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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Paul Sankey & Ivan Feinseth Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
-Angelo Zino, CFRA Research Senior Equity Analyst -Jon Lieber, Eurasia Group Head of Research -Daan Struyven, Goldman Sachs Head of Oil Research Angelo Zino from CFRA Research analyzes Nvidia’s earnings. Jon Lieber from Eurasia Group provides updates on U.S. National Security Advisor Jake Sullivan’s visit to China and the latest developments in the 2024 election. Daan Struyven of Goldman Sachs discusses Goldman’s decision to lower its oil outlook to below $80 amid concerns over OPEC+ risks. See ...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 28th 2024 Featuring: Ivan Feinseth, Senior Partner and CIO at Tigress Financial Partners Marilyn Watson: Managing Director and Head of Global Fundamental FI Strategy at BlackRock Emily Roland, Co-Chief Investment Strategist at John Hancock Investment Management Win Thin, Global Head: Markets Strategy at Brown Brothers Harriman Get the Bloomberg Surveillance news...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Ed Yardeni, Michael Darda, & Katie Greifeld. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
-Philip Camporeale, JP Morgan Portfolio Manager Multi Asset Solutions -Bert Subin, Stifel Managing Director - Defense, Government Services and Aerospace -Kit Juckes, Societe Generale Chief FX Strategist}" Philip Camporeale of JP Morgan discusses how stocks are approaching record highs as markets anticipate the countdown to cut. Bert Subin of Stifel analyzes how Boeing is navigating the future of its space program following NASA's snub. Kit Juckes of Societe Generale discusses how the labor marke...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 27th 2024 Featuring: Amy Wu Silverman, Head of Derivatives Strategy at RBC, on looking ahead to Nvidia and option positioning into earnings and PCE Mandeep Singh, Bloomberg Intelligence Senior Tech Analyst, previews Nvidia earnings and discusses its affects on Big Tech Ed Yardeni, President at Yardeni Research, talks about a potential equity rally amid looming r...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Daragh Maher & Brad Case. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
-Betsy Duke, Former Federal Reserve Governor -Pierre Ferragu, New Street Research Head of Global Technology Infrastructure -Henrietta Treyz, Director of Economic Policy Research, Veda Partners Betsy Duke, Former Federal Reserve Governor, provides reaction to Fed to Chair Powell. Pierre Ferragu of New Street Research previews Nvidia earnings scheduled for Wednesday. Henrietta Treyz of Veda Partners discusses the 2024 presidential candidates hitting the campaign trail again after the conventions. ...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 26th 2024 Featuring: Lindsey Piegza, Chief Economist at Stifel, talks about the potential for inflation to resurface as Fed Chair Jay Powell sends a dovish message on interest rates Ethan Bronner, Israel Bureau Chief for Bloomberg News, discusses Israel and Hezbollah strikes over the weekend and risks of a wider regional conflict Pierre Ferragu, Head: Global Tec...
Bloomberg's Surveillance hosts Tom Keene and Lisa Abramowicz head out to Wyoming for the Fed's Jackson Hole Symposium. They speak with some of the biggest names in Central Banking, including: Raphael Bostic, Atlanta Fed President Loretta Mester, Former Cleveland Fed President James Bullard, Former St Louis Fed President Thomas Hoenig, Former Kansas City Fed President Patrick Harker, Philadelphia Fed President See omnystudio.com/listener for privacy information....
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Alix SteelAugust 23rd, 2024 Featuring: Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, discuses how markets will price in rate cuts and whether equities are poised for a fall rally Tina Fordham, founder at Fordham Global Insight, wraps the DNC and looks ahead to the 2024 presidential race Dr. Vania Stavrakeva, economics professor at London Business School, on ...
- Mike Wilson, Chief U.S. Equity Strategist and CIO at Morgan Stanley - Bob Doll, CIO at Crossmark Global Investments - Isaac Boltansky, Director of Policy Research at BTIG Mike Wilson, Chief U.S. Equity Strategist and Chief Investment Officer for Morgan Stanley, discusses markets and previews Fed Chair Jerome Powell's keynote address from Jackson Hole, Wyoming. Bob Doll, CIO at Crossmark Global Investments, talks about asset allocation and opportunities in an uncertain market. Isaac Boltansky, ...
Vice President Kamala Harris formally accepted the Democratic presidential nomination on Thursday, in a historic step that kicks off a three-month dash to Election Day. Balance of Power co-hosts Joe Mathieu and Kailey Leinz speak to Bloomberg politics contributors Rick Davis and Jeanne Sheehan Zaino for instant reaction and analysis of Kamala Harris' address to close out the Democratic National Convention in Chicago. See omnystudio.com/listener for privacy information....
Apollo’s Torsten Slok says after looking at travel spending, retail earnings, restaurant and hotel bookings, “we have a general picture that the economy is just not slowing down" Seema Shah of Principal Asset Management breaks down the week in markets Anders Persson of Nuveen Asset Management gives his view on the next Fed rate cut See omnystudio.com/listener for privacy information.
Mohamed El-Erian, President of Queens' College, Cambridge says traders are overplaying the prospects of an aggressive series of Federal Reserve interest-rate cuts before the end of the year Victoria Fernandez, Crossmark Global Investments Chief markets strategist, says we're still looking at an economic slowdown coming, but not a recession. Sen. Ron Wyden discusses the focus on price gouging in the economic plan of Vice President Kamala Harris See omnystudio.com/listener for privacy information....
Bloomberg Surveillance hosted by Paul Sweeney & Alix SteelAugust 22nd, 2024 Featuring: Russ Koesterich, Global Head of Investment Strategy for BlackRock Scientific Active Equities, on the outlook for equity markets and a potential rally Julia Pollak, Chief Economist from ZipRecruiter, on Wednesday's BLS figures and a potentially deteriorating labor market Jonathan Tamari, Bloomberg Government reporter, joins us from the DNC to discuss what to expect from Kamala Harris on Thursday night Micha...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Gina Martin Adams & Betsey Stevenson. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney August 21st, 2024 Featuring: Sarah Hunt, Chief Market Strategist at Alpine Woods Capital Investors, on how market risks from early August have calmed and whether they could resurface Annmarie Hordern, host of Bloomberg Surveillance TV, discusses what to expect from Tim Walz Wednesday night at the DNC and Kamala Harris on Thursday Bill Lee, Chief Economist at the Milken Institute, talks about China's continued growth concerns and Jay Pow...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 20th, 2024 Featuring: John Stoltzfus, Chief Investment Strategist at Oppenheimer, discusses a potential equity rally to close the year and what to expect at Jackson Hole Kailey Leinz, host of Bloomberg's Balance of Power, joins from Chicago to discuss the first night of the DNC Mick Mulroy, co-founder of the Lobo Institute, talks about the proposed ceasefire dea...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Anna Wong & Geoffrey Yu. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Bloomberg Surveillance TV: August 20, 2024 -Bob Michele, JP Morgan Asset Management Global Head of Fixed Income-Mike Pyle, Biden Administration Fmr. Deputy National Security Advisor for International Economics -Mary Powell, Sunrun CEO Bob Michele of JP Morgan offers insights on Fed rate cut expectations ahead of Powell’s speech. Mike Pyle, former Deputy National Security Advisor for International Economics in the Biden Administration discusses his contributions crafting Harris’s economic policy....
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Kelsey Berro & Gautam Mukunda. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 19th, 2024 Featuring: Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses the recent moves in the equity market and whether the market's moved past correction territory Kelsey Berro, Executive Director of Fixed Income at JP Morgan Investment Management, on how fixed income serves as a hedge in an uncertain market Henrietta Treyz, Managing Partner at Veda Partners, previews the DNC and discusses the state o...
- Amos Hochstein, Senior Advisor to the President for Energy and Investment - Steve Englander, Standard Chartered Global Head of FX Research - Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager Amos Hochstein, Senior Advisor to the President for Energy and Investment, provides insights on White House energy policy and ceasefire talks in Gaza. Steven Englander of Standard Chartered Global discusses the strength of the Yen and expectations from Ueda regarding a July rate hike. ...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Katy Kaminski, Aoifinn Devitt and Hot Dogs! Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
-John Bolton, Former United States Ambassador to United Nations -Darrell Cronk, Wells Fargo Chief Investment Officer -Noel Dixon, State Street Global Markets Macro Strategist Former Ambassador John Bolton provides insights on the anticipation of Iran potentially counterstriking Israel, the latest ceasefire talks between Israel and Hamas and the implications for U.S. foreign policy as we approach the election. Darrell Cronk of Wells Fargo shares his perspective that the economy is on track for a ...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 16th, 2024 Featuring: Katy Kaminski, AlphaSimplex Chief Research Strategist, on markets Michael Purves, Tallbacken Capital Advisors Founder/CEO, markets Oliver Chen, TD Cowen Senior retail analyst, on WMT/ULTA Bloomberg's Lisa Mateo with her Newspaper Headlines See omnystudio.com/listener for privacy information....
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Tiffany Wilding & Ian Lyngen Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
-Tom Steyer, Galvanize Climate Solutions Co-founder -Harry Sommer, Norwegian Cruise Line Holdings CEO -Tom Porcelli, PGIM Chief US Economist Tom Steyer of Galvanize Climate Solutions discusses growing enthusiasm among the democratic donor class and Vice President Harris's economic and climate plans as she gears up to visit Western PA. Harry Sommer of Norwegian Cruise Line Holdings shares the company’s plans for disrupting travel trends. PGIM's Tom Porcelli breaks down today’s data points includi...
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 15th, 2024 Featuring: Tiffany Wilding, PIMCO Managing Director and Economist Dana Telsey, Telsey Advisory Group CEO Amanda Lynam, Blackrock Head of Macro Credit Research Bloomberg's Lisa Mateo with her Newspaper Headlines See omnystudio.com/listener for privacy information.
