Bloomberg Surveillance - Bloomberg

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Latest Episodes:

A Bond Breakdown and a Yen Rebound Apr 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 SweeneyApril 29th, 2024
Featuring:

Steven Major, Global Head of Fixed Income Research at HSBC, on this morning's bond note and outlook for the bond market
James Lord, Global Head of FX and EM Strategy with Morgan Stanley, on king dollar and the latest yen moves
Tina Fordham, Founder & Geopolitical Strategist at Fordham Global Foresight, on brokering a potential ceasefire between Israel and Hamas, an invasion of Rafah, and other geopolitical pressures that investors are following
Bloomberg's Lisa Mateo with her Newspaper Headlines

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Single Best Idea with Tom Keene: Francois Trahan, Jane Foley, & Nick Colas Apr 26, 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 Francois Trahan and Jane Foley with a special appearance from Nick Colas.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: April 26, 2024 Apr 26, 2024

Show notes

Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist
Bruce Kasman, JP Morgan Chief Economist
Jon Lieber, Eurasia Group Managing Director, United States
John Hancock's Emily Roland says she's considering 'looking around a little bit' from the 'marriage' with mega-cap tech stocks and into higher-value areas of the market. JP Morgan's Bruce Kasman reacts to the March core PCE deflator and outlines his two scenarios for how the data impacts the Fed's path forward. Jon Lieber of Eurasia Group breaks down Secretary of State Antony Blinken's visit to China and what the trip means for both countries.

See omnystudio.com/listener for privacy information.

PCE Breakdown and an AI Blowout Apr 26, 2024

Show notes

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 26th, 2024
Featuring:

Neil Dutta, Partner at Renaissance Macro Research, reacts to PCE, yesterday's GDP, and outlook for rate cuts
Cam Dawson, CIO at NewEdge Wealth, on how markets are pricing in today's PCE deflator
Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to break down yesterday's slew of tech earnings, including Microsoft, Alphabet, Intel, and Snap
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/surveillance

See omnystudio.com/listener for privacy information.

Single Best Idea with Tom Keene: Ben Laidler & Anna Wong Apr 25, 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 Ben Laidler & Anna Wong.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: April 25, 2024 Apr 25, 2024

Show notes

-Christopher Harvey, Wells Fargo Securities Head of Equity Strategy
-Blerina Uruci, T. Rowe Price Chief US Economist
-Michael Hirson, 22V Research China Research Head
Wells Fargo's Christopher Harvey details the reasons behind the bank's bullish 5,535 year-end S&P 500 price target. T. Rowe Price's Blerina Uruci reacts to weaker-than-expected 1Q US GDP data and fewer-than-estimated jobless claims, saying 'the economy continues to expand at a solid pace.' Michael Hirson of 22V Research discusses the politics surrounding Secretary Blinken's visit to China.

See omnystudio.com/listener for privacy information.

Q1 GDP and Tech Earnings Apr 25, 2024

Show notes

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney April 25th, 2024
Featuring:

Jim Caron, Co-CIO of the Portfolio Solutions Group at Morgan Stanley Investment Management, on duration and hedging an equity selloff as well as the GDP release
Constance Hunter, Senior Advisor at MacroPolicy Perspectives, on US GDP, tomorrow's PCE data, and sustainable economic growth in the US
John Stolzfus, Managing Director and Chief Investment Strategist at Oppenheimer, on market reactions and path for interest rate cuts by the Fed
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/surveillance

See omnystudio.com/listener for privacy information.

Single Best Idea with Tom Keene: Lindsey Piegza & Todd Jablonski Apr 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 Lindsey Piegza & Todd Jablonski.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: April 24, 2024 Apr 24, 2024

Show notes

-Kate Moore, BlackRock Global Allocation Team Head of Thematic Strategy
-Tiffany Wilding, PIMCO Managing Director
-Henrietta Treyz, Veda Partners Director of Economic Policy Research

BlackRock's Kate Moore says the week ahead for Big Tech earnings is the chance for large-cap stocks to answer critical questions about the equity market. PIMCO's Tiffany Wilding looks ahead to key GDP and inflation data, saying the 'hot' US economy isn't consistent with inflationary pressures moderating. Henrietta Treyz of Veda Partners says Congress' new aid package for Ukraine, Israel and Taiwan is a case of Congress members 'wanting to be on the right side of history.'

See omnystudio.com/listener for privacy information.

Tesla Troubles and Big Tech Earnings Loom Apr 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 SweeneyApril 30th, 2024
Featuring:

Dan Ives, Senior Equity Analyst at Wedbush Securities, breaks down Tesla earnings
Lindsey Piegza, Stifel Chief Economist, on ongoing consumer strength but signs of an economic slowdown
Anurag Rana and Mandeep Singh, Senior Tech Analysts at Bloomberg Intelligence, join to preview Meta earnings out today, and Microsoft and Alphabet earnings out tomorrow
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/surveillance

See omnystudio.com/listener for privacy information.

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