Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 12th, 2024 Featuring: Jeffrey Rosenberg, Portfolio Manager - Systematic Multi-Strategy Fund at BlackRock, talks fixed income and offering his market outlook in a second Trump admin Lindsey Piegza, Chief Economist at Stifel, on the outlook for inflation and rate cuts in the US amid recent eco data Gautam Mukunda, professor at Yale School of Management, on DC ...
Dec 12, 2024•36 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Andrew Sheets & Elizabeth Economy. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Dec 11, 2024•5 min
- Rep. French Hill, (R) Arkansas - Jay Bryson, Wells Fargo Chief Economist - David Kelly, JPMorgan Asset Management Chief Global Strategist Republican Congressman French Hill says tariffs "are much more about setting long-term spending reform and spending priorities" than balancing the federal budget. Jay Bryson of Wells Fargo expresses confidence the Fed will cut by 25bps next week following the latest CPI data. David Kelly of JPMorgan says the Fed will have to "look with one eye on what's real...
Dec 11, 2024•19 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 11th, 2024 Featuring: Andrew Sheets, Chief Cross-Asset Strategist at Morgan Stanley, Jay Bryson, Chief Economist at Wells Fargo, and Ira Jersey, Chief US Interest Rates Strategist for Bloomberg Intelligence, react to CPI Elizabeth Economy, professor at Stanford University, discusses China's economy and the US-China relationship currently and in a second Trum...
Dec 11, 2024•32 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Cam Dawson & Mick Mulroy. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Dec 10, 2024•4 min
- Bob Doll, Crossmark Global Investments CEO & CIO - Ellen Wald, The Atlantic Council Sr. Fellow - Jill Carey Hall, BofA Securities US Equity Strategist Bob Doll of Crossmark believes dividend stocks will have even more success next year. Ellen Wald of The Atlantic Council speaks about the importance of Saudi involvement in the future of Syria. Jill Carey Hall of BofA favors mid-cap stocks in 2025, saying, "Small-caps are still stuck in this earnings recession they haven't been able to get o...
Dec 10, 2024•20 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 10th, 2024 Featuring: Dean Maki, Chief Economist at Point72, on the US economy and outlook for markets, inflation, and CPI Monica Guerra, Executive Director and Head of US Policy at Morgan Stanley Wealth Management, discusses President-elect Trump filling on his incoming cabinet and Trump's proposed economic policies Ellen Wald, Senior Fellow - Atlantic Coun...
Dec 10, 2024•31 min
- Nela Richardson, ADP Chief Economist & ESG Officer, Bloomberg Contributor - Tim Adams, IIF President - Andrew Hollenhorst, Citi Chief US Economist Nela Richardson of ADP thinks the Fed is waiting for CPI data to come out on Wednesday ahead of its rate decision next week. IIF President Tim Adams says, "Maybe we need the markets to send us a signal it is time to become more sober in our fiscal outlook." Andrew Hollenhorst of Citi believes, "You don't necessarily have a higher probability of ...
Dec 09, 2024•20 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & David GuraDecember 9th, 2024 Featuring: Joumanna Bercetche, Bloomberg TV anchor based in Dubai, discusses the collapse of the Assad regime in Syria and its broader implications for the Middle East Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, gives her 2025 market outlook Henrietta Treyz, Managing Partner at Veda Partners, talks about the weekend intervie...
Dec 09, 2024•31 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Claudia Sahm & Alan Blinder. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Dec 06, 2024•5 min
- Sucharita Kodali, Forrester VP & Principal Analyst - Tom Porcelli, PGIM Chief US Economist - Mohamed El-Erian, BBO & President, Queens' College Cambridge - Jeffrey Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund Sucharita Kodali of Forrester says consumers are spending on athleisure, after Lululemon's strong outlook. Tom Porcelli of PGIM, reacting to the November jobs data, says he thinks there are some cracks in the labor backdrop. Mohamed El-Erian of Quee...
Dec 06, 2024•28 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 6th, 2024 Featuring: Claudia Sahm, Chief Economist at New Century Advisors, Sarah Wolfe, Senior Economist at Morgan Stanley, Kathy Jones, Chief Investment Strategist, Fixed Income at Charles Schwab, and Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, react to today's jobs report Dr. Alan Blinder, economics professor at Princeton and former...
Dec 06, 2024•46 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Richard Haass & David Rosenberg. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Dec 05, 2024•4 min
- Tobin Marcus, Wolfe Research Head of US Politics and Policy - Nouriel Roubini, Atlas America Fund Portfolio Manager / Roubini Macro Associates CEO / Professor Emeritus, NYU - Eric Resnick, KSL Capital Partners CEO Tobin Marcus of Wolfe Research doesn't think tariffs are priced into the market, and people will need to "see it to believe it." Nouriel Roubini of Roubini Macro Associates calls Bitcoin a "speculative asset" that is "highly volatile." Eric Resnick of KSL Capital Partners describes a...
Dec 05, 2024•31 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 5th, 2024 Featuring: David Rosenberg, founder and president at Rosenberg Research & Associates, discusses the 2024 equity rally, Bitcoin, and how the market is broadening James Steel, Chief Commodities Analyst with HSBC, on hedges in the market and the outlook for gold Richard Haas, Senior Counselor with Centerview Partners and President emeritus of Coun...
Dec 05, 2024•39 min
Far-right leader Marine Le Pen teamed up with a left-wing coalition to topple the French government, pitching the country into a prolonged period of turbulence that’s likely to further unsettle investors. For reaction and analysis, hosts Tim Stenovec and Emily Graffeo speak with Bloomberg Daybreak Europe host Stephen Carroll, reporting live from our Paris bureau and Steven Englander, global head of G10 FX Research at Standard Chartered Bank. See omnystudio.com/listener for privacy information....
Dec 04, 2024•19 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Wei Li. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Dec 04, 2024•6 min
- Lori Heinel, State Street Global Advisors EVP/Global Chief Investment Officer - Wei Li, BlackRock Global Chief Investment Strategist - Ian Lyngen, BMO, Head: US Rates Strategy Lori Heinel of State Street says until the ink is dried on some of Trump's policies, "it is hard to know how those crosswinds will actually impact the real economy." Wei Li of BlackRock believes, "This is an environment of transformation rather than your typical cycle." Ian Lyngen of BMO thinks the market is still tradin...
Dec 04, 2024•18 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 4th, 2024 Featuring: Wei Li, Global Chief Investment Strategist at BlackRock, discusses the global economic implications of political unrest in France and South Korea, and also discusses BlackRock's 2025 outlook George Saravelos, Global co-Head of FX Research at Deutsche Bank, discusses the latest FX moves in French and South Korean currencies, and can also ...
Dec 04, 2024•32 min
- Steven Englander, Standard Chartered Bank Global Head: G10 FX Research - Oliver Chen, TD Cowen Managing Director & Professor at Columbia Business School in Retail - Lindsey Piegza, Stifel Chief Economist Steven Englander of Standard Chartered Bank discusses the "tremendous advantage" of dollar dominance in the U.S. Oliver Chen of TD Cowen says quiet luxury is really working, and the consumer remains focused on value in retail. Lindsey Piegza of Stifel says the Fed needs to move to the side...
Dec 03, 2024•21 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Damian SassowerDecember 3rd, 2024 Featuring: Jeff Kleintop, Chief Global Strategist at Charles Schwab, discusses his market outlook for 2025 and how the government crisis in France could reshape the economic situation in Europe Heidi Crebo-Rediker, Adjunct Senior Fellow at the Council on Foreign Relations, discusses the latest on US politics and how President-elect Trump is r...
Dec 03, 2024•32 min
- Seema Shah, Chief Global Strategist at Principal Asset Management - Ed Mills, Washington Policy Analyst with Raymond James - Claudia Sahm, Chief Economist at New Century Advisors Seema Shah of Principal Asset Management discusses what investors looking ahead to with payrolls and a December Fed meeting with stocks at all-time highs. Ed Mills, Washington Policy Analyst with Raymond James, talks about how leaders from Mexico and Canada are approaching potential US tariffs. Claudia Sahm with New C...
Dec 02, 2024•22 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & David Gura December 2nd, 2024 Featuring: Kathy Jones, Chief Fixed Income Strategist at Charles Schwab, discusses her outlook for fixed income in 2025 and the risks of disinflation Henrietta Treyz, Managing Partner at Veda Partners, discusses the top DC headlines including President-elect Trump's pick to lead the FBI Lisa Kaplan, CEO at Alethea, discusses how retailers are bal...
Dec 02, 2024•33 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Jess MentonNovember 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: Sonja Marten, Head: FX & Monetary Policy at DZ Bank, talks about the Trump trade and global FX moves Aneeka Gupta, Director of Macroeconomic Research at WisdomTree, talks about ...
Nov 29, 2024•29 min
- Michael Green, Chief Strategist at Simplify Asset Management - Jill Standish, Global Head of Retail at Accenture - Judy Dempsey, Nonresident Senior Fellow at Carnegie Europe Michael Green of Simplify Asset Management talks about risk on sentiment in markets and whether the crypto rally can continue. Jill Standish, Global Head of Retail at Accenture, says retailers "have good reason to be cautiously optimistic" as holiday season kicks off. Judy Dempsey with Carnegie Europe discusses how Europea...
Nov 29, 2024•20 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Ian Bremmer & Dana Telsey. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Nov 27, 2024•3 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney November 27th, 2024 Featuring: Seema Shah, Chief Global Strategist at Principal Asset Management, discusses optimism in 2025 for markets and the threat of tariffs Ian Bremmer, founder of Eurasia Group, joins to discuss a slew of geopolitical topics, including the war in Ukraine and temporary ceasefire between Israel and Hezbollah, and the implications of a Trump presi...
Nov 27, 2024•43 min
- John Stoltzfus, Oppenheimer Chief Investment Strategist - William Dudley, BBO/Bloomberg Economics & Former NY Fed President - Sucharita Kodali, Forrester VP - Principal Analyst John Stoltzfus of Oppenheimer says, "People are beginning to realize this bull market has legs. There is a broadening that is undeniable." Former New York Fed President William Dudley says, "If the markets start to judge that something is highly likely, then the Fed has to take it on board as their own thinking." Su...
Nov 27, 2024•23 min
Israel reached a deal for a 60-day cease-fire with the Lebanese militant group Hezbollah after weeks of talks mediated by the US, a first step toward ending a conflict that’s killed thousands of people. For reaction and analysis, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with Bloomberg National Security Team Leader Nick Wadhams and Bloomberg News Economy and Government reporter Galit Altstein. See omnystudio.com/listener for privacy information....
Nov 26, 2024•13 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Sam Stovall & Doug Irwin. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Nov 26, 2024•5 min
