Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Markets Monitor Banks, Inflation Data, and the 2024 Election Oct 11, 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 11th, 2024
Featuring:

Gerard Cassidy, Head: US Bank Equity Strategy at RBC Capital Markets, reacts to today's bank earnings and offers his outlook for bank earnings season
Leslie Falconio, CIO & Head of Taxable Fixed Income Strategy at UBS Financial Services, on the soft landing scenario and why she thinks it won't lead to a large decline in yields
Jennifer Lee, Senior Economist at BMO Capital Markets, reacts to PPI and gives her outlook for US inflation and the US economy
Joe Mathieu, host of Bloomberg's "Balance of Power," on the presidential election, the Trump and Harris media blitz, and other headlines in Washington

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Single Best Idea with Tom Keene: Gerard Cassidy & Stephanie Guild Oct 11, 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 Gerard Cassidy & Stephanie Guild.

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

See omnystudio.com/listener for privacy information.

Single Best Idea with Tom Keene: Richard Haass & Cam Harvey Oct 10, 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 Richard Haass & Cam Harvey.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: October 10, 2024 Oct 10, 2024

Show notes

- 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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CPI Reaction and Eco Impact of Trump or Harris Administrations Oct 10, 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 10th, 2024
Featuring:

Cam Harvey, Professor at Duke University, Sarah House, Senior Economist at Wells Fargo, and give their reaction to CPI and provide an outlook for rate cuts
Rebecca Patterson, former Chief Investment Strategist at Bridgewater Associates,
Mona Mahajan, Senior Investment Strategist with Edward Jones, on inflation in the US and equity outlook
Nouriel Roubini, Atlas America Fund Portfolio Manager, Roubini Macro Associates CEO, and Professor Emeritus at NYU, talks eco data, inflation, and the economic impact of potential Trump and Harris presidencies
Richard Haass, Centerview Partners Senior Counselor & Council on Foreign Relations President Emeritus, on geopolitical tensions and the 2024 presidential race

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Single Best Idea with Tom Keene: James Stavridis, Huw van Steenis, & Wendy Schiller Oct 09, 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 James Stavridis, Huw van Steenis, & Wendy Schiller.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: October 9, 2024 Oct 09, 2024

Show notes

- 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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Geopolitics, the US Election, and Investing Amid Fed Easing Oct 09, 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 9th, 2024
Featuring:

Admiral James Stavridis, Bloomberg Opinion columnist, retired US Navy admiral, and former supreme allied commander of NATO, on his new book, "The Restless Wave," and geopolitical conflicts
Steven Oh, Global Head of Fixed Income at PineBridge Investments, discusses opportunities in the rare non-recessionary rate-cutting cycle the US economy is entering
Wendy Schiller, professor at Brown University, on the 2024 election and other DC headlines
Huw van Steenis, Vice Chair at Oliver Wyman, on private credit and barbell tolls for fixed income investing

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: Jeffrey Rosenberg & Eric Balchunas Oct 08, 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 Jeffrey Rosenberg & Eric Balchunas.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: October 8, 2024 Oct 08, 2024

Show notes

- 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.

See omnystudio.com/listener for privacy information.