-Lori Calvasina, Head of US Equity Strategy, RBC Capital Markets -Mark McCormick, Global Head of FX Strategy, TD Securities -Sonal Desai, Fixed Income CIO, Franklin Templeton Lori Calvasina of RBC Capital Markets reacts to big swings in mega-cap tech stock prices, saying "growth investors get angsty." Mark McCormick of TD Securities discusses the historic moves in the Japanese Yen, saying the BOJ will be forced to tighten policy more than what's currently priced-in. Sonal Desai of Franklin Templ...
Apr 29, 2024•24 min
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 ...
Apr 29, 2024•29 min
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.
Apr 26, 2024•6 min
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 Lieb...
Apr 26, 2024•23 min
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...
Apr 26, 2024•28 min
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.
Apr 25, 2024•6 min
-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 discuss...
Apr 25, 2024•22 min
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 In...
Apr 25, 2024•37 min
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.
Apr 24, 2024•6 min
-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 T...
Apr 24, 2024•26 min
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 ou...
Apr 24, 2024•32 min
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.
Apr 23, 2024•6 min
-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 s...
Apr 23, 2024•28 min
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 ...
Apr 23, 2024•29 min
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.
Apr 22, 2024•6 min
-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 ...
Apr 22, 2024•26 min
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 n...
Apr 22, 2024•37 min
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.
Apr 19, 2024•7 min
-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...
Apr 19, 2024•34 min
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, o...
Apr 19, 2024•26 min
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.
Apr 18, 2024•5 min
-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 Presi...
Apr 18, 2024•20 min
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...
Apr 18, 2024•32 min
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 See omnystudio.com/listener for privacy information.
Apr 17, 2024•7 min
-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 wh...
Apr 17, 2024•25 min
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...
Apr 17, 2024•35 min
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.
Apr 16, 2024•7 min
-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...
Apr 16, 2024•26 min
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 h...
Apr 16, 2024•30 min
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.
Apr 15, 2024•6 min
