Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Single Best Idea with Tom Keene: James Steel and Javier Blas Apr 09, 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 Steel and Javier Blas.

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

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Bloomberg Surveillance TV: April 9, 2024 Apr 09, 2024

Show notes

-Mohamed El-Erian, Bloomberg Opinion & President, Queens' College Cambridge
-Stuart Kaiser, Citi Head of Equity Trading Strategy
-Seth Carpenter, Chief Global Economist, Morgan Stanley
Mohamed El-Erian, Queens' College Cambridge President, says the Fed may ease less than the ECB over the coming months. Citi's Stuart Kaiser says he's concerned about surging commodity prices and their impact on equities. Seth Carpenter, Chief Global Economist at Morgan Stanley, says he expects 'disinflation to continue through the rest of this year' ahead of tomorrow's CPI report.

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A Look Ahead to CPI and Examining Gold's Rise Apr 09, 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 9th, 2024
Featuring:

Betsey Stevenson, professor of economics and public policy at University of Michigan and Bloomberg Opinion columnist, on the path for inflation and potential for no rate cuts in 2024, what that could mean for a US recession, and whether we should still be celebrating in the US economy as we dig into Q2
James Steel, Chief Commodities Analyst at HSBC Securities USA, joins to talk about gold's rise and the outlook for oil amid it's recent rise
Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, on CPI preview and markets
Bloomberg's Lisa Mateo with her Newspaper Headlines

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Single Best Idea with Tom Keene: Victoria Bills and Bill Lee Apr 08, 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 Victoria Bills and Bill Lee.

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

See omnystudio.com/listener for privacy information.

An Examination of China and US CPI Preview Apr 08, 2024

Show notes

Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney for April 8th, 2024
Featuring:

Bill Lee, Chief Economist at the Milken Institute, joins to wrap last week's Fed speak, preview this week's inflation data, and extend the conversation to a broader outlook on global economies, specifically China
Victoria Bills, Chief Investment Strategist at Banrion Capital, on equity outlook and potential market reaction from CPI this week
Huw van Steenis, Vice Chari at Oliver Wyman, joins to talk about his recent pieces on whether the private credit boom is slowing, the fresh IMF report on private credit, and no doubt banks in Q1 with bank earnings coming up
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.

Bloomberg Surveillance TV: April 8, 2024 Apr 08, 2024

Show notes

-Lara Rhame, Chief US Economist, FS Investments
-Jack Manley, Executive Director & Global Market Strategist, JPMorgan
-Ellen Wald, Sr. Fellow, Atlantic Council
Lara Rhame of FS Investments says the nuances around inflation should give the Fed more patience before cutting interest rates. JPMorgan's Jack Manley says the dynamic between the Fed and inflation has become a 'chicken and the egg' situation. Ellen Wald, Sr. Fellow at the Atlantic Council, says she doesn't expect the US to tap into its strategic oil reserves to lower gas prices in the short-term.

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Single Best Idea with Tom Keene: Julia Pollak & Claudia Sahm Apr 05, 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 Julia Pollak and Claudia Sahm

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: April 5, 2024 Apr 05, 2024

Show notes

BlackRock's Jeff Rosenberg and Mohamed El-Erian, Queens' College, Cambridge President, react to the March jobs report that exceeded analyst estimates. NATO Secretary General Jens Stoltenberg discusses his plan for NATO to supply Ukraine with over $100 billion in aid over the next five years as Russia makes gains on the battlefield.

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US Jobs Roar Again as Payrolls Jump 303,000 Apr 05, 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 5th, 2024
Featuring:

Neil Dutta, Partner and Head of US Economic Research at Renaissance Macro Research, and Ira Jersey, Bloomberg Intelligence Rates strategist, with reaction to the March jobs report
Julia Pollak, Chief Economist at ZipRecruiter, joins to break down the jobs numbers
Claudia Sahm, Bloomberg Opinion Contributor and CEO at Sahm Consulting, on the economic picture post jobs numbers and Opinion piece on part-time work
Bloomberg's Lisa Mateo with her Newspaper Headlines

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Single Best Idea with Tom Keene: Larry McDonald & Max Kettner Apr 04, 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 Larry McDonald and Max Kettner.

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

See omnystudio.com/listener for privacy information.