Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Bloomberg Surveillance TV: June 12, 2024 Jun 12, 2024

Show notes

-James Bullard, Fmr. St. Louis Fed President, Dean of the Purdue University Mitchell E. Daniels, Jr. School of Business
-Frances Donald, Manulife Investment Management Global Chief Economist & Strategist
-Scott Chronert, Citi Research Managing Director

Former St. Louis Fed President James Bullard and Manulife's Frances Donald react to May's cooler-than-expected CPI print and look ahead to the Fed rate decision and Chair Powell's remarks. Scott Chronert of Citi outlines his equity market outlook and the reasons he's bullish on tech stocks.

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CPI Breakdown and Stock Picks Jun 12, 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:

Jim Bullard, Dean of Krannert School of Management at Purdue University and former St. Louis Fed President, gives his CPI reaction and discusses whether he thinks the Fed must remain higher for longer
Mark Zandi, Chief Economist at Moody's Analytics, reacts to CPI
Julia Coronado, founder at MacroPolicy Perspectives, and Constance Hunter, Senior Advisor at MacroPolicy Perspectives, join for an extended discussion on the Fed and CPI
Jonathan Maxwell, CEO at Sustainable Development Capital, draws on the contrast of rejecting of green politics and economics in European elections as he continues to see inflows of his green fund in Europe

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Single Best Idea with Tom Keene: Virginie Maisonneuve, Dan Ives, & Gene Munster. Jun 11, 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 Virginie Maisonneuve, Dan Ives, and Gene Munster.

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

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Instant Reaction: Hunter Biden Found Guilty Jun 11, 2024

Show notes

Hunter Biden was found guilty of gun charges by a federal court jury in Delaware, becoming the first child of a sitting US president to be convicted of crimes. Bloomberg's Paul Sweeney and Jess Menton bring you instant reaction from our Bloomberg News team.

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Bloomberg Surveillance TV: June 11, 2024 Jun 11, 2024

Show notes

-Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager
-Tom Forte, Maxim Group Managing Director, Senior Consumer Internet Analyst
-Dan Ives, Wedbush Senior Equity Analyst
-Mark McCormick, TD Bank Global Head: FX and EM Strategy
-Stephen Stanley, Santander Chief Economist

BlackRock’s Russ Koesterich provides insights into market expectations ahead of tomorrow’s CPI release and the Fed’s decision. Tom Forte of Maxim Group and Dan Ives of Wedbush offer contrasting perspectives on Apple’s WWDC. While Ives expresses enthusiasm for the OpenAI partnership and new AI developments, Forte remains cautious, stating that he believes AI is not yet ready for primetime. TD's Mark McCormick and Stephen Stanley of Santander discuss inflation and potential Fed actions in anticipation of tomorrow’s events.

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Traders Ready for CPI and Apple Partners with OpenAI Jun 11, 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 12th, 2024
Featuring:

James Steel, Chief Commodities Analyst at HSBC, talks about the bull case for gold and discusses other commodities
Virginie Maisonneuve, Global CIO: Equity at Allianz, discusses US inflation expectations and the market reaction to EU elections
Lauren Goodwin, Chief Markets Strategist at New York Life, discusses the Fed's tightrope and the impact of rate cuts on asset allocation
Gene Munster, Managing Partner at Deepwater Asset Management, reacts to the Apple-OpenAI artificial intelligence partnership

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Single Best Idea with Tom Keene: George Patterson & Mark Gurman Jun 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 George Patterson & Mark Gurman.

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

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Bloomberg Surveillance TV: June 10, 2024 Jun 10, 2024

Show notes

Rubeela Farooqi, Chief US Economist, High Frequency Economics
Sarah Hunt, Chief Market Strategist Alpine Saxon Woods
Amanda Lynam,Head of Macro Credit Research within the Portfolio Management Group - Private Debt, BlackRock
Mark Zandi, Chief Economist, Moody's Analytics

Rubeela Farooqi, Chief US Economist at High Frequency Economics addresses conflicting signals in the jobs data. Alpine Saxon Woods's Chief Market Strategist, Sarah Hunt discusses the unpredictable economic landscape as the FED decision due Wednesday approaches, focusing on the impact of job numbers, inflation and interest rates across sectors. BlackRock's Amanda Lynam and Moody's Analytics Mark Zandi react to last weeks jobs data and what is to come with this weeks CPI and FED decision.

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Traders Ready for CPI as EU Elections Impact Markets Jun 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 SweeneyJune 11th, 2024
Featuring:

Sarah Hunt, Chief Markets Strategist at Alpine Woods Capital Investors, discusses the outlook for equities in the US
Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, on a potential drop in the S&P 500 if the Fed doesn't cut rates this year
Terry Haines, founder at Pangaea Policy, talks about the EU elections and the potential political impact in the US
Bloomberg's Lisa Mateo with her Newspaper Headlines

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Introducing "Foundering: The OpenAI Story" Jun 09, 2024

Show notes

Foundering: The OpenAI Story is a narrative podcast that examines the rise of Sam Altman, from the time he was a 19-year-old startup founder, then the head of Y Combinator, and now the billionaire king of this AI boom.

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