Bloomberg Surveillance - Bloomberg

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Instant Reaction: Trump and Harris Debate Sep 11, 2024

Show notes

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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Single Best Idea with Tom Keene: Bill Smead & Jennifer Lawless Sep 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 Bill Smead & Jennifer Lawless.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: September 10, 2024 Sep 10, 2024

Show notes

-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.

See omnystudio.com/listener for privacy information.

Market Impact of Rate Cuts and Politics and the iPhone Reveal Sep 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 SweeneySeptember 10th, 2024
Featuring:

Jane Foley, Chief FX Strategist at RaboBank, talks about the Sollar bull case and the impact of rate cuts on markets and global currencies
Jennifer Lawless, professor at University of Virginia, previews the ABC News presidential debate featuring Donald Trump and Kamala Harris
Mark Gurman, Chief Correspondent: Tech and Apple for Bloomberg News, talks about the latest Apple iPhone and product reveal
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.

Single Best Idea with Tom Keene: Andrew Hollenhorst, French Hill, & Jurrien Timmer Sep 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 Andrew Hollenhorst, French Hill, & Jurrien Timmer.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: September 9, 2024 Sep 09, 2024

Show notes

-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.

See omnystudio.com/listener for privacy information.

Alarms over Jobs Data and Previewing the Harris-Trump Debate Sep 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 SweeneySeptember 9th, 2024
Featuring:

Andrew Hollenhorst, Chief US Economist at Citi, discusses the path for rates and worries about the labor market after Friday's softening data
Henrietta Treyz, Managing Partner at Veda Partners, previews tomorrow's debate between Kamala Harris & Donald Trump
Republican Arkansas Rep. French Hill joins to discuss the Harris-Trump debate
David Gura, host of the Bloomberg "Big Take" podcast, on his interview with US Treasury Secretary Janet Yellen
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.

Bloomberg Surveillance TV: September 6, 2024 Sep 06, 2024

Show notes

-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.

See omnystudio.com/listener for privacy information.

Full Analysis of the August Jobs Report Sep 06, 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 6th, 2024
Featuring:

Neil Dutta, US Research Head at Renaissance Macro Research, Claudia Sahm, New Century Advisors Chief Economist, Mark Zandi, Moody's Chief Economist, and Ben Laidler, Head of Equity Strategy at Bradesco BBI, react to today's jobs figures
Denise Chisholm, Director of Quantitative Market Strategy at Fidelity, talks about the meaning behind mixed labor market signals
Stuart Kaiser, Head: US Equity Trading Strategy at Citi, on how traders and Citi are positioning after today's jobs numbers and ahead of the election
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.

Single Best Idea with Tom Keene: Neil Dutta, Claudia Sahm, & Mark Zandi Sep 06, 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 Neil Dutta, Claudia Sahm, & Mark Zandi.

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

See omnystudio.com/listener for privacy information.

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