Republican Mike Johnson won reelection as House speaker, overcoming resistance from a small but pivotal group of conservative hardliners after a flurry of last-minute talks and with the help of a critical endorsement from President-elect Donald Trump. For analysis of the moment Johnson reclaimed the gavel, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with Balance of Power host Joe Mathieu. They also speak with Bloomberg's Tyler Kendall from Capitol Hill and get insight from B...
Jan 03, 2025•19 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Neil Dutta & Kit Juckes. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jan 03, 2025•5 min
- Claudia Sahm, Chief Economist at New Century Advisors - Ed Yardeni, President at Yardeni Research - Stephanie Roth, Chief Economist at Wolfe Research - Mark Cabana, Head of US Rates Strategy at Bank of America Claudia Sahm with New Century Advisors looks ahead to the December jobs report due out next Friday. We discuss the equity bull run and how long it can last with Ed Yardeni at Yardeni Research. Stephanie Roth, Chief Economist at Wolfe Research, and Mark Cabana, Head of US Rates Strategy a...
Jan 03, 2025•29 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 3rd, 2025 Featuring: Neil Dutta, Partner/Head: US Economic Research at Renaissance Macro Research, on the rise in bond yields, the outlook for recession, and the health of he US economy as we kick off 2025 Priya Misra, Portfolio Manager - Core Plus Fund at JP Morgan Asset Management, talks about the US soft landing, peak rates, and where to go from here in fi...
Jan 03, 2025•41 min
The suspect who died in a Cybertruck explosion outside the Trump Las Vegas hotel on Wednesday was identified as Matthew Alan Livelsberger, according to people familiar with the matter. Hosts Carol Massar and Tim Stenvoec discuss the latest following a press conference with Clark County sheriff Kevin McMahill with Bloomberg News National Security Team Leader Nick Wadhams and Bloomberg News Auto Reporter Keith Naughton for reaction and analysis. See omnystudio.com/listener for privacy information....
Jan 02, 2025•10 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Jack Devine & Mick Mulroy. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jan 02, 2025•5 min
- Kit Juckes, Soc Gen Chief FX Strategist - Dan Ives, Wedbush Sr. Equity Research Analyst - Earl Davis, BMO Head: Fixed Income & Money Markets Kit Juckes of SocGen discusses his expectation for dollar strength to continue this year. Dan Ives of Wedbush anticipates a key 2025 theme to be software participating in the AI revolution. Earl Davis of BMO discusses the opportunity expected tariffs are providing in fixed income. See omnystudio.com/listener for privacy information....
Jan 02, 2025•19 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 2nd, 2025 Featuring: Jack Devine, founder and chairman at the Arkin Group, discusses how federal investigators are looking into the incidents in New Orleans and Las Vegas and how they reshape US national security Cam Harvey, professor at Duke University's Business School, offers his outlook on the Fed's interest rate policy and whether the central bank is sti...
Jan 02, 2025•24 min
- John Stoltzfus, Oppenheimer Chief Investment Strategist - Pavel Molchanov, Raymond James Managing Director: Renewable Energy & Clean Technology - Matt Miskin, John Hancock Investment Management Services Co-Chief Investment Strategist John Stoltzfus of Oppenheimer believes the "bark" of tariffs will cause more fear than the "actual bite." Pavel Molchanov of Raymond James expects power prices to continue moving higher. Matt Miskin of John Hancock says, "The sentiment dial has been turned up ...
Dec 31, 2024•28 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & David GuraDecember 31st, 2024 Featuring: Michael Purves, founder and CEO at Tallbacken Capital Advisors, discusses his weekly volatility report and talks price action in 2025 Veronica Clark, US Economist at Citi, on the outlook for inflation and the labor market in the US Mark Weatherford, VP: Policy and Standards at Gretel, talks about his recommendations for cybersecurity f...
Dec 31, 2024•30 min
- Terry Haines, Pangaea Policy Founder - Cameron Dawson, NewEdge Wealth CIO - Patrick De Haan, GasBuddy Terry Haines of Pangaea Policy reflects on former President Jimmy Carter's life, saying a lesson from his time at the White House is that the presidency has its limits. Cameron Dawson of NewEdge Wealth discusses recession risk being "effectively completely priced out of the market." Patrick De Haan of GasBuddy thinks 2025 could be another challenging year for oil. See omnystudio.com/listener f...
Dec 30, 2024•29 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Jess MentonDecember 30th, 2024 Featuring: Terry Haines, founder at Pangaea Policy, on the passing of Jimmy Carter Cam Dawson, CIO at NewEdge Wealth, on whether traders will see slower growth in equities and the US economy Winnie Cisar, Global Head: Strategy at Creditsights, talks fixed income and bond market signals in 2025 Lisa Mateo on newspapers See omnystudio.com/listener...
Dec 30, 2024•31 min
Jimmy Carter, the 39th US President, has died at the age of 100, leaving behind a legacy of promoting human rights and peace. Bloomberg's John Tucker and Joe Mathieu look at the former president's life and legacy. See omnystudio.com/listener for privacy information.
Dec 29, 2024•21 min
- Dan Ives, Wedbush Equity Research Analyst - Rob Casey, Signum Global Advisors Senior Analyst - Chuck Lieberman, Advisors Capital Management Co-Founder & Chief Investment Officer Dan Ives of Wedbush is predicting a record year for Apple in 2025, saying, "This is going to be an AI-driven supercycle that's multi-year." Rob Casey of Signum Global Advisors discusses the difficulties of a slim and "disunified" House majority under the Trump administration. Chuck Lieberman of Advisors Capital Man...
Dec 27, 2024•24 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Jess MentonDecember 27th, 2024 Featuring: Robert Teeter, Chief Investment Strategist at Silvercrest Asset Management, on market observations from 2024 and what to expect from equities in 2025 Melissa Otto, Head: TMT Research at Visible Alpha, discusses expectations for Big Tech in 2025 and some of the most pressing questions the sector faces heading into the new year Jennifer...
Dec 27, 2024•33 min
-Peter Tchir, Head of Macro Strategy, Academy Securities -Wendy Schiller, Taubman Center For American Politics and Policy Director At Brown University -Jay Pelosky, Chief Investment Officer/Co-Founder, TPW Investment Management Peter Tchir of Academy Securities says he thinks January will bring, "a lot of volatility." Wendy Schiller of Brown University warns the incoming Trump administration, "Even with the Republican trifecta you will not always get the victories quickly." Jay Pelosky of TPW In...
Dec 26, 2024•28 min
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 bit al...
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 & Congress an...
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
