Bloomberg Surveillance

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...

-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, "Eve...

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...

-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 im...

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.

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.c...

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.

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...

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 fo...

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.

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...

- 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." S...

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 allocati...

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 l...

-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...

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 Universi...

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.

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.

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.

- 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 spir...

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 Presi...

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.

- 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....

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...

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.