Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Markets Weigh Middle East Risks Apr 15, 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 15th, 2024
Featuring:

Sarah Hunt, Chief Markets Strategist at Alpine Woods Capital Investors, on equity outlook after last week's inflation data
Ian Bremmer, President at Eurasia Group, on the conflict in Israel and potential for further US involvement
Admiral James Stavridis on American support for Israel and Ukraine and how it looks to fend off Iran, Russia, and other global proxies
Bloomberg's Lisa Mateo with her Newspaper Headlines

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Single Best Idea with Tom Keene: Chris Whalen and Chuck Clough Apr 12, 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 Chris Whalen and Chuck Clough.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: April 12, 2024 Apr 12, 2024

Show notes

Bloomberg Surveillance TV: April 12, 2024
-Ken Leon, Director of Equity Research, CFRA-Neil Dutta, Head of US Economic Research, Renaissance Macro Research-Jill Carey Hall, Head of US Small and Mid-Cap Strategy, BofA Global Research
Ken Leon, Director of Equity Research at CFRA, reacts to earnings from JPMorgan, Citi and Wells Fargo, saying there are 'opportunities for these banks to surprise on the upside'. Neil Dutta of Renaissance Macro says rate cuts are still on the table for the Fed this year despite hotter-than-expected data so far. BofA's Jill Carey Hall says the outlook for small-cap stocks depends heavily on the Fed's next move.

See omnystudio.com/listener for privacy information.

Bank Earnings Breakdown and China Growth Apr 12, 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 12th, 2024
Featuring:

David Blanchflower, labor economist and economics professor with Dartmouth, on labor outlook in the US and eco policy as well as potential for a recession in the US
Leland Miller, CEO at China Beige Book, on latest China Beige Book new Q1 results, where 2024 growth is headed, & whether the China EV overcapacity thesis is real
Susan Collins, president of the Boston Federal Reserve, speaks with Bloomberg's Michael McKee
Chris Whalen, founder at Whalen Global Advisors, on bank earnings and bank industry/eco risks
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: Dennis Gartman and Ian Lyngen Apr 11, 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 Dennis Gartman and Ian Lyngen, and a special appearance from Frances Donald.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: April 11, 2024 Apr 11, 2024

Show notes

-George Goncalves, Head of US Macro Strategy, MUFG
-Robert Sockin, Director & Global Chief Economist, Citi
-Governor Wes Moore, (D) Maryland

George Goncalves of MUFG says the 'macro trio' of the US 10-year bond, the dollar and crude oil are 'going to dictate what happens going forward.' Citi's Robert Sockin reacts to March PPI data and jobless claims, saying 'there's enough signs of softness in the labor market' to support the Fed cutting rates in June. Maryland Governor Wes Moore says the state intends to 'use every lever' available to restore the Baltimore port after the Key Bridge collapse.

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Inflation Data Spooks Investors and the Gold Trade Apr 11, 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 11th, 2024
Featuring:

Frances Donald, Chief Economist at Manulife, on PPI and this week's inflation data, and Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets, also joins on this week's inflation data
Dennis Gartman, Chairman of the University of Akron Endowment and former publisher of the Gartman letter, on CPI reaction, a bearish take on equities, and gold
Marcus Ashworth, Bloomberg Opinion columnist, on the ECB decision
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: Neil Dutta and Steve Ricchiuto Apr 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 Neil Dutta and Steve Ricchiuto.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: April 10, 2024 Apr 10, 2024

Show notes

-Steven Ricchiuto, US Chief Economist, Mizuho Securities
-David Kelly, Chief Global Strategist, JPMorgan Asset Management
-Tobin Marcus, Head of Policy & Politics, Wolfe Research

Mizuho Americas' Steven Ricchiuto & JPMorgan Asset Management's David Kelly react to the hotter-than-expected March CPI print, with differing takes on how it impacts monetary policy. Tobin Marcus, Head of Policy & Politics at Wolfe Research, discusses Japan Prime Minister Kishida's visit to Washington amid tensions over the US Steel takeover, as well as the Federal Reserve's outlook and legacy.

See omnystudio.com/listener for privacy information.

A Breakdown of CPI and Outlook for Rates Apr 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 Sweeney for April 12th, 2024
Featuring:

Neil Dutta, Partner at Renaissance Macro Research, along with Ira Jersey, Chief US Rates Strategist with Bloomberg Intelligence, on CPI and the Fed
Joe Weisenthal and Tracy Alloway, host of Bloomberg's Odd Lots podcast, on CPI
Steven Ricchiuto, Chief US Economist with Mizuho Securities, on CPI
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.