Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Single Best Idea with Tom Keene: Ed Yardeni, Michael Darda, & Katie Greifeld Aug 27, 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 Ed Yardeni, Michael Darda, & Katie Greifeld.

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

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Bloomberg Surveillance TV: August 27, 2024 Aug 27, 2024

Show notes

-Philip Camporeale, JP Morgan Portfolio Manager Multi Asset Solutions
-Bert Subin, Stifel Managing Director - Defense, Government Services and Aerospace
-Kit Juckes, Societe Generale Chief FX Strategist}"
Philip Camporeale of JP Morgan discusses how stocks are approaching record highs as markets anticipate the countdown to cut. Bert Subin of Stifel analyzes how Boeing is navigating the future of its space program following NASA's snub. Kit Juckes of Societe Generale discusses how the labor market slowdown will lead to further reductions in long dollar positions.

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A Look Ahead to PCE Data and Nvidia Earnings Aug 27, 2024

Show notes

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 27th 2024
Featuring:

Amy Wu Silverman, Head of Derivatives Strategy at RBC, on looking ahead to Nvidia and option positioning into earnings and PCE
Mandeep Singh, Bloomberg Intelligence Senior Tech Analyst, previews Nvidia earnings and discusses its affects on Big Tech
Ed Yardeni, President at Yardeni Research, talks about a potential equity rally amid looming rate cuts and PCE data
Will Kennedy, Executive Editor of Commodities & Energy for Bloomberg News, talks about the latest moves in oil amid Middle East tensions

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: Daragh Maher & Brad Case Aug 26, 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 Daragh Maher & Brad Case.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: August 26, 2024 Aug 26, 2024

Show notes

-Betsy Duke, Former Federal Reserve Governor
-Pierre Ferragu, New Street Research Head of Global Technology Infrastructure
-Henrietta Treyz, Director of Economic Policy Research, Veda Partners
Betsy Duke, Former Federal Reserve Governor, provides reaction to Fed to Chair Powell. Pierre Ferragu of New Street Research previews Nvidia earnings scheduled for Wednesday. Henrietta Treyz of Veda Partners discusses the 2024 presidential candidates hitting the campaign trail again after the conventions.

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Middle East Tensions Rise as Markets Ready for Rates and Nvidia Aug 26, 2024

Show notes

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

Lindsey Piegza, Chief Economist at Stifel, talks about the potential for inflation to resurface as Fed Chair Jay Powell sends a dovish message on interest rates
Ethan Bronner, Israel Bureau Chief for Bloomberg News, discusses Israel and Hezbollah strikes over the weekend and risks of a wider regional conflict
Pierre Ferragu, Head: Global Technology Infrastructure at New Street Research, joins for a preview of Nvidia earnings
Bloomberg's John Tucker with Newspaper Headlines

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A Bloomberg Surveillance Jackson Hole Special Aug 23, 2024

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Bloomberg's Surveillance hosts Tom Keene and Lisa Abramowicz head out to Wyoming for the Fed's Jackson Hole Symposium.

They speak with some of the biggest names in Central Banking, including:

Raphael Bostic, Atlanta Fed President
Loretta Mester, Former Cleveland Fed President
James Bullard, Former St Louis Fed President
Thomas Hoenig, Former Kansas City Fed President
Patrick Harker, Philadelphia Fed President

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Jay Powell and Kamala Harris Keynote Addresses Aug 23, 2024

Show notes

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney & Alix SteelAugust 23rd, 2024
Featuring:

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, discuses how markets will price in rate cuts and whether equities are poised for a fall rally
Tina Fordham, founder at Fordham Global Insight, wraps the DNC and looks ahead to the 2024 presidential race
Dr. Vania Stavrakeva, economics professor at London Business School, on global economies, including what we'll hear from Powell and Andrew Bailey today, as well as some of her research on the Russian economy
Tom Keene, Bloomberg Surveillance Radio host, joins from Jackson Hole

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Bloomberg Surveillance TV: August 23, 2024 Aug 23, 2024

Show notes

- Mike Wilson, Chief U.S. Equity Strategist and CIO at Morgan Stanley
- Bob Doll, CIO at Crossmark Global Investments
- Isaac Boltansky, Director of Policy Research at BTIG
Mike Wilson, Chief U.S. Equity Strategist and Chief Investment Officer for Morgan Stanley, discusses markets and previews Fed Chair Jerome Powell's keynote address from Jackson Hole, Wyoming. Bob Doll, CIO at Crossmark Global Investments, talks about asset allocation and opportunities in an uncertain market. Isaac Boltansky, Director of Policy Research at BTIG, reacts to Vice President Kamala Harris' speech at the Democratic National Convention.

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Instant Reaction: Harris Accepts Historic Nomination Aug 23, 2024

Show notes

Vice President Kamala Harris formally accepted the Democratic presidential nomination on Thursday, in a historic step that kicks off a three-month dash to Election Day.

Balance of Power co-hosts Joe Mathieu and Kailey Leinz speak to Bloomberg politics contributors Rick Davis and Jeanne Sheehan Zaino for instant reaction and analysis of Kamala Harris' address to close out the Democratic National Convention in Chicago.

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