- Nela Richardson, ADP Chief Economist & ESG Officer - Stuart Kaiser, Citi Head of Equity Trading Strategy - Dan Ives, Wedbush Securities Global Head of Technology Research, Managing Director, Senior Equity Analyst Nela Richardson of ADP says "we're on a knife's edge" when it comes to wage growth versus inflation. Stuart Kaiser of Citi says economic "growth is solid, but not exemplary" and warns investors they have to "trade it that way." Dan Ives of Wedbush believes more Tesla jobs could mo...
Nov 26, 2024•26 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Wendy Schiller & Frances Donald. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Nov 25, 2024•5 min
- David Bianco, DWS Chief Investment Officer: Americas - Adrienne Yih, Barclays Senior Analyst: E-Commerce & Brand Retailing - Noel Dixon, State Street Global Markets Senior Macro Strategist David Bianco of DWS believes markets will likely be volatile over the coming year, but "probably still upwards." Adrienne Yih of Barclays says the retail winners right now are giving back real value to consumers. Noel Dixon of State Street thinks the dollar will continue to grind higher going into next y...
Nov 25, 2024•18 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 25th, 2024 Featuring: Ian Lyngen, Head of US Rates at BMO Capital Markets, talks about the outlook for US rates and Treasury yields as President-elect Trump builds out his cabinet Frances Donald, Chief Economist at RBC, on the K-shaped economy and why the US can't have its cake and eat it too Bill Lee, Chief Economist at the Milken Institute, discusses the imp...
Nov 25, 2024•28 min
President-elect Donald Trump said he is nominating Scott Bessent, who runs macro hedge fund Key Square Group, as the next US Treasury Secretary, enlisting a key adviser to manage the sweeping economic agenda he has vowed to enact in a second term. Bloomberg Balance of Power hosts Joe Mathieu and Kailey Leinz offer instant reaction. See omnystudio.com/listener for privacy information.
Nov 23, 2024•7 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Jess MentonNovember 22nd, 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: Lauren Goodwin, Chief Market Strategist at New York Life, discusses her market outlook and the "Two Americas" in the US economy Vania Stavrakeva, professor at London Business School...
Nov 22, 2024•30 min
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . - Mario Centeno, ECB Governing Council Member - Mohamed El-Erian, Queens' College Cambridge - Dana Telsey, Telsey Advisory Group ECB Governing Council Member Mario Centeno believes Europe needs to move from the passenger seat to a more leading role in the world. Mohamed El-Erian of Queens' College Cambridge says, "What you want is for China and for Europe to get their a...
Nov 22, 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 Dan Ives & Gene Munster. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information....
Nov 21, 2024•4 min
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . - Cameron Dawson, NewEdge Wealth Chief Investment Officer - Eric Schmidt, Former Google CEO & Chairman - Gary Cohn, IBM Vice Chairman, Former Goldman Sachs President & COO, Former NEC Director Cameron Dawson of NewEdge Wealth says Bitcoin is "a psychological commodity that captures fears about dollar debasement." Former Google CEO Eric Schmidt discusses how the ...
Nov 21, 2024•35 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 21st, 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: Jason Draho, Head: Americas Tactical Asset Allocation at UBS Financial Services, talks benign US growth and policy risks to markets in the coming Trump admin Wendy Schiller, professor a...
Nov 21, 2024•33 min
Nvidia, the chipmaker at the heart of an artificial intelligence boom, delivered a revenue forecast that failed to meet the highest expectations, suggesting that the company’s dizzying growth run has its limits. For reaction and analysis, Businessweek hosts Carol Massar and Tim Stenovec speak with Bloomberg Technology cohost Caroline Hyde, Bloomberg Intelligence senior semiconductor analyst Kunjan Sobhani, Bloomberg News equities reporter Ryan Vlastelica and Bloomberg News earnings reporter Redd...
Nov 20, 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 . Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Steve Auth & Jim Bianco. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information....
Nov 20, 2024•4 min
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . - Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist - David Malpass, Former President of The World Bank, Former Under Secretary of the US Treasury for International Affairs - Chuck Grom, Gordon Haskett Research Advisors Managing Director/Sr Analyst: Retail Julian Emanuel of Evercore says stocks are expensive, and "any news that sort of disrupts the...
Nov 20, 2024•24 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 20th, 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: David Malpass, former president at the World Bank, on how a second Trump term will reshape the global world order STUDIO Michael Darda, Chief Economist at Roth Capital Partners, joins f...
Nov 20, 2024•38 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 Geoffrey Yu & David Doyle. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information....
Nov 19, 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 . - Joe Feldman, Telsey Advisory Group Senior Research Analyst & Assistant Director of Research - Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist - Stephanie Roth, Wolfe Research Chief Economist Joe Feldman of Telsey Advisory Group reacts to Walmart's positive 3Q earnings, saying the company is broadly serving the American customer. Emi...
Nov 19, 2024•23 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 19th, 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: Tina Fordham, geopolitical risk analyst and founder at Fordham Global Insight, on the war in Ukraine and the role of the US in the conflict Marc Champion, Bloomberg Opinion columnist, w...
Nov 19, 2024•27 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 Henrietta Treyz & Amanda Rebello. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information....
Nov 18, 2024•5 min
- Amanda Lynam, BlackRock Head of Macro Credit Research - Henrietta Treyz, Veda Partners Co-Founder & Director of Economic Policy - Kate McShane, Goldman Sachs US Retailing/Broadlines and Hardlines Analyst Amanda Lynam of BlackRock is concerned across-the-board tariffs could spike retaliation. Henrietta Treyz of Veda Partners says, "Investors think that the stock market, whether it's going up or down has a real leash on the president. I don't think that that's true." Kate McShane of Goldman ...
Nov 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 SweeneyNovember 18th, 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, on tax cuts, the Fed's interest rate path, and animal spirits Amanda Rebello, Head of Xtrackers Sales, US Onshore at DWS Group, discus...
Nov 18, 2024•32 min
Everywhere you turn, there’s another headline about Artificial Intelligence. But how do companies make money with AI? We’re exploring how companies of all sizes are using AI to remake their operations, increasing their return on investment and that of their customers. This episode is sponsored by IBM. See omnystudio.com/listener for privacy information.
Nov 17, 2024•10 min
- Phil Camporeale, JPMorgan Managing Director/Portfolio Manager: Multi Asset Solutions - Frank Lee, HSBC Global Head:Tech Hardware & Semi Research - Greg Melich, Evercore ISI Senior Managing Director Phil Camporeale of JPMorgan says policy error from the Trump Administration or the Fed is "our biggest risk." Frank Lee of HSBC says ahead of Nvidia earnings, "If you look at all of next year, we do feel confident there will still be further upside in terms of the market expectations." Greg Meli...
Nov 15, 2024•22 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 15th, 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: Boston Fed President Susan Collins in conversation with Bloomberg's Michael McKee Jurrien Timmer, Director: Global Macro at Fidelity Management & Research, presents some charts on t...
Nov 15, 2024•39 min
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . - Rob Casey, Signum Global Advisors Partner & Senior Analyst - Mohamed El-Erian, Queens' College Cambridge President - Brian Weinstein, Morgan Stanley Investment Management Head of Global Markets Rob Casey of Signum Advisors thinks there could be more Trump nomination surprises coming. Mohamed El-Erian of Queens' College Cambridge believes, "The market is front-runn...
Nov 14, 2024•28 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 14th, 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: Ed Yardeni, President at Yardeni Research, discusses his bull market call as the country enters a second Trump administration David Blanchflower, economics professor at Dartmouth, on th...
Nov 14, 2024•35 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 Jim Caron & Richard Haass. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information....
Nov 14, 2024•4 min
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . - Kevin Gordon, Charles Schwab Senior Investment Strategist - David Kelly, JPMorgan Asset Management Chief Global Strategist - Neel Kashkari, Minneapolis Fed President Kevin Gordon of Charles Schwab says the economic environment 'could not be more different' between Donald Trump's first and second terms as President. David Kelly of JPMorgan reacts to October CPI data, s...
Nov 13, 2024•32 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 13th, 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: Richard Haass, Centerview Partners Senior Counselor & Council on Foreign Relations President Emeritus, on how foreign affairs will be reshaped by a second Trump administration Jim C...
Nov 13, 2024•50 min
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . - Tom Steyer, Galvanize Climate Solutions Co-founder, "Cheaper, Faster, Better: How We'll Win The Climate War" Author - David Tinsley, BofA Institute Senior Economist - William Dudley BBO, Bloomberg Economics & Former NY Fed President Tom Steyer of Galvanize Climate Solutions says it's an "absolute necessity" for America to lead "the green transition." David Tinsley...
Nov 12, 2024•21 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 12th, 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: Jay Hatfield, CEO at Infrastructure Capital Management, discusses why he's raising his S&P target after a likely Republican sweep and talks about his outlook for US economic growth ...
Nov 12, 2024•31 min
