Bloomberg Surveillance

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 11th, 2024
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Gerard Cassidy & Stephanie Guild.

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

In this episode, we feature conversations with Richard Haass & Cam Harvey.

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

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

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 10th, 2024
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with James Stavridis, Huw van Steenis, & Wendy Schiller.

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

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

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 9th, 2024
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Jeffrey Rosenberg & Eric Balchunas.

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

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

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Bloomberg Surveillance hosted by Tom Keene and Jess MentonOctober 8th, 2024
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature a conversation with Jim Glassman.

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

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

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Bloomberg Surveillance hosted by Tom Keene and Damian SassowerOctober 7th, 2024
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Ira Jersey, Ellen Zenter, & Liz Ann Sonders.

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- Priya Misra, JPMorgan Core Plus Bond ETF Portfolio Manager
- Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund
- Mohamed El-Erian, Queens' College Cambridge President
- Stephanie Roth, Chief Economist at Wolfe Research

Priya Misra of JPMorgan says high-quality fixed income is the best place to be right now. Jeff Rosenberg of BlackRock believes growth is running well above potential. "It's a strong labor market late in the cycle," says Mohamed El-Erian of Queens' College Cambridge in response to the latest jobs report. Stephanie Roth with Wolfe Research also provides analysis of the jobs figures.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 4th, 2024
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Dockworkers at US East and Gulf coast ports agreed to start moving cargo again while they continue collective bargaining with their employers on a new contract. For instant reaction and analysis, host Doug Krizner spoke with Bloomberg managing editor for US economic policy Kate Davidson. 

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

In this episode, we feature conversations with Robert D. Kaplan & Nathan Sheets.

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- Adam Posen, President of the Peterson Institute for International Economics
- Lindsey Piegza, Chief Economist at Stifel
- Bill Dudley, Bloomberg Opinion columnist and former President of the New York Federal Reserve

Adam Posen with the Peterson Institute joins to discuss the outlook for a recession and potential softening in the US economy. Lindsey Piegza of Stifel joins the discussion to react to weekly jobless claims and preview tomorrow's jobs report. Bill Dudley, formerly of the NY Federal Reserve, says his hard landing call for the US economy was incorrect.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 3rd, 2024
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Scott Ladner & Aaron David Miller

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Jim Bianco of Bianco Research shares why he's in the 'no-landing camp' as the economy digests the Fed's rate cut. Vanguard's Joe Davis and Nuveen's Tony Rodriguez discuss the state of the labor market ahead of Friday's jobs report along with the outlook for the bond market. Apollo CEO Marc Rowan warns that aggressive Fed cuts risk backfiring, and overviews what he expects for the future of private and public markets. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 2nd, 2024
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Ohio Senator and Trump running mate JD Vance faced off with Minnesota Governor and Harris VP pick Tim Walz for the first Vice Presidential debate - and possibly the last debate of the 2024 election cycle.

The candidates touched on key topics such as foreign policy, climate change, and immigration. Walz opened with sharp criticism toward Donald Trump, noting that many of the former president’s own aides had questioned the Republican presidential candidate’s suitability for office. Vance repeatedly targeted Democratic presidential nominee Kamala Harris, suggesting she should have done more over the past four years to address chaos abroad and a struggling economy.

For instant reaction and analysis, Bloomberg Balance of Power co-hosts Joe Mathieu and Kailey Leinz speak with Bloomberg politics contributors Rick Davis and Jeanne Sheehan Zaino. 

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

In this episode, we feature conversations with Matt Luzzetti & David Salem.

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- Seema Shah, Principal Asset Management Chief Global Strategist
- Rep. Lisa McClain (R-MI), Chairwoman of Financial Services Oversight Subcommittee
- Neil Dutta, Renaissance Macro Research Head of US Economic Research

Seema Shah of Principal Asset Management says a recession is unlikely over the next 18 months. Representative Lisa McClain says the economy is crucial for voters, particularly in her swing state of Michigan. Neil Dutta of Renaissance Macro Research believes growth may not be strong enough to keep the unemployment rate from rising.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 2nd, 2024
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- Brian Weinstein, Morgan Stanley Investment Management, Head of Global Markets
- Aditya Bhave, BofA Securities Senior US Economist
- Venu Krishna, Barclays Head of US Equity Strategy

Brian Weinstein of Morgan Stanley thinks bond yields will be "meaningfully higher from here" as we continue this easing cycle. Aditya Bhave of BofA Securities is holding onto a soft landing outlook because layoffs remain low. Venu Krishna says the disconnect right now is between the rates market and the equity market. 

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Bloomberg Surveillance hosted by Paul Sweeney and David GuraSeptember 30th, 2024
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A chemical manufacturing company grinds to a halt when a cyberattack locks up their entire assembly line. Kurtis Minder, a renowned ransomware negotiator, answers their call for help and explains why manufacturing companies are uniquely vulnerable to these kinds of disruptive attacks. Then David Adrian from Chrome chats with Kate about how a web-focused strategy can help manufacturers transform what are commonly thought of as massive vulnerabilities into secured points of access and visibility.

This episode is sponsored by Chrome Enterprise.

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

In this episode, we feature a conversation with Nassim Taleb, Sebastien Page and Harvard Coach Andrew Aurich 

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 - Dana Peterson, The Conference Board Chief Economist- Kristina Hooper, Invesco Chief Global Strategist- Marvin Loh, State Street Senior Strategist - Global Macro
Dana Peterson of The Conference Board says the Fed can be less concerned about inflation following the release of the August Core PCE inflation data. Kristina Hooper of Invesco believes there is a lot of nervousness about the Fed's 50bp rate cut and what it means for the economy. Marvin Loh of State Street says, "A lot of what we're seeing in China is market supported, but not necessarily economically supported." 

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Bloomberg Surveillance hosted by Tom Keene and David GuraSeptember 26th, 2024
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Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceEric Mollo 

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

In this episode, we feature a conversation with Drew Matus and Myles Miller.

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 -Evan Brown, UBS Asset Management Portfolio Manager-Jay Bryson, Wells Fargo Chief Economist-Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager
Evan Brown of UBS thinks the bar is "very low" for the Fed to keep doing 50bps cuts. JPMorgan's Kelsey Berro thinks the Fed has justification to "cut 100 to 150 basis points just on the improvement of inflation". Jay Bryson of Wells Fargo reacts to US weekly jobless claims, saying he sees a 30% to 35% risk of recession in the next 12 months.  

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Bloomberg Surveillance hosted by Tom Keene and David GuraSeptember 26th, 2024
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature a conversation with Michael Mauboussin.

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-Lisa Coleman, JPMorgan Asset Management Head of Global Investment Grade Credit
-Alvaro Pereira, OECD Chief Economist
-Danielle Hale, realtor.com Chief Economist

Lisa Coleman of JPMorgan Asset Management warns that deeper layoffs could come if economic activity further slows. Alvaro Pereira of the OECD expects economic growth to pick up in Europe next year amid rising wages. Danielle Hale of realtor.com overviews the latest in the housing market with falling mortgage rates triggering a refinancing boom in the US. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 25th, 2024
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-Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist
-Kamakshya Trivedi, Goldman Sachs Head: Global FX & Interest Rates, 
-Lord John Browne, General Atlantic Chair & Co-Founder of BeyondNetZero & Former BP CEO"

Emily Roland of John Hancock advises remaining fully invested as central banks embark on a global rate-cutting cycle 'but we want to be mindful of going over our skis.' Kamakshya Trivedi of Goldman Sachs says the dollar is approaching its limit for depreciation and overviews the foreign exchange market. Lord John Browne of General Atlantic discusses what's next for the energy sector as the Three Mile Island nuclear plant prepares to reopen. 

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Bloomberg Surveillance hosted by Tom Keene and David GuraSeptember 24th, 2024
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- Bob Elliott, CEO and CIO at Unlimited
- Pooja Sriram, VP: US Economics Research at Barclays Capital
- Jason Furman, Professor: Practice Economic Policy at Harvard Kennedy School

We analyze the markets and the latest rate move from the Federal Reserve with a close look at equities, bonds, and public  policy. Bob Elliott, CEO and CIO at Unlimited, Pooja Sriram, VP at Barclays Capital, and Jason Furman, Professor at Harvard Kennedy School, offer their analysis.

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

In this episode, we feature conversations with John Stoltzfus & Dan Tannebaum.

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Bloomberg Surveillance hosted by Tom Keene and Damian SassowerSeptember 23rd, 2024
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Bloomberg Surveillance hosted by Paul Sweeney & Alix SteelSeptember 20th, 2024
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- Jay Pelosky, TPW Advisory Principal & Founder
- Veronica Clark, Citi US Economist
- Tom Becker, BlackRock Global Tactical Asset Allocation Team Portfolio Manager

Jay Pelosky of TPW Advisory says China is "eating the lunch of pretty much everyone but Tesla" in terms of electric vehicles. Veronica Clark of Citi is looking for another 50bps cut from the Federal Reserve in November. Tom Becker of Blackrock says "people are not behaving like they think their jobs are in danger." 

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

In this episode, we feature conversations with Jim Caron & Joe Davis.

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-Mark Zandi, Moody's Analytics Chief Economist
-Gargi Chaudhuri, BlackRock Chief Investment and Portfolio Strategist
-John Lovallo, UBS Homebuilders & Building Products Analyst

Mark Zandi of Moody's Analytics reacts to the Fed's 50 basis point rate cut and US initial jobless claims, saying 'trend lines are still a bit disconcerting.' Gargi Chaudhuri of BlackRock says investors should look toward the 'belly of the curve' amid a seasonally weak period for equities. John Lovallo of UBS overviews what's next for the housing market with rate cuts likely to spell big changes. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 19th, 2024
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Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's decision to cut rates 50-basis-points on a special edition of Bloomberg Surveillance

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Bloomberg’s Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve’s decision to cut rates 50-basis-points on a special edition of Bloomberg Surveillance

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 18th, 2024
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-Joumanna Bercetche, Bloomberg News
-Max Layton, Citi Global Head of Commodities Research
-Mike Shepard, Bloomberg News

Bloomberg's Joumanna Bercetche joins Surveillance from Dubai with latest on the Israel-Hezbollah conflict after thousands of pagers exploded in a deadly operation in Lebanon. Citi's Max Layton overviews the commodity market with a focus on precious metals as gold prices hover near record-highs. Bloomberg's Mike Shepard walks through the latest on Intel after the struggling chipmaker confirmed a $3 billion grant from the US Defense Department. 

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

In this episode, we feature conversations with Gina Martin Adams & Jason Furman.

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

In this episode, we feature conversations with Geoffrey Yu, Michael Darda, & Ed Hyman.

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- Ian Lyngen, BMO US Rates Strategy Head
- Matt Miskin, John Hancock Co-Chief Investment Strategist
- Blerina Uruci, T. Rowe Price Chief US Economist

Ian Lyngen of BMO believes there is a good chance the Fed cuts by 50bps "simply to front-load the process." Matt Miskin of John Hancock says the Fed's cutting cycle could end with a two-handle on the 10 year and a two-handle on the Fed funds rate. Blerina Uruci of T. Rowe Price is "not very optimistic that the disinflation in goods is going to be sustained." 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 17th, 2024
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-Rob Casey, Signum Global Advisors Partner & Senior Analyst
-Lori Calvasina, RBC Capital Markets Head of Equity Strategy
-Manny Roman, PIMCO CEO

Rob Casey of Signum Global Advisors says the latest alleged assassination attempt on former President Trump will rile up his base. Lori Calvasina with RBC Capital Markets says there could be a reversion to small-caps if the Fed cuts 25bps. PIMCO CEO Manny Roman believes people are underinvested in fixed income. 

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

In this episode, we feature a conversation with Bill Dudley.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 16th, 2024
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Aoifinn Devitt & Katy Kaminski.

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-Max Kettner, HSBC Global Research Chief Multi-Asset Strategist
-Sharon Miller, Bank of America President and Co-Head of Business Banking
-Tiffany Wilding, PIMCO Economist
-Troy Gayeski, FS Investments Chief Market Strategist

Max Kettner of HSBC recaps a volatile two-week stretch in the equity market and looks ahead to next week's FOMC policy meeting. Sharon Miller of Bank of America says she's sensed 'cautious optimism' among small business owners with Fed cuts on the horizon. PIMCO's Tiffany Wilding and Troy Gayeski of FS Investments walk through the implications of the Fed cutting rates by a quarter-point or more.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 13th, 2024
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-Mohamed El-Erian, Queens' College, Cambridge President & Bloomberg Opinion Columnist
-Pooja Kumra, Senior Strategist, TD Securities European & UK Rates Senior Strategist
-Lindsey Piegza, Stifel Chief Economist
-Michael Shaoul, ION Macro Fund Founder, CEO & Portfolio Manager

Mohamed El-Erian of Queens' College, Cambridge says excessive data point-dependence from the Fed will cause volatility to persist until "a dominant economic paradigm" emerges. Pooja Kumra of TD Securities reacts to the ECB's decision to cut rates by 25bp. Lindsey Piegza of Stifel and Michael Shaoul of ION Macro Fund react to weekly jobless claims and US PPI data as the Fed's September decision nears. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 12th, 2024
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Dominic Konstam & Mohamed El-Erian.

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

In this episode, we feature conversations with Constance Hunter & Wendy Schiller.

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-Mike Wilson, Morgan Stanley Chief US Equity Strategist & CIO
-Rob Casey, Signum Global Partner & Senior Analyst
-David Kelly, JPMorgan Chief Global Strategist-Steve Ricchiuto, Mizuho Chief US Economist

Morgan Stanley's Mike Wilson says the equity market is pivoting from quality growth stocks to defensives amid a constrained environment for the Federal Reserve. Rob Casey of Signum Global recaps the presidential debate between Kamala Harris and Donald Trump. David Kelly of JPMorgan and Steve Ricchiuto of Mizuho react to August CPI data coming in above estimates and find common ground on what the print means for the broader economy. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 11th, 2024
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Democrat Kamala Harris and Republican Donald Trump sparred through their first debate, with the former president often on the defensive over abortion rights, the January 6 insurrection and on foreign policy. The debate also saw Harris draw from her past as a prosecutor, while peppering in lines that appeared designed to needle Trump, including taunting the size of his rally crowds.

For instant reaction and analysis, Bloomberg Balance of Power co-hosts Joe Mathieu and Kailey Leinz speak with Bloomberg politics contributors Rick Davis and Jeanne Sheehan Zaino, plus hear live reaction from Philadelphia with Bloomberg Big Take host David Gura.

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

In this episode, we feature conversations with Bill Smead & Jennifer Lawless.

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-Peter Tchir, Academy Securities Head of Macro Strategy
-Evan Roth Smith, Slingshot Strategies Founding Partner & Blueprint Lead Pollster
-Jitania Kandhari, Morgan Stanley Investment Management Deputy CIO of the Solutions and Multi-Asset Group

Peter Tchir of Academy Securities says there 'is room for further downside' after stocks clawed back gains for the first time in a week. Evan Roth Smith of Slingshot Strategies and Blueprint previews tonight's presidential debate. Jitania Kandhari of Morgan Stanley says the 'pace and path of inflation is going to get a little more difficult' going forward. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 10th, 2024
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Andrew Hollenhorst, French Hill, & Jurrien Timmer.

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-Jim Bianco, Bianco Research President and Macro Strategist
-Neil Dutta, Renaissance Macro Head of US Economic Research
-Rep. French Hill, (R) Arkansas

Jim Bianco of Bianco Research outlines why he doesn't see an economy at risk for a recession despite weakening signals in recent data. Neil Dutta of Renaissance Macro says 'things are getting worse' in the economy and makes his case for the Fed to cut by 50bp at next week's meeting. Rep. French Hill of Arkansas overviews the US fiscal trajectory and the state of down-ballot races leading up to the November election. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 9th, 2024
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-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. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 6th, 2024
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Neil Dutta, Claudia Sahm, & Mark Zandi.

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

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

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

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 5th, 2024
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature a conversation with Ed Hyman.

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

Stephanie Roth of Wolfe Research looks ahead to Friday's jobs report and shares her outlook on the US economy. Amanda Lynam of BlackRock walks through the corporate credit landscape, saying slowing growth has created a resilient environment for investors. Kate McShane of Goldman Sachs joins Surveillance from the bank's Annual Global Retailing Conference and details the outlook for the retail sector heading into 4Q. Baker Hughes CEO Lorenzo Simonelli discusses growth opportunities in the energy sector for the 2H of 2024.

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

In this episode, we feature conversations with Scott Clemons & Dean Curnutt.

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

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

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 3rd, 2024
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Justin Sink, Dave Wasserman, & David Gura.

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

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

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

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

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 29th 2024
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Dan Ives, Gil Luria, & Gene Munster.

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

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

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

In this episode, we feature conversations with Paul Sankey  & Ivan Feinseth

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

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

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