John Stoltzfus, Oppenheimer Chief Investment Strategist, says 'insidious' inflation will likely push the Fed's interest rate cuts to the second half of the year. Sarah Hunt, Alpine Saxon Woods Chief Market Strategist, says AI stocks are backed by actual cashflow and not 'running on a promise.' Ian Lyngen, BMO Capital Markets Head of US Rates Strategy, says this week's inflation and retail sales data 'hints of the specter of stagflation.' See omnystudio.com/listener for privacy information....
Mar 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 SweeneyMarch 15th, 2024 Featuring: Ed Yardeni, President at Yardeni Research, on next week's Fed decision and potential for soft landing Sarah Hunt, Chief Markets Strategist at Alpine Woods Capital Investors Saleha Mohsin, Senior Washington Correspondent with Bloomberg News, on politics and her new book Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Sur...
Mar 15, 2024•28 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Jeffrey Cleveland and Keith Cowing Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Mar 14, 2024•6 min
Marc Lipschultz, Blue Owl Capital Co-CEO, says private credit remains strong and the system is able to successfully absorb economic obstacles. Rolf Habben Jansen, Hapag-Lloyd CEO, says the global shipping sector is calming after months of volatility tied to attacks on shipping vessels. Jay Bryson, Chief Economist, Wells Fargo, reacts to jobless claims and PPI data saying February's sticky inflation numbers shouldn't significantly alter the Fed's path forward on interest rates. See omnystudio.com...
Mar 14, 2024•19 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 14th, 2024 Featuring: Jeffrey Cleveland, Chief US Economist at Payden & Rygel, on immediate reaction to PPI and retail sales Brian Weiser, Principal at Madison and Wall, LLC, on TikTok potential ban. Hessam Nadji, CEO at Marcus & Millichap, on CRE, mortgage rate dip, and other real estate topics Bloomberg's Lisa Mateo with her Newspaper Headlines Get the ...
Mar 14, 2024•31 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Amy Wu Silverman and Katy Kaminski. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Mar 13, 2024•6 min
Featuring: -David Rosenberg, Rosenberg Research Founder & President -Bill Dudley, Former NY Fed President & Bloomberg Opinion contributor -Brendan Carr, FCC Commissioner See omnystudio.com/listener for privacy information.
Mar 13, 2024•24 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 13th, 2024 Featuring: Amy Wu Silverman, Managing Director and Head of Derivatives Strategy at RBC Katy Kaminski, Chief Research Strategist at AlphaSimplex Tom Porcelli, Chief US Economist at PGIM Fixed Income Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.c...
Mar 13, 2024•29 min
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 and Ayesha Kiani Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Mar 12, 2024•6 min
Featuring: -Steve Ricchiuto, US Chief Economist, Mizuho Securities -David Kelly, Chief Global Strategist, JPMorgan Asset Management See omnystudio.com/listener for privacy information.
Mar 12, 2024•18 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 12th, 2024 Featuring: Bill Lee, Chief Economist at the Milken Institute, on CPI Sarah House, Senior Economist at Wells Fargo Mike Wilson, Morgan Stanley Chief Equity Strategist Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveilla...
Mar 12, 2024•38 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Julia Coronado and Michael Purves Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Mar 11, 2024•6 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 11th, 2024 Featuring: Julia Coronado, president/founder of Macropolicy Perspectives Michael Purves, CEO and Founder at Tallbacken Capital Advisors Dr. Ariel Cohen, Senior Fellow at the Atlantic Council, on Israel and Ukraine Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https:/...
Mar 11, 2024•29 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Ellen Zentner and Claudia Sahm Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Mar 08, 2024•7 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyFriday March 8th, 2024 Featuring: Claudia Sahm, contributor to Bloomberg Opinion and independent economist Lori Calvasina, head of US Equity Strategy at RBC Capital Markets Ellen Zentner, Chief US Economist at Morgan Stanley Cam Dawson, CIO at NewEdge Wealth Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/accou...
Mar 08, 2024•34 min
Acting Labor Secretary Julie Su says job growth is stronger over time and the latest data points to a "soft landing" for the US economy. She also says the manufacturing sector is just starting to take off. She speaks with Bloomberg's Annmarie Hordern See omnystudio.com/listener for privacy information.
Mar 08, 2024•9 min
Hosts Joe Mathieu and Kailey Leinz lead special coverage of President Joe Biden's State of the Union address, with insight and analysis from Bloomberg politics contributors Rick Davis and Jeanne Sheehan Zaino. Plus, hear reaction from Senator Dick Durbin, Representative Haley Stevens, and Representative Bryan Steil. See omnystudio.com/listener for privacy information.
Mar 08, 2024•22 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Chris Whalen and Wendy Schiller Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Mar 07, 2024•6 min
Oaktree Capital Management co-founder Howard Marks says efforts to support the US economy during the Global Financial Crisis and the Covid-19 pandemic have led to a growth in government leverage that could prove unsustainable See omnystudio.com/listener for privacy information.
Mar 07, 2024•9 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 7th, 2024 Featuring: Chris Whalen, Chairman at Whalen Global Advisors, on New York Community Bank Wendy Schiller, Brown University Professor, on State of the Union preview Kara Murphy, CIO at Kestra Investment Management, on markets Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now:...
Mar 07, 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 Liz Ann Sonders and Geoffrey Yu Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Mar 06, 2024•7 min
BlackRock Financial Managing Director and Head of Thematic Strategy Kate Moore speaks on the inflation, Fed policy, and outlook for rate cuts. See omnystudio.com/listener for privacy information.
Mar 06, 2024•6 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyFriday March 1st, 2024 Featuring: Liz Ann Sonders, Chief Investment Strategist at Charles Schwab Geoffrey Yu, Senior Strategist of EMEA Markets at BNY Mellon Jen Flitton, Head of US Government Affairs at Invesco, on Super Tuesday and SOTU Savita Subramanian, Head of US Equity/Quant Strategy at Bank of America Get the Bloomberg Surveillance newsletter, delivered every w...
Mar 06, 2024•30 min
Former President Donald Trump notched a series of Republican presidential primary victories as he barrels closer toward his party’s nomination. Hosts Joe Mathieu and Kailey Leinz speak with former Virginia Governor, Republican Jim Gilmore, Democratic pollster Celinda Lake and Bloomberg politics contributors Rick Davis and Jeanne Sheehan Zaino for analysis and reaction. See omnystudio.com/listener for privacy information.
Mar 06, 2024•17 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with David Rosenberg and Constance Hunter. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Mar 05, 2024•6 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyTuesday March 5th, 2024 Featuring: David Rosenberg, founder and president at Rosenberg Research & Associates, on markets Constance Hunter, Senior Advisor at MacroPolicy Perspectives, on markets Meghan Robson, Head of US Credit Strategy at BNP Paribas Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekd...
Mar 05, 2024•28 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Nouriel Roubini and Jim Bianco. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . See omnystudio.com/listener for privacy information.
Mar 04, 2024•6 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMonday March 4th, 2024 Featuring: Nouriel Roubini, CEO, Roubini Macro Associates & Professor Emeritus Jim Bianco, President/Macro Strategist at Biacno Research, on markets Mick Mulroy, former US deputy assistant secretary of defense to Middle East, on Israel/Gaza and Ukraine Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newslett...
Mar 04, 2024•35 min
Steve Wieting, Chief Investment Strategist & Chief Economist at Citi, discusses his predictions for the Magnificent Seven and other tech profits with Bloomberg's Jonathan Ferro and Lisa Abramowicz. See omnystudio.com/listener for privacy information.
Mar 01, 2024•7 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyFriday March 1st, 2024 Featuring: Torsten Slok, Apollo partner and Chief Economist, on the fed not cutting rates Dan Ives, Wedbush Securities Managing Director and Senior Equity Research Analyst, on the week in tech Antonio Neri, HPE CEO, on his company's earnings Victoria Bills, Banrion Capital Chief Investment Strategist, on the markets Bloomberg's Lisa Mateo with he...
Mar 01, 2024•39 min
