Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Single Best Idea with Tom Keene: Katy Kaminski, Lindsey Piegza, & Claudia Sahm Jun 07, 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 Katy Kaminski, Lindsey Piegza, & Claudia Sahm.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: June 7, 2024 Jun 07, 2024

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- Mohamed El-Erian, BBO & President, Queens College Cambridge
- Jeff Rosenberg, Senior Portfolio Manager, BlackRock
- Julie Su, United States Acting Deputy Secretary of Labor

Mohamed El-Erian of Queens' College, Cambridge and BlackRock's Jeff Rosenberg react to May's hotter-than-expected payrolls report. Julie Su joins The Open to discuss jobs and unemployment numbers.

See omnystudio.com/listener for privacy information.

A Jobs Day Breakdown and Outlook for Rate Cuts Jun 07, 2024

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 7th, 2024
Featuring:

Lindsey Piegza, Chief Economist at Stifel, reacts to latest US jobs numbers and makes her case for rate increases
Claudia Sahm, Chief Economist at New Century Advisors, talks about her reading of the jobs figures, how the Sahm Rule applies, and whether her rule is indicating the US is headed for recession
Nick Colas, co-founder at DataTrek Research, talks about trader reaction to jobs data and whether the equity rally can sustain itself
Bloomberg's Lisa Mateo with her Newspaper Headlines

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Single Best Idea with Tom Keene: Geoffrey Yu & Keith Cowing Jun 06, 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 Geoffrey Yu & Keith Cowing.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: June 6, 2024 Jun 06, 2024

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-Vasileios Gkionakis, Avivia Investors Senior Economist & Strategist
-Veronica Clark, Citi Research US Economist
-Rob Waldner, Invesco Chief Fixed Income Strategist & Head of Macro Research
-Ed Mills, Raymond James Washington Policy Analyst
Vasileios Gkionakis of Avivia Investors reacts to the ECB's decision to cut rates by 25 basis points, saying the bar has increased for the central bank to gain more confidence for further cuts. Citi's Veronica Clark and Invesco's Rob Waldner react to weekly jobless claims and look ahead to Friday's payrolls report and its impact on monetary policy. Ed Mills of Raymond James discusses President Biden's trip to France on the 80th anniversary of D-Day, saying foreign policy is 'one of the biggest drags' on Biden's reelection campaign.

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Midyear Outlook for Equities and ECB Decision Jun 06, 2024

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 6th, 2024
Featuring:

Steve Wieting, Chief Investment Strategist at Citi Global Wealth, on Citi's midyear market outlook and whether the equity rally can sustain itself through the year
Mike Wilson, CIO with Morgan Stanley, on the firm's midyear outlook and potential for a soft landing
Monica Defend, Head of the Amundi Institute, on the ECB decision and outlook for Euro economies
John Stoltzfus, Chief Investment Strategist at Oppenheimer, on the stock market marching in place

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: Rich Clarida & Liz Ann Sonders Jun 05, 2024

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

In this episode, we feature conversations with Rich Clarida & Liz Ann Sonders.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: June 5, 2024 Jun 05, 2024

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-Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist
-Bob Diamond, Atlas Merchant Capital CEO & Former Barclays CEO
-Tom Porcelli, PGIM Chief US Economist-Marilyn Watson, BlackRock Head of Global Fundamental Fixed Income Strategy
Emily Roland of John Hancock sees an opportunity to lean into mid-cap stocks at attractive valuations. Atlas Merchant Capital CEO Bob Diamond says the biggest risk for the Fed is to cut too early, 'and then having to reverse course as inflation begins to grow.' PGIM's Tom Porcelli and BlackRock's Marilyn Watson react to softer-than-expected ADP jobs data and look ahead to Friday's payrolls report.

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Reaction to India and Rate Cuts Hiding in Plain Sight Jun 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 SweeneyJune 5th, 2024
Featuring:

Rich Clarida, PIMCO Global Economic Advisor and former Fed Vice Chair, talks about PIMCO's 2024 secular outlook
Anna Wong, Chief US Economist with Bloomberg Economics, talks about her research on Fed rate cuts that may be hiding in plain sight
Leslie Vinjamuri, US and Americas Program Chair at Chatham House, joins for a discuss on international relations topics, including India's election, the global reaction to Trump verdict, and the war in Israel
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: Raghuram Rajan Jun 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 Raghuram Rajan.

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

See omnystudio.com/listener for privacy information.