What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . - Katrina Dudley, Franklin Templeton Public Markets Senior Investment Strategist - Dirk Willer, Citi Global Head: Macro Asset Allocation - Claudia Sahm, New Century Advisors Chief Economist Katrina Dudley of Franklin Templeton says technology stock earnings are really positive. Dirk Willer of Citi says there is concern "a Trump Administration would mean more inflation."...
Oct 30, 2024•21 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 30th, 2024 What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . ( https://bit.ly/4eIFhe5 ) Featuring: Nick Colas, co-founder at DataTrek Research, discusses the great bond freak out, markets pricing in the Trump-Harris race, and whether Europe can get its mojo back Mandeep Singh, Senior ...
Oct 30, 2024•37 min
Google parent Alphabet reported third-quarter sales that climbed more than analysts expected, helped by the growth of its cloud computing business. For instant reaction and analysis, hosts Carol Massar and Tim Stenovec spoke with Bloomberg Intelligence senior tech industry analyst Mandeep Singh and Bloomberg Technology co-host Caroline Hyde. See omnystudio.com/listener for privacy information.
Oct 29, 2024•16 min
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with David Malpass, Anurag Rana, & Katy Kaminski. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information....
Oct 29, 2024•5 min
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . - Jon Lieber, Eurasia Group Managing Director - Jessica Taylor, The Cook Political Report Senate and Governors Editor - Lisa Shalett, Morgan Stanley Wealth Management Chief Investment Officer Jon Lieber of Eurasia Group says views on both Donald Trump and Kamala Harris are "baked in." Jessica Taylor of The Cook Political Report believes, "As the presidential race goes, ...
Oct 29, 2024•21 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 29th, 2024 What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . ( https://bit.ly/4eIFhe5 ) Featuring: Stephanie Roth, Chief Economist at Wolfe Research, gives a preview of Friday's jobs report and discusses the threat of tariff policy David Malpass, former head of the World Bank, talks a...
Oct 29, 2024•34 min
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . - Ed Yardeni, Yardeni Research President - Mark McCormick, TD Securities Global Head of FX Strategy - Henrietta Treyz, Veda Partners Director - Economic Policy Research Ed Yardeni of Yardeni Research says the "bond vigilantes are definitely mounting up" ahead of the election. Mark McCormick of TD Securities says, "The US equity market still offers probably the best risk...
Oct 28, 2024•21 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & David GuraOctober 28th, 2024 What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . ( https://bit.ly/4eIFhe5 ) Featuring: Henrietta Treyz, Managing Partner at Veda Partners, on the Trump-Harris race and the 2024 election Hugh Johnson, Chairman at Hugh Johnson Economics, offers his thoughts on how Harris'...
Oct 28, 2024•33 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & David GuraOctober 25th, 2024 What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . ( https://bit.ly/4eIFhe5 ) Featuring: Aneeka Gupta, Director, Macroeconomic Research at WisdomTree, offers her view on gold, US equities, and European stocks Joe Mathieu, host of Bloomberg's "Balance of Power," discusses ...
Oct 25, 2024•32 min
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . - Ed Mills, Raymond James Washington Policy Analyst - Mohamed El-Erian, Queens' College Cambridge President & Bloomberg Opinion columnist - Sonia Meskin, UBS Investment Bank Senior Economist Ed Mills of Raymond James believes there will be clarity on the winner of the election that night or early on Wednesday. Mohamed El-Erian of Queens College Cambridge says, "Ther...
Oct 25, 2024•24 min
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . - Daleep Singh, Deputy National Security Advisor, International Economics - Kevin McCarthy, Fmr. House Speaker - Binky Chadha, Deutsche Bank Chief Global Strategist/Head of Asset Allocation Deputy National Security Advisor of International Economics Daleep Singh says "tariffs alone are not a path to prosperity." Former House Speaker Kevin McCarthy says he believes there...
Oct 24, 2024•31 min
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney October 24th, 2024 Featuring: Anastasia Amoroso, Chief Investment Strategist at iCapital, shares her thoughts on private markets and what's playing out currently in the equity and bond markets David Gura, host of Bloomberg "Big Take" podcast,...
Oct 24, 2024•33 min
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Tesla surpassed Wall Street estimates for earnings in the third quarter, reflecting a rebound in demand for the company’s electric vehicles. The EV maker also said it expects to achieve slight growth in vehicle deliveries for the full year. For instant reaction and analysis, hosts Tim Stenovec and Katie Greifeld speak with Gerber Kawasaki Wealth Management CEO Ross Gerb...
Oct 23, 2024•13 min
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Bob Doll & Frances Donald. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information....
Oct 23, 2024•5 min
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . - Ben Gutteridge, Invesco Portfolio Manager - Multi-Asset Strategies - Evan Roth Smith, Blueprint - Matt Hornbach, Morgan Stanley Ben Gutteridge of Invesco thinks stocks can make it through the election in a positive fashion. Evan Roth Smith of Blueprint says the election is a 50-50 race, but the odds of a polling error would likely be in favor of Kamala Harris. Matt Ho...
Oct 23, 2024•20 min
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 23rd, 2024 Featuring: Frances Donald, Chief Economist at RBC, argues why the economic analysis shouldn't focus on soft v. hard landing in the US and why the US election is not driving global macro themes David Kelly, Chief Global Strat...
Oct 23, 2024•31 min
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Mike Wilson & Brian Belski. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information....
Oct 22, 2024•5 min
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . - Kurt Reiman, UBS Head of Fixed Income for the Chief Investment Office & UBS ElectionWatch Lead - Torsten Slok, Apollo Management Chief Economist - Brent Schutte, Northwestern Mutual Life Insurance Chief Investment Officer Kurt Reiman of UBS says the recent surge in US treasury yields pertain to strong growth as opposed to 'Trump trade.' Apollo's Torsten Slok says ...
Oct 22, 2024•25 min
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 22nd, 2024 Featuring: Mike Wilson, Chief US Equity Strategist and CIO at Morgan Stanley, on whether the equity rally could soon stall, and also discusses the market impact of this earnings season and the 2024 election Brian Belski, Chi...
Oct 22, 2024•41 min
- Daniel Morris, BNP Paribas Asset Management Chief Market Strategist - Jim Caron, Morgan Stanley Co-CIO - Aditya Bhave, BofA Global Research Senior US Economist Daniel Morris of BNP Paribas is bracing for a "negative shock," but says the economy looks resilient. Jim Caron of Morgan Stanley says it will be hard to get inflation under control no matter who wins the election. Aditya Bhave of BofA doesn't believe in reacceleration yet. See omnystudio.com/listener for privacy information....
Oct 21, 2024•19 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF .Bloomberg Surveillance hosted by Paul Sweeney & David Gura.October 21st, 2024 Featuring: Kathy Bostjancic, Chief Economist at Nationwide, discusses why a November rate cut isn't guaranteed at the next FOMC meeting Henrietta Treyz, Managing Partner at Veda Partners, on the 2024 election and the closing strategies for Kamala Harris & Donald Trump Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, talks abo...
Oct 21, 2024•33 min
- Anastasia Amoroso, iCapital Chief Investment Strategist - Lindsey Piegza, Stifel Chief Economist - Kit Juckes, Soc Gen Chief FX iCapital's Anastasia Amoroso says the economy's resiliency is what's truly in the driving seat. Stifel's Lindsey Piegza believes the Fed "sent the wrong message" what a 50bp cut. Kit Juckes of Soc Gen doesn't foresee the ECB cutting rates aggressively. See omnystudio.com/listener for privacy information....
Oct 18, 2024•24 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & David GuraOctober 18th, 2024 Featuring: Lara Rhame, Chief Economist at FS Investments, discusses why she believes a soft landing might not be so soft and talks about how the 2024 election will impact markets Nancy Curtin, Partner & Global CIO at AlTi, on remaining bullish on the S&P 500 and what she's seeing when it comes to market fundamentals Gautam Mukunda, lecture...
Oct 18, 2024•31 min
Netflix added more than 5 million customers in the third quarter, and eclipsed Wall Street’s expectations on every major financial metric despite a new programming slate constrained by last year’s strikes in Hollywood. For instant reaction and analysis, hosts Tim Stenovec and Molly Smith spoke with Dan Morgan, senior portfolio manager at Synovus Trust. See omnystudio.com/listener for privacy information.
Oct 17, 2024•8 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Carol Massar.October 17th, 2024 Featuring: Kara Murphy, CIO at Kestra Investment Management, gives her outlook for the US economy and equity markets Matt Sigel, Head of Digital Assets Research at Van Eck Associates, on the Bitcoin and crypto outlook David Gura, host of the Bloomberg "Big Take" podcast, discusses the 2024 election and other DC headlines Lisa Mateo on newspaper...
Oct 17, 2024•33 min
- Governor Ned Lamont (D) Connecticut - Dan Skelly, Morgan Stanley Wealth Management Head of market research and strategy - Jeremy Stretch, CIBC Connecticut Governor Ned Lamont says Vice President Kamala Harris and running mate Tim Walz are more pragmatic than the Biden Administration. Dan Skelly of Morgan Stanley says a "red sweep" in the U.S. election would cause "the most near-term volatility." Jeremy Stretch of CIBC says the market "is increasingly looking a little oversold." See omnystudio....
Oct 17, 2024•18 min
- Elyas Galou, BofA Securities Senior Investment Strategist - Keith Lerner, Truist Co-CIO/Chief Market Strategist - Julia Coronado, Macropolicy Perspectives President and Founder Elyas Galou thinks investors have transformed from "nervous bulls" a month ago to just bulls. Keith Lerner of Truist says, "This is the strongest election year we've seen for the stock market since the 1950's." Julia Coronado of Macropolicy Perspectives says the "bar is very high" for the Fed to deviate from a 25bp cut ...
Oct 16, 2024•23 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Carol Massar & Barry Ritholtz.October 16th, 2024 Featuring: Aoifinn Devitt, Chief Global Strategist at Moneta, discusses the potential market impact of the 2024 presidential race & how ASML's chip warning is weighing on investor sentiment Ann Miletti, Head of Equity at Allspring Global Investments, discusses how earnings season will impact US equities and why Allspring investment teams ...
Oct 16, 2024•30 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Chuck Clough & Katy Kaminski. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Oct 15, 2024•5 min
- Max Kettner, HSBC Chief Multi-Asset Strategist - Sarah Hunt, Alpine Saxon Woods Chief Market Strategist - Vishal Khanduja, Morgan Stanley Investment Management Head of Broad Markets Fixed Income Max Kettner of HSBC says, "The market is underestimating the strength of the US consumer." Alpine Saxon Woods' Sarah Hunt is watching companies that have "continuously good balance sheets" and can generate cash as earnings season continues. Vishal Khanduja of Morgan Stanley says, "We have the lowest am...
Oct 15, 2024•26 min
