Bloomberg Surveillance - podcast cover

Bloomberg Surveillance

Bloombergwww.bloomberg.com

Listen for the latest in finance, economics and investment.

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television.

Join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. 

Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ.

Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF

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Episodes

Instant Reaction: Jay Powell on Fed Policy

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance as the Fed lowered interest rates for a third time, but reined in the number of cuts they expect in 2025. See omnystudio.com/listener for privacy information.

Dec 18, 202423 min

Instant Reaction: The Fed Decides

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance See omnystudio.com/listener for privacy information.

Dec 18, 202430 min

Single Best Idea with Tom Keene: Ben Laidler & Alicia Levine

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 & Alicia Levine. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Dec 18, 20245 min

Bloomberg Surveillance TV: December 18, 2024

- Lisa Shalett, Morgan Stanley Wealth Management Chief Investment Officer - Anna Nikolayevsky, Axel Capital Management Founder/Chief Investment Officer - Victoria Fernandez, Crossmark Global Investments Chief Market Strategist Lisa Shalett of Morgan Stanley says, "We expect to get a barrage, literally a machine gun of policy proposals" and the barrage will "undermine some of those animal spirits" in the market. Anna Nikolayevsky of Axel believes there is already consumer slowdown, citing people ...

Dec 18, 202427 min

The Outlook for Markets, Rates, and a Second Trump Term

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 18th, 2024 Featuring: Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth, discusses her 2025 outlook, the Fed, and volatility and risks in 2025 Jason Furman, Professor of the Practice of Economic Policy at Harvard University, discusses President-elect Trump's second term economic policies and whether or not he believes they will be inflati...

Dec 18, 202438 min

Single Best Idea with Tom Keene: Julian Emanuel & Bill Priest

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Julian Emanuel & Bill Priest. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Dec 17, 20244 min

Bloomberg Surveillance TV: December 17, 2024

- Mark McCormick, TD Bank Global Head: FX & EM Strategy - Dan Greenhaus, Solus Alternative Asset Management Chief Strategist - Joanna Geraghty, JetBlue CEO Mark McCormick of TD Bank says, "The election of Trump is a disruption to the existing order" around the world. Dan Greenhaus of Solus dives into the incoming administration and predicts, "No one's cutting spending. Spending never gets cut." Jetblue CEO Joanna Geraghty speaks about the changes happening at the airline, saying the company ...

Dec 17, 202425 min

Looking Ahead to the December Fed Meeting & Markets in 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 17th, 2024 Featuring: Julian Emanuel, Senior Managing Director and Head of Equity, Derivatives, and Quantitative Strategy at Evercore ISI, on raising his S&P target for 2025 and previews the Fed meeting Meghan Robson, Head of US Credit Strategy at BNP Paribas, on credit positioning post-US election, political risks, and why she likes Europe to outperform...

Dec 17, 202438 min

Single Best Idea with Tom Keene: Rebecca Patterson & Max Kettner

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Rebecca Patterson & Max Kettner. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Dec 16, 20245 min

Bloomberg Surveillance TV: December 16, 2024

- Steve Chiavarone, Head of Multi-Asset Solutions, Federated Hermes - Kelsey Berro, Fixed Income Portfolio Manager, JPMorgan Asset Management - Lydia Boussour, Senior Economist, EY Steve Chiavarone of Federated Hermes says, "we are underestimating the growth that's going to come from the policies and overestimating the inflation," about the incoming Trump administration. Kelsey Berro of JPMorgan warns despite labor market resilience, "the unemployment rate is actually creeping higher." Lydia Bou...

Dec 16, 202424 min

The Fed Weighs Tariffs & Taxes

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 16th, 2024 Featuring: Rebecca Patterson, former Chief Investment Strategist at Bridgewater, discusses softening in China, this week's Fed meeting and expected rate reduction, and outlook for the dollar Henrietta Treyz, Managing Partner at Veda Partners, discusses government funding and tariff and tax policy proposals Stephen Trent, Director: American Airline...

Dec 16, 202433 min

Single Best Idea with Tom Keene: Michael Purves, Dan Ives, & Gene Munster

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Michael Purves, Dan Ives, & Gene Munster. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Dec 13, 20245 min

Bloomberg Surveillance TV: December 13, 2024

- Chris Verrone, Strategas Securities Partner/Head: Technical & Macro Strategy - Jared Woodard, BofA Securities Head: Research Investment Committee, - Bill Dudley, Fmr. NY Fed President Chris Verrone of Strategas Securities isn't worried about market breadth, he says its "a little overstated" and December "can be a seasonally choppy period." Jared Woodard of BofA believes, "A rebalancing in the global economy, a lightly weaker dollar, slightly stronger currencies elsewhere could create condi...

Dec 13, 202424 min

Outlook for Big Tech and Trump's Economic Team

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 13th, 2024 Featuring: Dan Ives, Senior Equity Analyst at Wedbush Securities, and Gene Munster, Managing Partner at Deepwater Asset Management, talks the big year in tech in 2024 and bullishness on AI and big tech Ebrahim Rahbari, Senior Advisor: Geo-Economics and Markets with Fordham Global Foresight, offers his analysis of Trump's economic team, the US econ...

Dec 13, 202441 min

Single Best Idea with Tom Keene: Jeffrey Rosenberg & Brian Belski

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Jeffrey Rosenberg & Brian Belski. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Dec 12, 20246 min

Bloomberg Surveillance TV: December 12, 2024

- Frank Aquila, Sullivan & Cromwell - Peter Tchir, Academy Securities Head of Macro Strategy - Samuel Zief, JP Morgan Private Bank Global Macro Strategist & Head of Global FX Strategy Frank Aquila of Sullivan & Cromwell is expecting a lot of inbound M&A from Europe and Asia. Peter Tchir of Academy Securities says the U.S. must prepare for China to increasingly share their brands globally, and its chips and A.I. focus are a big concern. Samuel Zief of JP Morgan believes European o...

Dec 12, 202422 min

Inflation and Market Outlook Amid a Second Trump Admin

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 12th, 2024 Featuring: Jeffrey Rosenberg, Portfolio Manager - Systematic Multi-Strategy Fund at BlackRock, talks fixed income and offering his market outlook in a second Trump admin Lindsey Piegza, Chief Economist at Stifel, on the outlook for inflation and rate cuts in the US amid recent eco data Gautam Mukunda, professor at Yale School of Management, on DC ...

Dec 12, 202436 min

Single Best Idea with Tom Keene: Andrew Sheets & Elizabeth Economy

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Andrew Sheets & Elizabeth Economy. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Dec 11, 20245 min

Bloomberg Surveillance TV: December 11, 2024

- Rep. French Hill, (R) Arkansas - Jay Bryson, Wells Fargo Chief Economist - David Kelly, JPMorgan Asset Management Chief Global Strategist Republican Congressman French Hill says tariffs "are much more about setting long-term spending reform and spending priorities" than balancing the federal budget. Jay Bryson of Wells Fargo expresses confidence the Fed will cut by 25bps next week following the latest CPI data. David Kelly of JPMorgan says the Fed will have to "look with one eye on what's real...

Dec 11, 202419 min

Traders Analyze CPI and US-China Developments

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 11th, 2024 Featuring: Andrew Sheets, Chief Cross-Asset Strategist at Morgan Stanley, Jay Bryson, Chief Economist at Wells Fargo, and Ira Jersey, Chief US Interest Rates Strategist for Bloomberg Intelligence, react to CPI Elizabeth Economy, professor at Stanford University, discusses China's economy and the US-China relationship currently and in a second Trum...

Dec 11, 202432 min

Single Best Idea with Tom Keene: Cam Dawson & Mick Mulroy

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Cam Dawson & Mick Mulroy. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Dec 10, 20244 min

Bloomberg Surveillance TV: December 10, 2024

- Bob Doll, Crossmark Global Investments CEO & CIO - Ellen Wald, The Atlantic Council Sr. Fellow - Jill Carey Hall, BofA Securities US Equity Strategist Bob Doll of Crossmark believes dividend stocks will have even more success next year. Ellen Wald of The Atlantic Council speaks about the importance of Saudi involvement in the future of Syria. Jill Carey Hall of BofA favors mid-cap stocks in 2025, saying, "Small-caps are still stuck in this earnings recession they haven't been able to get o...

Dec 10, 202420 min

Inflation, Trump Policy Proposals, and Oil Outlook

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 10th, 2024 Featuring: Dean Maki, Chief Economist at Point72, on the US economy and outlook for markets, inflation, and CPI Monica Guerra, Executive Director and Head of US Policy at Morgan Stanley Wealth Management, discusses President-elect Trump filling on his incoming cabinet and Trump's proposed economic policies Ellen Wald, Senior Fellow - Atlantic Coun...

Dec 10, 202431 min

Bloomberg Surveillance TV: December 9, 2024

- Nela Richardson, ADP Chief Economist & ESG Officer, Bloomberg Contributor - Tim Adams, IIF President - Andrew Hollenhorst, Citi Chief US Economist Nela Richardson of ADP thinks the Fed is waiting for CPI data to come out on Wednesday ahead of its rate decision next week. IIF President Tim Adams says, "Maybe we need the markets to send us a signal it is time to become more sober in our fiscal outlook." Andrew Hollenhorst of Citi believes, "You don't necessarily have a higher probability of ...

Dec 09, 202420 min

Politics and Geopolitical Events and Their Market Impact

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & David GuraDecember 9th, 2024 Featuring: Joumanna Bercetche, Bloomberg TV anchor based in Dubai, discusses the collapse of the Assad regime in Syria and its broader implications for the Middle East Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, gives her 2025 market outlook Henrietta Treyz, Managing Partner at Veda Partners, talks about the weekend intervie...

Dec 09, 202431 min

Single Best Idea with Tom Keene: Claudia Sahm & Alan Blinder

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Claudia Sahm & Alan Blinder. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Dec 06, 20245 min

Bloomberg Surveillance TV: December 6, 2024

- Sucharita Kodali, Forrester VP & Principal Analyst - Tom Porcelli, PGIM Chief US Economist - Mohamed El-Erian, BBO & President, Queens' College Cambridge - Jeffrey Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund Sucharita Kodali of Forrester says consumers are spending on athleisure, after Lululemon's strong outlook. Tom Porcelli of PGIM, reacting to the November jobs data, says he thinks there are some cracks in the labor backdrop. Mohamed El-Erian of Quee...

Dec 06, 202428 min

Reacting to Friday's Jobs Report

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 6th, 2024 Featuring: Claudia Sahm, Chief Economist at New Century Advisors, Sarah Wolfe, Senior Economist at Morgan Stanley, Kathy Jones, Chief Investment Strategist, Fixed Income at Charles Schwab, and Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, react to today's jobs report Dr. Alan Blinder, economics professor at Princeton and former...

Dec 06, 202446 min

Single Best Idea with Tom Keene: Richard Haass & David Rosenberg

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 & David Rosenberg. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Dec 05, 20244 min

Bloomberg Surveillance TV: December 5, 2024

- Tobin Marcus, Wolfe Research Head of US Politics and Policy - Nouriel Roubini, Atlas America Fund Portfolio Manager / Roubini Macro Associates CEO / Professor Emeritus, NYU - Eric Resnick, KSL Capital Partners CEO Tobin Marcus of Wolfe Research doesn't think tariffs are priced into the market, and people will need to "see it to believe it." Nouriel Roubini of Roubini Macro Associates calls Bitcoin a "speculative asset" that is "highly volatile." Eric Resnick of KSL Capital Partners describes a...

Dec 05, 202431 min
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