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Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television.
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Lindsey Piegza & Neil Dutta. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
President Joe Biden is embarking on the most consequential weekend of his political career, knowing that he must restore the faith of voters, donors, and party officials deeply skeptical of his acuity — and that any misstep will prove fatal to his reelection campaign. Listen to analysis on Bloomberg Surveillance with Tom Keene and Paul Sweeney. Tom and Paul get the view from Robert Costa, this week's host of CBS' Face the Nation, Joe Mathieu, host of Bloomberg's Balance of Power, and Terry Haine...
-Jeff Rosenberg, BlackRock Senior Portfolio Manager -Pooja Kumra, TD Securities European & UK Rates Senior Strategist -Jon Lieber, Eurasia Group Managing Director and Fmr. Policy Adviser to Sen. Mitch McConnell Jeff Rosenberg of BlackRock reacts to the payrolls report and what it means for the Fed. TD Securities' Pooja Kumra analyzes the market reaction to the UK election and the French election this weekend. Jon Lieber of Eurasia Group comments on the state of the Biden campaign ahead of th...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 8th, 2024 Featuring: Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, discusses how markets are pricing in the latest jobs figures Marcus Ashworth, Bloomberg Opinion Columnist, on the market impact of the UK election Terry Haines, founder of Pangaea Policy, on President Biden and the 2024 presidential race Holger Schmieding, Chief Economist at Beren...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Dan Ives & Terry Haines. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Tom Keene brings you a special edition of Single Best Idea, featuring a tech-focused conversation with Dan Ives of Wedbush and Gene Munster of Deepwater Asset Management. Hosted by Nathan Hager. See omnystudio.com/listener for privacy information.
-James Athey, Marlborough Investment Management Fixed Income Fund Manager -Charles Myers, Signum Global Advisors Chairman & Founder -Thomas Simons, Jefferies Senior Economist: Money Market -Mark McCormick, TD Bank Global Head: FX & EM Strategy James Athey of Marlborough says it's too early to start trading the treasury market based on predictions of a second Trump administration. Charles Myers of Signum Global shares why he remains positive on Biden's reelection chances, saying the Presi...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 3rd, 2024 Featuring: Margie Patel, Senior Portfolio Manager at Allspring, discusses the equity market rally and whether it can sustain itself amid projected slowing US growth Dan Ives, Senior Equity Analyst at Wedbush Securities, on the NASDAQ record close, the sustainability of the Mag 7 rally, and Tesla beating estimates Annmarie Hordern, host of Bloomberg Surve...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Jim Caron, Julian Emanuel, & Bob Doll. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Joe Quinlan, Merrill and Bank of America Private Bank Head of CIO Market Strategy - Dean Maki, Point72 LP Managing Director/Chief Economist - Ian Lyngen, BMO Head - US Rates Strategy - Jeannette Lowe, Strategas Director Of Policy Research Joe Quinlan of Merrill Lynch and Bank of America shares insights on markets favoring a Trump victory. Dean Maki of Point72 LP and Ian Lyngen of BMO analyze the US labor outlook and discuss the bond market’s stance on the upcoming US Presidential Election. Jea...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 2nd, 2024 Featuring: Julian Emanuel, Head of Equity, Derivatives, and Quantitative Strategy at Evercore ISI, discusses raising his year end S&P price target to 6,000 and why 2024-25 is a huge inflection in markets Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, talks about his top down view on inflation and the sustainability o...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Alan Katz & Cam Dawson. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
The US Supreme Court ruled that Donald Trump has some immunity from criminal charges for trying to reverse the 2020 election results, all but ensuring that a trial won’t happen before the November election. The justices, voting 6-3 along ideological lines, said a federal appeals court was too categorical in rejecting Trump’s immunity arguments, ruling for the first time that former presidents are shielded from prosecution for some official acts taken while in office. Bloomberg’s Paul Sweeney and...
-Cameron Dawson, NewEdge Wealth Chief Investment Officer -David Kelly, JPMorgan Chief Global Strategist -Michael Darda, Roth MKM Chief Economist & Macro Strategist Cameron Dawson of NewEdge Wealth says the slowing in US GDP indicates the US is 'coming off the boil' but not yet falling off a cliff. David Kelly of JPMorgan says last week's presidential debate 'meaningfully increases the likelihood of a Republican sweep in November.' Michael Darda of Roth MKM looks ahead to a busy week of econo...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 1st, 2024 Featuring: Cam Dawson, CIO at NewEdge Wealth, discusses the equity market rally and whether it can sustain itself in the second half of 2024 Sonal Desai, CIO: Fixed Income at Franklin Templeton, offers her perspective on the bond market and how bonds could react to Fed action and political and geopolitical uncertainty Dr. Leslie Vinjamuri, Director of US...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Henrietta Treyz & Ben Laidler Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Libby Cantrill of PIMCO unpacks the first presidential debate and why she doubts there will be a second debate in September. Former World Bank President David Malpass outlines what an economy under a second Trump administration could look like. Mohamed El-Erian of Queens' College, Cambridge reacts to another month of cooling inflation and what it means for the Fed. See omnystudio.com/listener for privacy information.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 28th, 2024 Featuring: Libby Cantrill, Managing Director of Public Policy at PIMCO, discusses the Trump-Biden debate Terry Haines, founder at Pangaea Policy, breaks down the Trump-Biden debate Neil Dutta, Head of US Economic Research at Renaissance Macro Research, breaks down PCE and gives his outlook for the Fed Henrietta Treyz, Veda Partners Managing Partner Get ...
Bloomberg's Joe Mathieu and Kailey Leinz recap the first 2024 presidential debate between President Joe Biden and former President Donald Trump. They receive additional analysis from Bloomberg Correspondent David Gura, Republican Strategist and Stone Court Capital Partner Rick Davis and Democratic Strategist and ROKK Solutions Partner Kristen Hawn. See omnystudio.com/listener for privacy information.
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Joe Mysak & David Gura. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Maya MacGuinneas, The Committee for a Responsible Federal Budget President - Amos Hochstein, Deputy Assistant to the President, Senior Advisor for Energy and Investment - Ed Hyman, Evercore ISI Chairman and Founder Maya MacGuinneas of the Committee for a Responsible Federal Budget discusses the federal budget deficit and looks ahead to tonight's debate and the November election. Amos Hochstein of the Biden administration discusses the future of US energy policy. Ed Hyman of Evercore ISI overvi...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 27th, 2024 Featuring: Daragh Maher, Head of Americas Research and Head of FX Strategy at HSBC, discusses Dollar strength, the Japanese yen, and the Fed's impact on currencies and global markets Dana Peterson, Chief Economist at The Conference Board, talks about initial jobless claims today and tomorrow's PCE data release Wendy Schiller, professor at Brown Universi...
The US Supreme Court is poised to allow abortions in medical emergencies in Idaho, according to a copy of the opinion that was briefly posted on the court’s website. Bloomberg Law obtained a copy of the opinion, which would reinstate a lower court order that had ensured hospitals in the state could perform emergency abortions to protect the health of the mother. Bloomberg Law Host June Grasso and Michigan Attorney General Dana Nessel explain the decision to Bloomberg's Kailey Leinz and Joe Mathi...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversation with Dominic Konstam. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Katrina Dudley, Franklin Templeton Public Markets Senior Investment Strategist - Neil Dutta, Renaissance Macro Research Head of US Economic Research - Jason Draho, UBS Global Wealth Management Head of Asset Allocation Americas - Blerina Uruci, T. Rowe Price Chief U.S. Economist Katrina Dudley of Franklin Templeton expects a rate cut this year, but politics may push it to 2025. Neil Dutta of Renaissance Macro Research provides insights on the risks to labor market with inflation coming down. Ja...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 26th, 2024 Featuring: Dominic Konstam, Head of Macro Strategy at Mizuho Securities, on the Fed and global central banks Sarah Wolfe, US Economist at Morgan Stanley, discusses US consumer health and potential weakening Joe Mathieu, host of Bloomberg's "Balance of Power," talks about this week's CNN Presidential Debate, primaries, and the Trump-Biden rematch Bloombe...
Mike Wilson of Morgan Stanley discusses how markets are focused on softening economic growth rather than inflation. Greg Peters of PGIM provides updated rate projections following the release of softer economic data. Steve Eisman of Neuberger Berman offers perspectives on his continued bullishness on Apple, tech and AI, while also expressing expectations for Trump to win. See omnystudio.com/listener for privacy information.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 26th, 2024 Featuring: Rebecca Patterson, former CIO at Bridgewater Associates, on the French election, the US economy, and the yen and the Bank of Japan Mike Wilson, CIO and Chief US Equity Strategist for Morgan Stanley, on why growth is more important than inflation David Gura, host of the Bloomberg "Big Take" podcast, talks about the CNN Presidential Debate betw...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio In this episode, we feature conversations with Tina Fordham & Henrietta Treyz. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Seema Shah, Principal Asset Management Chief Global Strategist - Tom Michaud, KBW CEO - Vishwanath Tirupattur, Morgan Stanley Chief Fixed Income Strategist - Stephanie Roth, Wolfe Research Chief Economist Seema Shah of Principal Asset Management discusses opportunities outside of tech and the Mag 7. Tom Michaud of KBW updates on upcoming bank stress tests and potential risks in commercial real estate for regional banks. Vishwanath Tirupattur of Morgan Stanley and Wolfe Research's Stephanie Rot...
