Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Bloomberg Surveillance TV: August 21, 2024 Aug 22, 2024

Show notes

Apollo’s Torsten Slok says after looking at travel spending, retail earnings, restaurant and hotel bookings, “we have a general picture that the economy is just not slowing down"
Seema Shah of Principal Asset Management breaks down the week in markets

Anders Persson of Nuveen Asset Management gives his view on the next Fed rate cut

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Bloomberg Surveillance TV: August 20, 2024 Aug 22, 2024

Show notes

Mohamed El-Erian, President of Queens' College, Cambridge says traders are overplaying the prospects of an aggressive series of Federal Reserve interest-rate cuts before the end of the year

Victoria Fernandez, Crossmark Global Investments Chief markets strategist, says we're still looking at an economic slowdown coming, but not a recession.

Sen. Ron Wyden discusses the focus on price gouging in the economic plan of Vice President Kamala Harris

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Markets Ready for Powell as Walz Makes his Pitch Aug 22, 2024

Show notes

Bloomberg Surveillance hosted by Paul Sweeney & Alix SteelAugust 22nd, 2024
Featuring:

Russ Koesterich, Global Head of Investment Strategy for BlackRock Scientific Active Equities, on the outlook for equity markets and a potential rally
Julia Pollak, Chief Economist from ZipRecruiter, on Wednesday's BLS figures and a potentially deteriorating labor market
Jonathan Tamari, Bloomberg Government reporter, joins us from the DNC to discuss what to expect from Kamala Harris on Thursday night
Michael McKee, Bloomberg Economics Editor, reports live from Jackson Hole, Wyoming, about his discussion with Kansas City Fed President Jeff Schmid.

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Single Best Idea with Tom Keene: Gina Martin Adams & Betsey Stevenson Aug 21, 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 Gina Martin Adams & Betsey Stevenson.

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

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Traders Expect Fed Dovishness and Obamas Speak at the DNC Aug 21, 2024

Show notes

Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney
August 21st, 2024
Featuring:

Sarah Hunt, Chief Market Strategist at Alpine Woods Capital Investors, on how market risks from early August have calmed and whether they could resurface
Annmarie Hordern, host of Bloomberg Surveillance TV, discusses what to expect from Tim Walz Wednesday night at the DNC and Kamala Harris on Thursday
Bill Lee, Chief Economist at the Milken Institute, talks about China's continued growth concerns and Jay Powell's Friday address at Jackson Hole
Bloomberg's Lisa Mateo with her Newspaper Headlines

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Night One of the DNC and Jackson Hole Preview Aug 20, 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 20th, 2024
Featuring:

John Stoltzfus, Chief Investment Strategist at Oppenheimer, discusses a potential equity rally to close the year and what to expect at Jackson Hole
Kailey Leinz, host of Bloomberg's Balance of Power, joins from Chicago to discuss the first night of the DNC
Mick Mulroy, co-founder of the Lobo Institute, talks about the proposed ceasefire deal between Israel and Hamas
Bloomberg's Lisa Mateo with her Newspaper Headlines

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Single Best Idea with Tom Keene: Anna Wong & Geoffrey Yu Aug 20, 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 Anna Wong & Geoffrey Yu.

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

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Bloomberg Surveillance TV: August 20, 2024 Aug 20, 2024

Show notes

Bloomberg Surveillance TV: August 20, 2024
-Bob Michele, JP Morgan Asset Management Global Head of Fixed Income-Mike Pyle, Biden Administration Fmr. Deputy National Security Advisor for International Economics -Mary Powell, Sunrun CEO
Bob Michele of JP Morgan offers insights on Fed rate cut expectations ahead of Powell’s speech. Mike Pyle, former Deputy National Security Advisor for International Economics in the Biden Administration discusses his contributions crafting Harris’s economic policy. Mary Powell of Sunrun shares insights into the US electrical grid, supporting the burgeoning AI boom.

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Single Best Idea with Tom Keene: Kelsey Berro & Gautam Mukunda Aug 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 Kelsey Berro & Gautam Mukunda.

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

See omnystudio.com/listener for privacy information.

Traders Ready for Jackson Hole and DNC Aug 19, 2024

Show notes

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

Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses the recent moves in the equity market and whether the market's moved past correction territory
Kelsey Berro, Executive Director of Fixed Income at JP Morgan Investment Management, on how fixed income serves as a hedge in an uncertain market
Henrietta Treyz, Managing Partner at Veda Partners, previews the DNC and discusses the state of the presidential race as well as campaign strategies
Bloomberg's Lisa Mateo with her Newspaper Headlines

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