Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Bloomberg Surveillance TV: September 24, 2024 Sep 24, 2024

Show notes

-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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On Site at the Earthshot Conference Sep 24, 2024

Show notes

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and David GuraSeptember 24th, 2024
Featuring:

Nicole Conner, Partner at Airbus Ventures, discusses the future of aerospace innovation and sustainability in aviation
Henry Fernandez, CEO of MSCI, talks about the future of ESG investing and sustainable finance
Governor Jared Polis on the state of the presidential race, the Harris-Walz campaign, and other political headlines
Abe Tarapani, CEO of Atlas AI, talks about AI for sustainable development and AI's impact on agriculture and infrastructure
Jean-Paul Servais, IOSCO Chairman, discusses global financial regulations, crypto regulation, and cross-border collaboration

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Bloomberg Surveillance TV: September 23, 2024 Sep 23, 2024

Show notes

- 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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Single Best Idea with Tom Keene: John Stoltzfus & Dan Tannebaum Sep 23, 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 John Stoltzfus & Dan Tannebaum.

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The Impact of Rate Cuts on Markets & the 2024 Presidential Race Sep 23, 2024

Show notes

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Bloomberg Surveillance hosted by Tom Keene and Damian SassowerSeptember 23rd, 2024
Featuring:

Stephan Stanley, Chief Economist at Santander, gives his analysis of the latest FOMC meeting and whether the Fed made a mistake with its rate cut
John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co., gives his view on equities, 2024 S&P target, and whether investors should expect choppiness through the year
Henrietta Treyz, Managing Partner at Veda Partners, with the latest on the presidential race
Lisa Mateo on newspapers

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Equity, Political, and Tech Outlook Sep 20, 2024

Show notes

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Bloomberg Surveillance hosted by Paul Sweeney & Alix SteelSeptember 20th, 2024
Featuring:

Lauren Goodwin, Economist and Chief Markets Strategist at New York Life, gives her outlook for the economy and whether Fed dovishness is overblown
Jonathan Maxwell, CEO and co-founder of Sustainable Development Capital, on the path for energy prices after a recent drop and demand for renewables currently and post-US election
Wendy Schiller, Professor at Brown University, with the latest on the US election and DC headlines
Melissa Otto, Head of TMT Research at Visible Alpha, on remaining bullish on big tech and where risks are in markets as it relates to technology companies

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Bloomberg Surveillance TV: September 20, 2024 Sep 20, 2024

Show notes

- 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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Single Best Idea with Tom Keene: Jim Caron & Joe Davis Sep 19, 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 Jim Caron & Joe Davis.

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Bloomberg Surveillance TV: September 19, 2024 Sep 19, 2024

Show notes

-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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Reaction to the Fed's Rate Cut Sep 19, 2024

Show notes

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 19th, 2024
Featuring:

Steve Eisman, Senior Portfolio Manager at Neuberger Berman Group, discusses investing opportunities in the US and abroad and offers his outlook for a soft landing in the US
Julian Emanuel, Senior Managing Director Equity, Derivatives, and Quant Strategy at EvercoreISI, discusses why he remains bullish on equities
Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, offers his key takeaways from the Fed's rate decision
Anna Wong, Chief US Economist with Bloomberg Economics, on the outlook for a US soft landing and whether the Fed got it right with a 50 bps cut

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