Bloomberg Surveillance

- 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 w...

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, discus...

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.

- 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 rebal...

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...

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.

- 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 gl...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 12th, 2024 Featuring: Jeffrey Rosenberg, Portfolio Manager - Systematic Multi-Strategy Fund at BlackRock, talks fixed income and offering his market outlook in a second Trump admin Lindsey Piegza, Chief Economist at Stifel, on the outlook for inflation and rat...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Andrew Sheets & Elizabeth Economy. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

- Rep. French Hill, (R) Arkansas - Jay Bryson, Wells Fargo Chief Economist - David Kelly, JPMorgan Asset Management Chief Global Strategist Republican Congressman French Hill says tariffs "are much more about setting long-term spending reform and spending priorities" than balancing the federal budget. Jay Bryson of Wells Fargo expresses confidence the Fed will cut by 25bps next week following the...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 11th, 2024 Featuring: Andrew Sheets, Chief Cross-Asset Strategist at Morgan Stanley, Jay Bryson, Chief Economist at Wells Fargo, and Ira Jersey, Chief US Interest Rates Strategist for Bloomberg Intelligence, react to CPI Elizabeth Economy, professor at Stanfor...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Cam Dawson & Mick Mulroy. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

- Bob Doll, Crossmark Global Investments CEO & CIO - Ellen Wald, The Atlantic Council Sr. Fellow - Jill Carey Hall, BofA Securities US Equity Strategist Bob Doll of Crossmark believes dividend stocks will have even more success next year. Ellen Wald of The Atlantic Council speaks about the importance of Saudi involvement in the future of Syria. Jill Carey Hall of BofA favors mid-cap stocks in...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 10th, 2024 Featuring: Dean Maki, Chief Economist at Point72, on the US economy and outlook for markets, inflation, and CPI Monica Guerra, Executive Director and Head of US Policy at Morgan Stanley Wealth Management, discusses President-elect Trump filling on h...

- Nela Richardson, ADP Chief Economist & ESG Officer, Bloomberg Contributor - Tim Adams, IIF President - Andrew Hollenhorst, Citi Chief US Economist Nela Richardson of ADP thinks the Fed is waiting for CPI data to come out on Wednesday ahead of its rate decision next week. IIF President Tim Adams says, "Maybe we need the markets to send us a signal it is time to become more sober in our fiscal...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & David GuraDecember 9th, 2024 Featuring: Joumanna Bercetche, Bloomberg TV anchor based in Dubai, discusses the collapse of the Assad regime in Syria and its broader implications for the Middle East Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, gives her 2025...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Claudia Sahm & Alan Blinder. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

- Sucharita Kodali, Forrester VP & Principal Analyst - Tom Porcelli, PGIM Chief US Economist - Mohamed El-Erian, BBO & President, Queens' College Cambridge - Jeffrey Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund Sucharita Kodali of Forrester says consumers are spending on athleisure, after Lululemon's strong outlook. Tom Porcelli of PGIM, reacting to the Nove...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 6th, 2024 Featuring: Claudia Sahm, Chief Economist at New Century Advisors, Sarah Wolfe, Senior Economist at Morgan Stanley, Kathy Jones, Chief Investment Strategist, Fixed Income at Charles Schwab, and Lori Calvasina, Head of US Equity Strategy at RBC Capital...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Richard Haass & David Rosenberg. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

- Tobin Marcus, Wolfe Research Head of US Politics and Policy  - Nouriel Roubini, Atlas America Fund Portfolio Manager / Roubini Macro Associates CEO / Professor Emeritus, NYU - Eric Resnick, KSL Capital Partners CEO Tobin Marcus of Wolfe Research doesn't think tariffs are priced into the market, and people will need to "see it to believe it." Nouriel Roubini of Roubini Macro Associates calls Bitc...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 5th, 2024 Featuring: David Rosenberg, founder and president at Rosenberg Research & Associates, discusses the 2024 equity rally, Bitcoin, and how the market is broadening James Steel, Chief Commodities Analyst with HSBC, on hedges in the market and the out...

Far-right leader Marine Le Pen teamed up with a left-wing coalition to topple the French government, pitching the country into a prolonged period of turbulence that’s likely to further unsettle investors. For reaction and analysis, hosts Tim Stenovec and Emily Graffeo speak with Bloomberg Daybreak Europe host Stephen Carroll, reporting live from our Paris bureau and Steven Englander, global head o...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Wei Li. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

- Lori Heinel, State Street Global Advisors EVP/Global Chief Investment Officer - Wei Li, BlackRock Global Chief Investment Strategist - Ian Lyngen, BMO, Head: US Rates Strategy Lori Heinel of State Street says until the ink is dried on some of Trump's policies, "it is hard to know how those crosswinds will actually impact the real economy." Wei Li of BlackRock believes, "This is an environment of...