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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 a conversation with Michael Mauboussin. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
-Lisa Coleman, JPMorgan Asset Management Head of Global Investment Grade Credit -Alvaro Pereira, OECD Chief Economist -Danielle Hale, realtor.com Chief Economist Lisa Coleman of JPMorgan Asset Management warns that deeper layoffs could come if economic activity further slows. Alvaro Pereira of the OECD expects economic growth to pick up in Europe next year amid rising wages. Danielle Hale of realtor.com overviews the latest in the housing market with falling mortgage rates triggering a refinanci...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 25th, 2024 Featuring: Virginie Maissonueve, Global CIO of Equity at Allianz, on the inflation glide paths across various regions and sources of volatility for markets Connecticut Governor Ned Lamont discusses the Harris-Walz campaign, Kamala Harris' economic plan, and his recent WSJ article responding to Peggy Noonan's critiques of Harris' policies Michael Ma...
-Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist -Kamakshya Trivedi, Goldman Sachs Head: Global FX & Interest Rates, -Lord John Browne, General Atlantic Chair & Co-Founder of BeyondNetZero & Former BP CEO" Emily Roland of John Hancock advises remaining fully invested as central banks embark on a global rate-cutting cycle 'but we want to be mindful of going over our skis.' Kamakshya Trivedi of Goldman Sachs says the dollar is approaching its limit for d...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and David GuraSeptember 24th, 2024 Featuring: Nicole Conner, Partner at Airbus Ventures, discusses the future of aerospace innovation and sustainability in aviation Henry Fernandez, CEO of MSCI, talks about the future of ESG investing and sustainable finance Governor Jared Polis on the state of the presidential race, the Harris-Walz campaign, and other political headlines Abe Tarapani...
- Bob Elliott, CEO and CIO at Unlimited - Pooja Sriram, VP: US Economics Research at Barclays Capital - Jason Furman, Professor: Practice Economic Policy at Harvard Kennedy School We analyze the markets and the latest rate move from the Federal Reserve with a close look at equities, bonds, and public policy. Bob Elliott, CEO and CIO at Unlimited, Pooja Sriram, VP at Barclays Capital, and Jason Furman, Professor at Harvard Kennedy School, offer their analysis. See omnystudio.com/listener for priv...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with John Stoltzfus & Dan Tannebaum. 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 Damian SassowerSeptember 23rd, 2024 Featuring: Stephan Stanley, Chief Economist at Santander, gives his analysis of the latest FOMC meeting and whether the Fed made a mistake with its rate cut John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co., gives his view on equities, 2024 S&P target, and whether investors should expect choppiness through the year Henriet...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Alix SteelSeptember 20th, 2024 Featuring: Lauren Goodwin, Economist and Chief Markets Strategist at New York Life, gives her outlook for the economy and whether Fed dovishness is overblown Jonathan Maxwell, CEO and co-founder of Sustainable Development Capital, on the path for energy prices after a recent drop and demand for renewables currently and post-US election Wendy Sch...
- Jay Pelosky, TPW Advisory Principal & Founder - Veronica Clark, Citi US Economist - Tom Becker, BlackRock Global Tactical Asset Allocation Team Portfolio Manager Jay Pelosky of TPW Advisory says China is "eating the lunch of pretty much everyone but Tesla" in terms of electric vehicles. Veronica Clark of Citi is looking for another 50bps cut from the Federal Reserve in November. Tom Becker of Blackrock says "people are not behaving like they think their jobs are in danger." See omnystudio....
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 & Joe Davis. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
-Mark Zandi, Moody's Analytics Chief Economist -Gargi Chaudhuri, BlackRock Chief Investment and Portfolio Strategist -John Lovallo, UBS Homebuilders & Building Products Analyst Mark Zandi of Moody's Analytics reacts to the Fed's 50 basis point rate cut and US initial jobless claims, saying 'trend lines are still a bit disconcerting.' Gargi Chaudhuri of BlackRock says investors should look toward the 'belly of the curve' amid a seasonally weak period for equities. John Lovallo of UBS overview...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 19th, 2024 Featuring: Steve Eisman, Senior Portfolio Manager at Neuberger Berman Group, discusses investing opportunities in the US and abroad and offers his outlook for a soft landing in the US Julian Emanuel, Senior Managing Director Equity, Derivatives, and Quant Strategy at EvercoreISI, discusses why he remains bullish on equities Jim Caron, CIO of Cross ...
Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's decision to cut rates 50-basis-points on a special edition of Bloomberg Surveillance See omnystudio.com/listener for privacy information.
Bloomberg’s Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve’s decision to cut rates 50-basis-points on a special edition of Bloomberg Surveillance 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 18th, 2024 Featuring: Alicia Levine, Head of Investment Strategy & Equities at BNY Wealth, discusses why she believes the Fed rate cut path remains uncertain through 2025 and what it all means for risk assets Jason Furman, Professor: Practice Economic Policy at Harvard Kennedy School John F Kennedy School of Government, discusses his opinion piece on Trum...
-Joumanna Bercetche, Bloomberg News -Max Layton, Citi Global Head of Commodities Research -Mike Shepard, Bloomberg News Bloomberg's Joumanna Bercetche joins Surveillance from Dubai with latest on the Israel-Hezbollah conflict after thousands of pagers exploded in a deadly operation in Lebanon. Citi's Max Layton overviews the commodity market with a focus on precious metals as gold prices hover near record-highs. Bloomberg's Mike Shepard walks through the latest on Intel after the struggling chip...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Gina Martin Adams & Jason Furman. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF 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 Geoffrey Yu, Michael Darda, & Ed Hyman. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Ian Lyngen, BMO US Rates Strategy Head - Matt Miskin, John Hancock Co-Chief Investment Strategist - Blerina Uruci, T. Rowe Price Chief US Economist Ian Lyngen of BMO believes there is a good chance the Fed cuts by 50bps "simply to front-load the process." Matt Miskin of John Hancock says the Fed's cutting cycle could end with a two-handle on the 10 year and a two-handle on the Fed funds rate. Blerina Uruci of T. Rowe Price is "not very optimistic that the disinflation in goods is going to be s...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 17th, 2024 Featuring: Geoffrey Yu, Senior Strategist: EMEA Markets at BNY, on the Fed, currency trades, and how rate cuts will impact the US and global markets Ed Hyman, chairman at EvercoreISI, revisits his Fed and economic outlook and why it's changed from last week Joumanna Bercetche, host of Bloomberg Horizons on TV in Dubai, on her interview with Iraq's ...
-Rob Casey, Signum Global Advisors Partner & Senior Analyst -Lori Calvasina, RBC Capital Markets Head of Equity Strategy -Manny Roman, PIMCO CEO Rob Casey of Signum Global Advisors says the latest alleged assassination attempt on former President Trump will rile up his base. Lori Calvasina with RBC Capital Markets says there could be a reversion to small-caps if the Fed cuts 25bps. PIMCO CEO Manny Roman believes people are underinvested in fixed income. See omnystudio.com/listener for privac...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Bill Dudley. 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 16th, 2024 Featuring: Bill Dudley, former NY Fed Bank president and Bloomberg Opinion columnist, on his call for a 50 bps cut from the Fed Henrietta Treyz, Managing Partner at Veda Partners, on the presidential race and latest apparent assassination attempt of Donald Trump Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses the path f...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Aoifinn Devitt & Katy Kaminski. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
-Max Kettner, HSBC Global Research Chief Multi-Asset Strategist -Sharon Miller, Bank of America President and Co-Head of Business Banking -Tiffany Wilding, PIMCO Economist -Troy Gayeski, FS Investments Chief Market Strategist Max Kettner of HSBC recaps a volatile two-week stretch in the equity market and looks ahead to next week's FOMC policy meeting. Sharon Miller of Bank of America says she's sensed 'cautious optimism' among small business owners with Fed cuts on the horizon. PIMCO's Tiffany W...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 13th, 2024 Featuring: Katy Kaminski, Chief Research Strategist at AlphaSimplex, gives her market themes and trends and why she expects equity volatility amid looming rate cuts Emily Roland, co-chief investment strategists at John Hancock Investment Management, on whether a 25bps cut is a done deal and whether inflation could rear back and haunt markets Anurag...
-Mohamed El-Erian, Queens' College, Cambridge President & Bloomberg Opinion Columnist -Pooja Kumra, Senior Strategist, TD Securities European & UK Rates Senior Strategist -Lindsey Piegza, Stifel Chief Economist -Michael Shaoul, ION Macro Fund Founder, CEO & Portfolio Manager Mohamed El-Erian of Queens' College, Cambridge says excessive data point-dependence from the Fed will cause volatility to persist until "a dominant economic paradigm" emerges. Pooja Kumra of TD Securities reacts ...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 12th, 2024 Featuring: Dominic Konstam, Head: Macro Strategy Mizuho Securities USA, brings us into the ECB decisions and gives his outlook for the US economy Nela Richardson, Chief Economist at ADP, reacts to jobless claims and PPI Francine Lacqua, Bloomberg TV host, on her interview with Unicredit's CEO as well as the latest from the ECB and Europe Lisa Mateo...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Dominic Konstam & Mohamed El-Erian. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
