Bloomberg Surveillance

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 4th, 2024 Featuring: Claudia Sahm, Chief Economist at New Century Advisors, Ellen Zentner, Chief Economic Strategist and Global Head of Thematic and Macro Investing at Morgan Stanley’s Global Investment Office, and Bloomberg Intelligence Chief US Rates Strategist...

Dockworkers at US East and Gulf coast ports agreed to start moving cargo again while they continue collective bargaining with their employers on a new contract. For instant reaction and analysis, host Doug Krizner spoke with Bloomberg managing editor for US economic policy Kate Davidson.  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 Robert D. Kaplan & Nathan Sheets. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

- Adam Posen, President of the Peterson Institute for International Economics - Lindsey Piegza, Chief Economist at Stifel - Bill Dudley, Bloomberg Opinion columnist and former President of the New York Federal Reserve Adam Posen with the Peterson Institute joins to discuss the outlook for a recession and potential softening in the US economy. Lindsey Piegza of Stifel joins the discussion to react...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 3rd, 2024 Featuring: Amanda Lynam, Head of Macro Credit Research at BlackRock, discusses outlook for corporate credit and signals from the bond market on the rate and market outlook Dan Ives, Senior Equity Analyst at Wedbush Securities, on Tesla's delivery miss a...

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

Jim Bianco of Bianco Research shares why he's in the 'no-landing camp' as the economy digests the Fed's rate cut. Vanguard's Joe Davis and Nuveen's Tony Rodriguez discuss the state of the labor market ahead of Friday's jobs report along with the outlook for the bond market. Apollo CEO Marc Rowan warns that aggressive Fed cuts risk backfiring, and overviews what he expects for the future of private...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 2nd, 2024 Featuring: Aaron David Miller, Carnegie Endowment for Int’l Peace Senior Fellow Dan Peris, Federated Hermes Senior Vice President Ed Mills, Raymond James Policy Analyst Stephanie Roth, Wolfe Research Chief Economist Get the Bloomberg Surveillance newsle...

Ohio Senator and Trump running mate JD Vance faced off with Minnesota Governor and Harris VP pick Tim Walz for the first Vice Presidential debate - and possibly the last debate of the 2024 election cycle. The candidates touched on key topics such as foreign policy, climate change, and immigration. Walz opened with sharp criticism toward Donald Trump, noting that many of the former president’s own...

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

- Seema Shah, Principal Asset Management Chief Global Strategist - Rep. Lisa McClain (R-MI), Chairwoman of Financial Services Oversight Subcommittee - Neil Dutta, Renaissance Macro Research Head of US Economic Research Seema Shah of Principal Asset Management says a recession is unlikely over the next 18 months. Representative Lisa McClain says the economy is crucial for voters, particularly in he...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 2nd, 2024 Featuring: Stuart Kaiser, Head of US Equity Trading Strategy at Citi, discusses why he believes labor data is all that matters for equities this week French Hill, Republican Congressman from Arkansas, talks about the dockworkers strike, Basel III, and t...

- Brian Weinstein, Morgan Stanley Investment Management, Head of Global Markets - Aditya Bhave, BofA Securities Senior US Economist - Venu Krishna, Barclays Head of US Equity Strategy Brian Weinstein of Morgan Stanley thinks bond yields will be "meaningfully higher from here" as we continue this easing cycle. Aditya Bhave of BofA Securities is holding onto a soft landing outlook because layoffs re...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney and David GuraSeptember 30th, 2024 Featuring: Jay Hatfield, CEO at Infrastructure Capital Management, talks about why he's bullish on China, where his firm is investing capital, and why he believes in the "Hatfield Rule" and not the "Sahm Rule" Henrietta Treyz, Managing Partner at Ve...

A chemical manufacturing company grinds to a halt when a cyberattack locks up their entire assembly line. Kurtis Minder, a renowned ransomware negotiator, answers their call for help and explains why manufacturing companies are uniquely vulnerable to these kinds of disruptive attacks. Then David Adrian from Chrome chats with Kate about how a web-focused strategy can help manufacturers transform wh...

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

 - Dana Peterson, The Conference Board Chief Economist- Kristina Hooper, Invesco Chief Global Strategist- Marvin Loh, State Street Senior Strategist - Global Macro Dana Peterson of The Conference Board says the Fed can be less concerned about inflation following the release of the August Core PCE inflation data. Kristina Hooper of Invesco believes there is a lot of nervousness about the Fed's 50bp...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and David GuraSeptember 26th, 2024 Featuring: Massim Taleb, Universa Investments Senior Scientific Advisor and Author Scott Patterson Lindsey Piegza, Stifel Chief Economist Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist Get the Bloomberg Surveillance newsletter, deliv...

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

 -Evan Brown, UBS Asset Management Portfolio Manager-Jay Bryson, Wells Fargo Chief Economist-Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager Evan Brown of UBS thinks the bar is "very low" for the Fed to keep doing 50bps cuts. JPMorgan's Kelsey Berro thinks the Fed has justification to "cut 100 to 150 basis points just on the improvement of inflation". Jay Bryson of Wells Far...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and David GuraSeptember 26th, 2024 Featuring: Nick Colas, Co-founder of DataTrek Research Rob Sockin, Global Economist at Citi Jennifer Lee, BMO Capital Markets Senior Economist Ethan Bronner, Bloomberg Israel Bureau Chief  Get the Bloomberg Surveillance newsletter, delivered every week...

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

-Lisa Coleman, JPMorgan Asset Management Head of Global Investment Grade Credit -Alvaro Pereira, OECD Chief Economist -Danielle Hale, realtor.com Chief Economist Lisa Coleman of JPMorgan Asset Management warns that deeper layoffs could come if economic activity further slows. Alvaro Pereira of the OECD expects economic growth to pick up in Europe next year amid rising wages. Danielle Hale of realt...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 25th, 2024 Featuring: Virginie Maissonueve, Global CIO of Equity at Allianz, on the inflation glide paths across various regions and sources of volatility for markets Connecticut Governor Ned Lamont discusses the Harris-Walz campaign, Kamala Harris' economic pl...

-Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist -Kamakshya Trivedi, Goldman Sachs Head: Global FX & Interest Rates,  -Lord John Browne, General Atlantic Chair & Co-Founder of BeyondNetZero & Former BP CEO" Emily Roland of John Hancock advises remaining fully invested as central banks embark on a global rate-cutting cycle 'but we want to be mindful of go...