Bloomberg Surveillance - Bloomberg

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Latest Episodes:

A Look Ahead to PCE and the Biden-Trump Debate Jun 27, 2024

Show notes

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 27th, 2024
Featuring:

Daragh Maher, Head of Americas Research and Head of FX Strategy at HSBC, discusses Dollar strength, the Japanese yen, and the Fed's impact on currencies and global markets
Dana Peterson, Chief Economist at The Conference Board, talks about initial jobless claims today and tomorrow's PCE data release
Wendy Schiller, professor at Brown University, on the Trump-Biden CNN Presidential Debate and other DC and election headlines
Bloomberg's Lisa Mateo with her Newspaper Headlines

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Bloomberg Exclusive: Supreme Court Abortion Ruling Jun 26, 2024

Show notes

The US Supreme Court is poised to allow abortions in medical emergencies in Idaho, according to a copy of the opinion that was briefly posted on the court’s website. Bloomberg Law obtained a copy of the opinion, which would reinstate a lower court order that had ensured hospitals in the state could perform emergency abortions to protect the health of the mother. Bloomberg Law Host June Grasso and Michigan Attorney General Dana Nessel explain the decision to Bloomberg's Kailey Leinz and Joe Mathieu.

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Single Best Idea with Tom Keene: Dominic Konstam Jun 26, 2024

Show notes

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

In this episode, we feature our conversation with Dominic Konstam.

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

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Bloomberg Surveillance TV: June 26, 2024 Jun 26, 2024

Show notes

- Katrina Dudley, Franklin Templeton Public Markets Senior Investment Strategist
- Neil Dutta, Renaissance Macro Research Head of US Economic Research
- Jason Draho, UBS Global Wealth Management Head of Asset Allocation Americas
- Blerina Uruci, T. Rowe Price Chief U.S. Economist
Katrina Dudley of Franklin Templeton expects a rate cut this year, but politics may push it to 2025. Neil Dutta of Renaissance Macro Research provides insights on the risks to labor market with inflation coming down. Jason Draho of UBS and Blerina Uruci of T. Rowe Price offer perspectives on risks being skewed towards one rate cut this year and soft landing trajectory.

See omnystudio.com/listener for privacy information.

Examining Central Banks, the US Consumer, and the Biden-Trump Rematch Jun 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 SweeneyJune 26th, 2024
Featuring:

Dominic Konstam, Head of Macro Strategy at Mizuho Securities, on the Fed and global central banks
Sarah Wolfe, US Economist at Morgan Stanley, discusses US consumer health and potential weakening
Joe Mathieu, host of Bloomberg's "Balance of Power," talks about this week's CNN Presidential Debate, primaries, and the Trump-Biden rematch
Bloomberg's Lisa Mateo with her Newspaper Headlines

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Bloomberg Surveillance TV: June 25, 2024 Jun 25, 2024

Show notes

Mike Wilson of Morgan Stanley discusses how markets are focused on softening economic growth rather than inflation. Greg Peters of PGIM provides updated rate projections following the release of softer economic data. Steve Eisman of Neuberger Berman offers perspectives on his continued bullishness on Apple, tech and AI, while also expressing expectations for Trump to win.

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Traders Trace Inflation and Debate Politics Jun 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 SweeneyJune 26th, 2024
Featuring:

Rebecca Patterson, former CIO at Bridgewater Associates, on the French election, the US economy, and the yen and the Bank of Japan
Mike Wilson, CIO and Chief US Equity Strategist for Morgan Stanley, on why growth is more important than inflation
David Gura, host of the Bloomberg "Big Take" podcast, talks about the CNN Presidential Debate between Joe Biden and Donald Trump
Frances Donald, Chief Economist at Manulife, talks about a potential tipping point in the global macro story

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Single Best Idea with Tom Keene: Tina Fordham & Henrietta Treyz Jun 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 Tina Fordham & 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: June 24, 2024 Jun 24, 2024

Show notes

- Seema Shah, Principal Asset Management Chief Global Strategist
- Tom Michaud, KBW CEO
- Vishwanath Tirupattur, Morgan Stanley Chief Fixed Income Strategist
- Stephanie Roth, Wolfe Research Chief Economist
Seema Shah of Principal Asset Management discusses opportunities outside of tech and the Mag 7. Tom Michaud of KBW updates on upcoming bank stress tests and potential risks in commercial real estate for regional banks. Vishwanath Tirupattur of Morgan Stanley and Wolfe Research's Stephanie Roth offer perspectives on consumer confidence, durable goods, look ahead GDP & core PCE.

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Sustaining the Equity Rally and a Biden-Trump Breakdown Jun 24, 2024

Show notes

Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 24th, 2024
Featuring:

Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses a potential correction and equity market outlook
Seema Shah, Chief Global Strategist for Principal Asset Management, on the Fed and market games
Tina Fordham, founder and geopolitical strategist at Fordham Global Insight, talks elections in France and the UK, Israel, the Biden-Trump CNN Presidential Debate, and other geopolitical topics
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.