Bloomberg Surveillance - Bloomberg

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Latest Episodes:

What a Nvidia Blowout Means for Markets May 21, 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 21st, 2024
Featuring:

Jurrien Timmer, Director: Global Macro at Fidelity Management & Research, on his weekly asset allocation review and chart analysis
Dan Ives, Senior Equity Analyst at Wedbush Securities, previews Nvidia earnings and makes his big tech bull case
Elizabeth Economy, Hargrove Senior Fellow at Stanford University's Hoover Institute, talks about China's global ambitions, China's relationship with Russia and the US, and the future of Taiwan
Bloomberg's Lisa Mateo with her Newspaper Headlines

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Single Best Idea with Tom Keene: George Saravelos & Tracie McMillion May 20, 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 Saravelos and Tracie McMillion

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: May 20, 2024 May 20, 2024

Show notes

-Stuart Kaiser, Citi Head of Equity Trading Strategy

-Michael O'Leary, Ryanair CEO

-Stephanie Roth, Wolfe Research Chief Economist

-Mark McCormick, TD Securities Global Head: FX and EM Strategy

Stuart Kaiser of Citi says markets are trying to run with the Fed's bias toward cutting interest rates. Ryanair CEO Michael O'Leary says he's seeing the situation around Boeing improving in 'baby steps' and overviews his expectations for the summer travel season. Stephanie Roth of Wolfe Research and TD's Mark McCormick share their views on whether we're seeing a 'cracking' or a 'normalization' in inflation and what it means for the Fed and the currency exchange market.

See omnystudio.com/listener for privacy information.

Inflation Implications May 20, 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 20th, 2024
Featuring:

James Lord, Global Head of FX and EM Strategy at Morgan Stanley
Tracie McMillion, Global Head of Asset Allocation Strategy at Wells Fargo
George Saravelos, Global Co-Head of FX Research at Deutsche Bank
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

See omnystudio.com/listener for privacy information.

Single Best Idea with Tom Keene: Lindsey Piegza & Tony Crescenzi May 17, 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 Lindsey Piegza & Tony Crescenzi.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: May 17, 2024 May 17, 2024

Show notes

-Mohamed El-Erian, Queens' College, Cambridge President & Bloomberg Opinion
-Katy Kaminski, AlphaSimplex Chief Research Strategist
-Gilles Moec, AXA Investment Managers Chief Economist
Mohamed El-Erian of Queens' College, Cambridge says a softening in the labor market will lead to an economic slowdown 'really quickly', and that the Fed's 2% inflation target is 'totally arbitrary.' Katy Kaminski of AlphaSimplex says treasuries no longer serve as risk-off assets during high-inflationary environments. Gilles Moec of AXA Group overviews the diverging path forward on interest rates between the ECB and the Fed, saying a June cut risks undershooting the ECB's 2% inflation target.

See omnystudio.com/listener for privacy information.

Bond Market Inflation Signals and Paramount Drama May 17, 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 17th, 2024
Featuring:

Tony Crescenzi, Executive VP at PIMCO, on the bond market and trying not to time peak yields
Lindsey Piegza, Chief Economist at Stifel, discusses her call for rate hikes and if this week's data changed her calculations
Lucas Shaw, Reporter with Bloomberg News, talks about media and Hollywood topics from his Screentime newsletter and the latest on Paramount
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

See omnystudio.com/listener for privacy information.

Single Best Idea with Tom Keene: Jamie Dimon & Constance Hunter May 16, 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 Jamie Dimon & Constance Hunter.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: May 16, 2024 May 16, 2024

Show notes

-Jamie Dimon, JPMorgan Chase Chairman & CEO
-Mona Mahajan, Edward Jones Senior Investment Strategist
-Michael Collins, PGIM Fixed Income Executive Portfolio Advisor
JPMorgan Chairman Jamie Dimon joins Bloomberg's Francine Lacqua in Paris for a wide-ranging conversation on inflation, the equity market and geopolitics. Mona Mahajan of Edward Jones expects 'more balance' on earnings throughout the year, saying Fed rate cuts will create 'a good environment for a broadening of participation.' PGIM's Michael Collins says 'we've had the big boom' in nominal GDP, real growth and interest rates, saying treasury note values above 4.5% is the 'buy zone' for adding duration.

See omnystudio.com/listener for privacy information.

Global Growth Outlook Post-CPI May 16, 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 16th, 2024
Featuring:

Constance Hunter, Senior Advisor at MacroPolicy Perspectives, on her case for continued growth and the timing of rate cuts
Paul Sankey, Lead Analyst at Sankey Research, on the OPEC+ June 1st meeting and the outlook for energy
Lakshman Achuthan, co-founder at ECRI, on a global growth upturn, but why it's a double-edged sword
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

See omnystudio.com/listener for privacy information.

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