Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & David GuraDecember 26th, 2024 Featuring: Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, joins for an extended discussion on the Fed, the US economy, and how politics could play a role in markets in 2025 Wendy Schiller, professor at Brown University, on the incoming second Trump administration and other DC headlines Nicole Larson, Manager of National Retail Researc...
Dec 26, 2024•41 min
-Margie Patel, Sr. Portfolio Manager, Allspring Global Investments -Ryan Petersen, Founder & CEO, Flexport -Stuart Kaiser, Head of Equity Trading Strategy, Citi Margie Patel of Allspring Global Investments says the stock market, "is reasonably priced for another decent year." "People are trying to get goods in before a potential strike or tariffs," says Ryan Petersen of Flexport gauging the impact of Trump's looming tariffs. Stuart Kaiser of Citi warns, "volatility is kind of a little ...
Dec 24, 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 Bret Barker and John Stoltzfus Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Dec 24, 2024•5 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 24th, 2024 Featuring: Ann Miletti, Allspring Global Investments Head: Equity Stuart Kaiser, Citi Global Markets Head: US EquityTrading Strategy Gautam Mukunda, Yale School of Management lecturer of Management practice. Lisa Mateo on newspapers See omnystudio.com/listener for privacy information....
Dec 24, 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 Anton Posner and Dana Telsey Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Dec 23, 2024•4 min
Michael O'Rourke of Jonestrading suggests being selective, saying, "I'd be cautious about chasing the S&P 500 itself." Clint Henderson of The Points Guy says people are traveling further and for longer, and should be looking for international bargains. Jonathan Miller of Miller Samuel discusses the real estate outlook for 2025, including how behavior might change from potential homebuyers. See omnystudio.com/listener for privacy information....
Dec 23, 2024•24 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 23rd, 2024 Featuring: Tina Fordham, geopolitical strategist at Fordham Global Foresight Andrew Slimmon, Head: Applied Equity Advisors at Morgan Stanley Dana Telsey, founder at Telsey Advisory Group Lisa Mateo on newspapers See omnystudio.com/listener for privacy information....
Dec 23, 2024•30 min
What does it mean for content creators to “go onchain?” We’ll learn how this movement to take financial power back from closed-off social media platforms could give creators a kind of freedom that they’ve struggled to hold onto for centuries. This episode is sponsored by Coinbase. See omnystudio.com/listener for privacy information.
Dec 22, 2024•18 min
The House passed funding to keep the US government operating until mid-March just hours before a midnight shutdown deadline, capping off a tumultuous two days in which two earlier plans pursued by Speaker Mike Johnson collapsed. For instant reaction and analysis, host Kailey Leinz speaks with Lester Munson, Principal of the International Practice at BGR Group and Republican Strategist, Jeanne Sheehan Zaino, Senior Democracy Fellow with the Center for the Study of the Presidency & Congre...
Dec 20, 2024•9 min
- Jordan Rochester, Head of Macro Strategy at Mizuho - Jim Caron, CIO: Cross Asset Solutions at Morgan Stanley Investment Management - Subadra Rajappa, Head: US Rates Strategy at Societe Generale Jordan Rochester of Mizuho joins to discuss President-elect Trump's EU tariff threat, calling it "news, if he's serious." Morgan Stanley's Jim Caron discusses why the recent equity selloff is "healthy." Subadra Rajappa of Societe Generale offers her take on where yields could move by the end of 2025. Se...
Dec 20, 2024•22 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Alix SteelDecember 20th, 2024 Featuring: Katy Kaminski, Chief Research Strategist at AlphaSimplex, discusses equity, commodity, and dollar outlook for 2025 as well as the potential market impact of a government shutdown George Ball, Chairman at Sanders Morris, on asset allocation, stock picks, and how markets price in political turmoil and government shutdowns Ayesha Kiani, P...
Dec 20, 2024•31 min
The Republican-led House rejected a temporary funding plan backed by President-elect Donald Trump on Thursday with just over 24 hours to go before a US government shutdown, capping an extraordinary two days in Washington that tested the limits of the incoming president’s power. For instant reaction and analysis, host Doug Krizner spoke with Bloomberg Capitol Influence deputy team leader Mike Dorning. See omnystudio.com/listener for privacy information....
Dec 20, 2024•8 min
-Jim Bianco, President and Macro Strategist, Bianco Research -Frances Donald, Chief Economist, RBC -Antony Blinken, US Secretary of State Iain Stealy of JP Morgan Asset Management says, "The Fed is still on an easing path even though it'll be slower" after the central bank cut interest rates yesterday. Frances Donald of RBC says, "No forecaster, public or private, knows where we'll be in 12 months." Despite potential uncertainty, US Secretary of State Antony Blinken notes the Biden administratio...
Dec 19, 2024•28 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Jess MentonDecember 19th, 2024 Featuring: Frances Donald, Chief Economist at RBC, discusses yesterday's Fed decision and the strength of the labor market Danielle DiMartino Booth, CEO at QI Research, reacts to yesterday's Fed decision Wendy Schiller, professor at Brown University, discusses negotiations on government funding in Washington and other political headlines Lisa Ma...
Dec 19, 2024•32 min
Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance as the Fed lowered interest rates for a third time, but reined in the number of cuts they expect in 2025. See omnystudio.com/listener for privacy information.
Dec 18, 2024•23 min
Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance See omnystudio.com/listener for privacy information.
Dec 18, 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 Ben Laidler & Alicia Levine. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Dec 18, 2024•5 min
- Lisa Shalett, Morgan Stanley Wealth Management Chief Investment Officer - Anna Nikolayevsky, Axel Capital Management Founder/Chief Investment Officer - Victoria Fernandez, Crossmark Global Investments Chief Market Strategist Lisa Shalett of Morgan Stanley says, "We expect to get a barrage, literally a machine gun of policy proposals" and the barrage will "undermine some of those animal spirits" in the market. Anna Nikolayevsky of Axel believes there is already consumer slowdown, citing pe...
Dec 18, 2024•27 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 18th, 2024 Featuring: Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth, discusses her 2025 outlook, the Fed, and volatility and risks in 2025 Jason Furman, Professor of the Practice of Economic Policy at Harvard University, discusses President-elect Trump's second term economic policies and whether or not he believes they will be inflati...
Dec 18, 2024•38 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Julian Emanuel & Bill Priest. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Dec 17, 2024•4 min
- Mark McCormick, TD Bank Global Head: FX & EM Strategy - Dan Greenhaus, Solus Alternative Asset Management Chief Strategist - Joanna Geraghty, JetBlue CEO Mark McCormick of TD Bank says, "The election of Trump is a disruption to the existing order" around the world. Dan Greenhaus of Solus dives into the incoming administration and predicts, "No one's cutting spending. Spending never gets cut." Jetblue CEO Joanna Geraghty speaks about the changes happening at the airline, saying the company ...
Dec 17, 2024•25 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 17th, 2024 Featuring: Julian Emanuel, Senior Managing Director and Head of Equity, Derivatives, and Quantitative Strategy at Evercore ISI, on raising his S&P target for 2025 and previews the Fed meeting Meghan Robson, Head of US Credit Strategy at BNP Paribas, on credit positioning post-US election, political risks, and why she likes Europe to outpe...
Dec 17, 2024•38 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Rebecca Patterson & Max Kettner. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Dec 16, 2024•5 min
- Steve Chiavarone, Head of Multi-Asset Solutions, Federated Hermes - Kelsey Berro, Fixed Income Portfolio Manager, JPMorgan Asset Management - Lydia Boussour, Senior Economist, EY Steve Chiavarone of Federated Hermes says, "we are underestimating the growth that's going to come from the policies and overestimating the inflation," about the incoming Trump administration. Kelsey Berro of JPMorgan warns despite labor market resilience, "the unemployment rate is actually creeping higher." Lydia Bou...
Dec 16, 2024•24 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 16th, 2024 Featuring: Rebecca Patterson, former Chief Investment Strategist at Bridgewater, discusses softening in China, this week's Fed meeting and expected rate reduction, and outlook for the dollar Henrietta Treyz, Managing Partner at Veda Partners, discusses government funding and tariff and tax policy proposals Stephen Trent, Director: American Airline...
Dec 16, 2024•33 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Michael Purves, Dan Ives, & Gene Munster. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Dec 13, 2024•5 min
- Chris Verrone, Strategas Securities Partner/Head: Technical & Macro Strategy - Jared Woodard, BofA Securities Head: Research Investment Committee, - Bill Dudley, Fmr. NY Fed President Chris Verrone of Strategas Securities isn't worried about market breadth, he says its "a little overstated" and December "can be a seasonally choppy period." Jared Woodard of BofA believes, "A rebalancing in the global economy, a lightly weaker dollar, slightly stronger currencies elsewhere could ...
Dec 13, 2024•24 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 13th, 2024 Featuring: Dan Ives, Senior Equity Analyst at Wedbush Securities, and Gene Munster, Managing Partner at Deepwater Asset Management, talks the big year in tech in 2024 and bullishness on AI and big tech Ebrahim Rahbari, Senior Advisor: Geo-Economics and Markets with Fordham Global Foresight, offers his analysis of Trump's economic team, the US econ...
Dec 13, 2024•41 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Jeffrey Rosenberg & Brian Belski. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Dec 12, 2024•6 min
- Frank Aquila, Sullivan & Cromwell - Peter Tchir, Academy Securities Head of Macro Strategy - Samuel Zief, JP Morgan Private Bank Global Macro Strategist & Head of Global FX Strategy Frank Aquila of Sullivan & Cromwell is expecting a lot of inbound M&A from Europe and Asia. Peter Tchir of Academy Securities says the U.S. must prepare for China to increasingly share their brands globally, and its chips and A.I. focus are a big concern. Samuel Zief of JP Morgan believes European o...
Dec 12, 2024•22 min
