Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Single Best Idea with Tom Keene: Elsa Lignos & Henrietta Treyz Jul 10, 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 Elsa Lignos & Henrietta Treyz.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: July 10, 2024 Jul 10, 2024

Show notes

-Rep. Jonathan Jackson, (D) Illinois
-Drew Pettit, Citi Research Director
-Brian Levitt, Invesco Global Market Strategist

Rep. Jonathan Jackson of Illinois discusses President Biden's bid for reelection after the Congressional Black Caucus meeting. Citi's Drew Pettit provides insights on his call to take profits on top AI stocks, including chipmakers. Brian Levitt of Invesco discusses stocks at record highs following Powell's congressional testimony.

See omnystudio.com/listener for privacy information.

President Biden's Future and the Equity Rally Jul 10, 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 10th, 2024
Featuring:

Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas at BlackRock, discusses her midyear outlook and the growth path for the US economy
Henrietta Treyz, Managing Partner at Veda Partners, on the 2024 election and whether President Biden will stay on the Democratic ticket
Lauren Hochfelder, co-CEO of Morgan Stanley Real Estate, discusses bifurcation in commercial real estate and whether risks to the US economy are overblown
Bloomberg's John Tucker with Newspaper Headlines

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Single Best Idea with Tom Keene: Craig Brandon & Wendy Schiller Jul 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 Craig Brandon & 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 9, 2024 Jul 09, 2024

Show notes

-Trey Beck, Former Managing Director, DE Shaw Investment Management and Democratic Donor/Donor Advisor
-Peter Tchir, Academy Securities Head of Macro Strategy
-Helane Becker, TD Cowen Senior Sector Strategist
Democratic Party Donor Trey Beck discusses the state of financial support for President Biden amid growing concerns over his fitness for a second term. Peter Tchir of Academy Securities shares why the Fed should cut rates as early as July. Helane Becker of TD Cowen discusses how airlines are handling record-high summer travel as demand continues to climb.

See omnystudio.com/listener for privacy information.

Questions Swirl about Biden's Health as Traders Weigh Market Risks Jul 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 SweeneyJuly 9th, 2024
Featuring:

Wendy Schiller, professor at Brown University, on President Biden's health and what to watch from the NATO summit
Sarah Hunt, Chief Markets Strategist at Alpine Woods Capital Investors, talks about the anticipated market reaction to earnings season and Jay Powell's testimony
David Mericle, Senior US Economist at Goldman Sachs, on recent payroll figures and whether eco data could indicate a rate cut might come before September
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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Single Best Idea with Tom Keene: Michelle Meyer & Amanda Rebello Jul 08, 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 Michelle Meyer & Amanda Rebello.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: July 8, 2024 Jul 08, 2024

Show notes

-Pierre Ferragu, New Street Research Managing Partner
-Henrietta Treyz, Veda Partners Director Economic Policy Research
-Zachary Griffiths, CreditSights Head of US IG & Macro Strategy
-Rubeela Farooqi, High Frequency Economics Chief U.S. Economist
Pierre Ferragu of New Street Research discusses his call to downgrade NVDA from buy to neutral on valuation. Henrietta Treyz of Veda Partners discusses Democrats calling for Biden to step aside. Zachary Griffiths of CreditSights and Rubeela Farooqi of High Frequency Economics discuss the bond market rally following US payroll data and look ahead to CPI and PPI data.

See omnystudio.com/listener for privacy information.

Breaking Down Euro Elections and the Equity Rally Jul 08, 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 8th, 2024
Featuring:

Tina Fordham, founder at Fordham Global Foresight, talks about the French and UK elections
Terry Haines, founder at Pangaea Policy, discusses the Bloomberg News/Morning Consult poll on President Biden and whether he will bow to pressure to drop out
Brian Belski, Chief Investment Strategist at BMO Capital Markets, on the equity bull run and his market call
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: Lindsey Piegza & Neil Dutta Jul 05, 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 Lindsey Piegza & Neil Dutta.

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

See omnystudio.com/listener for privacy information.