Watch Tom and Paul LIVE each morning on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney. Thursday January 25th, 2024 Featuring: Ed Hyman, Evercore ISI Chairman Lucas Shaw, Bloomberg Screentime Newsletter Garrett Nelson, CFRA Research Senior Equity Analyst and VP Jane Foley, Rabobank Head of FX Strategy Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystu...
Jan 25, 2024•43 min
Watch Tom and Paul LIVE each morning on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney. Wednesday January 24th, 2024 Featuring: Victoria Fernandez Chief Market Strategist Crossmark Global Investments Brian Wieser, Madison and Wall Principal Amy Wu Silverman, managing director and head of derivatives strategy for RBC Joe Theismann, former NFL Quarterback Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloom...
Jan 24, 2024•35 min
Former House Speaker Kevin McCarthy says he thinks Republican presidential candidate Nikki Haley will drop out of the race before the primary in her home state of South Carolina. He spoke with Jon Ferro, Lisa Abramowicz and Annmarie Hordern on "Bloomberg Surveillance." See omnystudio.com/listener for privacy information.
Jan 24, 2024•10 min
IBM Vice Chairman and former US National Economic Council Director under the Trump administration Gary Cohn says the Fed cycle is finally becoming more normal. Speaking to Bloomberg Surveillance host Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern, Cohn adds US consumers partly feel bad though because of the peculiar compounding effect of inflation. See omnystudio.com/listener for privacy information.
Jan 24, 2024•14 min
Watch Tom and Paul LIVE each morning on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney. Tuesday January 23rd, 2024 Featuring: Luke Kawa, UBS Asset Management Allocation Strategist Carl Riccadonna, BNP Paribas Chief US Economist Sylvia Jablonski, Defiance ETFs CEO and CIO Gene Munster, Managing Partner and co-founder at Deepwater Asset Management Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com...
Jan 23, 2024•37 min
Tom Keene, Paul Sweeney, Lisa Mateo and Michael Barr are now LIVE on YouTube. Watch Surveillance live each morning, from 7-10 AM Eastern, on the Bloomberg Podcasts YouTube Channel. Watch here: https://www.youtube.com/watch?v=zhwsLGvjjgg See omnystudio.com/listener for privacy information.
Jan 23, 2024•29 sec
Watch Tom and Paul LIVE each morning on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney. Monday January 22nd, 2024 Featuring: Alicia Levine, Head of Investment Strategy and Equity Advisory Solutions BNY Mellon Wealth Management Scott Chronert, Citi Research Managing director Lori Calvasina, RBC Capital Markets Head of US Equity Strategy Jennifer Lee, BMO Capital Markets Senior Economist and Managing Director Get the Bloomberg Surveillance newsletter, ...
Jan 22, 2024•32 min
Bloomberg Surveillance hosted by Tom Keene and Damian SassowerThursday, January 18th, 2024 Featuring: Geoff Yu, BNY Mellon EMEA macro strategist Komal Sri-Kumar, Sri-Kumar Global Strategies President Amanda Agati, PNC Financial Services Group CIO Margie Patel, Allspring Global senior portfolio manager Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information....
Jan 21, 2024•27 min
Bloomberg Surveillance hosted by Tom Keene and Damian SassowerFriday, January 19th, 2024 Featuring: Stephen Schork, The Schork Group Principal Greg Daco, EY Chief economist Brian Levitt, Invesco Global Market Strategist Neil Dutta, Renaissance Macro Partner/Head of Economic Research Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information....
Jan 19, 2024•26 min
Brad Stone, Bloomberg News Senior Executive Editor for Global Tech, shares his AI insights from the World Economic Forum in Davos . Wedbush's Dan Ives details his takeaways from the CES conference . Dana Telsey of the Telsey Advisory Group discusses the strength of the US consumer in the wake of retail sales data . Charles Schwab's Liz Ann Sonders ties in Led Zepplein with her markets outlook. Hosted by Tom Keene and Damian Sassower. Get the Bloomberg Surveillance newsletter, delivered every wee...
Jan 17, 2024•32 min
Julie Norman, University College London professor, discusses Donald Trump's victory at the Iowa Caucuses. Claudia Sahm, founder of Sahm Consulting, gives her take on the Fed's approach to interest rates. Julia Coronado, MacroPolicy Perspectives President, talks about the inflation environment. Barry Ritholtz, host of the Bloomberg Masters in Business podcast, breaks down the week ahead in markets. Ken Rogoff, Harvard Professor and former IMF Chief Economist, takes a look at inflation in the face...
Jan 16, 2024•36 min
Gerard Cassidy, RBC Capital Markets Large Cap Bank Analyst, and Ken Leon, CFRA Director of Equity Research, break down Friday's 4Q bank earnings releases that included record NII for JPMorgan and disappointing results for Citi. Norman Roule, Center for Strategic & International Studies Senior Adviser, discusses the latest in the Middle East after the US and UK launched airstrikes against Houthi rebels in Yemen. Mohamed El-Erian, Bloomberg Opinion Columnist, overviews his outlook on global ma...
Jan 12, 2024•52 min
Dana Peterson, The Conference Board Chief Economist, breaks down December's hotter-than-expected US consumer inflation data. Erika Najarian, UBS Large-Cap Banks & Consumer Finance Equity Research Analyst, previews Friday's bank earnings releases. Michael Collins, PGIM Fixed Income Senior Portfolio Manager, predicts the Fed will wait to cut interest rates. Norman Roule, Center for Strategic & International Studies Senior Adviser, discusses the latest in the Middle East as tensions continu...
Jan 11, 2024•27 min
Sheila Kahyaoglu, Jefferies Senior Equity Research Analyst, discusses the latest on Boeing and the airlines sector amid a nationwide grounding of the 737 Max 9 aircraft. Seema Shah, Principal Asset Management Chief Global Strategist, expects a positive nominal growth environment and a continued fall in inflation . Kathy Bostjancic, Nationwide Mutual Insurance Chief Economist, says a mild recession is still a possibility despite strong economic data. Matthew Bartlett, Darby Field Advisors Princip...
Jan 10, 2024•27 min
Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist, says the Fed's 'pivot party' over rate cuts has led to a hangover in the equity market to start the year. Brooke Sutherland, Bloomberg Opinion columnist, walks through a hectic week for Boeing and the airlines sector. Ian Bremmer, Eurasia Group founder, outlines his top ten risks in geopolitics for 2024. Nadia Martin Wiggen, Svelland Capital Director, expects a seasonal slowdown in global oil production amid low cru...
Jan 09, 2024•32 min
Bloomberg Daybreak delivers today's top stories, with context, in just 15 minutes. Subscribe to get the podcast by 6am Eastern every day. On Apple: http://bit.ly/3DWYoAN On Spotify: http://bit.ly/3jGRYiB On YouTube: bit.ly/3NMqUKl See omnystudio.com/listener for privacy information.
Jan 09, 2024•17 min
Helane Becker, TD Cowen Sr. Research Analyst, remains confident in the airline industry despite the recent Boeing in-flight safety incident. Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says sentiments around the equity market got carried away at the end of 2023 . Claudia Sahm, Sahm Consulting Founder & Bloomberg Opinion Writer, says December's jobs data points to a healthy labor market. Isaac Boltansky, BTIG Director of Policy Research, discusses Congress' agreement on a ...
Jan 08, 2024•35 min
Randy Kroszner, University of Chicago Professor of Economics & former Fed Governor, along with Bill Dudley, former NY Fed President & Bloomberg Opinion columnist, Alan Ruskin, Deutsche Bank Chief International Strategist, and Tiffany Wilding, PIMCO Economist, break down December's stronger-than-expected US jobs report. Ellen Wald, Atlantic Council Senior Fellow, discusses the latest on oil with news that Maersk will avoid sending ships through the Red Sea for the 'foreseeable future' ami...
Jan 05, 2024•31 min
Carl Riccadonna, BNP Paribas Chief US Economist, breaks down the year's first US weekly jobless claims report which fell below all estimates. Katy Kaminski, AlphaSimplex Chief Research Strategist, says we've entered the next phase for bonds as she shifts from long positioning to short. Ed Mills, Raymond James Washington Policy Analyst, previews a busy month ahead in Washington ahead of Congress' return. Steve Trent, Americas Airline Analyst, advises a selective approach with airline investments....
Jan 04, 2024•36 min
Torsten Slok, Apollo Global Management Chief Economist, says the Fed's easing of financial conditions could pose risks to the US economy . Cameron Dawson, NewEdge Wealth Chief Investment Officer, suggests that a potential repricing of rates would be a pain trade . Dan Ives, Wedbush Sr. Equity Research Analyst, s ays Apple's growth potential makes the stock a 'golden buying opportunity. ' Gerard Cassidy, RBC Capital Markets Large Cap Bank Analyst, advises incorporating bank stocks into investor p...
Jan 03, 2024•37 min
John Stoltzfus, Oppenheimer Chief Investment Strategist, says the consumer and the jobs market will play an important role in 2024 . Elliot Ackerman, US Marine Corps Veteran & Former White House Fellow, overviews the latest in the Middle East and Indo-Pacific as global geopolitical tensions continue to rise . Sarah Hunt, Alpine Saxon Woods Chief Market Strategist, says six rate cuts could indicate a weaker economic scenario. Thierry Wizman, Macquarie Global Interest Rates and Currencies Stra...
Jan 02, 2024•36 min
Bloomberg Daybreak delivers today's top stories, with context, in just 15 minutes. Subscribe to get the podcast by 6am Eastern every day. On Apple: http://bit.ly/3DWYoAN On Spotify: http://bit.ly/3jGRYiB On YouTube: bit.ly/3NMqUKl See omnystudio.com/listener for privacy information.
Jan 02, 2024•18 min
Sam Stovall, CFRA Chief Investment Strategist, advises going for breadth in equity investments next year. Mark Gurman, Bloomberg News Chief Correspondent, recaps another robust year for Apple and discusses the ongoing legal saga with the Apple Watch. Terry Haines, Pangaea Policy Founder, says markets may be undervaluing geopolitical and US domestic risks. Angela Stent, Brookings Institution Senior Fellow, breaks down the latest in the Russia-Ukraine war amid Russia's largest missile barrage sinc...
Dec 29, 2023•43 min
Cathie Wood, Ark Investment Management CEO, CIO & Founder, recaps a prosperous year for Ark Invest ETFs and discusses her outlook on the crypto and technology sectors for 2024. Lara Rhame, FS Investments Chief US Economist, breaks down the final jobless claims data of 2023 and predicts a moderation in consumer spending next year. Mona Mahajan, Edward Jones Senior Investment Strategist, says bouts of volatility next year could provide opportunities for investors to get more involved. Geoff Yu...
Dec 28, 2023•54 min
Kristina Hooper, Invesco Chief Global Market Strategist, says the key for investors in 2024 is to be well-diversified. Gerard Cassidy, RBC Capital Markets Large Cap Bank Analyst, advises a risk-on investment strategy going into the new year. Steven Cook, Council on Foreign Relations Senior Fellow for Middle East & Africa Studies, says the US will opt to remain on the defensive amid recent escalations in the Red Sea. Nadia Martin Wiggen, Svelland Capital Director, overviews the impacts of ong...
Dec 27, 2023•39 min
Dana Telsey, Telsey Advisory Group CEO, recaps a busy holiday shopping season and says there's been a moderation in consumer spending across all income levels. Dan Ives, Wedbush Sr. Equity Research Analyst, predicts Apple will hit a whopping $4 trillion market capitalization next year. Matt Miskin, John Hancock Investment Management Co-Chief Investment Strategist, predicts the Fed will have less influence over markets in 2024. Tom Tzitzouris, Strategas Head of Fixed Income Research, says rate cu...
Dec 26, 2023•41 min
Michael Gapen, Bank of America Securities Head of US Economics, says November's Core PCE inflation data supports a March rate cut from the Fed. Ed Yardeni, Yardeni Research President, calls for a bullish 5,400 on the S&P 500 by the end of 2024. Kim Wallace, 22v Research Head of Washington Policy Research, gives his end-of-year political recap and outlines his expectations for 2024. Deborah Cunningham, Federated Hermes Global Liquidity Markets CIO, says cash is continuing to enter the markets...
Dec 22, 2023•37 min
Steven Ricchiuto, Mizuho Securities Chief US Economist, reacts to a resilient US jobless claims report and cautions that the recession the market is pricing-in doesn't happen. Stuart Kaiser, Citi Head of US Equity Trading Strategy, says bullishness likely has a wider window to perform going into 2024. Susan Thornton, Paul Tsai China Center at Yale University Senior Fellow, expects a tumultuous year ahead for US-China relations. Robert Fishman, Moffettnathanson Sr. Research Analyst, discusses the...
Dec 21, 2023•35 min
Michael Hirson, 22V Research Head of China Research, discusses a new NBC News report that claims Xi Jinping warned President Biden that Beijing intends to reunify Taiwan. Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, says we've already entered a global easing cycle. Jim Caron, CIO, Portfolio Solutions Group, Morgan Stanley Investment Management, advises a balanced portfolio approach going into what he expects to be a 'very rocky year'. Dan Ives, Wedbush ...
Dec 20, 2023•37 min
Brian Moynihan, Bank of America Chairman & CEO, sits down with Bloomberg's David Westin for a conversation on the bank's eventful year in 2023 and his economic outlook going forward. Rich Clarida, PIMCO Global Economic Advisor, former Federal Reserve Vice Chairman & Columbia University Professor, says he doesn't think Fed Chair Powell made a mistake in suggesting rate cuts next year. Chris Hyzy, Merrill and Bank of America Private Bank Chief Investment Officer, says investors are eyeing ...
Dec 19, 2023•43 min
