe-Freeman, Chief G10 FX Strategist with Bloomberg Intelligence, discusses the yen carry trade and the Bank of Japan Brian Wieser, Principal at Madison & Wall, reacts to Disney earnings Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 7th, 2024
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Wed, 07 Aug 2024 - 4465 - Bloomberg Surveillance TV: August 6, 2024
-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.See omnystudio.com/listener for privacy information.
Tue, 06 Aug 2024 - 4464 - The Market Rout and Kamala Harris' VP Pick
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Mohamed El-Erian, Chief Economics Advisor at Allianz, President of Queen's College Cambridge, and Bloomberg Opinion columnist, discusses the market rout to start the week and whether the Fed's behind the curve Mandeep Singh, Senior Tech Analyst for Bloomberg Intelligence, on the tech selloff, Nvidia, and outlook for the NASDAQ Lindsey Piegza, Chief Economist at Stifel, argues whether hiking rates at the next Fed meeting is still worth considering Wendy Schiller, professor at Brown University, discusses Tim Walz, Kamala Harris' vice presidential pick
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 6th, 2024
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Tue, 06 Aug 2024 - 4463 - Single Best Idea with Tom Keene: Mohamed El-Erian
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.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Tue, 06 Aug 2024 - 4462 - Bloomberg Surveillance TV: August 5, 2024
-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 EconomistFormer 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.
See omnystudio.com/listener for privacy information.
Mon, 05 Aug 2024 - 4461 - Breaking Down the Market Selloff
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Quincy Krosby, Chief Global Strategist at LPL Financial, discusses the market selloff and whether the Fed's behind the curve Anjee Solanki, National Director of Retail, US at Colliers, on the weakening consumer in the US and how upcoming retail sales could inform the Fed about rate cuts Melissa Otto, Head of TMT Research at S&P Global Visible Alpha, talks about the NASDAQ, the tech selloff, and whether tech will continue to bring down the S&P, or if it will rebound Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, on the market rotation and how far markets could fall
Bloomberg Surveillance hosted by Paul Sweeney and Alix SteelAugust 5th, 2024
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Mon, 05 Aug 2024 - 4460 - Single Best Idea with Tom Keene: Claudia Sahm & Neil Dutta
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.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Fri, 02 Aug 2024 - 4459 - Breaking Down Big Tech and the US Jobs Report
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Anurag Rana, Bloomberg Intelligence Senior Tech Analyst, and Ed Ludlow, Bloomberg Technology host, join for a roundtable to break down Apple, Amazon, and Intel and what's next for Big Tech Claudia Sahm, Chief Economist at New Century Advisors, Neil Dutta, Partner/Head: US Economic Research at Renaissance Macro Research, Ann Miletti, Head of Active Equity at Allspring Global Investments, and Ira Jersey, Chief US Interest Rate Strategist for Bloomberg Intelligence, react to the July US Jobs Report Ethan Harris, economist former Head of Global Economic Research at Bank of America, discusses cross currents in the economy and the Fed's next move
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 2nd, 2024
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Fri, 02 Aug 2024 - 4458 - Single Best Idea with Tom Keene: Wei Li & Richard Clarida
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.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Thu, 01 Aug 2024 - 4457 - Bloomberg Surveillance TV: August 1, 2024
-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."See omnystudio.com/listener for privacy information.
Thu, 01 Aug 2024 - 4456 - Breaking Down the Fed and Trump's Race Comments
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Rich Clarida, former Fed Vice Chair and Global Economic Advisor at PIMCO, offers his analysis of the FOMC meetings Wei Li, Global Chief Investment Strategist at BlackRock, discusses how markets are pricing in Fed Chair Jay Powell's comments and a potential September rate cut Joumanna Bercetche, host of Bloomberg Horizons Mideast & Africa based in Dubai, talks about Israel announcing it killed Hamas' military head and what recent events in the Middle East mean for ceasefire talks Wendy Schiller, professor at Brown University, breaks down Donald Trump's comments at the NABJ conference and Vice President Kamala Harris' running mate decision
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 1st, 2024
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Thu, 01 Aug 2024 - 4455 - Instant Reaction: Jay Powell Talks Fed Policy
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.
See omnystudio.com/listener for privacy information.
Wed, 31 Jul 2024 - 4454 - Instant Reaction: The Fed Decides
Bloomberg's Tom Keene, Lisa Abramowicz, and Jonathan Ferro cover the Federal Reserve's latest policy decision.
See omnystudio.com/listener for privacy information.
Wed, 31 Jul 2024 - 4453 - Single Best Idea with Tom Keene: Ben Snider & 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 Ben Snider & Tina Fordham.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Wed, 31 Jul 2024 - 4452 - Bloomberg Surveillance TV: July 31, 2024
- 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.See omnystudio.com/listener for privacy information.
Wed, 31 Jul 2024 - 4451 - Israel Strike Raises Tensions & a Fed Preview
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Tina Fordham, founder at Fordham Global Insights, on the latest news in Israel and the election in Venezuela Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, joins to break down Microsoft earnings Emily Roland, Co-Chief Investment Strategist at John Hancock Investment Management, discusses what's driving the market rotation and if there will be a correction in the S&P ahead of the Fed's rate decision Nancy Cook, Bloomberg News DC reporter, on latest Bloomberg-Morning Consult Poll showing Kamala Harris gaining on Donald Trump in swing states and nationally
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 31st, 2024
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Wed, 31 Jul 2024 - 4450 - Instant Reaction: Hamas Leader Assassinated in Iran
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.
See omnystudio.com/listener for privacy information.
Wed, 31 Jul 2024 - 4449 - Instant Reaction: Microsoft, AMD Earnings
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 StenovecSee omnystudio.com/listener for privacy information.
Tue, 30 Jul 2024 - 4448 - Single Best Idea with Tom Keene: Ben Laidler & Mike Green
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.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Tue, 30 Jul 2024 - 4447 - Bloomberg Surveillance TV: July 30, 2024
-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.See omnystudio.com/listener for privacy information.
Tue, 30 Jul 2024 - 4446 - Fed Outlook and a Potential Harris-Trump Debate
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Kathy Bostjancic, Chief Economist at Nationwide, previews this week's FOMC meetings and whether traders could see a surprise July rate cut Terry Haines, founder at Pangaea Policy, talks about the Kamala Harris campaign, Harris-Trump debate, and surprises between now and November Ed Ludlow, host of Bloomberg Technology, previews big tech earnings and discusses Tesla's autonomous driving technology Mike Green, Chief Strategist at Simplify Asset Management, gives his market outlook and potential for a labor market break or hard landing in the US
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 30th, 2024
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Tue, 30 Jul 2024 - 4445 - Single Best Idea with Tom Keene: Jurrien Timmer & Troy Gayeski
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.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Mon, 29 Jul 2024 - 4444 - Bloomberg Surveillance TV: July 29, 2024
- 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.See omnystudio.com/listener for privacy information.
Mon, 29 Jul 2024 - 4443 - Harris Gains in Polls as the Trump-Harris Race Ramps Up
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Jurrien Timmer, Director: Global Macro at Fidelity Management and Research, talks about the cadence of markets and volatility amid a looming tech correction and potential Fed rate cut Henrietta Treyz, Managing Partner at Veda Partners, discusses the big weekend for Kamala Harris as her presidential campaign kicks into full gear Ayesha Kiani, COO at MNNC Group and NYU professor, reacts to the rhetoric from President Trump on Bitcoin after this weekend's events, and the general market for cryptocurrency in potential Trump or Harris administrations Bloomberg's John Tucker with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 29th, 2024
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Mon, 29 Jul 2024 - 4442 - Single Best Idea with Tom Keene: Ira Jersey & 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 Ira Jersey & Gene Munster.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Fri, 26 Jul 2024 - 4441 - Bloomberg Surveillance TV: July 26, 2024
- 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.See omnystudio.com/listener for privacy information.
Fri, 26 Jul 2024 - 4440 - Markets, PCE, and Obama Endorsement
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Cam Dawson, CIO at NewEdge Wealth, discusses how markets are pricing in PCE. Neil Dutta with Renaissance Marco Research also offers his analysis Greg Valliere, Chief US Policy Analyst at AGF Investments, on the Obamas endorsing Kamala Harris and various Israel stances from US leaders Gene Munster, Managing Partner at Deepwater Asset Management, wraps this week's big tech earnings, previews those for next week, and Tesla earnings Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 26th, 2024
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Fri, 26 Jul 2024 - 4439 - Single Best Idea with Tom Keene: Anastasia Amoroso & 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 Anastasia Amoroso & Wendy Schiller.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Thu, 25 Jul 2024 - 4438 - Bloomberg Surveillance TV: July 25, 2024
-Waldemar Szlezak, KKR Global Head of Digital Infrastructure
-Libby Cantrill, PIMCO Head of Public Policy,
-Anastasia Amoroso, iCapital Chief Investment StrategistWaldemar 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.
See omnystudio.com/listener for privacy information.
Thu, 25 Jul 2024 - 4437 - Are Markets Facing a Looming Correction?
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Stuart Kaiser, Head of US Equity Trading Strategy at Citi, discusses his equity outlook and whether a correction is looming Libby Cantrill, Managing Director: Public Policy at PIMCO, joins to discuss President Biden's Oval Office speech and the path for Democrats and Republicans in the November election Tim Meyer, Associate Professor at Duke Law, discusses his research on the role presidential control over international trade is reshaping presidential powers and the upcoming election, and what it means for the long-term health of the US economy Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 25th, 2024
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Thu, 25 Jul 2024 - 4436 - Bloomberg Surveillance TV: July 24, 2024
- 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.See omnystudio.com/listener for privacy information.
Wed, 24 Jul 2024 - 4435 - Single Best Idea with Tom Keene: Monica DiCenso, Gautam Mukunda, & Dan Ives
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.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Wed, 24 Jul 2024 - 4434 - Reshaping the Presidential Race and Pricing-In Earnings
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Monica DiCenso, Head of Global Investment Opportunities at JPMorgan, discusses her bullish take on equities and why she's "eyes wide open" after a strong rally Gautam Mukunda, author and lecturer, talks about the Harris-Trump race and his book about picking presidential nominees, entitled "Picking Presidents" Dan Ives, Senior Equity Analyst at Wedbush Securities, breaks down Tesla and Google earnings and previews what to expect from the rest of big tech Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 24th, 2024
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Wed, 24 Jul 2024
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