Bloomberg Surveillance

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

Bloomberg Surveillance TV: August 20, 2024 -Bob Michele, JP Morgan Asset Management Global Head of Fixed Income-Mike Pyle, Biden Administration Fmr. Deputy National Security Advisor for International Economics -Mary Powell, Sunrun CEO Bob Michele of JP Morgan offers insights on Fed rate cut expectations ahead of Powell’s speech. Mike Pyle, former Deputy National Security Advisor for International...

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

Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 19th, 2024 Featuring: Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses the recent moves in the equity market and whether the market's moved past correction territory Kelsey Berro, Executive Director of Fixed Income at JP Morgan Investment Management, on how fixed income serves as a hedge in an uncertain m...

- Amos Hochstein, Senior Advisor to the President for Energy and Investment - Steve Englander, Standard Chartered Global Head of FX Research - Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager Amos Hochstein, Senior Advisor to the President for Energy and Investment, provides insights on White House energy policy and ceasefire talks in Gaza. Steven Englander of Standard Charte...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Katy Kaminski, Aoifinn Devitt and Hot Dogs! Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

-John Bolton, Former United States Ambassador to United Nations -Darrell Cronk, Wells Fargo Chief Investment Officer -Noel Dixon, State Street Global Markets Macro Strategist Former Ambassador John Bolton provides insights on the anticipation of Iran potentially counterstriking Israel, the latest ceasefire talks between Israel and Hamas and the implications for U.S. foreign policy as we approach t...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 16th, 2024 Featuring: Katy Kaminski, AlphaSimplex Chief Research Strategist, on markets Michael Purves, Tallbacken Capital Advisors Founder/CEO, markets Oliver Chen, TD Cowen Senior retail analyst, on WMT/ULTA Bloomberg's Lisa Mateo with her Newspaper Headlines  ...

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

-Tom Steyer, Galvanize Climate Solutions Co-founder -Harry Sommer, Norwegian Cruise Line Holdings CEO -Tom Porcelli, PGIM Chief US Economist Tom Steyer of Galvanize Climate Solutions discusses growing enthusiasm among the democratic donor class and Vice President Harris's economic and climate plans as she gears up to visit Western PA. Harry Sommer of Norwegian Cruise Line Holdings shares the compa...

Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 15th, 2024 Featuring: Tiffany Wilding, PIMCO Managing Director and Economist Dana Telsey, Telsey Advisory Group CEO Amanda Lynam, Blackrock Head of Macro Credit Research Bloomberg's Lisa Mateo with her Newspaper Headlines 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 Neil Dutta and Steve Ricchiuto Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

 -Anthony 'Tony' Capuano, Marriott International President and CEO -David Kelly, JPMorgan Chief Global Strategist-Steven Ricchiuto, Mizuho Securities US Chief Economist Anthony Capuano of Marriott International provides insights into the travel sector, highlighting ongoing traveler interest in seeking deals and offering an outlook for the rest of the year. David Kelly of JP Morgan and Steven Ricch...

 Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 14th, 2024 Featuring: Neil Dutta, Renaissance Macro Partner/Head: US Economic Research Steve Ricchiuto, Mizuho Economist Virginie Maisonneuve, Allianz Global CIO: Equity Tony Capuano, Marriott CEO 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 David Rubenstein and Jody Lurie Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

 -Alejandro Reynal, Four Seasons President and CEO, -Henrietta Treyz, Veda Partners Director of Economic Policy Research-Matt Luzzetti, Deutsche Bank Chief US Economist Alejandro Reynal of Four Seasons discuses luxury travel, highlighting how higher-end travel remains robust. Henrietta Treyz of Veda Partners discusses US economic confidence in Harris, especially with Vice President Harris set to u...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 13th, 2024 Featuring: David Rosenberg, Founder and President Rosenberg Research & Associates Seema Shah, Chief Global Strategist at Principal Asset Management Sarah House, Managing Director/Senior Economist at Wells Fargo Corporate & Investment Banking Blo...

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

 -Scott Bessent, Key Square Group LP CEO and CIO / Trump Adviser -Eric Resnick, KSL Capital Partners CEO-Daniela Bretthauer, HSBC Global Research Americas Retail and Consumer Analyst Scott Bessent of Key Square Group discusses JD Vance’s support for Trump’s stance on monetary policy influence. Eric Resnick of KSL Capital Partners provides insights into the reversion to the mean in the travel secto...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 12th, 2024 Featuring: David Bianco, DWS CIO: Americas, on earnings reports and market moves Ellen Wald, Senior Fellow at the Atlantic Council on geopolitical energy risks Steph Guild, Head of Investment Strategy at Robinhood, on market correction odds Bloomberg's...

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

-Rep. James "French" Hill (R-AR) -Jeannette Lowe, Strategas Securities Director of Policy Research -Debra Netschert, Jennison Associates Portfolio Manager Healthcare Strategies Rep. James “French” Hill (R-AR) comments on Trump’s assertion regarding presidential control over interest rates. Jeannette Lowe from Strategas Securities discusses the upcoming presidential debate, highlighting agreement b...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 9th, 2024 Featuring: Julian Emanuel, Senior Managing Director at EvercoreISI, discusses Thursday's equity market pop, potential for continued market volatility, and his 2024 S&P year-end target Zach Cohen, Bloomberg Government Reporter, on the upcoming Trump-H...

-Seema Shah, Principal Asset Management Chief Global Strategist -David Rosenberg, Rosenberg Research Founder and President -Matthew Diczok, Merrill and Bank of America Private Bank Head of Fixed Income Strategy -Tobin Marcus, Wolfe Research Head of US Politics and Policy Seema Shah of Principal Asset Management discusses how she believes a US Recession is unlikely. David Rosenberg of Rosenberg Res...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 8th, 2024 Featuring: Rebecca Patterson, former Chief Investment Strategist at Bridgewater Associates, discusses the yen, global currencies, and market volatility Priya Misra, Portfolio Manager at JPMorgan Asset Management, talks about the importance of the fundame...