Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Bloomberg Surveillance TV: May 7, 2024 May 07, 2024

Show notes

-Steve Eisman, Neuberger Berman Senior Portfolio Manager
-Mark Zandi, Moody's Analytics Chief Economist
-Hugh Johnston, Disney CFO

Neuberger Berman's Steve Eisman says he's not overly concerned about the US deficit or the timing of when the Fed cuts rates. Mark Zandi of Moody's Analytics shares a differing take on the deficit and says everything is pointing green for the Fed to start cutting.' Disney CFO Hugh Johnston discusses Disney's mixed second-quarter report and overviews the company's outlook on their streaming and parks divisions.

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Disney Earnings Breakdown and Sticky Inflation Concerns May 07, 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 7th, 2024
Featuring:

Ken Leon, Director of Equity Research at CFRA, talks about Disney earnings
Steve Eisman, Neuberger Berman Senior Portfolio Manager, discusses the outlook for Fed rate cuts in 2024 and whether the US could enter recession in the second half of 2024
Frances Donald, Chief Economist at Manulife Investment Management, talks about concerns of a hard landing or major uptick in unemployment amid higher for longer rates
Bloomberg's John Tucker with Newspaper Headlines

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Bloomberg Surveillance TV: May 6, 2024 May 06, 2024

Show notes

-Peter Tchir, Academy Securities Head of Macro Strategy
-Veronica Clark, Citi Research US Economist
-Ken Leon, CFRA Director of Equity Research
Peter Tchir of Academy Securities says the perception of US exceptionalism is an 'old story that we're clinging on to.' Citi's Veronica Clark discusses the Fed's path forward on interest rates following soft April jobs numbers. Ken Leon of CFRA explains his firm's downgrade of Live Nation to "hold."

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US Equity Bullishness as Concerns Mount in Europe May 06, 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 6th, 2024
Featuring:

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, on why life's been good for large caps and the bifurcated market
Jackie Bowie, Managing Partner at Chatham, discusses the outlook for Euro economies and stagflation across global markets outside the US
Aoifinn Devitt, CIO at Moneta, on how bullish traders should be on equities heading into the summer
Bloomberg's Lisa Mateo with her Newspaper Headlines

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Single Best Idea with Tom Keene: Mark Zandi, Claudia Sahm, and Jurrien Timmer May 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 Mark Zandi, Claudia Sahm, and Jurrien Timmer.

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

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Bloomberg Surveillance TV: May 3, 2024 May 03, 2024

Show notes

-Mohamed El-Erian, Queens' College, Cambridge & Bloomberg Opinion
-Jeff Rosenberg, BlackRock Senior Portfolio Manager
-Pierre Ferragu, New Street Research Tech Infrastructure Head

Mohamed El-Erian of Queens' College, Cambridge and BlackRock's Jeff Rosenberg react to April’s weaker-than-expected nonfarm-payrolls print. Pierre Ferragu of New Street Research breaks down Apple's stronger-than-expected first quarter earnings.

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How April Jobs Figures Impact the Fed & Rates May 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 SweeneyMay 3rd, 2024
Featuring:

Jurrien Timmer, Director of Global Macro at Fidelity, bring us into the 830a jobs numbers and offers his reaction
Mark Zandi, Chief Economist at Moody's Analytics, breaks down jobs numbers
Claudia Sahm, Chief Economist at New Century Advisors and Bloomberg Opinion contributor, offers her perspective on this week's jobs figures and the US labor market
Bloomberg's John Tucker with Newspaper Headlines

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Single Best Idea with Tom Keene: Anna Wong & Linda Duessel May 02, 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 Anna Wong & Linda Duessel.

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

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Bloomberg Surveillance TV: May 2, 2024 May 02, 2024

Show notes

-Andrew Hollenhorst, Citi Chief US Economist
-Savita Subramanian, Bank of America Head of US Equity & Quantitative Strategy
-Stephane Bancel, Moderna CEO
Citi's Andrew Hollenhorst reacts to the Fed's decision to hold interest rates, saying inflation data will give the Fed the opportunity to cut rates this year. BofA's Savita Subramanian says the US will achieve a soft landing where the market adapts to higher rates. Moderna CEO Stephane Bancel reacts to better-than-expected first quarter earnings and discusses the company's upcoming RSV vaccine.

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Reacting to Jay Powell and the Fed May 02, 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 2nd, 2024
Featuring:

Jonathan Pingle, UBS Securities Chief Economist, talks about the Fed, Jay Powell, and where we stand with rate cuts after Powell's presser yesterday
Steve Englander, Global head of G10 FX Research and of North America Strategy for Standard Chartered Bank, on the Fed reducing its hiking tail risk
Michael Feroli, Chief US Economist at JPMorgan, reacts to Jay Powell and discusses the outlook for a US recession
Bloomberg's John Tucker with his Newspaper Headlines

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