Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Biden Enters Make-or-Break Weekend Jul 05, 2024

Show notes

President Joe Biden is embarking on the most consequential weekend of his political career, knowing that he must restore the faith of voters, donors, and party officials deeply skeptical of his acuity — and that any misstep will prove fatal to his reelection campaign. Listen to analysis on Bloomberg Surveillance with Tom Keene and Paul Sweeney. Tom and Paul get the view from Robert Costa, this week's host of CBS' Face the Nation, Joe Mathieu, host of Bloomberg's Balance of Power, and Terry Haines, founder of Pangaea Policy.

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Bloomberg Surveillance TV: July 5, 2024 Jul 05, 2024

Show notes

-Jeff Rosenberg, BlackRock Senior Portfolio Manager
-Pooja Kumra, TD Securities European & UK Rates Senior Strategist
-Jon Lieber, Eurasia Group Managing Director and Fmr. Policy Adviser to Sen. Mitch McConnell
Jeff Rosenberg of BlackRock reacts to the payrolls report and what it means for the Fed. TD Securities' Pooja Kumra analyzes the market reaction to the UK election and the French election this weekend. Jon Lieber of Eurasia Group comments on the state of the Biden campaign ahead of the president's ABC news interview tonight.

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US Jobs and UK Politics Jul 05, 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:

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, discusses how markets are pricing in the latest jobs figures
Marcus Ashworth, Bloomberg Opinion Columnist, on the market impact of the UK election
Terry Haines, founder of Pangaea Policy, on President Biden and the 2024 presidential race
Holger Schmieding, Chief Economist at Berenberg, on the eco impact of the UK election

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Single Best Idea with Tom Keene: Dan Ives & Terry Haines Jul 04, 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 Dan Ives & Terry Haines.

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

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Single Best Idea with Tom Keene: Ives and Munster Jul 03, 2024

Show notes

Tom Keene brings you a special edition of Single Best Idea, featuring a tech-focused conversation with Dan Ives of Wedbush and Gene Munster of Deepwater Asset Management. Hosted by Nathan Hager.

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Bloomberg Surveillance TV: July 3, 2024 Jul 03, 2024

Show notes

-James Athey, Marlborough Investment Management Fixed Income Fund Manager
-Charles Myers, Signum Global Advisors Chairman & Founder
-Thomas Simons, Jefferies Senior Economist: Money Market
-Mark McCormick, TD Bank Global Head: FX & EM Strategy
James Athey of Marlborough says it's too early to start trading the treasury market based on predictions of a second Trump administration. Charles Myers of Signum Global shares why he remains positive on Biden's reelection chances, saying the President needs to show the public over the next few days that he's fit for another term. Thomas Simons of Jefferies and Mark McCormick of TD Bank react to weekly jobless claims and discuss the Fed's path forward to cutting rates.

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Sustaining the Market Rally and a Conversation with Zelenskiy Jul 03, 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 3rd, 2024
Featuring:

Margie Patel, Senior Portfolio Manager at Allspring, discusses the equity market rally and whether it can sustain itself amid projected slowing US growth
Dan Ives, Senior Equity Analyst at Wedbush Securities, on the NASDAQ record close, the sustainability of the Mag 7 rally, and Tesla beating estimates
Annmarie Hordern, host of Bloomberg Surveillance TV, on her interview with Ukrainian president Volodymyr Zelenskiy
Bloomberg's Lisa Mateo with her Newspaper Headlines

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Single Best Idea with Tom Keene: Jim Caron, Julian Emanuel, & Bob Doll Jul 02, 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 Caron, Julian Emanuel, & Bob Doll.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: July 2, 2024 Jul 02, 2024

Show notes

- Joe Quinlan, Merrill and Bank of America Private Bank Head of CIO Market Strategy
- Dean Maki, Point72 LP Managing Director/Chief Economist
- Ian Lyngen, BMO Head - US Rates Strategy
- Jeannette Lowe, Strategas Director Of Policy Research

Joe Quinlan of Merrill Lynch and Bank of America shares insights on markets favoring a Trump victory. Dean Maki of Point72 LP and Ian Lyngen of BMO analyze the US labor outlook and discuss the bond market’s stance on the upcoming US Presidential Election. Jeannette Lowe of Strategas unpacks the recent SCOTUS ruling on Trump’s immunity case.

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Examining the Equity Rally and Presidential Immunity Jul 02, 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 2nd, 2024
Featuring:

Julian Emanuel, Head of Equity, Derivatives, and Quantitative Strategy at Evercore ISI, discusses raising his year end S&P price target to 6,000 and why 2024-25 is a huge inflection in markets
Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, talks about his top down view on inflation and the sustainability of the equity rally
Wendy Schiller, professor at Brown University, discusses the latest DC headlines, presidential immunity for Trump, and Joe Biden's election prospects
Bloomberg's Lisa Mateo with her Newspaper Headlines

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