Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Bloomberg Surveillance TV: May 30, 2024 May 30, 2024

Show notes

-Robert Sockin, Citi Research Senior Global Economist
-Michael Cloherty, UBS Head of US Rates Strategy-Wamsi Mohan, BofA Securities Senior IT Hardware Analyst
-Lorenzo Simonelli, Baker Hughes CEO
Robert Sockin of Citi and Michael Cloherty of UBS react to US weekly jobless claims that exceeded estimates and discuss whether the Fed should reconsider its short-term interest rate target. Wamsi Mohan of BofA Securities explains why he raised his price target for Dell and how tech hardware companies are poised for success in the age of AI. Baker Hughes CEO Lorenzo Simonelli discusses what's next for the energy sector as new data from the EIA shows the US leading global oil production for the sixth straight year.

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Key Inflation Data and Equity Outlook May 30, 2024

Show notes

Description:Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 30th, 2024
Featuring:

Drew Matus, Chief Market Strategist at MetLife, discusses his outlook for the US and the Fed and his "three favorite canaries"
Gregory Daco, Chief Economist at EY Parthenon, previews tomorrow's PCE data, breaks down jobless claims, and looks ahead to other key upcoming inflation data
Aoifinn Devitt, Chief Global Strategist at Moneta Group, on market sentiment and the "antifragile" era in this market
Bloomberg's Lisa Mateo with her Newspaper Headlines

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Evolving Money: Birth of a New Asset Class (Sponsored Content) May 30, 2024

Show notes

Is cryptocurrency the next logical evolution of the monetary system? To explore whether we’re at an inflection point, we’ll look back at moments in the history of money when how we paid for things and stored value long-term changed for the better.

This episode is sponsored by Coinbase.

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Single Best Idea with Tom Keene: Amanda Lynam & Jim K. Glassman May 29, 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 Amanda Lynam & Jim K. Glassman.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: May 29, 2024 May 29, 2024

Show notes

-Victoria Fernandez, Crossmark Global Investments Chief Market Strategist
-Neil Dutta, Renaissance Macro Head of US Economic Research
-Tony Rodriguez, Nuveen Asset Management Head of Fixed Income Strategy
-Tom Steyer, Galvanize Climate Solutions Co-Founder

Crossmark's Victoria Fernandez advises a 'cautious approach' for US investing as earnings growth has largely consolidated within mega-cap tech stocks. Neil Dutta of Renaissance Macro and Tony Rodriguez of Nuveen discuss what's next for the Fed, the labor market and inflation. Former Democratic Presidential candidate and co-founder of Galvanize Climate Solutions Tom Steyer talks about his new book, "Cheaper, Faster, Better: How We’ll Win the Climate War."

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Examining Consumer Health and US Climate Policy May 29, 2024

Show notes

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 29th, 2024
Featuring:

Paul Ciana, Head of FICC Technical Strategy Research at Bank of America Securities, on buying the dip
Amanda Lynam, Head of Macro Credit Research at BlackRock, talks about her weekly credit note on the bifurcated US consumer
Tom Steyer, co-executive chair and co-founder at Galvanize Climate Solutions, discusses his new book and US climate policy
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/surveillanceZ

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Single Best Idea with Tom Keene: Amanda Agati & Mike Green May 28, 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 Amanda Agati & Mike Green.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: May 28, 2024 May 28, 2024

Show notes

-Lori Calvasina, RBC Capital Markets Head of US Equity Strategy
-Pooja Sriram, Barclays VP, US Economics Research
-Deborah Cunningham, Federated Hermes Chief Investment Officer, Global Liquidity Markets
-Steven Pagliuca, Bain Capital Private Equity Senior Advisor + PagsGroup Chair, CEO and Founder, Boston Celtics and Atalanta BC co-owner

RBC's Lori Calvasina says investors are facing 'a lot of fog' around what the next year brings for markets. Pooja Sriram of Barclays and Deborah Cunningham of Federated Hermes share their outlooks for the Federal Reserve, inflation and whether current policy is restrictive. Boston Celtics and Atalanta BC co-owner Steven Pagliuca discusses how he's built success across two storied franchises as Atalanta celebrates its Europa League title and the Celtics return to the NBA Finals.

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Examining Market Volatility and an iPhone Shipments Pop May 28, 2024

Show notes

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 28th, 2024
Featuring:

Liz Young, Chief Investment Strategist at SoFi, talks about market volatility and Dollar stability
Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, on the iPhone shipments increase in China
Terry Haines, founder at Pangaea Policy, discusses the political fallout from the Trump trial, the latest news on Israel, and other DC headlines
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/surveillanceZ

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Single Best Idea: Robbert van Batenburg & Skylar Montgomery Koning (Podcast) May 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 Robbert van Batenburg & Skylar Montgomery Koning.

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

See omnystudio.com/listener for privacy information.