Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Ben Snider & Tina Fordham. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jul 31, 2024•6 min
- James Bullard, Former Fed Reserve President, Dean of the Mitchell E. Daniels, Jr. School of Business at Purdue University - Henrietta Treyz, Veda Partners Director Economic Policy Research - Dan Ives, Wedbush Senior Equity Analyst Former St. Louis Fed President James Bullard looks ahead to the July Fed decision and Chair Powell’s news conference. Henrietta Treyz of Veda Partners weighs in on the newest Bloomberg-Morning Consult Poll and what’s next for both the Harris and Trump presidential ca...
Jul 31, 2024•26 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 31st, 2024 Featuring: Tina Fordham, founder at Fordham Global Insights, on the latest news in Israel and the election in Venezuela Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, joins to break down Microsoft earnings Emily Roland, Co-Chief Investment Strategist at John Hancock Investment Management, discusses what's driving the market rotation and i...
Jul 31, 2024•24 min
Hamas says Israel killed its political leader, Ismail Haniyeh, in an airstrike on Iran’s capital, putting the Middle East even further on edge. Bloomberg's Nathan Hager and Joumanna Bercetche break down the details. See omnystudio.com/listener for privacy information.
Jul 31, 2024•6 min
Bloomberg Businessweek breaks down earnings from Microsoft and AMD with Senior Portfolio Manager at Synovus Trust Dan Morgan and Bloomberg Technology Co-Host Ed Ludlow. Hosts: Carol Massar and Tim Stenovec See omnystudio.com/listener for privacy information.
Jul 30, 2024•20 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 & Mike Green. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jul 30, 2024•6 min
-Bob Doll, Crossmark Global Investments President/CEO/CIO -Sen. Bill Hagerty (R-TN), Former US Ambassador to Japan -Tiffany Wilding, PIMCO Economist -Steven Ricchiuto, Mizuho Securities US Chief Economist Bob Doll of Crossmark Global Investments discusses market breadth as Mag 7 earnings continue. Sen Bill Hagerty (R-TN) discusses Donald Trump’s potential second-term policy initiatives. PIMCO's Tiffany Wilding and Steven Ricchutio of Mizuho Securities discuss a possible Fed cut in September. See...
Jul 30, 2024•28 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 30th, 2024 Featuring: Kathy Bostjancic, Chief Economist at Nationwide, previews this week's FOMC meetings and whether traders could see a surprise July rate cut Terry Haines, founder at Pangaea Policy, talks about the Kamala Harris campaign, Harris-Trump debate, and surprises between now and November Ed Ludlow, host of Bloomberg Technology, previews big tech earni...
Jul 30, 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 Jurrien Timmer & Troy Gayeski. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jul 29, 2024•6 min
- Steve Englander, Standard Chartered Bank Global Head: G10 FX Research - Jeannette Lowe, Strategas Director of Policy Research - James Camp, Eagle Asset Management Managing Director Strategic Income & Fixed Income - Zach Griffiths, CreditSights Head of US IG & Macro Strategy Steve Englander of Standard Chartered discusses Treasury Secretary Yellen’s comments to Bloomberg on Donald Trump and the dollar, and what to expect from the BOJ this week. Jeannette Lowe of Strategas, a Baird compa...
Jul 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 SweeneyJuly 29th, 2024 Featuring: Jurrien Timmer, Director: Global Macro at Fidelity Management and Research, talks about the cadence of markets and volatility amid a looming tech correction and potential Fed rate cut Henrietta Treyz, Managing Partner at Veda Partners, discusses the big weekend for Kamala Harris as her presidential campaign kicks into full gear Ayesha Kiani, ...
Jul 29, 2024•31 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Ira Jersey & Gene Munster. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jul 26, 2024•6 min
- Sam Stovall, CFRA Chief Investment Strategist - Tobin Marcus, Wolfe Research Head of US Politics and Policy - Giorgio Furlani, AC Milan CEO Sam Stovall of CFRA discusses the Mag 7 ahead of earnings next week. Wolfe Research's Tobin Marcus breaks down what is next for both Trump and Harris as they hit the campaign trail. AC Milan CEO Giergio Furlani provides insights on the growth of soccer in the US as AC Milan plays in New York City on Saturday. See omnystudio.com/listener for privacy informa...
Jul 26, 2024•21 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 26th, 2024 Featuring: Cam Dawson, CIO at NewEdge Wealth, discusses how markets are pricing in PCE. Neil Dutta with Renaissance Marco Research also offers his analysis Greg Valliere, Chief US Policy Analyst at AGF Investments, on the Obamas endorsing Kamala Harris and various Israel stances from US leaders Gene Munster, Managing Partner at Deepwater Asset Managemen...
Jul 26, 2024•27 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Anastasia Amoroso & Wendy Schiller. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jul 25, 2024•6 min
-Waldemar Szlezak, KKR Global Head of Digital Infrastructure -Libby Cantrill, PIMCO Head of Public Policy, -Anastasia Amoroso, iCapital Chief Investment Strategist Waldemar Szlezak of KKR joins to discuss Google and big tech falling on higher capex spending related to AI. PIMCO's Libby Cantrill breaks down what's next for both the Trump and Harris campaigns with close to 100 days to the election. Anastasia Amoroso of iCapital on why her favorite current trade is the rotation trade. See omnystudi...
Jul 25, 2024•23 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 25th, 2024 Featuring: Stuart Kaiser, Head of US Equity Trading Strategy at Citi, discusses his equity outlook and whether a correction is looming Libby Cantrill, Managing Director: Public Policy at PIMCO, joins to discuss President Biden's Oval Office speech and the path for Democrats and Republicans in the November election Tim Meyer, Associate Professor at Duke ...
Jul 25, 2024•30 min
- Kate Moore, BlackRock Global Allocation Head of Thematic Strategy - Stephen Trent, Citi Research Managing Director - Aaron David Miller, Carnegie Endowment for International Peace Senior Fellow - Michael Kushma, Morgan Stanley Investment Management CIO of Broad Markets Fixed Income - Derek Burleton, TD Bank Group Vice President & Deputy Chief Economist Kate Moore of BlackRock discusses the market’s reaction to tech earnings, emphasizing that Q2 results will be crucial for summer sentim...
Jul 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 Monica DiCenso, Gautam Mukunda, & Dan Ives. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jul 24, 2024•6 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 24th, 2024 Featuring: Monica DiCenso, Head of Global Investment Opportunities at JPMorgan, discusses her bullish take on equities and why she's "eyes wide open" after a strong rally Gautam Mukunda, author and lecturer, talks about the Harris-Trump race and his book about picking presidential nominees, entitled "Picking Presidents" Dan Ives, Senior Equity Analyst a...
Jul 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 Sophia Drossos & Mark Lehmann. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jul 23, 2024•5 min
- Brian Levitt, Invesco Global Market Strategist - Isaac Boltansky, BTIG Policy Research Director - Jill Carey Hall, BofA Securities US Equity Strategist Brian Levitt of Invesco comments on tech rally gains ahead of earnings. BTIG’s Isaac Boltansky unpacks the latest from the Harris campaign. Jill Carey Hall of Bank of America discusses the long-term bullish case for small-caps. See omnystudio.com/listener for privacy information....
Jul 23, 2024•25 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 23rd, 2024 Featuring: Sophia Drossos, Economist at Point72, discusses the outlook for the US economy and key eco data ahead of the Fed's meeting next week, as well as the lack of visibility for markets after President Biden stepped aside from the presidential race James Steel, Chief Commodities Analyst at HSBC, joins for an extended discussion on gold, commodities...
Jul 23, 2024•40 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Ed Yardeni. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jul 22, 2024•6 min
-Henrietta Treyz, Veda Partners Director Economic Policy Research -Earl Davis, BMO Head of Fixed Income and Money Markets -Matt Raskin, Deutsche Bank Managing Director and U.S. Head of Rates Research Henrietta Treyz of Veda Partners analyzes the implications following Biden’s withdrawal from the presidential race. BMO’s Earl Davis and Matt Raskin of Deutsche Bank discuss the shift from last week’s mentions of a July rate cut to the current broader consideration of a September cut and delve into ...
Jul 22, 2024•15 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 22th, 2024 Featuring: Tina Fordham, founder at Fordham Global Insights Leslie Vinjamuri, Chatham House Director, US and Americas Programme Ed Yardeni, President at Yardeni Research Andrew Slimmon, Senior Portfolio manager at Morgan Stanley Investment Management Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.c...
Jul 22, 2024•38 min
Bloomberg’s Tom Keene, David Gura and Joe Mathieu break down the latest news from Washington. See omnystudio.com/listener for privacy information.
Jul 21, 2024•1 hr 15 min
Listen to the 'Here's Why' podcast: - on Apple : https://apple.co/3Lg3RGn - on Spotify : https://spoti.fi/3LiIX9q - or Anywhere : https://bit.ly/3xYsHHy . Each episode of 'Here's Why' uses experts at Bloomberg to explain one news story in just a few minutes. See omnystudio.com/listener for privacy information....
Jul 20, 2024•30 sec
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Abby Joseph Cohen & Alicia Reese. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jul 20, 2024•7 min
-Darrell Cronk, Wells Fargo Chief Investment Officer -Katrina Dudley, Franklin Templeton Public Markets Senior Investment Strategist -Rob Casey, Signum Global Partner & Senior Analyst Rob Casey of Signum Global provides analysis following Trump’s speech at the RNC and offers insights on the latest developments in the Biden campaign. Darrell Cronk of Wells Fargo discusses potential peaks for the Trump trade amid speculation about Biden’s future. Katrina Dudley of Franklin Templeton explains w...
Jul 19, 2024•19 min