Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Security, Bookmarked: Manufacturing (Sponsored Content) Sep 28, 2024

Show notes

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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Single Best Idea with Tom Keene: Nassim Taleb, Sebastien Page, Andrew Aurich Sep 27, 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 Nassim Taleb, Sebastien Page and Harvard Coach Andrew Aurich

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

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Bloomberg Surveillance TV: September 27, 2024 Sep 27, 2024

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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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Chaos Kings and PCE Inflation Data Sep 27, 2024

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and David GuraSeptember 26th, 2024
Featuring:

Massim Taleb, Universa Investments Senior Scientific Advisor and Author Scott Patterson
Lindsey Piegza, Stifel Chief Economist
Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist

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

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Single Best Idea with Tom Keene: Drew Matus & Myles Miller Sep 26, 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 Drew Matus and Myles Miller.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: September 26, 2024 Sep 26, 2024

Show notes

-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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Wall Street Set for Boost, Israel Rejects Cease-Fire Talks Sep 26, 2024

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and David GuraSeptember 26th, 2024
Featuring:

Nick Colas, Co-founder of DataTrek Research
Rob Sockin, Global Economist at Citi
Jennifer Lee, BMO Capital Markets Senior Economist
Ethan Bronner, Bloomberg Israel Bureau Chief

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

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Single Best Idea with Tom Keene: Michael Mauboussin Sep 25, 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 Michael Mauboussin.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: September 25, 2024 Sep 25, 2024

Show notes

-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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Market Concentration and Examining Kamala Harris' Policies Sep 25, 2024

Show notes

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 25th, 2024
Featuring:

Virginie Maissonueve, Global CIO of Equity at Allianz, on the inflation glide paths across various regions and sources of volatility for markets
Connecticut Governor Ned Lamont discusses the Harris-Walz campaign, Kamala Harris' economic plan, and his recent WSJ article responding to Peggy Noonan's critiques of Harris' policies
Michael Mauboussin, Head of Consilient Research for Counterpoint Global, discusses market concentration and his thematic research ideas amid the Fed's easing cycle
Lisa Mateo on newspapers

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