Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Single Best Idea with Tom Keene: David Rubenstein & Starbucks Aug 13, 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 David Rubenstein and Jody Lurie

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

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

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-Alejandro Reynal, Four Seasons President and CEO, -Henrietta Treyz, Veda Partners Director of Economic Policy Research-Matt Luzzetti, Deutsche Bank Chief US Economist
Alejandro Reynal of Four Seasons discuses luxury travel, highlighting how higher-end travel remains robust. Henrietta Treyz of Veda Partners discusses US economic confidence in Harris, especially with Vice President Harris set to unveil her economic platform this week. Matt Luzzetti of Deutsche Bank provides insights on the latest PPI data and offers thoughts on what we can expect with CPI data tomorrow.

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Inflation Data Moves Markets Aug 13, 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 13th, 2024
Featuring:

David Rosenberg, Founder and President Rosenberg Research & Associates
Seema Shah, Chief Global Strategist at Principal Asset Management
Sarah House, Managing Director/Senior Economist at Wells Fargo Corporate & Investment Banking
Bloomberg's Lisa Mateo with her Newspaper Headlines

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Single Best Idea with Tom Keene: Tom Porcelli & Steph Guild Aug 12, 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 Tom Porcelli and Steph Guild.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: August 12, 2024 Aug 12, 2024

Show notes

-Scott Bessent, Key Square Group LP CEO and CIO / Trump Adviser -Eric Resnick, KSL Capital Partners CEO-Daniela Bretthauer, HSBC Global Research Americas Retail and Consumer Analyst
Scott Bessent of Key Square Group discusses JD Vance’s support for Trump’s stance on monetary policy influence. Eric Resnick of KSL Capital Partners provides insights into the reversion to the mean in the travel sector, consumer divergence, and slowdown. Daniela Bretthauer of HSBC Global Research unpacks the state of retail earnings with Home Depot and Walmart reporting this week.

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Traders Prepare for A Data Packed Week Aug 12, 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 12th, 2024
Featuring:

David Bianco, DWS CIO: Americas, on earnings reports and market moves
Ellen Wald, Senior Fellow at the Atlantic Council on geopolitical energy risks
Steph Guild, Head of Investment Strategy at Robinhood, on market correction odds
Bloomberg's Lisa Mateo with her Newspaper Headlines

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Single Best Idea with Tom Keene: Steven Englander & Julian Emanuel Aug 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 Steven Englander & Julian Emanuel.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: August 9, 2024 Aug 09, 2024

Show notes

-Rep. James "French" Hill (R-AR)
-Jeannette Lowe, Strategas Securities Director of Policy Research
-Debra Netschert, Jennison Associates Portfolio Manager Healthcare Strategies
Rep. James “French” Hill (R-AR) comments on Trump’s assertion regarding presidential control over interest rates. Jeannette Lowe from Strategas Securities discusses the upcoming presidential debate, highlighting agreement between both candidates to debate on September 10th. Debra Netschert of Jennison Associates explores current trends in the US healthcare sector, specifically addressing divergence among GLP-1 medication producers.

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Market Gains and a Trump-Harris Debate Aug 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 SweeneyAugust 9th, 2024
Featuring:

Julian Emanuel, Senior Managing Director at EvercoreISI, discusses Thursday's equity market pop, potential for continued market volatility, and his 2024 S&P year-end target
Zach Cohen, Bloomberg Government Reporter, on the upcoming Trump-Harris debate, the DNC, and other DC Headlines
Pamela Whitten, President at Indiana University, talks about public college education, the value of business school and higher education in the US, and the upcoming school year
Bloomberg's Lisa Mateo with her Newspaper Headlines

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Bloomberg Surveillance TV: August 8, 2024 Aug 08, 2024

Show notes

-Seema Shah, Principal Asset Management Chief Global Strategist
-David Rosenberg, Rosenberg Research Founder and President
-Matthew Diczok, Merrill and Bank of America Private Bank Head of Fixed Income Strategy
-Tobin Marcus, Wolfe Research Head of US Politics and Policy
Seema Shah of Principal Asset Management discusses how she believes a US Recession is unlikely. David Rosenberg of Rosenberg Research and Matthew Diczok of Merrill and Bank of America Private Bank react to jobless claims. Tobin Marcus of Wolfe Research provides insight on the latest for the 2024 U.S. Presidential Election.

See omnystudio.com/listener for privacy information.