Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 5th, 2024 Featuring: David Rosenberg, founder and president at Rosenberg Research & Associates, discusses the 2024 equity rally, Bitcoin, and how the market is broadening James Steel, Chief Commodities Analyst with HSBC, on hedges in the market and the outlook for gold Richard Haas, Senior Counselor with Centerview Partners and President emeritus of Coun...
Dec 05, 2024•39 min
Far-right leader Marine Le Pen teamed up with a left-wing coalition to topple the French government, pitching the country into a prolonged period of turbulence that’s likely to further unsettle investors. For reaction and analysis, hosts Tim Stenovec and Emily Graffeo speak with Bloomberg Daybreak Europe host Stephen Carroll, reporting live from our Paris bureau and Steven Englander, global head of G10 FX Research at Standard Chartered Bank. See omnystudio.com/listener for privacy information....
Dec 04, 2024•19 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 Wei Li. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Dec 04, 2024•6 min
- Lori Heinel, State Street Global Advisors EVP/Global Chief Investment Officer - Wei Li, BlackRock Global Chief Investment Strategist - Ian Lyngen, BMO, Head: US Rates Strategy Lori Heinel of State Street says until the ink is dried on some of Trump's policies, "it is hard to know how those crosswinds will actually impact the real economy." Wei Li of BlackRock believes, "This is an environment of transformation rather than your typical cycle." Ian Lyngen of BMO thinks the market is still tradin...
Dec 04, 2024•18 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 4th, 2024 Featuring: Wei Li, Global Chief Investment Strategist at BlackRock, discusses the global economic implications of political unrest in France and South Korea, and also discusses BlackRock's 2025 outlook George Saravelos, Global co-Head of FX Research at Deutsche Bank, discusses the latest FX moves in French and South Korean currencies, and can also ...
Dec 04, 2024•32 min
- Steven Englander, Standard Chartered Bank Global Head: G10 FX Research - Oliver Chen, TD Cowen Managing Director & Professor at Columbia Business School in Retail - Lindsey Piegza, Stifel Chief Economist Steven Englander of Standard Chartered Bank discusses the "tremendous advantage" of dollar dominance in the U.S. Oliver Chen of TD Cowen says quiet luxury is really working, and the consumer remains focused on value in retail. Lindsey Piegza of Stifel says the Fed needs to move to the side...
Dec 03, 2024•21 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Damian SassowerDecember 3rd, 2024 Featuring: Jeff Kleintop, Chief Global Strategist at Charles Schwab, discusses his market outlook for 2025 and how the government crisis in France could reshape the economic situation in Europe Heidi Crebo-Rediker, Adjunct Senior Fellow at the Council on Foreign Relations, discusses the latest on US politics and how President-elect Trump is r...
Dec 03, 2024•32 min
- Seema Shah, Chief Global Strategist at Principal Asset Management - Ed Mills, Washington Policy Analyst with Raymond James - Claudia Sahm, Chief Economist at New Century Advisors Seema Shah of Principal Asset Management discusses what investors looking ahead to with payrolls and a December Fed meeting with stocks at all-time highs. Ed Mills, Washington Policy Analyst with Raymond James, talks about how leaders from Mexico and Canada are approaching potential US tariffs. Claudia Sahm with New C...
Dec 02, 2024•22 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & David Gura December 2nd, 2024 Featuring: Kathy Jones, Chief Fixed Income Strategist at Charles Schwab, discusses her outlook for fixed income in 2025 and the risks of disinflation Henrietta Treyz, Managing Partner at Veda Partners, discusses the top DC headlines including President-elect Trump's pick to lead the FBI Lisa Kaplan, CEO at Alethea, discusses how retailers are bal...
Dec 02, 2024•33 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Jess MentonNovember 29th, 2024 What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . ( https://bit.ly/4eIFhe5 ) Featuring: Sonja Marten, Head: FX & Monetary Policy at DZ Bank, talks about the Trump trade and global FX moves Aneeka Gupta, Director of Macroeconomic Research at WisdomTree, talks about ...
Nov 29, 2024•29 min
- Michael Green, Chief Strategist at Simplify Asset Management - Jill Standish, Global Head of Retail at Accenture - Judy Dempsey, Nonresident Senior Fellow at Carnegie Europe Michael Green of Simplify Asset Management talks about risk on sentiment in markets and whether the crypto rally can continue. Jill Standish, Global Head of Retail at Accenture, says retailers "have good reason to be cautiously optimistic" as holiday season kicks off. Judy Dempsey with Carnegie Europe discusses how Europea...
Nov 29, 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 Ian Bremmer & Dana Telsey. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Nov 27, 2024•3 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney November 27th, 2024 Featuring: Seema Shah, Chief Global Strategist at Principal Asset Management, discusses optimism in 2025 for markets and the threat of tariffs Ian Bremmer, founder of Eurasia Group, joins to discuss a slew of geopolitical topics, including the war in Ukraine and temporary ceasefire between Israel and Hezbollah, and the implications of a Trump presi...
Nov 27, 2024•43 min
- John Stoltzfus, Oppenheimer Chief Investment Strategist - William Dudley, BBO/Bloomberg Economics & Former NY Fed President - Sucharita Kodali, Forrester VP - Principal Analyst John Stoltzfus of Oppenheimer says, "People are beginning to realize this bull market has legs. There is a broadening that is undeniable." Former New York Fed President William Dudley says, "If the markets start to judge that something is highly likely, then the Fed has to take it on board as their own thinking." Su...
Nov 27, 2024•23 min
Israel reached a deal for a 60-day cease-fire with the Lebanese militant group Hezbollah after weeks of talks mediated by the US, a first step toward ending a conflict that’s killed thousands of people. For reaction and analysis, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with Bloomberg National Security Team Leader Nick Wadhams and Bloomberg News Economy and Government reporter Galit Altstein. See omnystudio.com/listener for privacy information....
Nov 26, 2024•13 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Sam Stovall & Doug Irwin. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Nov 26, 2024•5 min
- Nela Richardson, ADP Chief Economist & ESG Officer - Stuart Kaiser, Citi Head of Equity Trading Strategy - Dan Ives, Wedbush Securities Global Head of Technology Research, Managing Director, Senior Equity Analyst Nela Richardson of ADP says "we're on a knife's edge" when it comes to wage growth versus inflation. Stuart Kaiser of Citi says economic "growth is solid, but not exemplary" and warns investors they have to "trade it that way." Dan Ives of Wedbush believes more Tesla jobs could mo...
Nov 26, 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 Wendy Schiller & Frances Donald. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Nov 25, 2024•5 min
- David Bianco, DWS Chief Investment Officer: Americas - Adrienne Yih, Barclays Senior Analyst: E-Commerce & Brand Retailing - Noel Dixon, State Street Global Markets Senior Macro Strategist David Bianco of DWS believes markets will likely be volatile over the coming year, but "probably still upwards." Adrienne Yih of Barclays says the retail winners right now are giving back real value to consumers. Noel Dixon of State Street thinks the dollar will continue to grind higher going into next y...
Nov 25, 2024•18 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 25th, 2024 Featuring: Ian Lyngen, Head of US Rates at BMO Capital Markets, talks about the outlook for US rates and Treasury yields as President-elect Trump builds out his cabinet Frances Donald, Chief Economist at RBC, on the K-shaped economy and why the US can't have its cake and eat it too Bill Lee, Chief Economist at the Milken Institute, discusses the imp...
Nov 25, 2024•28 min
President-elect Donald Trump said he is nominating Scott Bessent, who runs macro hedge fund Key Square Group, as the next US Treasury Secretary, enlisting a key adviser to manage the sweeping economic agenda he has vowed to enact in a second term. Bloomberg Balance of Power hosts Joe Mathieu and Kailey Leinz offer instant reaction. See omnystudio.com/listener for privacy information.
Nov 23, 2024•7 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Jess MentonNovember 22nd, 2024 What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . ( https://bit.ly/4eIFhe5 ) Featuring: Lauren Goodwin, Chief Market Strategist at New York Life, discusses her market outlook and the "Two Americas" in the US economy Vania Stavrakeva, professor at London Business School...
Nov 22, 2024•30 min
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . - Mario Centeno, ECB Governing Council Member - Mohamed El-Erian, Queens' College Cambridge - Dana Telsey, Telsey Advisory Group ECB Governing Council Member Mario Centeno believes Europe needs to move from the passenger seat to a more leading role in the world. Mohamed El-Erian of Queens' College Cambridge says, "What you want is for China and for Europe to get their a...
Nov 22, 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 Dan Ives & Gene Munster. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information....
Nov 21, 2024•4 min
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . - Cameron Dawson, NewEdge Wealth Chief Investment Officer - Eric Schmidt, Former Google CEO & Chairman - Gary Cohn, IBM Vice Chairman, Former Goldman Sachs President & COO, Former NEC Director Cameron Dawson of NewEdge Wealth says Bitcoin is "a psychological commodity that captures fears about dollar debasement." Former Google CEO Eric Schmidt discusses how the ...
Nov 21, 2024•35 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 21st, 2024 What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . ( https://bit.ly/4eIFhe5 ) Featuring: Jason Draho, Head: Americas Tactical Asset Allocation at UBS Financial Services, talks benign US growth and policy risks to markets in the coming Trump admin Wendy Schiller, professor a...
Nov 21, 2024•33 min
Nvidia, the chipmaker at the heart of an artificial intelligence boom, delivered a revenue forecast that failed to meet the highest expectations, suggesting that the company’s dizzying growth run has its limits. For reaction and analysis, Businessweek hosts Carol Massar and Tim Stenovec speak with Bloomberg Technology cohost Caroline Hyde, Bloomberg Intelligence senior semiconductor analyst Kunjan Sobhani, Bloomberg News equities reporter Ryan Vlastelica and Bloomberg News earnings reporter Redd...
Nov 20, 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 . Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Steve Auth & Jim Bianco. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information....
Nov 20, 2024•4 min
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . - Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist - David Malpass, Former President of The World Bank, Former Under Secretary of the US Treasury for International Affairs - Chuck Grom, Gordon Haskett Research Advisors Managing Director/Sr Analyst: Retail Julian Emanuel of Evercore says stocks are expensive, and "any news that sort of disrupts the...
Nov 20, 2024•24 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 20th, 2024 What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . ( https://bit.ly/4eIFhe5 ) Featuring: David Malpass, former president at the World Bank, on how a second Trump term will reshape the global world order STUDIO Michael Darda, Chief Economist at Roth Capital Partners, joins f...
Nov 20, 2024•38 min
