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The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Francois Trahan and Jane Foley with a special appearance from Nick Colas.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
Emily Roland, John Hancock Investment Management Co-Chief Investment StrategistBruce Kasman, JP Morgan Chief EconomistJon Lieber, Eurasia Group Managing Director, United StatesJohn Hancock's Emily Roland says she's considering 'looking around a little bit' from the 'marriage' with mega-cap tech stocks and into higher-value areas of the market. JP Morgan's Bruce Kasman reacts to the March core PCE deflator and outlines his two scenarios for how the data impacts the Fed's path forward. Jon Lieber of Eurasia Group breaks down Secretary of State Antony Blinken's visit to China and what the trip means for both countries.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 and Paul SweeneyApril 26th, 2024Featuring:
Neil Dutta, Partner at Renaissance Macro Research, reacts to PCE, yesterday's GDP, and outlook for rate cuts
Cam Dawson, CIO at NewEdge Wealth, on how markets are pricing in today's PCE deflator
Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to break down yesterday's slew of tech earnings, including Microsoft, Alphabet, Intel, and Snap
Bloomberg's Lisa Mateo with her Newspaper Headlines
Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance 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 Ben Laidler & Anna Wong.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
-Christopher Harvey, Wells Fargo Securities Head of Equity Strategy-Blerina Uruci, T. Rowe Price Chief US Economist -Michael Hirson, 22V Research China Research HeadWells Fargo's Christopher Harvey details the reasons behind the bank's bullish 5,535 year-end S&P 500 price target. T. Rowe Price's Blerina Uruci reacts to weaker-than-expected 1Q US GDP data and fewer-than-estimated jobless claims, saying 'the economy continues to expand at a solid pace.' Michael Hirson of 22V Research discusses the politics surrounding Secretary Blinken's visit to China.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 and Paul Sweeney April 25th, 2024Featuring:
Jim Caron, Co-CIO of the Portfolio Solutions Group at Morgan Stanley Investment Management, on duration and hedging an equity selloff as well as the GDP release
Constance Hunter, Senior Advisor at MacroPolicy Perspectives, on US GDP, tomorrow's PCE data, and sustainable economic growth in the US
John Stolzfus, Managing Director and Chief Investment Strategist at Oppenheimer, on market reactions and path for interest rate cuts by the Fed
Bloomberg's Lisa Mateo with her Newspaper Headlines
Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance 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 Lindsey Piegza & Todd Jablonski.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
-Kate Moore, BlackRock Global Allocation Team Head of Thematic Strategy -Tiffany Wilding, PIMCO Managing Director-Henrietta Treyz, Veda Partners Director of Economic Policy Research
BlackRock's Kate Moore says the week ahead for Big Tech earnings is the chance for large-cap stocks to answer critical questions about the equity market. PIMCO's Tiffany Wilding looks ahead to key GDP and inflation data, saying the 'hot' US economy isn't consistent with inflationary pressures moderating. Henrietta Treyz of Veda Partners says Congress' new aid package for Ukraine, Israel and Taiwan is a case of Congress members 'wanting to be on the right side of history.'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 and Paul SweeneyApril 30th, 2024Featuring:
Dan Ives, Senior Equity Analyst at Wedbush Securities, breaks down Tesla earnings
Lindsey Piegza, Stifel Chief Economist, on ongoing consumer strength but signs of an economic slowdown
Anurag Rana and Mandeep Singh, Senior Tech Analysts at Bloomberg Intelligence, join to preview Meta earnings out today, and Microsoft and Alphabet earnings out tomorrow
Bloomberg's Lisa Mateo with her Newspaper Headlines
Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance 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 Thierry Wizman and Michael Darda.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
1-Matt Luzzetti, Deutsche Bank Chief US Economist & Head of US Economic Research-Mike Wilson, Morgan Stanley CIO & Chief US Equity Strategist-Vijay Rakesh, Mizuho Securities Managing Director & Senior Semiconductor AnalystDeutsche Bank Chief US Economist Matt Luzzetti says the Fed is primed for a mid-cycle adjustment, with 'no reason to guide towards a full cutting cycle.' Morgan Stanley CIO Mike Wilson says 'rates are too high for the majority of the economy' and advises against small-cap stocks. Vijay Rakesh of Mizuho Securities previews Tesla earnings as the Magnificent 7 stocks' earning cycle gets underway.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 and Paul SweeneyApril 23rd, 2024Featuring:
Stephen Stanley, Chief Economist at Santander, on recent inflation data and what the Fed is watching this week
Thierry Wizman, Director: Global Currencies & Interest Rate Strategist at Macquarie Futures, on FX weakness and volatility and what the bond market is signaling about the US economic outlook
Ian Whittaker, Managing Director and Owner at Liberty Sky Advisors, on streaming wars, Meta earnings, and tech regulation
Bloomberg's Lisa Mateo with her Newspaper Headlines
Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance 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 Bob Michele and Liz Young
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
-Michael O'Rourke, JonesTrading Chief Market Strategist-Tasnim Ghiawadwala, Citibank Global Head of Commercial Banking-Nadia Calvino, European Investment Bank PresidentJonesTrading's Michael O'Rourke discusses why he's bearish on equities and recommends buying US treasuries. Citibank's Tasnim Ghiawadwala says client balance sheets are strong despite a 'very tough' environment. EIB President Nadia Calvino discusses the bank's new round of aid to Ukraine and the importance of developing Europe's defense sector. 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 and Paul SweeneyApril 22, 2024Featuring:
Bob Michele, CIO and Head: GFICC at JP Morgan Investment Management, on a US soft landing and expectations for the Fed
Liz Young, Head of Investment Strategy at SoFI, on equity outlook amid recent varying market headwinds and if we're heading for a correction
Eric Balchunas, ETF Analyst with Bloomberg Intelligence, on his latest ETF research note
Bloomberg's Lisa Mateo with her Newspaper Headlines
Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.
-Katherine Tai, US Trade Representative-Adam Posen, President, Peterson Institute for International Economics-Ana Botin, Chair, Banco Santander
US Trade Representative Katherine Tai says the "China shock" driven by the scale of the Chinese economy will depress prices worldwide and 'infect the global economy'. Peterson Institute President Adam Posen says the US' 'open-ended fiscal problems' are adding to global uncertainties about US fiscal and trade policy. Banco Santander Chair Ana Botin says low unemployment rates suggest a 'super soft landing so far.'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 Lakshman Achuthan and Anastasia Amoroso.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee 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 and Paul SweeneyApril 26th, 2024Featuring:
Anastasia Amoroso, Chief Investment Strategist at iCapital, on buying the dip and cleaner market techinicals
Lakshman Achuthan, COO and co-founder at ECRI, on warnings signs of a possible recession and what ECRI's Leading Economic Index is signaling
Christyan Malek, Global Head of Energy Strategy and Head of EMEA Oil & Gas at JPMorgan, on oil impact of Israel-Iran tensions and other energy headlines
Bloomberg's Lisa Mateo with her Newspaper Headlines
Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance 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 and Anurag Rana.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
-Tim Adams, IIF President-Jonathan Pingle, Chief US Economist, UBS-Klaas Knot, Dutch Central Bank President & European Central Bank Governing Council MemberIIF President Tim Adams says geopolitical uncertainties, including the US presidential election, are overwhelming global economic calculations. UBS Chief US Economist Jonathan Pingle says the 'extraordinary pace of growth' in the US may lead the Fed to raise interest rates, but still expects two cuts this year. Dutch Central Bank President Klaas Knot says the ECB is 'confident that the overall picture is one of disinflation.' See omnystudio.com/listener for privacy information.
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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?
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.
Matt, stop talking about unemployment rate as if it's a real indicator of anything. It's actually a distraction from median income, wealth gap and real adjusted wage growth. Mind boggling arguments...
Could you PLEASE stop asking Americans about Ukraine? The whole world already considers you clueless about anything that happens on the outside, and this just keeps proving that they're right. Always some US mouthpiece telling us the same propaganda we can get off any other cheap news source.
I can't believe an academic like Angela doesn't know about Banderov, a Ukrainian hero who famously supported the Nazi invasion in favour of protecting a few Ukrainians. he's now a hero in Ukraine and has been a volatile issue for a 100 years. So ignorant! typical western academic who turns off their brain the moment something pro Russian is stated. God, ignorant people are a disgrace to those of us who respect critical thinking and like to be surrounded by like-minded intellectuals.
surely the interviewers must think to themselves: ah yes thanks for our daily dose of blatant propoganda with riggards to everything Russia. there's no developments and nobody ever says anything cleaver. it's like the Corona interviews all over again. just stop it, there's plenty of economic commentary to be done.
wow. this William Browser guy drinks all the online Russia coolaid. I've never heard a conspiracy theorist of this calibre given that much air time. Luckily modern technology allows you to skip such falicy.
can you put the covid speakers at the end like you usually do? makes it much easier to skip, thank you.
ok that's it I'm never listening to a healthcare sellout on this program ever again
this Andrew pekosh guy, probably doesn't even know that there are other vaccines around the world which are far far superior to the Pfizer/Modena rubish which is currently in effective versus 3/4 strains. same propoganda peddled every time is annoying and no one is going to listen to it. please, save this for CNN and the lesser minded idiots.
With savings rates up, the "aid" doesn't seem very targeted.
The Lt. Gov of NY is the lady who cried wolf after months and months of talking of imminent doom. Credibility lost.
These people are not free to talk, so there's no real information in this podcast.
Can’t you have better sound quality than this? I can hear people smacking and breathing while other talking . Phonecall sound quality is way too poor
Who edits this thing?
Congratulations! Very good pod cast. Tks
That old dude that sounds like Dick Vitale, he really needs to stop cutting people off, really annoying, and he has no tact when doing it...
The exchange with Kudlow and the information proffered was by far the best from an economic advisor to the White House yet. Very informative. Attention WH ...put Kudlow out there more. He makes you look good.!!!
Biggest load of bullshit I've ever heard
what's with the cuts?