-Jay Pelosky, TPW Advisory Principal & Founder -Peter Tchir, Academy Securities, Head Of Macro Strategy -Bill Dudley, Fmr. NY Fed President & Bloomberg Opinion columnist Jay Pelosky, TPW Advisory Principal & founder, says commodities are a major opportunity in the global market. Peter Tchir of Academy Securities says the equity market is 'frothy and overextended' into tech and is positioned for a rotation. Former New York Fed President Bill Dudley discusses why last year's banking cr...
Apr 01, 2024•30 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 1st, 2024 Featuring: David Sowerby, Managing Director and Portfolio Manager at Ancora, breaks down the market reaction to Jay Powell and PCE data Friday Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, on whether market technicals are signaling an incoming correction Emre Peker, Europe Director at Eurasia Group, on the Turkish election result Bl...
Apr 01, 2024•27 min
Bloomberg's Nathan Hager and Michael McKee discuss the latest PCE data and reaction from Fed Chair Jerome Powell. Plus, reaction from Wells Fargo Senior Economist Sarah House. See omnystudio.com/listener for privacy information.
Mar 29, 2024•16 min
Bloomberg's Nathan Hager breaks down the latest PCE data with Bloomberg Economics and Policy Editor Michael McKee. Plus, reaction to the data from Tom Porcelli, Chief US Economist at PGIM Fixed Income, and Wells Fargo Senior Economist Sarah House. See omnystudio.com/listener for privacy information.
Mar 29, 2024•30 min
FTX co-founder Sam Bankman-Fried was sentenced to 25 years in prison for stealing billions of dollars from customers, marking the final chapter in a case that has both captivated and overshadowed the crypto industry. Bloomberg Radio hosts Paul Sweeney, Alix Steel, Joe Mathieu and Kailey Leinz discuss, with instant reaction and analysis from Bloomberg Law host June Grasso and Bloomberg News legal editor Peter Jeffrey. See omnystudio.com/listener for privacy information....
Mar 28, 2024•20 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 28th, 2024 Featuring: Julian Emanuel, Senior Managing Director at Evercore ISI, on market bullishness in 2024 and whether it can last as well as what we can see from Jay Powell tomorrow Richard Haas, former president of the Council on Foreign Relations, on geopolitical outlook for 2024 and concerns involving China, Ukraine, and Israel and how Congress is approach...
Mar 28, 2024•24 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 and Julian Emanuel. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Mar 28, 2024•6 min
-Matthew Miskin, Co-Chief Investment Strategist, John Hancock Investment -Steve Center, COO & Executive Vice Chairman, Kia America -Robert Davis, Merck CEO Matthew Miskin of John Hancock Investment Management says markets have become dependent on a dovish Federal Reserve. Steve Center, COO & Executive Vice Chairman of Kia America, discusses the automaker's outlook on EV production and how it's impacted by government policy. Robert Davis, Merck CEO, discusses the company's newly-approved ...
Mar 28, 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 27th, 2024 Featuring: Rich Clarida, former Vice Chair of the Federal Reserve, on the Fed's rate hike path and Fed credibility Margie Patel, Portfolio Manager at Allspring Global Investments, talks market outlook and chances of a correction in 2024 Marvin Loh, State Street Senior Global Macro Strategist, on equity outlook in the US and global markets and chances o...
Mar 27, 2024•27 min
-Bruce Kasman, Chief Economist & Head of Global Economic Research, JPMorgan -Amanda Lynam, Head of Macro Credit Research, BlackRock -Pablo Di Si, VW North America CEO JPMorgan Chief Economist Bruce Kasman says higher interest rates haven't done nearly as much damage to the private sector as expected. BlackRock's Amanda Lynam says there's enough 'discrimination under the surface' in the credit market to keep conditions from becoming over-exuberant. Pablo Di Si, VW North America CEO, says the ...
Mar 27, 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 26th, 2024 Featuring: John Kartsonas, Managing Partner at Breakwave Advisors, on the Baltimore Bridge collapse Adam Posen, president of the Peterson Institute for International Economics, on geopolitics, wars in Ukraine and Israel, and how it can all play out in the 2024 presidential election Peter Tchir, Head of Macro Strategy at Academy Securities, on China's t...
Mar 26, 2024•25 min
-Andrew Hollenhorst, Chief US Economist, Citi -Julian Emanuel, Chief Equity, Derivatives and Quant Strategist, Evercore ISI -Ron Dermer, Israel Strategic Affairs Minister Citi Chief US Economist Andrew Hollenhorst says the Fed could still cut rates if inflation remains closer to 3% than 2%. Julian Emanuel of Evercore ISI says we've entered the 'zone of exuberance' in the equity market. Ron Dermer, Israel Strategic Affairs Minister, says Israel has no choice but to 'finish the job' in Gaza. See o...
Mar 26, 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 John Kartsonas & Adam Posen Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Mar 26, 2024•7 min
The Big Take from Bloomberg News brings you inside what’s shaping the world's economies with the smartest and most informed business reporters around the world. The context you need on the stories that can move markets. Every afternoon. See omnystudio.com/listener for privacy information.
Mar 26, 2024•1 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 & George Ferguson Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Mar 25, 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 25th, 2024 Featuring: Brooke Sutherland, Boston Bureau Chief for Bloomberg News, on Boeing's CEO resigning Liz Ann Sonders, Chief Investment Strategist at Charles Scwhab, on the Fed and her recent chart comparing how as a percentage of personal income, dividends now outweigh interest John Stoltzfus, Chief Investment Strategist at Oppenheimer, on raising his targe...
Mar 25, 2024•28 min
-Ed Yardeni, Founder & President, Yardeni Research -Jim Bianco, President & Macro Strategist, Bianco Research -Neil Dutta, Head of US Economic Research, Renaissance Macro Research Ed Yardeni of Yardeni Research says the bull market is here to stay, and predicts the S&P 500 will reach 6,000 by next year. Jim Bianco of Bianco Research says bonds are being left out of the 'everything rally', and inflation won't likely drop below 3% until the fall at the earliest. Neil Dutta, Head of US ...
Mar 25, 2024•23 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 22nd, 2024 Featuring: Kristina Hooper, Chief Global Market Strategist at Invesco, wrapping this week's central bank meetings Bloomberg Intelligence Senior Tech Analysts Mandeep Singh and Anurag Rana join to talk about the Reddit IPO and Apple Jonathan Maxwell, CEO at Sustainable Development Capital, on the energy outlook in the US, natural gas prices, and why ene...
Mar 22, 2024•30 min
-Bob Michele, JPMorgan Asset Management CIO & Global Head of Fixed Income, Currency & Commodities -Mohamed El-Erian, Queens' College, Cambridge President & Bloomberg Opinion columnist -Peter Oppenheimer, Chief Global Equity Strategist, Goldman Sachs Bob Michele, JPMorgan Asset Management CIO, says the US economy has been in a "La La Land" since the GFC and that he hasn't been this bullish since the mid-2000s. Mohamed El-Erian, Queens' College, Cambridge President & Bloomberg Opin...
Mar 22, 2024•28 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 21st, 2024 Featuring: Seema Shah, Chief Global Strategist at Principal Asset Management, previews the BOE decision and breaks down yesterday's Fed decision Sebastien Paige, Head of Global Multi-Asset and CIO at T. Rowe Price, on markets, the Fed meeting, and breaking down Jay Powell's presser Brianne Lynch, Head of Market Insight at EquityZen, on today's Reddit I...
Mar 21, 2024•30 min
-Gargi Chaudhuri, BlackRock Head of iShares Investment Strategy Americas -Richard Bernstein, Richard Bernstein Advisors CEO & CIO -Stephanie Roth, Wolfe Research Chief Economist Gargi Chaudhuri, Head of iShares Investment Strategy Americas at BlackRock, advises investing in medium-term treasury bonds amid a higher inflationary environment. Richard Bernstein, Richard Bernstein Advisors CEO & CIO, cautions against fixating solely on the Magnificent 7 stocks. Stephanie Roth, Wolfe Research ...
Mar 21, 2024•24 min
Bloomberg's Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision See omnystudio.com/listener for privacy information.
Mar 20, 2024•27 min
Bloomberg's 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.
Mar 20, 2024•31 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 20th, 2024 Featuring: Bob Michele, Managing director and CIO at JP Morgan Asset Management, on today's Fed decision Dennis Lockhart, former President of Atlanta Federal Reserve, on previewing today's Fed decision Frances Donald, Chief Global Economist at Manulife Investment Management, on what she expects to see from the Fed and concern about the labor market Blo...
Mar 20, 2024•35 min
-Wei Li, Global Chief Investment Strategist, BlackRock -Steven Major, Global Head of Fixed Income Research, HSBC -Jan Hatzius, Chief Economist, Goldman Sachs Goldman Sachs Chief Economist Jan Hatzius says the Fed's concerns about the economy 'have moved into the rearview mirror' ahead of its March meeting. Wei Li, Global Chief Investment Strategist at BlackRock, says the bar is high for markets to 'abandon this narrative of immaculate disinflation'. HSBC Global Head of Fixed Income Research Stev...
Mar 20, 2024•35 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 19th, 2024 Featuring: Jennifer Lee, Senior Economist at BMO Capital Markets, on this week's central bank decisions, including the Fed, BOE, and BOJ Alex Chaloff, CIO at Bernstein Private Wealth Management, on market outlook for 2024 and if we'll see a recession Vince Cignarella, Bloomberg News Marco Strategist, on why he thinks we won't see a 2024 rate cut Bloomb...
Mar 19, 2024•32 min
-Brian Moynihan, Bank of America Chairman & CEO -Savita Subramanian, BofA Head of US Equity & Quantitative Strategy & Jill Carey Hall, BofA Head of U.S. Small and Mid-Cap Strategy -Michael Gapen, BofA Global Research Head of US Economics & Aditya Bhave, BofA Global Research Senior US Economist Bank of America Chairman & CEO Brian Moynihan discusses the state of the US economy, 'resilient' US consumers and the 'slow burn' of commercial real estate. Bank of America equity strat...
Mar 19, 2024•40 min
Barclays CEO C.S. Venkatakrishnan discusses Barclays' three-year restructuring plan that aims to return over $12 billion to shareholders and expand relationships with sovereign wealth funds. Monica DiCenso, Head of Global Investment Opportunities at JP Morgan Private Bank, says equities are well-positioned across the S&P 500. Sahm Consulting founder Claudia Sahm, former Federal Reserve Economist & Bloomberg Opinion columnist, says she expects the Fed to hold rates steady on Wednesday and...
Mar 18, 2024•23 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 18th, 2024 Featuring: Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, on market technicals and how the S&P will respond to this week's Fed decision David Katz, CIO at Matrix Asset Advisors, on stock picks and outlook for indicies in 2024 Dana D'Auria, Co-CIO at Envstnet, on equities, asset allocation, and valuations Bloomberg's Lisa Mateo w...
Mar 18, 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 Ed Yardeni and Dan Ives Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Mar 15, 2024•6 min
