Bloomberg Surveillance - Bloomberg

Copyright: 2024 iHeartMedia, Inc. © Any use of this intellectual property for text and data mining or computational analysis including as training material for artificial intelligence systems is strictly prohibited without express written consent from iHeartMedia

Latest Episodes:

Equity Uncertainty and Bloomberg's Conversation with Donald Trump Oct 16, 2024

Show notes

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Carol Massar & Barry Ritholtz.October 16th, 2024
Featuring:

Aoifinn Devitt, Chief Global Strategist at Moneta, discusses the potential market impact of the 2024 presidential race & how ASML's chip warning is weighing on investor sentiment
Ann Miletti, Head of Equity at Allspring Global Investments, discusses how earnings season will impact US equities and why Allspring investment teams are "listening for the quiet"
Lakshman Achuthan, founder of ECRI, joins to break down his reading of the current economic cycle and why US inflation may persist and not soften in a linear fashion
Kailey Leinz, host of Bloomberg's "Balance of Power," on the 2024 presidential race and John Micklethwait's interview with former US president Donald Trump

Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance

See omnystudio.com/listener for privacy information.

Single Best Idea with Tom Keene: Chuck Clough & Katy Kaminski Oct 15, 2024

Show notes

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

In this episode, we feature conversations with Chuck Clough & Katy Kaminski.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance October 15, 2024 Oct 15, 2024

Show notes

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

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

See omnystudio.com/listener for privacy information.

How Politics and Geopolitics Could Weigh on Markets Oct 15, 2024

Show notes

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 15th, 2024
Featuring:

Chuck Clough, Chairman at Clough Capital, discusses current market trends and risks as well as how earnings are impacting investors
Jennifer Lawless, University of Virginia professor, on the 2024 presidential race
Mark Kimmitt, Retired Brigadier General, on the conflict in the Middle East
Lisa Mateo on newspapers

Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance

See omnystudio.com/listener for privacy information.

Watch Surveillance Radio LIVE on YouTube Oct 15, 2024

Show notes

Join Tom Keene, Paul Sweeney, Lisa Mateo and Michael Barr LIVE on YouTube weekday mornings. Join us on YouTube, starting at 7am ET.
WATCH HERE: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: October 14, 2024 Oct 14, 2024

Show notes

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

See omnystudio.com/listener for privacy information.

Single Best Idea with Tom Keene: Simon Johnson Oct 14, 2024

Show notes

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

In this episode, we feature a conversation with Simon Johnson.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

In Conversation with a Nobel Prize Winner and a Discussion on Equities Oct 14, 2024

Show notes

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 14th, 2024
Featuring:

Simon Johnson, Professor: Entrepreneurship/Head: Global Economics at MIT Sloan School of Management, on winning the 2024 Nobel Prize in Economics
Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses whether there's potential for a downtown in US equities amid the presidential election and geopolitical uncertainty
Johanna Chua, Head of Asia Pacific Economic and Market Analysis at Citi, joins to talk about China's fiscal announcement this weekend and gives her outlook for China growth
Amrita Sen, founder and Director of Research at Energy Aspects, talks about the outlook for energy and oil

Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance

See omnystudio.com/listener for privacy information.

Introducing Bloomberg News Now Oct 11, 2024

Show notes

Bloomberg News Now is a comprehensive audio report on today's top stories. Listen for the latest news, whenever you want it, covering global business stories around the world.

On Apple: http://apple.co/3Eyz9EX
On Spotify: http://spoti.fi/45IG5LR
Anywhere: http://bit.ly/460OMka

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: October 11, 2024 Oct 11, 2024

Show notes

- John Stoltzfus, Oppenheimer Chief Investment Strategist
- Gerard Cassidy, RBC Capital Markets Head of U.S. Bank Equity Strategy and Large Cap Bank Analyst
- Lara Rhame, FS Investments Chief US Economist
John Stoltzfus of Oppenheimer says the American consumer is "remarkably resilient." Gerard Cassidy of RBC responds to earnings from JPMorgan and Wells Fargo, saying the industry "just doesn't have the risks that it had in those past periods." Lara Rhame of FS Investments calls inflation a "mild headache that still isn't going away."

See omnystudio.com/listener for privacy information.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Bloomberg Surveillance – Bloomberg

Related Podcasts

Links

Stay Connected