Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Bloomberg Surveillance TV: August 19, 2024 Aug 19, 2024

Show notes

- Amos Hochstein, Senior Advisor to the President for Energy and Investment
- Steve Englander, Standard Chartered Global Head of FX Research
- Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager
Amos Hochstein, Senior Advisor to the President for Energy and Investment, provides insights on White House energy policy and ceasefire talks in Gaza. Steven Englander of Standard Chartered Global discusses the strength of the Yen and expectations from Ueda regarding a July rate hike. Kelsey Berro of JPMorgan offers insights on how Federal Reserve expectations are shifting in response to stronger US economic data.

See omnystudio.com/listener for privacy information.

Single Best Idea with Tom Keene: Kaminski, Devitt & Hot Dogs Aug 16, 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 Katy Kaminski, Aoifinn Devitt and Hot Dogs!

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: August 16, 2024 Aug 16, 2024

Show notes

-John Bolton, Former United States Ambassador to United Nations
-Darrell Cronk, Wells Fargo Chief Investment Officer
-Noel Dixon, State Street Global Markets Macro Strategist

Former Ambassador John Bolton provides insights on the anticipation of Iran potentially counterstriking Israel, the latest ceasefire talks between Israel and Hamas and the implications for U.S. foreign policy as we approach the election. Darrell Cronk of Wells Fargo shares his perspective that the economy is on track for a modest slowdown through early 2025, suggesting that equities may struggle to exceed recent highs. Noel Dixon of State Street Global Markets discusses the economic and political outlook in anticipation of Vice President Kamala Harris unveiling her economic plan.

See omnystudio.com/listener for privacy information.

Stocks Lose Steam After Housing Data Aug 16, 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 16th, 2024
Featuring:

Katy Kaminski, AlphaSimplex Chief Research Strategist, on markets
Michael Purves, Tallbacken Capital Advisors Founder/CEO, markets
Oliver Chen, TD Cowen Senior retail analyst, on WMT/ULTA
Bloomberg's Lisa Mateo with her Newspaper Headlines

See omnystudio.com/listener for privacy information.

Single Best Idea with Tom Keene: Tiffany Wilding & Ian Lyngen Aug 15, 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 Tiffany Wilding & Ian Lyngen

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: August 15, 2024 Aug 15, 2024

Show notes

-Tom Steyer, Galvanize Climate Solutions Co-founder
-Harry Sommer, Norwegian Cruise Line Holdings CEO
-Tom Porcelli, PGIM Chief US Economist

Tom Steyer of Galvanize Climate Solutions discusses growing enthusiasm among the democratic donor class and Vice President Harris's economic and climate plans as she gears up to visit Western PA. Harry Sommer of Norwegian Cruise Line Holdings shares the company’s plans for disrupting travel trends. PGIM's Tom Porcelli breaks down today’s data points including Jobless Claims and Retail Sales, and what they mean for the Fed.

See omnystudio.com/listener for privacy information.

Retail Sales Beat, Jobless Claims Fall Aug 15, 2024

Show notes

Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 15th, 2024
Featuring:

Tiffany Wilding, PIMCO Managing Director and Economist
Dana Telsey, Telsey Advisory Group CEO
Amanda Lynam, Blackrock Head of Macro Credit Research
Bloomberg's Lisa Mateo with her Newspaper Headlines

See omnystudio.com/listener for privacy information.

Single Best Idea with Tom Keene: Neil Dutta & Steve Ricchiuto Aug 14, 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 and Steve Ricchiuto

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: August 13, 2024 Aug 14, 2024

Show notes

-Anthony 'Tony' Capuano, Marriott International President and CEO -David Kelly, JPMorgan Chief Global Strategist-Steven Ricchiuto, Mizuho Securities US Chief Economist
Anthony Capuano of Marriott International provides insights into the travel sector, highlighting ongoing traveler interest in seeking deals and offering an outlook for the rest of the year. David Kelly of JP Morgan and Steven Ricchiuto of Mizuho Securities break down today's new CPI data.

See omnystudio.com/listener for privacy information.

Omny Title: CPI Data, Market Movement, Hotels Aug 14, 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 14th, 2024
Featuring:

Neil Dutta, Renaissance Macro Partner/Head: US Economic Research
Steve Ricchiuto, Mizuho Economist
Virginie Maisonneuve, Allianz Global CIO: Equity
Tony Capuano, Marriott CEO

See omnystudio.com/listener for privacy information.

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