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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.
- 4226 - Bloomberg Surveillance TV: April 19, 2024
-Katherine Tai, US Trade Representative
-Adam Posen, President, Peterson Institute for International Economics
-Ana Botin, Chair, Banco SantanderUS Trade Representative Katherine Tai says the "China shock" driven by the scale of the Chinese economy will depress prices worldwide and 'infect the global economy'. Peterson Institute President Adam Posen says the US' 'open-ended fiscal problems' are adding to global uncertainties about US fiscal and trade policy. Banco Santander Chair Ana Botin says low unemployment rates suggest a 'super soft landing so far.'
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Fri, 19 Apr 2024 - 4225 - Single Best Idea with Tom Keene: Lakshman Achuthan and Anastasia Amoroso
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Lakshman Achuthan and Anastasia Amoroso.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
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Fri, 19 Apr 2024 - 4224 - Oil Moves and Buying the Dip
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Anastasia Amoroso, Chief Investment Strategist at iCapital, on buying the dip and cleaner market techinicals Lakshman Achuthan, COO and co-founder at ECRI, on warnings signs of a possible recession and what ECRI's Leading Economic Index is signaling Christyan Malek, Global Head of Energy Strategy and Head of EMEA Oil & Gas at JPMorgan, on oil impact of Israel-Iran tensions and other energy headlines Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 26th, 2024
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Fri, 19 Apr 2024 - 4223 - Single Best Idea with Tom Keene: Amy Wu Silverman and Anurag Rana
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Amy Wu Silverman and Anurag Rana.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
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Thu, 18 Apr 2024 - 4222 - Bloomberg Surveillance TV: April 18, 2024
-Tim Adams, IIF President
-Jonathan Pingle, Chief US Economist, UBS
-Klaas Knot, Dutch Central Bank President & European Central Bank Governing Council Member
IIF President Tim Adams says geopolitical uncertainties, including the US presidential election, are overwhelming global economic calculations. UBS Chief US Economist Jonathan Pingle says the 'extraordinary pace of growth' in the US may lead the Fed to raise interest rates, but still expects two cuts this year. Dutch Central Bank President Klaas Knot says the ECB is 'confident that the overall picture is one of disinflation.'See omnystudio.com/listener for privacy information.
Thu, 18 Apr 2024 - 4221 - Equity Bullishness and Skew in the Market
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Amanda Lynam, Head of Macro Credit Research at Blackrock, on the bond market and global credit outlook Amy Wu Silverman, Managing Director and Head of Derivatives Strategy for RBC Capital Markets, on "skew" in the market Chris Ailman, CIO at CalSTRS, on a potential soft landing for the US and equity market outlook Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 18th, 2024
Featuring:
Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceEric MolloSee omnystudio.com/listener for privacy information.
Thu, 18 Apr 2024 - 4220 - Single Best Idea with Tom Keene: Ed Hyman and Paul Donovan
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Ed Hyman and Paul Donovan.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
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Wed, 17 Apr 2024 - 4219 - Bloomberg Surveillance TV: April 17, 2024
-Alicia Levine, BNY Mellon Head of Investment Strategy
-Admiral James Stavridis, The Carlyle Group Vice Chairman, Global Affairs
-Aakash Doshi, Citi North America Head of Commodities ResearchBNY Mellon's Alicia Levine says the state of inflation and economic growth signifies a 'new normal' for the US economy. Former NATO Supreme Allied Commander James Stavridis says Israel will respond to Iran's missile and drone attack in a 'measured way'. Citi's Aakash Doshi discusses the rally in gold and why he sees a price target of $3,000/oz in the near future.
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Wed, 17 Apr 2024 - 4218 - Powell's Rate Signal and the Disney-Comcast Battle
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Ed Hyman, Chairman at Evercore ISI, on risks for the economy if the Fed continues to stay higher for longer with rates Sebastien Page, Head of Global Multi-Asset and Chair of the Asset Allocation Steering Committee at T. Rowe Price, on inflation hedges and why he thinks it's a strange time to cut Michael Nathanson, Senior Research Analyst at MoffettNathanson, on his recent note with Craig Moffett on his recent note on the epic Disney-Comcast battle Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 17th, 2024
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Wed, 17 Apr 2024 - 4217 - Single Best Idea with Tom Keene: Sri Kumar and Gene Munster
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Sri Kumar and Gene Munster.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
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Tue, 16 Apr 2024 - 4216 - Bloomberg Surveillance TV: April 16, 2024
-David Hunt, PGIM CEO
-Torsten Slok, Apollo Partner and Chief Economist
-Mohamed El-Erian, Queens' College, Cambridge President & Bloomberg Opinion columnist
PGIM CEO David Hunt says 'bonds are back' and predicts inflation will remain higher-for-longer. Apollo Chief Economist Torsten Slok says Fed Chair Powell's December pivot has markets riding a 'sugar high' driving accelerations in inflation. Mohamed El-Erian, Queens' College, Cambridge President, says the theme of US exceptionalism could be threatened by higher oil prices or a 'Fed that's too tight.'See omnystudio.com/listener for privacy information.
Tue, 16 Apr 2024 - 4215 - The Big Banks Report as Fed Officials Signal Higher for Longer
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Ken Leon, Research Director at CFRA Research, wraps bank earnings Gene Munster, Managing Partner at Deepwater Asset Management, on a recent iPhone sales slowdown, Tesla job cuts, and other headlines Tony Crescenzi, Executive Vice President at PIMCO, on market outlook and risks of geopolitical conflict to markets Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 16th, 2024
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Tue, 16 Apr 2024 - 4214 - Single Best Idea with Tom Keene: James Stavridis and Ian Bremmer
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with James Stavridis and Ian Bremmer.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
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Mon, 15 Apr 2024 - 4213 - Bloomberg Surveillance TV: April 15, 2024
-John Williams, New York Fed President
-John Kirby, National Security Council Coordinator
-Tom Michaud, KBW CEO
New York Fed President John Williams says he still expects interest rate cuts this year if inflation continues to come down. National Security Advisor John Kirby says further sanctions against Iran are 'certainly not off the table.' KBW CEO Tom Michaud reacts to strong Q1 earnings from Goldman Sachs, saying 'there is a rebound that's happening in investment banking.'See omnystudio.com/listener for privacy information.
Mon, 15 Apr 2024 - 4212 - Markets Weigh Middle East Risks
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Sarah Hunt, Chief Markets Strategist at Alpine Woods Capital Investors, on equity outlook after last week's inflation data Ian Bremmer, President at Eurasia Group, on the conflict in Israel and potential for further US involvement Admiral James Stavridis on American support for Israel and Ukraine and how it looks to fend off Iran, Russia, and other global proxies Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 15th, 2024
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Mon, 15 Apr 2024 - 4211 - Single Best Idea with Tom Keene: Chris Whalen and Chuck Clough
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Chris Whalen and Chuck Clough.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
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Fri, 12 Apr 2024 - 4210 - Bloomberg Surveillance TV: April 12, 2024
Bloomberg Surveillance TV: April 12, 2024
-Ken Leon, Director of Equity Research, CFRA-Neil Dutta, Head of US Economic Research, Renaissance Macro Research-Jill Carey Hall, Head of US Small and Mid-Cap Strategy, BofA Global Research
Ken Leon, Director of Equity Research at CFRA, reacts to earnings from JPMorgan, Citi and Wells Fargo, saying there are 'opportunities for these banks to surprise on the upside'. Neil Dutta of Renaissance Macro says rate cuts are still on the table for the Fed this year despite hotter-than-expected data so far. BofA's Jill Carey Hall says the outlook for small-cap stocks depends heavily on the Fed's next move.See omnystudio.com/listener for privacy information.
Fri, 12 Apr 2024 - 4209 - Bank Earnings Breakdown and China Growth
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
David Blanchflower, labor economist and economics professor with Dartmouth, on labor outlook in the US and eco policy as well as potential for a recession in the US Leland Miller, CEO at China Beige Book, on latest China Beige Book new Q1 results, where 2024 growth is headed, & whether the China EV overcapacity thesis is real Susan Collins, president of the Boston Federal Reserve, speaks with Bloomberg's Michael McKee Chris Whalen, founder at Whalen Global Advisors, on bank earnings and bank industry/eco risks Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney April 12th, 2024
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Fri, 12 Apr 2024 - 4208 - Single Best Idea with Tom Keene: Dennis Gartman and Ian Lyngen
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Dennis Gartman and Ian Lyngen, and a special appearance from Frances Donald.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
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Thu, 11 Apr 2024 - 4207 - Bloomberg Surveillance TV: April 11, 2024
-George Goncalves, Head of US Macro Strategy, MUFG
-Robert Sockin, Director & Global Chief Economist, Citi
-Governor Wes Moore, (D) MarylandGeorge Goncalves of MUFG says the 'macro trio' of the US 10-year bond, the dollar and crude oil are 'going to dictate what happens going forward.' Citi's Robert Sockin reacts to March PPI data and jobless claims, saying 'there's enough signs of softness in the labor market' to support the Fed cutting rates in June. Maryland Governor Wes Moore says the state intends to 'use every lever' available to restore the Baltimore port after the Key Bridge collapse.
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Thu, 11 Apr 2024 - 4206 - Inflation Data Spooks Investors and the Gold Trade
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Frances Donald, Chief Economist at Manulife, on PPI and this week's inflation data, and Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets, also joins on this week's inflation data Dennis Gartman, Chairman of the University of Akron Endowment and former publisher of the Gartman letter, on CPI reaction, a bearish take on equities, and gold Marcus Ashworth, Bloomberg Opinion columnist, on the ECB decision Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney April 11th, 2024
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Thu, 11 Apr 2024 - 4205 - Single Best Idea with Tom Keene: Neil Dutta and Steve Ricchiuto
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Neil Dutta and Steve Ricchiuto.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Wed, 10 Apr 2024 - 4204 - Bloomberg Surveillance TV: April 10, 2024
-Steven Ricchiuto, US Chief Economist, Mizuho Securities
-David Kelly, Chief Global Strategist, JPMorgan Asset Management
-Tobin Marcus, Head of Policy & Politics, Wolfe ResearchMizuho Americas' Steven Ricchiuto & JPMorgan Asset Management's David Kelly react to the hotter-than-expected March CPI print, with differing takes on how it impacts monetary policy. Tobin Marcus, Head of Policy & Politics at Wolfe Research, discusses Japan Prime Minister Kishida's visit to Washington amid tensions over the US Steel takeover, as well as the Federal Reserve's outlook and legacy.
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Wed, 10 Apr 2024 - 4203 - A Breakdown of CPI and Outlook for Rates
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Neil Dutta, Partner at Renaissance Macro Research, along with Ira Jersey, Chief US Rates Strategist with Bloomberg Intelligence, on CPI and the Fed Joe Weisenthal and Tracy Alloway, host of Bloomberg's Odd Lots podcast, on CPI Steven Ricchiuto, Chief US Economist with Mizuho Securities, on CPI Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney for April 12th, 2024
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Wed, 10 Apr 2024 - 4202 - Single Best Idea with Tom Keene: James Steel and Javier Blas
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with James Steel and Javier Blas.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Tue, 09 Apr 2024 - 4201 - Bloomberg Surveillance TV: April 9, 2024
-Mohamed El-Erian, Bloomberg Opinion & President, Queens' College Cambridge
-Stuart Kaiser, Citi Head of Equity Trading Strategy
-Seth Carpenter, Chief Global Economist, Morgan Stanley
Mohamed El-Erian, Queens' College Cambridge President, says the Fed may ease less than the ECB over the coming months. Citi's Stuart Kaiser says he's concerned about surging commodity prices and their impact on equities. Seth Carpenter, Chief Global Economist at Morgan Stanley, says he expects 'disinflation to continue through the rest of this year' ahead of tomorrow's CPI report.See omnystudio.com/listener for privacy information.
Tue, 09 Apr 2024 - 4200 - A Look Ahead to CPI and Examining Gold's Rise
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Betsey Stevenson, professor of economics and public policy at University of Michigan and Bloomberg Opinion columnist, on the path for inflation and potential for no rate cuts in 2024, what that could mean for a US recession, and whether we should still be celebrating in the US economy as we dig into Q2 James Steel, Chief Commodities Analyst at HSBC Securities USA, joins to talk about gold's rise and the outlook for oil amid it's recent rise Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, on CPI preview and markets Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 9th, 2024
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Tue, 09 Apr 2024 - 4199 - Single Best Idea with Tom Keene: Victoria Bills and Bill Lee
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Victoria Bills and Bill Lee.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
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Mon, 08 Apr 2024 - 4198 - An Examination of China and US CPI Preview
Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney for April 8th, 2024
Bill Lee, Chief Economist at the Milken Institute, joins to wrap last week's Fed speak, preview this week's inflation data, and extend the conversation to a broader outlook on global economies, specifically China Victoria Bills, Chief Investment Strategist at Banrion Capital, on equity outlook and potential market reaction from CPI this week Huw van Steenis, Vice Chari at Oliver Wyman, joins to talk about his recent pieces on whether the private credit boom is slowing, the fresh IMF report on private credit, and no doubt banks in Q1 with bank earnings coming up Bloomberg's Lisa Mateo with her Newspaper Headlines
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Mon, 08 Apr 2024 - 4197 - Bloomberg Surveillance TV: April 8, 2024
-Lara Rhame, Chief US Economist, FS Investments
-Jack Manley, Executive Director & Global Market Strategist, JPMorgan
-Ellen Wald, Sr. Fellow, Atlantic Council
Lara Rhame of FS Investments says the nuances around inflation should give the Fed more patience before cutting interest rates. JPMorgan's Jack Manley says the dynamic between the Fed and inflation has become a 'chicken and the egg' situation. Ellen Wald, Sr. Fellow at the Atlantic Council, says she doesn't expect the US to tap into its strategic oil reserves to lower gas prices in the short-term.See omnystudio.com/listener for privacy information.
Mon, 08 Apr 2024 - 4196 - Single Best Idea with Tom Keene: Julia Pollak & Claudia Sahm
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Julia Pollak and Claudia Sahm
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Fri, 05 Apr 2024 - 4195 - Bloomberg Surveillance TV: April 5, 2024
BlackRock's Jeff Rosenberg and Mohamed El-Erian, Queens' College, Cambridge President, react to the March jobs report that exceeded analyst estimates. NATO Secretary General Jens Stoltenberg discusses his plan for NATO to supply Ukraine with over $100 billion in aid over the next five years as Russia makes gains on the battlefield.
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Fri, 05 Apr 2024 - 4194 - US Jobs Roar Again as Payrolls Jump 303,000
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Neil Dutta, Partner and Head of US Economic Research at Renaissance Macro Research, and Ira Jersey, Bloomberg Intelligence Rates strategist, with reaction to the March jobs report Julia Pollak, Chief Economist at ZipRecruiter, joins to break down the jobs numbers Claudia Sahm, Bloomberg Opinion Contributor and CEO at Sahm Consulting, on the economic picture post jobs numbers and Opinion piece on part-time work Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 5th, 2024
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Fri, 05 Apr 2024 - 4193 - Single Best Idea with Tom Keene: Larry McDonald & Max Kettner
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Larry McDonald and Max Kettner.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
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Thu, 04 Apr 2024 - 4192 - Bloomberg Surveillance TV: April 4, 2024
-Jean Boivin, Head of BlackRock Investment Institute
-Becky Frankiewicz, Chief Commercial Officer, President North America at ManpowerGroup
-Michael Hirson, Head of China Research 22V ResearchJean Boivin, Head of BlackRock Investment Institute, says the economy has entered 'a new regime' and is bullish on risk assets going forward. Becky Frankiewicz of ManpowerGroup reacts to higher-than-expected weekly jobless claims and discusses the 'amazing' resiliency of the US labor market. Michael Hirson, Head of China Research at 22V Research, breaks down Treasury Secretary Janet Yellen's visit to China.
See omnystudio.com/listener for privacy information.
Thu, 04 Apr 2024 - 4191 - Critical Jobs Friday Paves the Path for Rate Cuts
Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney April 4th, 2024
Rebecca Patterson, former Chief Investment Strategist at Bridgewater Associates, joins to talk about what we can expect from jobs on Friday and CPI next week Meghan Swiber, Director of US Rates Strategy at Bank of America, joins to talk about recent Fed speak and what we've heard from Jay Powell, and whether we'll actually see a rate cut in 2024 Larry McDonald, founder at The Bear Traps Report, on his new book "How to Listen When Markets Speak" Bloomberg's Lisa Mateo with her Newspaper Headlines
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Thu, 04 Apr 2024 - 4190 - Single Best Idea with Tom Keene: Robert D. Kaplan & Ed Morse
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Robert D. Kaplan and Ed Morse.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Wed, 03 Apr 2024 - 4189 - Bloomberg Surveillance TV: April 3, 2024
-Eric Veiel, CIO & Head of Global Investments, T. Rowe Price
-Michael Collins, Executive Portfolio Advisor, PGIM Fixed Income
-Eric Cantor, Vice Chairman & Managing Director at Moelis & Company, Former House Majority Leader
Eric Veiel, T. Rowe Price CIO & Head of Global Investments, says he's 'dramatically neutral' between stocks and bonds amid an uncertain path forward for the Fed. Michael Collins, PGIM Fixed Income Executive Portfolio Advisor, sees value in long-term treasury yields amid a robust economic backdrop in the US. Former House Majority Leader Eric Cantor, Vice Chairman & Managing Director at Moelis & Company, says the market will eventually reject the 'continued incurrence of debt', but the signs aren't there yet.See omnystudio.com/listener for privacy information.
Wed, 03 Apr 2024 - 4188 - Markets Weigh Rate Cut and Geopolitical Risks
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Matt Luzzetti, Chief US Economist at Deutsche Bank, discusses his eco outlook for Q2 and how high prices may weigh further on consumers into the summer Ed Morse, Senior Advisor at Hartree Partners, discusses energy, commodities, and growing risks in the market and risks to demand Robert D. Kaplan, author of "The Loom of Time," on geopolitical concerns ranging from escalating Middle East tensions and China to uncertainty for Ukraine as they combat Russian aggression Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 3rd, 2024
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Wed, 03 Apr 2024 - 4187 - Fed Seen Delaying Rate Cuts and Gold Surges to Record
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Kathy Jones, Chief Fixed Income Strategist at Charles Schwab, discusses fixed income opportunities in 2024 and positioning for a correction Jason Furman, Professor of the Practice of Economic Policy at Harvard, on the "balance of worry" in the Feb jobs report, and why we could be tilting from inflation to recession Axel Merk, co-founder and CIO at Merk Investments, on how high gold can go Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney April 2nd, 2024
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Tue, 02 Apr 2024 - 4186 - Single Best Idea with Tom Keene: Jason Furman & 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 Jason Furman and Gene Munster.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Tue, 02 Apr 2024 - 4185 - Bloomberg Surveillance TV: April 2, 2024
-Phil Orlando, Chief Equity Strategist & Head of Client Portfolio Management, Federated Hermes
-Steven Cook, Middle Eastern Senior Fellow, Council on Foreign Relations
-Troy Gayeski, Chief Market Strategist, FS Investments
Phil Orlando of Federated Hermes says the equity rally will broaden out and expects oil prices to climb higher through the year amid geopolitical uncertainty. Steven Cook, Middle Eastern Senior Fellow at the Council on Foreign Relations, says Iran will likely pressure the US to bring Israel to heel or raise a 'storm of violence in the region'. Troy Gayeski of FS Investments says the back-end of the yield curve could return to 5% levels if the Fed doesn't cut rates.See omnystudio.com/listener for privacy information.
Tue, 02 Apr 2024 - 4184 - Single Best Idea with Tom Keene: Jim Caron & Kona Haque
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Jim Caron and Kona Haque.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
Mon, 01 Apr 2024 - 4183 - Bloomberg Surveillance TV: April 1, 2024
-Jay Pelosky, TPW Advisory Principal & Founder
-Peter Tchir, Academy Securities, Head Of Macro Strategy
-Bill Dudley, Fmr. NY Fed President & Bloomberg Opinion columnist
Jay Pelosky, TPW Advisory Principal & founder, says commodities are a major opportunity in the global market. Peter Tchir of Academy Securities says the equity market is 'frothy and overextended' into tech and is positioned for a rotation. Former New York Fed President Bill Dudley discusses why last year's banking crisis could happen again.See omnystudio.com/listener for privacy information.
Mon, 01 Apr 2024 - 4182 - Q2 and Turkey Votes
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
David Sowerby, Managing Director and Portfolio Manager at Ancora, breaks down the market reaction to Jay Powell and PCE data Friday Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, on whether market technicals are signaling an incoming correction Emre Peker, Europe Director at Eurasia Group, on the Turkish election result Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 1st, 2024
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Mon, 01 Apr 2024 - 4181 - Instant Reaction: Jay Powell Speaks
Bloomberg's Nathan Hager and Michael McKee discuss the latest PCE data and reaction from Fed Chair Jerome Powell. Plus, reaction from Wells Fargo Senior Economist Sarah House.
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Fri, 29 Mar 2024 - 4180 - Instant Reaction: Inflation Data
Bloomberg's Nathan Hager breaks down the latest PCE data with Bloomberg Economics and Policy Editor Michael McKee. Plus, reaction to the data from Tom Porcelli, Chief US Economist at PGIM Fixed Income, and Wells Fargo Senior Economist Sarah House.
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Fri, 29 Mar 2024 - 4179 - INSTANT REACTION: Bankman-Fried Sentenced to 25 Years
FTX co-founder Sam Bankman-Fried was sentenced to 25 years in prison for stealing billions of dollars from customers, marking the final chapter in a case that has both captivated and overshadowed the crypto industry. Bloomberg Radio hosts Paul Sweeney, Alix Steel, Joe Mathieu and Kailey Leinz discuss, with instant reaction and analysis from Bloomberg Law host June Grasso and Bloomberg News legal editor Peter Jeffrey.
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Thu, 28 Mar 2024 - 4178 - Baltimore Collapse and Market Bulls
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Julian Emanuel, Senior Managing Director at Evercore ISI, on market bullishness in 2024 and whether it can last as well as what we can see from Jay Powell tomorrow Richard Haas, former president of the Council on Foreign Relations, on geopolitical outlook for 2024 and concerns involving China, Ukraine, and Israel and how Congress is approaching each conflict Anna Wong, Chief US Economist with Bloomberg Economics, discusses her note on the economic impact of the Baltimore Bridge collapse Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 28th, 2024
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Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceEric MolloSee omnystudio.com/listener for privacy information.
Thu, 28 Mar 2024 - 4177 - Single Best Idea with Tom Keene: Richard Haass & 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 Richard Haass and Julian Emanuel.
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Thu, 28 Mar 2024 - 4176 - Bloomberg Surveillance TV: March 28, 2024
-Matthew Miskin, Co-Chief Investment Strategist, John Hancock Investment
-Steve Center, COO & Executive Vice Chairman, Kia America
-Robert Davis, Merck CEO
Matthew Miskin of John Hancock Investment Management says markets have become dependent on a dovish Federal Reserve. Steve Center, COO & Executive Vice Chairman of Kia America, discusses the automaker's outlook on EV production and how it's impacted by government policy. Robert Davis, Merck CEO, discusses the company's newly-approved lung disease drug and the overall competition in the pharmaceutical space.See omnystudio.com/listener for privacy information.
Thu, 28 Mar 2024 - 4175 - Markets Ready for Powell
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Rich Clarida, former Vice Chair of the Federal Reserve, on the Fed's rate hike path and Fed credibility Margie Patel, Portfolio Manager at Allspring Global Investments, talks market outlook and chances of a correction in 2024 Marvin Loh, State Street Senior Global Macro Strategist, on equity outlook in the US and global markets and chances of a US recession Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 27th, 2024
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Wed, 27 Mar 2024 - 4174 - Bloomberg Surveillance TV: March 27, 2024
-Bruce Kasman, Chief Economist & Head of Global Economic Research, JPMorgan
-Amanda Lynam, Head of Macro Credit Research, BlackRock
-Pablo Di Si, VW North America CEO
JPMorgan Chief Economist Bruce Kasman says higher interest rates haven't done nearly as much damage to the private sector as expected. BlackRock's Amanda Lynam says there's enough 'discrimination under the surface' in the credit market to keep conditions from becoming over-exuberant. Pablo Di Si, VW North America CEO, says the automaker remains committed to developing EVs and will respond to the pace of consumer demand.See omnystudio.com/listener for privacy information.
Wed, 27 Mar 2024 - 4173 - Baltimore Bridge and Biden Polls
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
John Kartsonas, Managing Partner at Breakwave Advisors, on the Baltimore Bridge collapse Adam Posen, president of the Peterson Institute for International Economics, on geopolitics, wars in Ukraine and Israel, and how it can all play out in the 2024 presidential election Peter Tchir, Head of Macro Strategy at Academy Securities, on China's threat to personal consumption in the US Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 26th, 2024
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Tue, 26 Mar 2024 - 4172 - Bloomberg Surveillance TV: March 26, 2024
-Andrew Hollenhorst, Chief US Economist, Citi
-Julian Emanuel, Chief Equity, Derivatives and Quant Strategist, Evercore ISI
-Ron Dermer, Israel Strategic Affairs Minister
Citi Chief US Economist Andrew Hollenhorst says the Fed could still cut rates if inflation remains closer to 3% than 2%. Julian Emanuel of Evercore ISI says we've entered the 'zone of exuberance' in the equity market. Ron Dermer, Israel Strategic Affairs Minister, says Israel has no choice but to 'finish the job' in Gaza.See omnystudio.com/listener for privacy information.
Tue, 26 Mar 2024 - 4171 - Single Best Idea with Tom Keene: John Kartsonas and Adam Posen
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with John Kartsonas & Adam Posen
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
Tue, 26 Mar 2024 - 4170 - Listen Now: The Big Take
The Big Take from Bloomberg News brings you inside what’s shaping the world's economies with the smartest and most informed business reporters around the world. The context you need on the stories that can move markets. Every afternoon.
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Tue, 26 Mar 2024 - 4169 - Single Best Idea with Tom Keene: Liz Ann Sonders & George Ferguson
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Liz Ann Sonders & George Ferguson
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
Mon, 25 Mar 2024 - 4168 - Boeing's CEO Resigns and Bullish Takes
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Brooke Sutherland, Boston Bureau Chief for Bloomberg News, on Boeing's CEO resigning Liz Ann Sonders, Chief Investment Strategist at Charles Scwhab, on the Fed and her recent chart comparing how as a percentage of personal income, dividends now outweigh interest John Stoltzfus, Chief Investment Strategist at Oppenheimer, on raising his target SPX Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 25th, 2024
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Mon, 25 Mar 2024 - 4167 - Bloomberg Surveillance TV: March 25, 2024
-Ed Yardeni, Founder & President, Yardeni Research
-Jim Bianco, President & Macro Strategist, Bianco Research
-Neil Dutta, Head of US Economic Research, Renaissance Macro Research
Ed Yardeni of Yardeni Research says the bull market is here to stay, and predicts the S&P 500 will reach 6,000 by next year. Jim Bianco of Bianco Research says bonds are being left out of the 'everything rally', and inflation won't likely drop below 3% until the fall at the earliest. Neil Dutta, Head of US Economic Research at Renaissance Macro, says the Fed has the space to ease policy conditions modestly as long as the labor market remains strong.See omnystudio.com/listener for privacy information.
Mon, 25 Mar 2024 - 4166 - Risk, Rates, and Reddit
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Kristina Hooper, Chief Global Market Strategist at Invesco, wrapping this week's central bank meetings Bloomberg Intelligence Senior Tech Analysts Mandeep Singh and Anurag Rana join to talk about the Reddit IPO and Apple Jonathan Maxwell, CEO at Sustainable Development Capital, on the energy outlook in the US, natural gas prices, and why energy and commodities are at the heart of geopolitical conflict Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 22nd, 2024
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Fri, 22 Mar 2024 - 4165 - Bloomberg Surveillance TV: March 22, 2024
-Bob Michele, JPMorgan Asset Management CIO & Global Head of Fixed Income, Currency & Commodities
-Mohamed El-Erian, Queens' College, Cambridge President & Bloomberg Opinion columnist
-Peter Oppenheimer, Chief Global Equity Strategist, Goldman Sachs
Bob Michele, JPMorgan Asset Management CIO, says the US economy has been in a "La La Land" since the GFC and that he hasn't been this bullish since the mid-2000s. Mohamed El-Erian, Queens' College, Cambridge President & Bloomberg Opinion columnist, says central banks have effectively abandoned target inflation points in favor of a range. Peter Oppenheimer, Chief Global Equity Strategist at Goldman Sachs, discusses why he recommends diversifying to non-US stocks.See omnystudio.com/listener for privacy information.
Fri, 22 Mar 2024 - 4164 - Central Banks and IPOs
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Seema Shah, Chief Global Strategist at Principal Asset Management, previews the BOE decision and breaks down yesterday's Fed decision Sebastien Paige, Head of Global Multi-Asset and CIO at T. Rowe Price, on markets, the Fed meeting, and breaking down Jay Powell's presser Brianne Lynch, Head of Market Insight at EquityZen, on today's Reddit IPO Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 21st, 2024
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Thu, 21 Mar 2024 - 4163 - Bloomberg Surveillance TV: March 21, 2024
-Gargi Chaudhuri, BlackRock Head of iShares Investment Strategy Americas
-Richard Bernstein, Richard Bernstein Advisors CEO & CIO
-Stephanie Roth, Wolfe Research Chief Economist
Gargi Chaudhuri, Head of iShares Investment Strategy Americas at BlackRock, advises investing in medium-term treasury bonds amid a higher inflationary environment. Richard Bernstein, Richard Bernstein Advisors CEO & CIO, cautions against fixating solely on the Magnificent 7 stocks. Stephanie Roth, Wolfe Research Chief Economist, reacts to weekly jobless claims and says inflation should come down towards 2% without stifling growth.See omnystudio.com/listener for privacy information.
Thu, 21 Mar 2024 - 4162 - Instant Reaction: Jay Powell on Fed Policy
Bloomberg's Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision
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Wed, 20 Mar 2024 - 4161 - Instant Reaction: The Fed Decides
Bloomberg's Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance
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Wed, 20 Mar 2024 - 4160 - Fed Decision Day
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bob Michele, Managing director and CIO at JP Morgan Asset Management, on today's Fed decision Dennis Lockhart, former President of Atlanta Federal Reserve, on previewing today's Fed decision Frances Donald, Chief Global Economist at Manulife Investment Management, on what she expects to see from the Fed and concern about the labor market Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 20th, 2024
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Wed, 20 Mar 2024 - 4159 - Bloomberg Surveillance TV: March 20, 2024
-Wei Li, Global Chief Investment Strategist, BlackRock
-Steven Major, Global Head of Fixed Income Research, HSBC
-Jan Hatzius, Chief Economist, Goldman Sachs
Goldman Sachs Chief Economist Jan Hatzius says the Fed's concerns about the economy 'have moved into the rearview mirror' ahead of its March meeting. Wei Li, Global Chief Investment Strategist at BlackRock, says the bar is high for markets to 'abandon this narrative of immaculate disinflation'. HSBC Global Head of Fixed Income Research Steven Major says the Fed doesn't need to reach its 2% inflation target before cutting interest rates.See omnystudio.com/listener for privacy information.
Wed, 20 Mar 2024 - 4158 - End of YCC and Other Rate Decisions
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Jennifer Lee, Senior Economist at BMO Capital Markets, on this week's central bank decisions, including the Fed, BOE, and BOJ Alex Chaloff, CIO at Bernstein Private Wealth Management, on market outlook for 2024 and if we'll see a recession Vince Cignarella, Bloomberg News Marco Strategist, on why he thinks we won't see a 2024 rate cut Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 19th, 2024
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Tue, 19 Mar 2024 - 4157 - Bloomberg Surveillance TV: March 19, 2024 (Bank of America Special)
-Brian Moynihan, Bank of America Chairman & CEO
-Savita Subramanian, BofA Head of US Equity & Quantitative Strategy & Jill Carey Hall, BofA Head of U.S. Small and Mid-Cap Strategy
-Michael Gapen, BofA Global Research Head of US Economics & Aditya Bhave, BofA Global Research Senior US Economist
Bank of America Chairman & CEO Brian Moynihan discusses the state of the US economy, 'resilient' US consumers and the 'slow burn' of commercial real estate. Bank of America equity strategy heads Savita Subramanian & Jill Carey Hall on where they see 'euphoria' and opportunities in the global market. Michael Gapen, BofA Global Research Head of US Economics & Aditya Bhave, BofA Global Research Senior US Economist, discuss the mixed messages from recent economic data and the Fed's upcoming decision on interest rates.See omnystudio.com/listener for privacy information.
Tue, 19 Mar 2024 - 4156 - Bloomberg Surveillance TV: March 18, 2024
Barclays CEO C.S. Venkatakrishnan discusses Barclays' three-year restructuring plan that aims to return over $12 billion to shareholders and expand relationships with sovereign wealth funds. Monica DiCenso, Head of Global Investment Opportunities at JP Morgan Private Bank, says equities are well-positioned across the S&P 500. Sahm Consulting founder Claudia Sahm, former Federal Reserve Economist & Bloomberg Opinion columnist, says she expects the Fed to hold rates steady on Wednesday and hopes for 'most boring meeting ever.'
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Mon, 18 Mar 2024 - 4155 - Markets Anticipate Fed Decision
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, on market technicals and how the S&P will respond to this week's Fed decision David Katz, CIO at Matrix Asset Advisors, on stock picks and outlook for indicies in 2024 Dana D'Auria, Co-CIO at Envstnet, on equities, asset allocation, and valuations Bloomberg's Lisa Mateo with Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 18th, 2024
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Mon, 18 Mar 2024 - 4154 - Single Best Idea with Tom Keene: Ed Yardeni & 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 Ed Yardeni and Dan Ives
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
Fri, 15 Mar 2024 - 4153 - Bloomberg Surveillance Television: March 15, 2024
John Stoltzfus, Oppenheimer Chief Investment Strategist, says 'insidious' inflation will likely push the Fed's interest rate cuts to the second half of the year. Sarah Hunt, Alpine Saxon Woods Chief Market Strategist, says AI stocks are backed by actual cashflow and not 'running on a promise.' Ian Lyngen, BMO Capital Markets Head of US Rates Strategy, says this week's inflation and retail sales data 'hints of the specter of stagflation.'
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Fri, 15 Mar 2024 - 4152 - The End of a Volatile Week
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Ed Yardeni, President at Yardeni Research, on next week's Fed decision and potential for soft landing Sarah Hunt, Chief Markets Strategist at Alpine Woods Capital Investors Saleha Mohsin, Senior Washington Correspondent with Bloomberg News, on politics and her new book Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 15th, 2024
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Fri, 15 Mar 2024 - 4151 - Single Best Idea with Tom Keene: Jeffrey Cleveland & Keith Cowing
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Jeffrey Cleveland and Keith Cowing
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
Thu, 14 Mar 2024 - 4150 - Bloomberg Surveillance Television: March 14, 2024
Marc Lipschultz, Blue Owl Capital Co-CEO, says private credit remains strong and the system is able to successfully absorb economic obstacles. Rolf Habben Jansen, Hapag-Lloyd CEO, says the global shipping sector is calming after months of volatility tied to attacks on shipping vessels. Jay Bryson, Chief Economist, Wells Fargo, reacts to jobless claims and PPI data saying February's sticky inflation numbers shouldn't significantly alter the Fed's path forward on interest rates.
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Thu, 14 Mar 2024 - 4149 - Markets React to Inflation Data
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Jeffrey Cleveland, Chief US Economist at Payden & Rygel, on immediate reaction to PPI and retail sales Brian Weiser, Principal at Madison and Wall, LLC, on TikTok potential ban. Hessam Nadji, CEO at Marcus & Millichap, on CRE, mortgage rate dip, and other real estate topics Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 14th, 2024
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Thu, 14 Mar 2024 - 4148 - Single Best Idea with Tom Keene: Amy Wu Silverman & Katy Kaminski
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Amy Wu Silverman and Katy Kaminski.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
Wed, 13 Mar 2024 - 4147 - Bloomberg Surveillance Television: March 13, 2024
Featuring:
-David Rosenberg, Rosenberg Research Founder & President
-Bill Dudley, Former NY Fed President & Bloomberg Opinion contributor
-Brendan Carr, FCC Commissioner
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Wed, 13 Mar 2024 - 4146 - Wall Street Rally Put on Pause
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Amy Wu Silverman, Managing Director and Head of Derivatives Strategy at RBC Katy Kaminski, Chief Research Strategist at AlphaSimplex Tom Porcelli, Chief US Economist at PGIM Fixed Income Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 13th, 2024
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Wed, 13 Mar 2024 - 4145 - Single Best Idea with Tom Keene: Mike Wilson & Ayesha Kiani
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Mike Wilson and Ayesha Kiani
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Tue, 12 Mar 2024 - 4144 - Bloomberg Surveillance TV: 3/12 (FEB CPI)
Featuring:
-Steve Ricchiuto, US Chief Economist, Mizuho Securities
-David Kelly, Chief Global Strategist, JPMorgan Asset ManagementSee omnystudio.com/listener for privacy information.
Tue, 12 Mar 2024 - 4143 - US Core Inflation Tops Forecasts
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bill Lee, Chief Economist at the Milken Institute, on CPI Sarah House, Senior Economist at Wells Fargo Mike Wilson, Morgan Stanley Chief Equity Strategist Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 12th, 2024
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Tue, 12 Mar 2024 - 4142 - Single Best Idea with Tom Keene: Julia Coronado & Michael Purves
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Julia Coronado and Michael Purves
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Mon, 11 Mar 2024 - 4141 - Countdown to Inflation Begins
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Julia Coronado, president/founder of Macropolicy Perspectives Michael Purves, CEO and Founder at Tallbacken Capital Advisors Dr. Ariel Cohen, Senior Fellow at the Atlantic Council, on Israel and Ukraine Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 11th, 2024
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Mon, 11 Mar 2024 - 4140 - Single Best Idea with Tom Keene: Ellen Zentner & Claudia Sahm
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Ellen Zentner and Claudia Sahm
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Fri, 08 Mar 2024 - 4139 - Markets React To Jobs, Talk of Fed Cuts
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Claudia Sahm, contributor to Bloomberg Opinion and independent economist Lori Calvasina, head of US Equity Strategy at RBC Capital Markets Ellen Zentner, Chief US Economist at Morgan Stanley Cam Dawson, CIO at NewEdge Wealth
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyFriday March 8th, 2024
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Fri, 08 Mar 2024 - 4138 - Bloomberg Surveillance: Acting Labor Secretary Julie Su
Acting Labor Secretary Julie Su says job growth is stronger over time and the latest data points to a "soft landing" for the US economy. She also says the manufacturing sector is just starting to take off. She speaks with Bloomberg's Annmarie Hordern
See omnystudio.com/listener for privacy information.
Fri, 08 Mar 2024 - 4137 - SPECIAL COVERAGE: State of the Union Reaction
Hosts Joe Mathieu and Kailey Leinz lead special coverage of President Joe Biden's State of the Union address, with insight and analysis from Bloomberg politics contributors Rick Davis and Jeanne Sheehan Zaino. Plus, hear reaction from Senator Dick Durbin, Representative Haley Stevens, and Representative Bryan Steil.
See omnystudio.com/listener for privacy information.
Fri, 08 Mar 2024 - 4136 - Single Best Idea with Tom Keene: Chris Whalen & 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 Chris Whalen and Wendy Schiller
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Thu, 07 Mar 2024 - 4135 - Bloomberg Surveillance: Oaktree Capital Management's Howard Marks
Oaktree Capital Management co-founder Howard Marks says efforts to support the US economy during the Global Financial Crisis and the Covid-19 pandemic have led to a growth in government leverage that could prove unsustainable
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Thu, 07 Mar 2024 - 4134 - NYCB's Equity Investment, State of the Union
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Chris Whalen, Chairman at Whalen Global Advisors, on New York Community Bank Wendy Schiller, Brown University Professor, on State of the Union preview Kara Murphy, CIO at Kestra Investment Management, on markets Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 7th, 2024
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Thu, 07 Mar 2024 - 4133 - Single Best Idea with Tom Keene: Liz Ann Sonders and 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 Liz Ann Sonders and Geoffrey YuWatch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Wed, 06 Mar 2024 - 4132 - Bloomberg Surveillance: BlackRock's Kate Moore
BlackRock Financial Managing Director and Head of Thematic Strategy Kate Moore speaks on the inflation, Fed policy, and outlook for rate cuts.
See omnystudio.com/listener for privacy information.
Wed, 06 Mar 2024 - 4131 - Markets React To Powell, Super Tuesday Results
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Liz Ann Sonders, Chief Investment Strategist at Charles Schwab Geoffrey Yu, Senior Strategist of EMEA Markets at BNY Mellon Jen Flitton, Head of US Government Affairs at Invesco, on Super Tuesday and SOTU Savita Subramanian, Head of US Equity/Quant Strategy at Bank of America
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyFriday March 1st, 2024
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Wed, 06 Mar 2024 - 4130 - SPECIAL COVERAGE: Super Tuesday Reaction
Former President Donald Trump notched a series of Republican presidential primary victories as he barrels closer toward his party’s nomination. Hosts Joe Mathieu and Kailey Leinz speak with former Virginia Governor, Republican Jim Gilmore, Democratic pollster Celinda Lake and Bloomberg politics contributors Rick Davis and Jeanne Sheehan Zaino for analysis and reaction.
See omnystudio.com/listener for privacy information.
Wed, 06 Mar 2024 - 4129 - Single Best Idea with Tom Keene: David Rosenberg & Constance Hunter
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with David Rosenberg and Constance Hunter.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Tue, 05 Mar 2024 - 4128 - Stocks Under Pressure, Russia Sanctions
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
David Rosenberg, founder and president at Rosenberg Research & Associates, on markets Constance Hunter, Senior Advisor at MacroPolicy Perspectives, on markets Meghan Robson, Head of US Credit Strategy at BNP Paribas Bloomberg's Lisa Mateo with her Newspaper Headlines
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyTuesday March 5th, 2024
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Tue, 05 Mar 2024 - 4127 - Single Best Idea: Nouriel Roubini & Jim Bianco
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Nouriel Roubini and Jim Bianco.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
See omnystudio.com/listener for privacy information.
Mon, 04 Mar 2024
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