Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Bloomberg Surveillance TV: May 24, 2024 May 24, 2024

Show notes

-Jay Pelosky, TPW Advisory Principal & Founder
-Kathy Bostjancic, Nationwide Mutual Insurance Chief Economist
-Alberto Gallo, Andromeda Capital Management CIO
-Patrick De Haan, GasBuddy Analyst

Jay Pelosky of TPW Advisory overviews his global investment outlook, saying every company and government in the world will have to join the AI race. Kathy Bostjancic of Nationwide and Alberto Gallo of Andromeda discuss what's next for inflation, fiscal stimulus and the Fed's path to cut rates. Patrick De Haan of GasBuddy breaks down gas prices and his expectations for summer travel ahead of the year's busiest weekend on US highways.

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Market Bullishness and Near-Term Dollar Concern May 24, 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 24th, 2024
Featuring:

Skylar Montgomery Koning, Director of Macro Strategy at Lombard Street Research, discusses her note on the near term vulnerability of the dollar
Axel Merk, CIO and co-founder at Merk Investments, on the continued bull case for gold
Luis Costa, Global Head of EM Sovereign Debt Strategy at Citi, talks global debt markets and Turkey's potential "Renaissance Moment"
Bloomberg's Lisa Mateo with her Newspaper Headlines

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Single Best Idea with Tom Keene: Sebastien Page & Gene Munster May 23, 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 Sebastien Page & Gene Munster.

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

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Bloomberg Surveillance TV: May 23, 2024 May 23, 2024

Show notes

-Sarah Hunt, Alpine Saxon Woods Chief Market Strategist
-Holger Schmieding, Berenberg Chief Economist
-Dana Peterson, The Conference Board Chief Economist-Matthew Diczok, Bank of America Head of Fixed Income Strategy
Sarah Hunt of Alpine Saxon Woods discusses Nvidia's impact on the equity market, saying mega-cap stocks are insulated from the effects of higher rates and that the market would struggle without the impacts of AI. Berenberg's Holger Schmieding overviews the Fed and ECB's diverging paths forward and his expectations for global trade after the US presidential election. Matthew Diczok of Bank of America and Dana Peterson of The Conference Board react to falling weekly jobless claims numbers and how higher rates are impacting the economy.

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The Nvidia Effect and Market Bullishness May 23, 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 23rd, 2024
Featuring:

Gene Munster, Managing Partner at Deepwater Asset Management, breaks down Nvidia earnings
Amy Wu Silverman, Head of Derivatives Strategy at RBC, discusses markets and the Nvidia catalyst
Wendy Schiller, professor at Brown University, on the 2024 election, Nikki Haley's Trump endorsement, and other DC headlines
Bloomberg's Lisa Mateo with her Newspaper Headlines

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Bloomberg Surveillance TV: May 22, 2024 May 22, 2024

Show notes

-Erin Browne, PIMCO Multi-Asset Strategies Portfolio Manager
-Jay Bryson, Wells Fargo Chief Economist
-Adam Posen, Peterson Institute for International Economics President
-Jennifer Flitton, Invesco Head of US Government Affairs
PIMCO's Erin Browne looks ahead to Nvidia earnings due after today's closing bell, saying if the stock underperforms, 'the whole market's going down'. Jay Bryson of Wells Fargo and Adam Posen of the Peterson Institute discuss the state of the consumer, the election, and what will shape the Fed's path forward. Invesco's Jennifer Flitton reacts to the latest Bloomberg/Morning Consult poll that shows President Biden closing in on Trump's lead in swing states.

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Single Best Idea with Tom Keene: David Malpass & Ed Ludlow May 22, 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 David Malpass and Ed Ludlow

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

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The Path for Rate Cuts and Polling 2024 May 22, 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 22nd, 2024
Featuring:

Seema Shah, Chief Global Strategist at Principal Asset Management, discusses her global macro outlook and US exceptionalism
David Malpass, former President at the World Bank, talks about the US and global economies as well as government debt
Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, talks markets and the pace of rate cuts
Laura Davison, Deputy US Politics Team Lead with Bloomberg News, breaks down the latest Bloomberg poll on the 2024 election

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Single Best Idea with Tom Keene: Elizabeth Economy & Vishal Khanduja May 21, 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 Elizabeth Economy & Vishal Khanduja.

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

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Bloomberg Surveillance TV: May 21, 2024 May 21, 2024

Show notes

-Mike Wilson, Morgan Stanley Chief Investment Officer
-Matthew Luzzetti, Deutsche Bank Chief US Economist
-Luke Hickmore, abrdn Investment Director
-Chuck Grom, Gordon Haskett Sr. Retail Analyst

Morgan Stanley's Mike Wilson talks through his new S&P 500 target and why the bond market may be the biggest risk to stocks. Deutsche Bank's Matt Luzzetti and Luke Hickmore of abrdn discuss whether recent economic data points to an overall weakening in the US. Chuck Grom of Gordon Haskett breaks down retail earnings from Macy's and Lowe's.

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