Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Ed Yardeni. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
- Jim Bianco, President at Bianco Research- Jeannette Lowe, Director of Policy Research at Strategas Securities- Lindsey Piegza, Chief Economist at Stifel- Peter Tchir, Head of Macro Strategy at Academy Securities Jim Bianco of Bianco Research discusses the recent hot inflation readings and whether it could lead to a Fed rate hike. Strategas' Jeannette Lowe weighs in on President Trump's proposed reciprocal tariffs and how they could ripple through markets. Peter Tchir, Head of Macro Strategy at Academy Securities, offers his market and economic outlook amid tariff and inflation uncertainty. Lindsey Piegza, Chief Economist at Stifel, reacts to retail sales and discusses how they impact markets and the economy.See omnystudio.com/listener for privacy information.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 14th, 2025Featuring: Ed Yardeni, President at Yardeni Research, on Fed rate cuts as inflation heats up and Trump's tariffs loom Jay Hatfield, CEO at Infrastructure Capital Management, brings us into retail sales and discusses why he believes gradual disinflation is still in play Lindsey Piegza, Chief Economist at Stifel, joins for an extended discussion on the Fed and why it could hike rates Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.
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 & Angela Stent. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
- Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI- Steve Ricchiuto, Chief Economist at Mizuho- Nadia Martin Wiggen, Director at Svelland Capital UK- Andrew Hollenhorst, Chief US Economist at Citi Julian Emanuel with Evercore ISI discusses yesterday's hotter-than-expected CPI reading and how it could weigh on stocks. Mizuho's Steve Ricchiuto talks about the direction of the US economy amid the uncertain path of inflation. Nadia Martin Wiggen, Director at Svelland Capital UK joins to talk about how political headlines are affecting energy prices. Andrew Hollenhorst, Chief US Economist at Citi, reacts to today's PPI reading.See omnystudio.com/listener for privacy information.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 13th, 2025Featuring: Jeff deGraaf, Head: Technical Research and co-founder at Renaissance Macro Research, talks about yesterday's hot inflation report, the Fed's approach to rates, and whether the Fed's still behind the curve Wendy Schiller, professor at Brown University, on a recent slew of headlines out of DC, including President Trump's cabinet confirmations and Trump's call with Putin Julia Pollak, Chief Economist at ZipRecruiter, joins to react to jobless claims and PPI Angela Stent, Senior Fellow at The Brookings Institute and Georgetown professor, on President Trump's call with Vladimir Putin Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Tina Fordham & Ebrahim Rahbari. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
- Lisa Shalett, CIO Wealth Management at Morgan Stanley- Bill Dudley, Bloomberg Opinion columnist and former New York Fed president- David Kelly, Chief Global Strategist at JPMorgan Asset Management- Mohamed El-Erian, President of Queens' College, CambridgeLisa Shalett with Morgan Stanley offers her outlook for the US economy and markets following Fed Chair Jay Powell's Senate testimony yesterday. Former NY Fed President Bill Dudley discusses his latest Bloomberg Opinion column. David Kelly of JPMorgan Asset Management and Mohamed El-Erian with Queens' College, Cambridge react to CPI.See omnystudio.com/listener for privacy information.
Bloomberg Surveillance hosted by Tom Keene & David GuraFebruary 12th, 2025 Featuring:Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, Gina Martin Adams, Chief US Equity Strategist at Bloomberg Intelligence, and Kristy Akullian, Head of iShares Investment Strategy, Americas at BlackRock, react to CPI Huw van Steenis, Vice Chair at Oliver Wyman, joins for a discussion on private credit, the US economy, and global growth Tina Fordham, founder at Fordham Global Foresight, and Ebrahim Rahbari, analyst at Fordham Global Foresight, join for a roundtable on geopolitics and global markets French Hill, US Republican Rep from Arkansas, discusses his new role as in Congress as the Chairman of the House Financial Services Committee and President Trump's spending initiativesSee omnystudio.com/listener for privacy information.
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Stuart Kaiser & Monica DiCenso. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
- Ed Mills, Washington Policy Analyst at Raymond James- Leslie Falconio, Head: Taxable Fixed Income Strategy- Sinead Colton Grant, CIO at BNY Wealth- Saira Malik, CIO and Head: Equities & Fixed Income at Nuveen Ed Mills, Washington Policy Analyst at Raymond James, discusses the latest policy implications of President Trump's steel and aluminum tariffs. Leslie Falconio of UBS talks about recent bond market moves and outlook for yields. Sinead Colton Grant with BNY and Saira Malik of Nuveen discuss the equity bull run and market outlook.See omnystudio.com/listener for privacy information.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 11th, 2025Featuring: Monica DiCenso, Head of Global Investment Opportunities at JPMorgan, talks asset allocation and the outlook for the S&P and US economic growth Meghan Robson, Head of US Credit Strategy at BNP Paribas, talks about credit spreads and recent bond market moves Brad Lander, NYC Comptroller and NYC mayoral candidate, on his mayoral candidacy for this year, Eric Adams, and the city's financing Mark McCormick, Global Head: FX & EM Strategy at TD, talks about the outlook for currencies amid uncertain tariff policies, and today's show See omnystudio.com/listener for privacy information.
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 & Robert D. Kaplan. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
- Nela Richardson, Chief Economist at ADP- Tobin Markets, Head: Policy & Politics at Wolfe Research- Francisco Blanch, Head: Global Commodities at Back of America- Erin Browne, Portfolio Manager at PIMCONela Richardson of ADP discusses the recent labor report and this week's inflation data could reinforce the Fed's narrative on interest rates. Tobin Marcus with Wolfe Research talks about President Trump's recent tariff proposals, and Bank of America's Francisco Blanch talks about their potential impact on commodities. Erin Browne, Portfolio Manager at PIMCO, discusses the outlook for the bond market amid new tariff proposals.See omnystudio.com/listener for privacy information.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 10th, 2025Featuring: Cam Dawson, CIO at NewEdge Wealth, talks about equites, tech CapEx, and inflation data Robert D. Kaplan, author and geopolitical risk expert, discusses his new book, the geopolitical implications of President Trump's expansionist ideas and the outlook for Ukraine and Gaza wars Pat Haskell, Head of Muni Bond Group at BlackRock, talks about investors putting money in munis and why bonds can be a safe play amid political volatility Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Ellen Zenter & Anna Wong. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
- Torsten Slok, Chief Economist at Apollo Management- Jeffrey Rosenberg, Senior Portfolio Manager: Systematic FI at BlackRock- Schweta Khajuria, Senior Research Analyst at Wolfe Research- Terry Haines, founder at Pangaea Policy We get reaction to the January jobs report from Apollo's Torsten Slok and BlackRock's Jeffrey Rosenberg. Schweta Khajuria with Wolfe Research joins to discuss Amazon's earnings and outlook for AI demand. Terry Haines, founder at Pangaea Policy, talks about the tax and budget battle in Washington.See omnystudio.com/listener for privacy information.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 7th, 2025Featuring: Claudia Sahm, Chief Economist at New Century Advisors, Ellen Zenter, Chief Economic Strategist and Global Head of Thematic and Macro Investing at Morgan Stanley, Rebecca Patterson, former Chief Investment Strategist at Bridgewater, and Kristina Campmany, Senior Portfolio Manager at Invesco, react to today's jobs figures Anurag Rana, Bloomberg Intelligence Senior Tech Analyst, on Amazon's earnings and AI outlook Enda Curran, Global Economy Reporter with Bloomberg News, on Trump's trade and economic policies See omnystudio.com/listener for privacy information.
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Amy Wu Silverman & David Rosenberg. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
- Darrell Cronk CIO: Wealth & Investment at Wells Fargo- Ed Mills, Washington Policy Analyst at Raymond James- Reid Hoffman, founder at Manas AI- Sonia Meskin, Economist at UBS SecuritiesDarrell Cronk at Wells Fargo discusses benchmark target ranges for markets and previews the January jobs report, while UBS' Sonia Meskin reacts to today's jobless claims. Ed Mills with Raymond James discusses how markets are pricing in proposed economic policies and geopolitical strategies out of Washington. Reid Hoffman, LinkedIn co-founder and founder at Manas AI, joins for a conversation about artificial intelligence and tech.See omnystudio.com/listener for privacy information.
Cathal O'Driscoll
op9bl OK om op n 99o 0fa8bfa5-af28-44ca-b609-75016bb865ff o Q8bv I lo pop po9k9.lb it was ir. I'm 000lo9 OK p0 I 9ob Are you across
jong-hwan Kim
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BobHogue@hotmail.co.uk
Sharon... wow, you're doing good on your 'corporate speak'
eddie
this dude is an idiot. trump forever. down with the Biden crime family. the secret service buys cocaine for Biden s son. and this dbag is talking about trump?
Richard L. Hanson
Each launch of a rocket with expensive useful loads costs space companies to millions of dollars, even if this launch takes place for one small satellite https://orbitaltoday.com/2022/10/03/firefly-alpha-reaches-orbit-on-2nd-attempt/ Today, some missiles are becoming more economical, using reusable missile components and launching several satellites at once at once.