What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . - Ben Gutteridge, Invesco Portfolio Manager - Multi-Asset Strategies - Evan Roth Smith, Blueprint - Matt Hornbach, Morgan Stanley Ben Gutteridge of Invesco thinks stocks can make it through the election in a positive fashion. Evan Roth Smith of Blueprint says the election is a 50-50 race, but the odds of a polling error would likely be in favor of Kamala Harris. Matt Ho...
Oct 23, 2024•20 min
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 23rd, 2024 Featuring: Frances Donald, Chief Economist at RBC, argues why the economic analysis shouldn't focus on soft v. hard landing in the US and why the US election is not driving global macro themes David Kelly, Chief Global Strat...
Oct 23, 2024•31 min
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Mike Wilson & Brian Belski. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information....
Oct 22, 2024•5 min
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . - Kurt Reiman, UBS Head of Fixed Income for the Chief Investment Office & UBS ElectionWatch Lead - Torsten Slok, Apollo Management Chief Economist - Brent Schutte, Northwestern Mutual Life Insurance Chief Investment Officer Kurt Reiman of UBS says the recent surge in US treasury yields pertain to strong growth as opposed to 'Trump trade.' Apollo's Torsten Slok says ...
Oct 22, 2024•25 min
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 22nd, 2024 Featuring: Mike Wilson, Chief US Equity Strategist and CIO at Morgan Stanley, on whether the equity rally could soon stall, and also discusses the market impact of this earnings season and the 2024 election Brian Belski, Chi...
Oct 22, 2024•41 min
- Daniel Morris, BNP Paribas Asset Management Chief Market Strategist - Jim Caron, Morgan Stanley Co-CIO - Aditya Bhave, BofA Global Research Senior US Economist Daniel Morris of BNP Paribas is bracing for a "negative shock," but says the economy looks resilient. Jim Caron of Morgan Stanley says it will be hard to get inflation under control no matter who wins the election. Aditya Bhave of BofA doesn't believe in reacceleration yet. See omnystudio.com/listener for privacy information....
Oct 21, 2024•19 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF .Bloomberg Surveillance hosted by Paul Sweeney & David Gura.October 21st, 2024 Featuring: Kathy Bostjancic, Chief Economist at Nationwide, discusses why a November rate cut isn't guaranteed at the next FOMC meeting Henrietta Treyz, Managing Partner at Veda Partners, on the 2024 election and the closing strategies for Kamala Harris & Donald Trump Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, talks abo...
Oct 21, 2024•33 min
- Anastasia Amoroso, iCapital Chief Investment Strategist - Lindsey Piegza, Stifel Chief Economist - Kit Juckes, Soc Gen Chief FX iCapital's Anastasia Amoroso says the economy's resiliency is what's truly in the driving seat. Stifel's Lindsey Piegza believes the Fed "sent the wrong message" what a 50bp cut. Kit Juckes of Soc Gen doesn't foresee the ECB cutting rates aggressively. See omnystudio.com/listener for privacy information....
Oct 18, 2024•24 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & David GuraOctober 18th, 2024 Featuring: Lara Rhame, Chief Economist at FS Investments, discusses why she believes a soft landing might not be so soft and talks about how the 2024 election will impact markets Nancy Curtin, Partner & Global CIO at AlTi, on remaining bullish on the S&P 500 and what she's seeing when it comes to market fundamentals Gautam Mukunda, lecture...
Oct 18, 2024•31 min
Netflix added more than 5 million customers in the third quarter, and eclipsed Wall Street’s expectations on every major financial metric despite a new programming slate constrained by last year’s strikes in Hollywood. For instant reaction and analysis, hosts Tim Stenovec and Molly Smith spoke with Dan Morgan, senior portfolio manager at Synovus Trust. See omnystudio.com/listener for privacy information.
Oct 17, 2024•8 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Carol Massar.October 17th, 2024 Featuring: Kara Murphy, CIO at Kestra Investment Management, gives her outlook for the US economy and equity markets Matt Sigel, Head of Digital Assets Research at Van Eck Associates, on the Bitcoin and crypto outlook David Gura, host of the Bloomberg "Big Take" podcast, discusses the 2024 election and other DC headlines Lisa Mateo on newspaper...
Oct 17, 2024•33 min
- Governor Ned Lamont (D) Connecticut - Dan Skelly, Morgan Stanley Wealth Management Head of market research and strategy - Jeremy Stretch, CIBC Connecticut Governor Ned Lamont says Vice President Kamala Harris and running mate Tim Walz are more pragmatic than the Biden Administration. Dan Skelly of Morgan Stanley says a "red sweep" in the U.S. election would cause "the most near-term volatility." Jeremy Stretch of CIBC says the market "is increasingly looking a little oversold." See omnystudio....
Oct 17, 2024•18 min
- Elyas Galou, BofA Securities Senior Investment Strategist - Keith Lerner, Truist Co-CIO/Chief Market Strategist - Julia Coronado, Macropolicy Perspectives President and Founder Elyas Galou thinks investors have transformed from "nervous bulls" a month ago to just bulls. Keith Lerner of Truist says, "This is the strongest election year we've seen for the stock market since the 1950's." Julia Coronado of Macropolicy Perspectives says the "bar is very high" for the Fed to deviate from a 25bp cut ...
Oct 16, 2024•23 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Carol Massar & Barry Ritholtz.October 16th, 2024 Featuring: Aoifinn Devitt, Chief Global Strategist at Moneta, discusses the potential market impact of the 2024 presidential race & how ASML's chip warning is weighing on investor sentiment Ann Miletti, Head of Equity at Allspring Global Investments, discusses how earnings season will impact US equities and why Allspring investment teams ...
Oct 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 Chuck Clough & Katy Kaminski. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Oct 15, 2024•5 min
- Max Kettner, HSBC Chief Multi-Asset Strategist - Sarah Hunt, Alpine Saxon Woods Chief Market Strategist - Vishal Khanduja, Morgan Stanley Investment Management Head of Broad Markets Fixed Income Max Kettner of HSBC says, "The market is underestimating the strength of the US consumer." Alpine Saxon Woods' Sarah Hunt is watching companies that have "continuously good balance sheets" and can generate cash as earnings season continues. Vishal Khanduja of Morgan Stanley says, "We have the lowest am...
Oct 15, 2024•26 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 15th, 2024 Featuring: Chuck Clough, Chairman at Clough Capital, discusses current market trends and risks as well as how earnings are impacting investors Jennifer Lawless, University of Virginia professor, on the 2024 presidential race Mark Kimmitt, Retired Brigadier General, on the conflict in the Middle East Lisa Mateo on newspapers Get the Bloomberg Surveill...
Oct 15, 2024•30 min
Join Tom Keene, Paul Sweeney, Lisa Mateo and Michael Barr LIVE on YouTube weekday mornings. Join us on YouTube, starting at 7am ET. WATCH HERE: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Oct 15, 2024•1 min
- Lori Calvasina, RBC Capital Markets Head of Equity Strategy - Nela Richardson, ADP Chief Economist - Kate Moore, BlackRock Global Allocation Team Head of Thematic Strategy Lori Calvasina of RBC Capital Markets says investors are in wait-and-see mode until after the US election. Nela Richardson of ADP predicts the October jobs report "is going to be really, really clouded." Kate Moore believes 3Q revenue growth will be solid, but not blockbuster. See omnystudio.com/listener for privacy informat...
Oct 14, 2024•23 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 Simon Johnson. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Oct 14, 2024•5 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 14th, 2024 Featuring: Simon Johnson, Professor: Entrepreneurship/Head: Global Economics at MIT Sloan School of Management, on winning the 2024 Nobel Prize in Economics Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses whether there's potential for a downtown in US equities amid the presidential election and geopolitical uncertainty Jo...
Oct 14, 2024•28 min
Bloomberg News Now is a comprehensive audio report on today's top stories. Listen for the latest news, whenever you want it, covering global business stories around the world. On Apple: http://apple.co/3Eyz9EX On Spotify: http://spoti.fi/45IG5LR Anywhere: http://bit.ly/460OMka See omnystudio.com/listener for privacy information....
Oct 11, 2024•5 min
- John Stoltzfus, Oppenheimer Chief Investment Strategist - Gerard Cassidy, RBC Capital Markets Head of U.S. Bank Equity Strategy and Large Cap Bank Analyst - Lara Rhame, FS Investments Chief US Economist John Stoltzfus of Oppenheimer says the American consumer is "remarkably resilient." Gerard Cassidy of RBC responds to earnings from JPMorgan and Wells Fargo, saying the industry "just doesn't have the risks that it had in those past periods." Lara Rhame of FS Investments calls inflation a "mild...
Oct 11, 2024•17 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 11th, 2024 Featuring: Gerard Cassidy, Head: US Bank Equity Strategy at RBC Capital Markets, reacts to today's bank earnings and offers his outlook for bank earnings season Leslie Falconio, CIO & Head of Taxable Fixed Income Strategy at UBS Financial Services, on the soft landing scenario and why she thinks it won't lead to a large decline in yields Jennifer...
Oct 11, 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 Gerard Cassidy & Stephanie Guild. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Oct 11, 2024•5 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Richard Haass & Cam Harvey. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Oct 10, 2024•5 min
- Brian Levitt, Invesco Global Market Strategist - Dan Greenhaus, Solus Alt. Asset Mgmt - Tom Narayan, RBC Analyst "People say,'buy low, sell high.' I say, 'buy high, sell higher,'" says Invesco's Brian Levitt. Dan Greenhaus of Solus Alternative Asset Management believes "higher yields are not necessarily a problem" for the equity market. RBC's Tom Naryan says Tesla's robotaxi "dramatically increases the valuation of the mobility sector." See omnystudio.com/listener for privacy information....
Oct 10, 2024•27 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 10th, 2024 Featuring: Cam Harvey, Professor at Duke University, Sarah House, Senior Economist at Wells Fargo, and give their reaction to CPI and provide an outlook for rate cuts Rebecca Patterson, former Chief Investment Strategist at Bridgewater Associates, Mona Mahajan, Senior Investment Strategist with Edward Jones, on inflation in the US and equity outlook ...
Oct 10, 2024•52 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, Huw van Steenis, & Wendy Schiller. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Oct 09, 2024•6 min
- Andrew Sheets, Morgan Stanley Global Head of Corporate Credit Research - Cameron Dawson, NewEdge Wealth Chief Investment Officer - Craig Fugate, Fmr. FEMA Administrator under Obama Andrew Sheets of Morgan Stanley says, "We're still in a good is good environment." Cameron Dawson of NewEdge Wealth says the one thing keeping low-income consumers above water is the jobs market. Former FEMA Administrator Craig Fugate says FEMA has a lot of capability to reprioritize their resources as Florida brace...
Oct 09, 2024•24 min
