Bloomberg Surveillance - Bloomberg

Copyright: 2024 iHeartMedia, Inc. © Any use of this intellectual property for text and data mining or computational analysis including as training material for artificial intelligence systems is strictly prohibited without express written consent from iHeartMedia

Latest Episodes:

Single Best Idea with Tom Keene: Ed Yardeni Jul 22, 2024

Show notes

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature a conversation with Ed Yardeni.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: July 22, 2024 Jul 22, 2024

Show notes

-Henrietta Treyz, Veda Partners Director Economic Policy Research

-Earl Davis, BMO Head of Fixed Income and Money Markets

-Matt Raskin, Deutsche Bank Managing Director and U.S. Head of Rates Research

Henrietta Treyz of Veda Partners analyzes the implications following Biden’s withdrawal from the presidential race. BMO’s Earl Davis and Matt Raskin of Deutsche Bank discuss the shift from last week’s mentions of a July rate cut to the current broader consideration of a September cut and delve into Trump Trade and how Biden’s departure impacts market dynamics.

See omnystudio.com/listener for privacy information.

Biden Passes Baton to Harris, Markets React Jul 22, 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 22th, 2024
Featuring:

Tina Fordham, founder at Fordham Global Insights
Leslie Vinjamuri, Chatham House Director, US and Americas Programme
Ed Yardeni, President at Yardeni Research
Andrew Slimmon, Senior Portfolio manager at Morgan Stanley Investment Management

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.

Instant Reaction: President Biden Withdraws Jul 21, 2024

Show notes

Bloomberg’s Tom Keene, David Gura and Joe Mathieu break down the latest news from Washington.

See omnystudio.com/listener for privacy information.

Introducing 'Here's Why' - Complex News Stories Explained Jul 20, 2024

Show notes

Listen to the 'Here's Why' podcast: - on Apple: https://apple.co/3Lg3RGn - on Spotify: https://spoti.fi/3LiIX9q - or Anywhere: https://bit.ly/3xYsHHy.
Each episode of 'Here's Why' uses experts at Bloomberg to explain one news story in just a few minutes.

See omnystudio.com/listener for privacy information.

Single Best Idea with Tom Keene: Abby Joseph Cohen & Alicia Reese Jul 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 Abby Joseph Cohen & Alicia Reese.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: July 19, 2024 Jul 19, 2024

Show notes

-Darrell Cronk, Wells Fargo Chief Investment Officer
-Katrina Dudley, Franklin Templeton Public Markets Senior Investment Strategist
-Rob Casey, Signum Global Partner & Senior Analyst
Rob Casey of Signum Global provides analysis following Trump’s speech at the RNC and offers insights on the latest developments in the Biden campaign. Darrell Cronk of Wells Fargo discusses potential peaks for the Trump trade amid speculation about Biden’s future. Katrina Dudley of Franklin Templeton explains why the positive price movement in small caps is encouraging.

See omnystudio.com/listener for privacy information.

Latest on the Election, Netflix, and Global Outage Jul 19, 2024

Show notes

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

Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney
July 19th, 2024

Featuring:
Greg Valliere, Chief Policy Analyst with AGF Investments, discusses Trump's RNC speech and President Biden's presidential campaign
Mandeep Singh, Bloomberg Intelligence Senior Tech Analyst, on the outage involving CrowdStrike
Abby Joseph Cohen, Professor at Columbia Business School, talks about the intersection between the economy and markets and shares her outlook on the US economy
Alicia Reese, VP of Equity Research at Wedbush Securities, breaks down Netflix earnings

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: Jim Bianco & Wendy Schiller Jul 18, 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 Jim Bianco & 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 18, 2024 Jul 18, 2024

Show notes

-Jay Peloksy, TPW Advisory CIO & Co-Founder
-Subadra Rajappa, Société Générale Head of US Rates Strategy
-Christopher Harvey, Wells Fargo Head of Equity Strategy

Jay Pelosky of TPW Advisory discusses the big rotation in the equity market, his expectations for the US presidential race, and his global investment outlook. SocGen's Subadra Rajappa says the market may be over-aggressive in pricing-in multiple Fed rate cuts by the end of the year. Christopher Harvey of Wells Fargo explains why the Fed's current policy trajectory 'might be probably the oddest easing cycle' he's ever seen.

See omnystudio.com/listener for privacy information.