Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Bloomberg Surveillance TV: April 18, 2024 Apr 18, 2024

Show notes

-Tim Adams, IIF President
-Jonathan Pingle, Chief US Economist, UBS
-Klaas Knot, Dutch Central Bank President & European Central Bank Governing Council Member
IIF President Tim Adams says geopolitical uncertainties, including the US presidential election, are overwhelming global economic calculations. UBS Chief US Economist Jonathan Pingle says the 'extraordinary pace of growth' in the US may lead the Fed to raise interest rates, but still expects two cuts this year. Dutch Central Bank President Klaas Knot says the ECB is 'confident that the overall picture is one of disinflation.'

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Equity Bullishness and Skew in the Market Apr 18, 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 18th, 2024
Featuring:

Amanda Lynam, Head of Macro Credit Research at Blackrock, on the bond market and global credit outlook
Amy Wu Silverman, Managing Director and Head of Derivatives Strategy for RBC Capital Markets, on "skew" in the market
Chris Ailman, CIO at CalSTRS, on a potential soft landing for the US and equity market outlook
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/surveillanceEric Mollo

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Single Best Idea with Tom Keene: Ed Hyman and Paul Donovan Apr 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 Ed Hyman and Paul Donovan.

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

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Bloomberg Surveillance TV: April 17, 2024 Apr 17, 2024

Show notes

-Alicia Levine, BNY Mellon Head of Investment Strategy
-Admiral James Stavridis, The Carlyle Group Vice Chairman, Global Affairs
-Aakash Doshi, Citi North America Head of Commodities Research

BNY Mellon's Alicia Levine says the state of inflation and economic growth signifies a 'new normal' for the US economy. Former NATO Supreme Allied Commander James Stavridis says Israel will respond to Iran's missile and drone attack in a 'measured way'. Citi's Aakash Doshi discusses the rally in gold and why he sees a price target of $3,000/oz in the near future.

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Powell's Rate Signal and the Disney-Comcast Battle Apr 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 SweeneyApril 17th, 2024
Featuring:

Ed Hyman, Chairman at Evercore ISI, on risks for the economy if the Fed continues to stay higher for longer with rates
Sebastien Page, Head of Global Multi-Asset and Chair of the Asset Allocation Steering Committee at T. Rowe Price, on inflation hedges and why he thinks it's a strange time to cut
Michael Nathanson, Senior Research Analyst at MoffettNathanson, on his recent note with Craig Moffett on his recent note on the epic Disney-Comcast battle
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

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Single Best Idea with Tom Keene: Sri Kumar and Gene Munster Apr 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 Sri Kumar and Gene Munster.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: April 16, 2024 Apr 16, 2024

Show notes

-David Hunt, PGIM CEO
-Torsten Slok, Apollo Partner and Chief Economist
-Mohamed El-Erian, Queens' College, Cambridge President & Bloomberg Opinion columnist
PGIM CEO David Hunt says 'bonds are back' and predicts inflation will remain higher-for-longer. Apollo Chief Economist Torsten Slok says Fed Chair Powell's December pivot has markets riding a 'sugar high' driving accelerations in inflation. Mohamed El-Erian, Queens' College, Cambridge President, says the theme of US exceptionalism could be threatened by higher oil prices or a 'Fed that's too tight.'

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The Big Banks Report as Fed Officials Signal Higher for Longer Apr 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 SweeneyApril 16th, 2024
Featuring:

Ken Leon, Research Director at CFRA Research, wraps bank earnings
Gene Munster, Managing Partner at Deepwater Asset Management, on a recent iPhone sales slowdown, Tesla job cuts, and other headlines
Tony Crescenzi, Executive Vice President at PIMCO, on market outlook and risks of geopolitical conflict to markets
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

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Single Best Idea with Tom Keene: James Stavridis and Ian Bremmer Apr 15, 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 James Stavridis and Ian Bremmer.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: April 15, 2024 Apr 15, 2024

Show notes

-John Williams, New York Fed President
-John Kirby, National Security Council Coordinator
-Tom Michaud, KBW CEO
New York Fed President John Williams says he still expects interest rate cuts this year if inflation continues to come down. National Security Advisor John Kirby says further sanctions against Iran are 'certainly not off the table.' KBW CEO Tom Michaud reacts to strong Q1 earnings from Goldman Sachs, saying 'there is a rebound that's happening in investment banking.'

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