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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 Constance Hunter & Wendy Schiller. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
-Mike Wilson, Morgan Stanley Chief US Equity Strategist & CIO -Rob Casey, Signum Global Partner & Senior Analyst -David Kelly, JPMorgan Chief Global Strategist-Steve Ricchiuto, Mizuho Chief US Economist Morgan Stanley's Mike Wilson says the equity market is pivoting from quality growth stocks to defensives amid a constrained environment for the Federal Reserve. Rob Casey of Signum Global recaps the presidential debate between Kamala Harris and Donald Trump. David Kelly of JPMorgan and St...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 11th, 2024 Featuring: Ebrahim Rahbari, independent economist and strategist with Citi, Constance Hunter, Chief Economist with Economist Intelligence Unit and Senior Advisor with MacroPolicy Perspectives, and Troy Gayeski, Chief Market Strategist with FS Investments, react to the Consumer Price Index Javier Blas, Bloomberg Opinion columnist, discusses his rece...
Democrat Kamala Harris and Republican Donald Trump sparred through their first debate, with the former president often on the defensive over abortion rights, the January 6 insurrection and on foreign policy. The debate also saw Harris draw from her past as a prosecutor, while peppering in lines that appeared designed to needle Trump, including taunting the size of his rally crowds. For instant reaction and analysis, Bloomberg Balance of Power co-hosts Joe Mathieu and Kailey Leinz speak with Bloo...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Bill Smead & Jennifer Lawless. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
-Peter Tchir, Academy Securities Head of Macro Strategy -Evan Roth Smith, Slingshot Strategies Founding Partner & Blueprint Lead Pollster -Jitania Kandhari, Morgan Stanley Investment Management Deputy CIO of the Solutions and Multi-Asset Group Peter Tchir of Academy Securities says there 'is room for further downside' after stocks clawed back gains for the first time in a week. Evan Roth Smith of Slingshot Strategies and Blueprint previews tonight's presidential debate. Jitania Kandhari of M...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 10th, 2024 Featuring: Jane Foley, Chief FX Strategist at RaboBank, talks about the Sollar bull case and the impact of rate cuts on markets and global currencies Jennifer Lawless, professor at University of Virginia, previews the ABC News presidential debate featuring Donald Trump and Kamala Harris Mark Gurman, Chief Correspondent: Tech and Apple for Bloomberg...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Andrew Hollenhorst, French Hill, & Jurrien Timmer. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
-Jim Bianco, Bianco Research President and Macro Strategist -Neil Dutta, Renaissance Macro Head of US Economic Research -Rep. French Hill, (R) Arkansas Jim Bianco of Bianco Research outlines why he doesn't see an economy at risk for a recession despite weakening signals in recent data. Neil Dutta of Renaissance Macro says 'things are getting worse' in the economy and makes his case for the Fed to cut by 50bp at next week's meeting. Rep. French Hill of Arkansas overviews the US fiscal trajectory ...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 9th, 2024 Featuring: Andrew Hollenhorst, Chief US Economist at Citi, discusses the path for rates and worries about the labor market after Friday's softening data Henrietta Treyz, Managing Partner at Veda Partners, previews tomorrow's debate between Kamala Harris & Donald Trump Republican Arkansas Rep. French Hill joins to discuss the Harris-Trump debate ...
-Jeff Rosenberg, BlackRock Senior Portfolio Mgr: Systematic FI -Torsten Slok, Apollo Management Chief Economist -Michael Zezas, Morgan Stanley Global Head: Fixed Income & Public Policy Research BlackRock's Jeff Rosenberg and Apollo's Torsten Slok react to the August jobs report that came in below analyst estimates and what it means for Fed policy and the overall economy. Michael Zezas of Morgan Stanley breaks down the feasibility of Trump's and Harris' fiscal policies. See omnystudio.com/lis...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 6th, 2024 Featuring: Neil Dutta, US Research Head at Renaissance Macro Research, Claudia Sahm, New Century Advisors Chief Economist, Mark Zandi, Moody's Chief Economist, and Ben Laidler, Head of Equity Strategy at Bradesco BBI, react to today's jobs figures Denise Chisholm, Director of Quantitative Market Strategy at Fidelity, talks about the meaning behind m...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Neil Dutta, Claudia Sahm, & Mark Zandi. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
The US hiring fell short of forecasts in August after downward revisions to the prior two months. The data are likely to fuel speculation that the Federal Reserve will deploy a big rate cut in September. Bloomberg's Tom Keene and Paul Sweeney get analysis on the numbers from Renaissance Macro Research Head of US Economic Research Neil Dutta, New Century Advisors Chief Economist Claudia Sahm, Moody's Analytics Chief Economist Mark Zandi, and Bradesco BBI Head of Equity Strategy Ben Laidler. See o...
-Kate El-Hillow, Russell Investments Co-President & Co-Chief Investment Officer -Ed Al-Hussainy, Columbia Threadneedle Global Rates Strategist -Jay Bryson, Wells Fargo Chief Economist -Shaun Donovan, Fmr. Housing & Urban Development Secretary & Enterprise Community Partners President & CEO Kate El-Hillow of Russell Investments says markets are still trying to find the prevailing narrative, pointing to recent volatility as a healthy return to normal. Columbia Threadneedle's Ed Al-...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 5th, 2024 Featuring: Ed Hyman, Chairman of Evercore ISI, offers his market call and whether his firm predicts a recession this or next year Wendy Schiller, professor at Brown University, on next week's Trump-Harris presidential debate and both candidates' economic proposals Mandeep Singh, Bloomberg Intelligence Senior Tech Analyst, looks ahead to Apple's even...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Ed Hyman. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF 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 SweeneySeptember 4th, 2024 Featuring: Kristina Hooper, Chief Global Market Strategist at Invesco, offers her outlook for Fed rate cuts and how it could impact markets Libby Cantrill, Managing Director of Public Policy at PIMCO, discusses 2024 election polling and the impact of Harris' and Trump's economic policy proposals Andrew Szczurowski, Co-Head of the Mortgage and Securi...
-Stephanie Roth, Wolfe Research Chief Economist -Amanda Lynam, BlackRock Head of Macro Credit Research -Kate McShane, Goldman Sachs US Retailing/Broadlines and Hardlines Analyst -Lorenzo Simonelli, Baker Hughes CEO Stephanie Roth of Wolfe Research looks ahead to Friday's jobs report and shares her outlook on the US economy. Amanda Lynam of BlackRock walks through the corporate credit landscape, saying slowing growth has created a resilient environment for investors. Kate McShane of Goldman Sachs...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Scott Clemons & Dean Curnutt. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
-Henrietta Treyz, Veda Partners Director of Economic Policy Research -Neil Dutta, Renaissance Macro Research Head of US Economic Research -Matthew Dolgin, MorningStar Senior Equity Analyst Henrietta Treyz of Veda Partners discusses Vice President Kamala Harris's union pitch on the campaign trail in Pittsburgh, PA. Neil Dutta of Renaissance Marco Research previews this week's labor market data and discusses the possible impact on the Fed's next decision. Matthew Dolgin of MorningStar discusses th...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 3rd, 2024 Featuring: Kristina Campmany, Senior Portfolio Manager at Invesco, talks about equities and the impact of Fed easing on the economy and markets Matt Hornbach, Global Head of Macro Strategy at Morgan Stanley, talks about bond market signals and the outlook for fixed income as the Fed readies to cut rates David Gura, host of the Bloomberg "Big Take" p...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Justin Sink, Dave Wasserman, & David Gura. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF 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 SweeneyAugust 30th 2024 Featuring: Ira Jersey, Chief US Interest Rates Strategist with Bloomberg Intelligence, Tiffany Wilding, Managing Director and Economist: North America at PIMCO, and Cam Dawson, CIO at NewEdge Wealth, react to today's PCE reading Justin Sink, Bloomberg News White House reporter, on the latest Bloomberg News/Morning Consult poll and Kamala Harris' CNN in...
-Eric Freedman, US Bank Asset Management Group Chief Investment Officer -Claudia Sahm, New Century Advisors Chief Economist -Dana Telsey, Telsey Advisory Group CEO and Chief Research Officer Eric Freedman of US Bank says there's a risk of a reacceleration and looks ahead to next week's key August payrolls report. Claudia Sahm of New Century Advisors says she expects more softening in the labor market and gives her outlook on the Fed's upcoming rate decision. Dana Telsey of Telsey Advisory Group ...
-Dan Ives, Wedbush Sr. Equity Analyst -Heidi Crebo-Rediker, Council on Foreign Relations Adjunct Sr Fellow / International Capital Strategies Partner, Former US State Department Chief Economist -Earl Davis, BMO Head of Fixed Income and Money Markets Dan Ives of Wedbush reacts to Nvidia’s earnings report and outlines his optimism for the stock long-term. Heidi Crebo-Rediker of the Council on Foreign Relations overviews what a Harris geopolitical agenda could look like. Earl Davis of BMO walks thr...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 29th 2024 Featuring: Dan Ives, Senior Equity Analyst at Wedbush Securities, breaks down Nvidia earnings, the NASDAQ, and bull case for tech and AI Blerina Urici, Chief US Economist at T. Rowe Price, talks about the US economy, the labor market, rates, and how markets are pricing in earnings season and upcoming PCE data Sarah House, US Economist at Wells Fargo, r...
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, Gil Luria, & Gene Munster. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
In a special edition of Bloomberg Technology, host Ed Ludlow speaks with Nvidia CEO Jensen Huang to discuss the company's latest quarterly report that fell short of investor's lofty expectations. See omnystudio.com/listener for privacy information.
Nvidia, the chipmaker at the heart of the artificial intelligence boom, gave a revenue forecast that fell short of some of the most optimistic estimates, stoking concerns that its explosive growth is waning. Bloomberg Businessweek hosts Carol Massar and Tim Stenovec talk with Bloomberg Technology co-host Ed Ludlow and Bloomberg Intelligence Senior Semiconductor Analyst Kunjan Sobhani for instant reaction and analysis for Nvidia's earnings results. See omnystudio.com/listener for privacy informat...
