Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Bloomberg Surveillance TV: June 4, 2024 Jun 04, 2024

Show notes

-Krishna Memani, Lafayette College Chief Investment Officer
-Sameer Samana, Wells Fargo Investment Institute Senior Global Market Strategist
-Kelsey Berro, JPMorgan Executive Director, Fixed Income
-Aditya Bhave, BofA Securities Senior US Economist

Krishna Memani of Lafayette College and Sameer Samana of Wells Fargo discuss the state of economic growth in the US and look ahead to Friday's jobs report and next week's Fed decision. Kelsey Berro of JPMorgan and Aditya Bhave of BofA Securities discuss the state of inflation, the consumer and the treasury market.

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India's Election Impacts Markets Jun 04, 2024

Show notes

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 4th, 2024
Featuring:

Raghuram Rajan, Professor of Finance at Chicago Booth School of Business, on the economic prospects for India
Kate Moore, Head of Thematic Strategy for BlackRock's Global Allocation Team, talks about broad equity sentiment, inflation, and the Fed
Julie Norman, professor at University College-London, discusses the war in Israel and geopolitics
Lindsay Rosner, Head: Multi-Sector Investing at Goldman Sachs Asset Management, discusses the delayed bond friendly environment and being an active manager in the current market environment

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Single Best Idea with Tom Keene: Robert Teeter & Dennis Gartman Jun 03, 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 Robert Teeter & Dennis Gartman.

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Bloomberg Surveillance TV: June 3, 2024 Jun 03, 2024

Show notes

-Cameron Dawson, NewEdge Wealth Chief Investment Officer
-Scott Kirby, United Airlines CEO
-Anthony Capuano, Marriott International President and CEO
Cameron Dawson of NewEdge Wealth expects volatility on the horizon in the equity market and says any dips should be buyable as long as growth forecasts hold up. United Airlines CEO Scott Kirby shares his outlook on the summer travel season, saying the industry has moved past the worst of the issues related to aircraft supply. Marriott International CEO Anthony Capuano discusses the outlook for the hospitality sector, saying travel demand is normalizing in the US.

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The Inflation Story and History in India Jun 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 SweeneyJune 3rd, 2024
Featuring:

Victoria Bills, Chief Investment Strategist at Banrion Capital Management, gives her stock picks and discusses cracks in the inflation story and what it means
Derek Wallbank, Senior Editor with Bloomberg News, discusses this weekend's elections in India and its eco and geopolitical impact
Tony Capuano, CEO at Marriott (NASDAQ: MAR), talks luxury travel, new deals for the company, and outlook for summer travel
Bloomberg's Lisa Mateo with her Newspaper Headlines

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Bloomberg Surveillance TV: May 31, 2024 May 31, 2024

Show notes

-Lara Rhame, FS Investments Chief Economist
-Subadra Rajappa, Société Générale Head of US Rates Strategy
-Sam Stovall, CFRA Chief Investment Strategist
-Ed Bastian, Delta Air Lines CEO
Lara Rhame of FS Investments and Subadra Rajappa of Société Générale react to April's core PCE deflator that met expectations and discuss how it impacts the treasury market and the Fed's June meeting. Sam Stovall of CFRA says the stock market has historically entered a 'summertime snooze' after Memorial Day, but this year could be different. Delta Air Lines CEO Ed Bastian joins Bloomberg's Guy Johnson in Dubai and talks travel demand, consumer spending and challenges facing the airline industry.

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Trump's Conviction and PCE Reaction May 31, 2024

Show notes

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 31st, 2024
Featuring:

Neil Dutta, Head: US Economic Research at Partner at Renaissance Macro Research, reacts to PCE data with JPMorgan's Bob Michele
Frances Donald, Manulife Investment Management Chief Economist, gives her take on PCE
Nick Akerman, former Watergate assistant special prosecutor, on legal ramifications for Trump and whether he will go to prison
Jason Furman, professor at Harvard University, on inflation and eco policy

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Single Best Idea with Tom Keene: Nick Akerman & Neil Dutta May 31, 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 Nick Akerman & Neil Dutta.

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

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INSTANT REACTION: Donald Trump Becomes First Former US President Guilty of Crimes May 30, 2024

Show notes

Donald Trump was found guilty in the first criminal trial of a former US president in the nation’s history, a verdict that could reshape the political landscape five months before Election Day. Bloomberg TV and Radio hosts Joe Mathieu and Kailey Leinz offer instant analysis and perspective with key guests just as the verdict was announced.

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Single Best Idea with Tom Keene: Barry Eichengreen & Wendy Schiller May 30, 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 Barry Eichengreen & Wendy Schiller.

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

See omnystudio.com/listener for privacy information.