Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Markets Await Inflation Data May 13, 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 13th, 2024
Featuring:

Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets
Chris Verrone, Strategas Research Partners Head of Technical & Macro Research
Jason Rekate, Head of Corporate Banking at Citi
Lisa Mateo looks at the Front Pages of the World's newspapers

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Single Best Idea with Tom Keene: Jim Bianco & Craig Sterling May 10, 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 Jim Bianco and Craig Sterling.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: May 10, 2024 May 10, 2024

Show notes

-Anastasia Amoroso, iCapital Chief Investment Strategist
-Neil Dutta, Renaissance Macro Head of US Economic Research
-Oliver Chen, TD Cowen Senior Equity Research Analyst
Anastasia Amoroso of iCapital says the US has entered the 'last mile' of disinflation, and believes Fed rate cuts are still on the table this year. Neil Dutta of Renaissance Macro expects a 'more balanced mix' of economic growth going forward and agrees the case for rate cuts is 'still quite strong.' TD Cowen's Oliver Chen looks ahead to a busy week of retail earnings, and says consumers are becoming increasingly price-conscious.

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A Fed Rate Cut, Oil Slowdown, and Apple's AI Play May 10, 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 10th, 2024
Featuring:

Derek Halpenny, Head of Research, Global Markets EMEA & International Securities at MUFG Bank, discusses his global FX outlook and the UK exiting recession today
Dan Ives, Senior Equity Analyst at Wedbush Securities, talks about Apple's AI play
David Mericle, Chief US economist in Global Investment Research at Goldman Sachs, talks about the US economic environment and outlook for a recession
Ellen Wald, Senior Fellow at the Atlantic Council Global Energy Center, on energy markets and whether oil prices are set to head down

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Single Best Idea with Tom Keene: Matt Hornbach & Wendy Schiller May 09, 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 Matt Hornbach and Wendy Schiller.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: May 9, 2024 May 09, 2024

Show notes

-Eric Freedman, US Bank Asset Management Chief Investment Officer
-David Lebovitz, JP Morgan Asset Management Global Strategist, Multi-Asset Solutions
-David Malpass, Fmr. Under Secretary of the US Treasury for International Affairs & Fmr. President of the World Bank
US Bank's Eric Freedman says the 'punishing' equity market favors the equal-weight S&P 500 index and brings risks to small-cap stocks. David Lebovitz of JP Morgan says 'the overall direction of the labor market and the wage data is supportive of some easing later this year.' Former World Bank President and Treasury Department official David Malpass believes the next US president faces a 'perfect storm' of economic issues, saying 'uncertainty is what's prevailing' in the economy.

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Investors Gearing for Inflation Data as US Issues Israel Warning May 09, 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 9th, 2024
Featuring:

Scott Chronert, Citi Research Head of US Equity Strategy, talks about the outlook for a US recession and rate cutes
Sarah House, Senior Economist at Wells Fargo, previews CPI and discusses recent Fed speak
Wendy Schiller, Professor at Brown University, breaks down the latest DC headlines and the Israel-Hamas war
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: Rich Clarida & Kona Haque May 08, 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 Rich Clarida and Kona Haque.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: May 8, 2024 May 08, 2024

Show notes

-Tracie McMillion, Wells Fargo Head of Global Asset Allocation Strategy
-Janet Henry, HSBC Global Chief Economist
-Mandy Xu, CBOE Vice President & Global Markets Head of Derivatives Market Intelligence
Tracie McMillion of Wells Fargo says waning consumer confidence could soon impact companies' pricing power. HSBC's Janet Henry says the Fed is likely to either cut in September or December, given the 'unusual' nature of an election month rate cut. Mandy Xu of CBOE outlines how markets are pricing-in election-related volatility through the rest of the year.

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Equity Outlook and an iPhone and iPad Boost for Apple May 08, 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 8th, 2024
Featuring:

Emily Roland, co-chief Investment Strategist at John Hancock Investment Management, on earnings and outlook for US markets, and whether the US is facing a hard landing
Rich Clarida, Global Economic Advisor at PIMCO, on the labor situation in the US and whether unemployment is ready to pop and what the inflation trend could look like in the US in the coming months
Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, on a slew of tech news, including Apple iPhone sales in China, US revoking Intel/Qualcomm licenses to sell chips to Huawei, and the latest on TikTok
Mick Mulroy, co-founder of the Lobo Institute and former US Deputy Assistant Secretary of Defense for the Middle East, on the latest developments in the Israel-Hamas war

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.