Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Bloomberg Surveillance TV: June 17, 2024 Jun 17, 2024

Show notes

- Sam Stovall, CFRA Chief Investment Strategist
- Nela Richardson, ADP Chief Economist- Lydia Boussour, EY Senior Economist
- Steven Major, HSBC Global Head: FI Research
Sam Stovall of CFRA shares why he believes stocks are headed for a decline of 5% or more this year. Nela Richardson, Bloomberg TV Contributor and Chief Economist at ADP previews this week's jobs data, saying the ways companies hire and what they pay has changed significantly in recent years. Lydia Boussour of EY and HSBC's Steven Major discuss the global bond market and give their economic outlooks for the week ahead.

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Markets Digest Softening Inflation Data Jun 17, 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 18th, 2024
Featuring:

Stephanie Roth, Chief Economist at Wolfe Research, talks about the real meaning behind Q1 inflation data and whether the US is in for a growth slowdown
Steven Major, Global Head of Fixed Income Research with HSBC, on his fixed income outlook in the US and abroad and the effects of political turmoil abroad on markets
David Rosenberg, founder and president at Rosenberg Research & Associates, talks about the US equity outlook amid cooling inflation data
Bloomberg's Lisa Mateo with her Newspaper Headlines

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Examining the Interest Rate Path and Consumer Health Jun 14, 2024

Show notes

Watch LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney and David GuraJune 14th, 2024
Featuring:

Neil Grossman, founder and former CIO at TKNG Capital, discusses his outlook for rates and expectations for inflation and Jay Powell in the coming months
Melissa Otto, host of TMT Research at Visible Alpha, joins for a tech discussion and breaks down whether investors are facing a tech bubble or if they should opt against broadening out and stick primarily with big tech
Steve Hanke, professor of applied economics at Johns Hopkins, joins for a currency discussion and examines dollar strength amid global uncertainty and talks about his expected path for inflation in 2024
Anjee Solanki, National Director of Retail, US at Colliers, on the health of the consumer and gives a preview of retail sales next week

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Bloomberg Surveillance TV: June 14, 2024 Jun 14, 2024

Show notes

-Darrell Cronk, Wells Fargo Chief Investment Officer
-Pooja Sriram, Barclays VP of US Economics Research
-Tasha Keeney, ARK Invest Director of Investment Analysis
Wells Fargo's Darrell Cronk discusses the rally in the equity market, saying health care is a good value play for investors. Pooja Sriram of Barclays says the Fed is delivering 'a very balanced message,' saying officials still want to gain more confidence. ARK's Tasha Keeney discusses Elon Musk’s $56 billion pay package and Tesla's relocation to Texas.

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Single Best Idea with Tom Keene: Stuart Kaiser, Brad Setser, & John Stoltzfus Jun 13, 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 Stuart Kaiser, Brad Setser, & John Stoltzfus.

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

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Bloomberg Surveillance TV: June 13, 2024 Jun 13, 2024

Show notes

- John Stoltzfus, Oppenheimer, Chief Investment Strategist
- Subadra Rajappa, Societe Generale, Head of US Rates Strategy
- Jonathan Pingle, UBS, Managing Director and Chief U.S. Economist
- Terry Haines, Pangaea Policy Advisory Founder
John Stoltzfus of Oppenheimer discusses how markets touched record highs following yesterday’s Fed decision. Societe Generale's Subadra Rajappa and Jonathan Pingle of UBS react to yesterday’s CPI data and Fed decision. Terry Haines of Pangaea Policy discusses Trump meeting with CEOs and lawmakers in DC.

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Digesting Fed and Eco Data and The Latest on Biden-Trump Jun 13, 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 13th, 2024
Featuring:

Michael Feroli, Chief US Economist at JP Morgan, on the Powell presser and Fed decision yesterday, as well as the divergence in views on the committee
Stuart Kaiser, Head of US Equity Trading Strategy at Citi Global Markets, gives his reaction to the FOMC meeting yesterday and discusses his outlook for the equity market
Matt Luzzetti, Chief US Economist at Deutsche Bank, reacts to PPI and discusses how the Fed seems to be pricing in recent eco data
Wendy Schiller, professor at Brown University, on Trump, Biden and other DC headlines

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Instant Reaction: Jay Powell on Fed Policy Jun 12, 2024

Show notes

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision

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Instant Reaction: The Fed Decides Jun 12, 2024

Show notes

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance

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Single Best Idea with Tom Keene: Jim Bullard & Paul Donovan Jun 12, 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 Bullard & Paul Donovan.

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

See omnystudio.com/listener for privacy information.