Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 24th, 2024 Featuring: Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses a potential correction and equity market outlook Seema Shah, Chief Global Strategist for Principal Asset Management, on the Fed and market games Tina Fordham, founder and geopolitical strategist at Fordham Global Insight, talks elections in France and the UK, Israel, the Biden-Trump CNN Presidential Debate, and other geopolitical topic...
Jun 24, 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 Kona Haque & Matt Miskin. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jun 21, 2024•6 min
Katy Kaminski of AlphaSimplex discusses recent Fedspeak and the potential for treasuries to recover from this year’s losses. Sebastian Raedler of BofA Merrill Lynch updates on European economic uncertainty, highlighting risks across equity markets due to exceptionally low US unemployment rates. Veronica Clark of Citi and Dana Peterson of The Conference Board offer perspectives on the softening labor market, along with Citi’s prediction of a rate cut in September. See omnystudio.com/listener for ...
Jun 21, 2024•30 min
Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney June 21st, 2024 Featuring: David Bianco, CIO: Americas at DWS Katy Kaminski, Chief Research Strategist at AlphaSimplex Daniel Kurtz-Phelan, editor at Foreign Affairs 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/surveillance See omnystudio.com/listener for privacy information....
Jun 21, 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 Torsten Slok & Anastasia Amoroso. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jun 20, 2024•7 min
- Anastasia Amoroso, iCapital Chief Investment Strategist, - Jonathan Miller, Miller Samuel Inc President - Seth Carpenter, Morgan Stanley Chief Global Economist - Savi Synth, Raymond James Managing Director, Equity Research Anastasia Amoroso of iCapital gives an update on markets at near record highs and updates her outlook following the recent rally stating she believes there's a fair bit of economic momentum globally. Miller Samuel's Jonathan Miller reacts to state of the housing market and m...
Jun 20, 2024•32 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 20th, 2024 Featuring: Wei Li, Global Chief Investment Strategist at BlackRock, on global markets and the US stock market rally Torsten Slok, Partner and Chief Economist at Apollo Global Management, discusses the Fed, upside risks to inflation, and whether the US could face a hard landing Anastasia Amoroso, Chief Investment Strategist at iCapital, talks about wheth...
Jun 20, 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 Mona Mahajan & Ian Shepherdson. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jun 18, 2024•6 min
-Steven Meier, New York City Retirement Systems CIO -Ian Shepherdson, Pantheon Macroeconomics Chairman and Chief Economist -Gregory Daco, Ernst & Young Chief Economist Steven Meier of New York City Retirement Systems discusses investing in alternatives, stating there's no breadth and clearly there's some real concentration risks. Ian Shepherdson of Pantheon Macroeconomics and Ernst & Young's Gregory Daco react to today's softer-than-expected retail sales data and look ahead to Fedspeak t...
Jun 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 Sweeney June 18th, 2024 Featuring: Jeffrey Rosenberg, Senior Portfolio Manager, Systematic Fixed Income at BlackRock, discusses immaculate disinflation, nominal GDP, and how much longer the Fed can go on higher for longer rates Dana Telsey, CEO at Telsey Advisory Group, reacts to retail sales and discusses consumer health Ruchir Sharma, CIO and founder at Breakout Capital Par...
Jun 18, 2024•33 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 & Stephanie Roth. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jun 17, 2024•6 min
- Sam Stovall, CFRA Chief Investment Strategist - Nela Richardson, ADP Chief Economist- Lydia Boussour, EY Senior Economist - Steven Major, HSBC Global Head: FI Research Sam Stovall of CFRA shares why he believes stocks are headed for a decline of 5% or more this year. Nela Richardson, Bloomberg TV Contributor and Chief Economist at ADP previews this week's jobs data, saying the ways companies hire and what they pay has changed significantly in recent years. Lydia Boussour of EY and HSBC's Steve...
Jun 17, 2024•30 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 18th, 2024 Featuring: Stephanie Roth, Chief Economist at Wolfe Research, talks about the real meaning behind Q1 inflation data and whether the US is in for a growth slowdown Steven Major, Global Head of Fixed Income Research with HSBC, on his fixed income outlook in the US and abroad and the effects of political turmoil abroad on markets David Rosenberg, founder a...
Jun 17, 2024•32 min
Watch LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney and David GuraJune 14th, 2024 Featuring: Neil Grossman, founder and former CIO at TKNG Capital, discusses his outlook for rates and expectations for inflation and Jay Powell in the coming months Melissa Otto, host of TMT Research at Visible Alpha, joins for a tech discussion and breaks down whether investors are facing a tech bubble or if they should opt against broadening out and stick primari...
Jun 14, 2024•33 min
-Darrell Cronk, Wells Fargo Chief Investment Officer -Pooja Sriram, Barclays VP of US Economics Research -Tasha Keeney, ARK Invest Director of Investment Analysis Wells Fargo's Darrell Cronk discusses the rally in the equity market, saying health care is a good value play for investors. Pooja Sriram of Barclays says the Fed is delivering 'a very balanced message,' saying officials still want to gain more confidence. ARK's Tasha Keeney discusses Elon Musk’s $56 billion pay package and Tesla's rel...
Jun 14, 2024•23 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Stuart Kaiser, Brad Setser, & John Stoltzfus. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jun 13, 2024•8 min
- John Stoltzfus, Oppenheimer, Chief Investment Strategist - Subadra Rajappa, Societe Generale, Head of US Rates Strategy - Jonathan Pingle, UBS, Managing Director and Chief U.S. Economist - Terry Haines, Pangaea Policy Advisory Founder John Stoltzfus of Oppenheimer discusses how markets touched record highs following yesterday’s Fed decision. Societe Generale's Subadra Rajappa and Jonathan Pingle of UBS react to yesterday’s CPI data and Fed decision. Terry Haines of Pangaea Policy discusses Tru...
Jun 13, 2024•26 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 13th, 2024 Featuring: Michael Feroli, Chief US Economist at JP Morgan, on the Powell presser and Fed decision yesterday, as well as the divergence in views on the committee Stuart Kaiser, Head of US Equity Trading Strategy at Citi Global Markets, gives his reaction to the FOMC meeting yesterday and discusses his outlook for the equity market Matt Luzzetti, Chief U...
Jun 13, 2024•28 min
Bloomberg's Tom Keene, 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.
Jun 12, 2024•24 min
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.
Jun 12, 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 Jim Bullard & Paul Donovan. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jun 12, 2024•6 min
-James Bullard, Fmr. St. Louis Fed President, Dean of the Purdue University Mitchell E. Daniels, Jr. School of Business -Frances Donald, Manulife Investment Management Global Chief Economist & Strategist -Scott Chronert, Citi Research Managing Director Former St. Louis Fed President James Bullard and Manulife's Frances Donald react to May's cooler-than-expected CPI print and look ahead to the Fed rate decision and Chair Powell's remarks. Scott Chronert of Citi outlines his equity market outl...
Jun 12, 2024•26 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 13th, 2024 Featuring: Jim Bullard, Dean of Krannert School of Management at Purdue University and former St. Louis Fed President, gives his CPI reaction and discusses whether he thinks the Fed must remain higher for longer Mark Zandi, Chief Economist at Moody's Analytics, reacts to CPI Julia Coronado, founder at MacroPolicy Perspectives, and Constance Hunter, Seni...
Jun 12, 2024•47 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Virginie Maisonneuve, Dan Ives, and Gene Munster. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jun 11, 2024•7 min
Hunter Biden was found guilty of gun charges by a federal court jury in Delaware, becoming the first child of a sitting US president to be convicted of crimes. Bloomberg's Paul Sweeney and Jess Menton bring you instant reaction from our Bloomberg News team. See omnystudio.com/listener for privacy information.
Jun 11, 2024•16 min
-Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager -Tom Forte, Maxim Group Managing Director, Senior Consumer Internet Analyst -Dan Ives, Wedbush Senior Equity Analyst -Mark McCormick, TD Bank Global Head: FX and EM Strategy -Stephen Stanley, Santander Chief Economist BlackRock’s Russ Koesterich provides insights into market expectations ahead of tomorrow’s CPI release and the Fed’s decision. Tom Forte of Maxim Group and Dan Ives of Wedbush offer contrasting perspectives on App...
Jun 11, 2024•32 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 12th, 2024 Featuring: James Steel, Chief Commodities Analyst at HSBC, talks about the bull case for gold and discusses other commodities Virginie Maisonneuve, Global CIO: Equity at Allianz, discusses US inflation expectations and the market reaction to EU elections Lauren Goodwin, Chief Markets Strategist at New York Life, discusses the Fed's tightrope and the imp...
Jun 11, 2024•34 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with George Patterson & Mark Gurman. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jun 10, 2024•5 min
Rubeela Farooqi, Chief US Economist, High Frequency Economics Sarah Hunt, Chief Market Strategist Alpine Saxon Woods Amanda Lynam,Head of Macro Credit Research within the Portfolio Management Group - Private Debt, BlackRock Mark Zandi, Chief Economist, Moody's Analytics Rubeela Farooqi, Chief US Economist at High Frequency Economics addresses conflicting signals in the jobs data. Alpine Saxon Woods's Chief Market Strategist, Sarah Hunt discusses the unpredictable economic landscape as the FED de...
Jun 10, 2024•24 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 11th, 2024 Featuring: Sarah Hunt, Chief Markets Strategist at Alpine Woods Capital Investors, discusses the outlook for equities in the US Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, on a potential drop in the S&P 500 if the Fed doesn't cut rates this year Terry Haines, founder at Pangaea Policy, talks about the EU elections and the pote...
Jun 10, 2024•29 min
