Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Markets, PCE, and Obama Endorsement Jul 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 SweeneyJuly 26th, 2024
Featuring:

Cam Dawson, CIO at NewEdge Wealth, discusses how markets are pricing in PCE. Neil Dutta with Renaissance Marco Research also offers his analysis
Greg Valliere, Chief US Policy Analyst at AGF Investments, on the Obamas endorsing Kamala Harris and various Israel stances from US leaders
Gene Munster, Managing Partner at Deepwater Asset Management, wraps this week's big tech earnings, previews those for next week, and Tesla earnings
Bloomberg's Lisa Mateo with her Newspaper Headlines

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Single Best Idea with Tom Keene: Anastasia Amoroso & Wendy Schiller Jul 25, 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 Anastasia Amoroso & Wendy Schiller.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: July 25, 2024 Jul 25, 2024

Show notes

-Waldemar Szlezak, KKR Global Head of Digital Infrastructure
-Libby Cantrill, PIMCO Head of Public Policy,
-Anastasia Amoroso, iCapital Chief Investment Strategist

Waldemar Szlezak of KKR joins to discuss Google and big tech falling on higher capex spending related to AI. PIMCO's Libby Cantrill breaks down what's next for both the Trump and Harris campaigns with close to 100 days to the election. Anastasia Amoroso of iCapital on why her favorite current trade is the rotation trade.

See omnystudio.com/listener for privacy information.

Are Markets Facing a Looming Correction? Jul 25, 2024

Show notes

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 25th, 2024
Featuring:

Stuart Kaiser, Head of US Equity Trading Strategy at Citi, discusses his equity outlook and whether a correction is looming
Libby Cantrill, Managing Director: Public Policy at PIMCO, joins to discuss President Biden's Oval Office speech and the path for Democrats and Republicans in the November election
Tim Meyer, Associate Professor at Duke Law, discusses his research on the role presidential control over international trade is reshaping presidential powers and the upcoming election, and what it means for the long-term health of the US economy
Bloomberg's Lisa Mateo with her Newspaper Headlines

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: Monica DiCenso, Gautam Mukunda, & Dan Ives Jul 24, 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 Monica DiCenso, Gautam Mukunda, & Dan Ives.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: July 24, 2024 Jul 24, 2024

Show notes

- Kate Moore, BlackRock Global Allocation Head of Thematic Strategy
- Stephen Trent, Citi Research Managing Director
- Aaron David Miller, Carnegie Endowment for International Peace Senior Fellow
- Michael Kushma, Morgan Stanley Investment Management CIO of Broad Markets Fixed Income
- Derek Burleton, TD Bank Group Vice President & Deputy Chief Economist
Kate Moore of BlackRock discusses the market’s reaction to tech earnings, emphasizing that Q2 results will be crucial for summer sentiment. Stephen Trent of Citi unpacks Delta’s continued cancellation issues post-CrowdStrike incident. Aaron David Miller discusses the upcoming Biden-Netanyahu meeting and its implications for VP Harris and Former President Trump during Netanyahu’s US visit. Derek Burleton of TD Bank and Morgan Stanley's Michael Kushma look ahead to US eco data coming on Thursday and Friday.

See omnystudio.com/listener for privacy information.

Reshaping the Presidential Race and Pricing-In Earnings Jul 24, 2024

Show notes

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 24th, 2024
Featuring:

Monica DiCenso, Head of Global Investment Opportunities at JPMorgan, discusses her bullish take on equities and why she's "eyes wide open" after a strong rally
Gautam Mukunda, author and lecturer, talks about the Harris-Trump race and his book about picking presidential nominees, entitled "Picking Presidents"
Dan Ives, Senior Equity Analyst at Wedbush Securities, breaks down Tesla and Google earnings and previews what to expect from the rest of big tech
Bloomberg's Lisa Mateo with her Newspaper Headlines

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: Sophia Drossos & Mark Lehmann Jul 23, 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 Sophia Drossos & Mark Lehmann.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: July 23, 2024 Jul 23, 2024

Show notes

- Brian Levitt, Invesco Global Market Strategist
- Isaac Boltansky, BTIG Policy Research Director
- Jill Carey Hall, BofA Securities US Equity Strategist

Brian Levitt of Invesco comments on tech rally gains ahead of earnings. BTIG’s Isaac Boltansky unpacks the latest from the Harris campaign. Jill Carey Hall of Bank of America discusses the long-term bullish case for small-caps.

See omnystudio.com/listener for privacy information.

Markets, Kamala Harris and the Latest on the 2024 Race Jul 23, 2024

Show notes

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

Sophia Drossos, Economist at Point72, discusses the outlook for the US economy and key eco data ahead of the Fed's meeting next week, as well as the lack of visibility for markets after President Biden stepped aside from the presidential race
James Steel, Chief Commodities Analyst at HSBC, joins for an extended discussion on gold, commodities, and defensive positioning amid political uncertainty
Wendy Schiller, Brown University professor and Interim Director of the Watson Institute at Brown, talks about Kamala Harris and the state of the 2024 election against Donald Trump
Bloomberg's Lisa Mateo with her Newspaper Headlines

Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance

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