Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Single Best Idea with Tom Keene: Thierry Wizman & Michael Darda Apr 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 Thierry Wizman and Michael Darda.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: April 23, 2024 Apr 23, 2024

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-Matt Luzzetti, Deutsche Bank Chief US Economist & Head of US Economic Research
-Mike Wilson, Morgan Stanley CIO & Chief US Equity Strategist
-Vijay Rakesh, Mizuho Securities Managing Director & Senior Semiconductor Analyst
Deutsche Bank Chief US Economist Matt Luzzetti says the Fed is primed for a mid-cycle adjustment, with 'no reason to guide towards a full cutting cycle.' Morgan Stanley CIO Mike Wilson says 'rates are too high for the majority of the economy' and advises against small-cap stocks. Vijay Rakesh of Mizuho Securities previews Tesla earnings as the Magnificent 7 stocks' earning cycle gets underway.

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PCE Preview and Streaming Wars Apr 23, 2024

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 23rd, 2024
Featuring:

Stephen Stanley, Chief Economist at Santander, on recent inflation data and what the Fed is watching this week
Thierry Wizman, Director: Global Currencies & Interest Rate Strategist at Macquarie Futures, on FX weakness and volatility and what the bond market is signaling about the US economic outlook
Ian Whittaker, Managing Director and Owner at Liberty Sky Advisors, on streaming wars, Meta earnings, and tech regulation
Bloomberg's Lisa Mateo with her Newspaper Headlines

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Single Best Idea with Tom Keene: Bob Michele & Liz Young Apr 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 Bob Michele and Liz Young

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: April 22, 2024 Apr 22, 2024

Show notes

-Michael O'Rourke, JonesTrading Chief Market Strategist-Tasnim Ghiawadwala, Citibank Global Head of Commercial Banking-Nadia Calvino, European Investment Bank President
JonesTrading's Michael O'Rourke discusses why he's bearish on equities and recommends buying US treasuries. Citibank's Tasnim Ghiawadwala says client balance sheets are strong despite a 'very tough' environment. EIB President Nadia Calvino discusses the bank's new round of aid to Ukraine and the importance of developing Europe's defense sector.

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Big Tech Earnings, The Fed, Inflation Data Apr 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 SweeneyApril 22, 2024
Featuring:

Bob Michele, CIO and Head: GFICC at JP Morgan Investment Management, on a US soft landing and expectations for the Fed
Liz Young, Head of Investment Strategy at SoFI, on equity outlook amid recent varying market headwinds and if we're heading for a correction
Eric Balchunas, ETF Analyst with Bloomberg Intelligence, on his latest ETF research note
Bloomberg's Lisa Mateo with her Newspaper Headlines

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Bloomberg Surveillance TV: April 19, 2024 Apr 19, 2024

Show notes

-Katherine Tai, US Trade Representative
-Adam Posen, President, Peterson Institute for International Economics
-Ana Botin, Chair, Banco Santander

US Trade Representative Katherine Tai says the "China shock" driven by the scale of the Chinese economy will depress prices worldwide and 'infect the global economy'. Peterson Institute President Adam Posen says the US' 'open-ended fiscal problems' are adding to global uncertainties about US fiscal and trade policy. Banco Santander Chair Ana Botin says low unemployment rates suggest a 'super soft landing so far.'

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Single Best Idea with Tom Keene: Lakshman Achuthan and Anastasia Amoroso Apr 19, 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 Lakshman Achuthan and Anastasia Amoroso.

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

See omnystudio.com/listener for privacy information.

Oil Moves and Buying the Dip Apr 19, 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:

Anastasia Amoroso, Chief Investment Strategist at iCapital, on buying the dip and cleaner market techinicals
Lakshman Achuthan, COO and co-founder at ECRI, on warnings signs of a possible recession and what ECRI's Leading Economic Index is signaling
Christyan Malek, Global Head of Energy Strategy and Head of EMEA Oil & Gas at JPMorgan, on oil impact of Israel-Iran tensions and other energy headlines
Bloomberg's Lisa Mateo with her Newspaper Headlines

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Single Best Idea with Tom Keene: Amy Wu Silverman and Anurag Rana Apr 18, 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 Amy Wu Silverman and Anurag Rana.

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

See omnystudio.com/listener for privacy information.