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 Elizabeth Economy & Vishal Khanduja. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

-Mike Wilson, Morgan Stanley Chief Investment Officer -Matthew Luzzetti, Deutsche Bank Chief US Economist -Luke Hickmore, abrdn Investment Director -Chuck Grom, Gordon Haskett Sr. Retail Analyst Morgan Stanley's Mike Wilson talks through his new S&P 500 target and why the bond market may be the biggest risk to stocks. Deutsche Bank's Matt Luzzetti and Luke Hickmore of abrdn discuss whether rec...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 21st, 2024 Featuring: Jurrien Timmer, Director: Global Macro at Fidelity Management & Research, on his weekly asset allocation review and chart analysis Dan Ives, Senior Equity Analyst at Wedbush Securities, previews Nvidia earnings and makes his big tech bull ca...

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

-Stuart Kaiser, Citi Head of Equity Trading Strategy -Michael O'Leary, Ryanair CEO -Stephanie Roth, Wolfe Research Chief Economist -Mark McCormick, TD Securities Global Head: FX and EM Strategy Stuart Kaiser of Citi says markets are trying to run with the Fed's bias toward cutting interest rates. Ryanair CEO Michael O'Leary says he's seeing the situation around Boeing improving in 'baby steps' and...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 20th, 2024 Featuring: James Lord, Global Head of FX and EM Strategy at Morgan Stanley Tracie McMillion, Global Head of Asset Allocation Strategy at Wells Fargo George Saravelos, Global Co-Head of FX Research at Deutsche Bank Bloomberg's Lisa Mateo with her Newspaper...

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 & Tony Crescenzi. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

-Mohamed El-Erian, Queens' College, Cambridge President & Bloomberg Opinion -Katy Kaminski, AlphaSimplex Chief Research Strategist -Gilles Moec, AXA Investment Managers Chief Economist Mohamed El-Erian of Queens' College, Cambridge says a softening in the labor market will lead to an economic slowdown 'really quickly', and that the Fed's 2% inflation target is 'totally arbitrary.' Katy Kaminsk...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 17th, 2024 Featuring: Tony Crescenzi, Executive VP at PIMCO, on the bond market and trying not to time peak yields Lindsey Piegza, Chief Economist at Stifel, discusses her call for rate hikes and if this week's data changed her calculations Lucas Shaw, Reporter with...

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

-Jamie Dimon, JPMorgan Chase Chairman & CEO -Mona Mahajan, Edward Jones Senior Investment Strategist -Michael Collins, PGIM Fixed Income Executive Portfolio Advisor JPMorgan Chairman Jamie Dimon joins Bloomberg's Francine Lacqua in Paris for a wide-ranging conversation on inflation, the equity market and geopolitics. Mona Mahajan of Edward Jones expects 'more balance' on earnings throughout th...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 16th, 2024 Featuring: Constance Hunter, Senior Advisor at MacroPolicy Perspectives, on her case for continued growth and the timing of rate cuts Paul Sankey, Lead Analyst at Sankey Research, on the OPEC+ June 1st meeting and the outlook for energy Lakshman Achuthan,...

Jamie Dimon said significant price pressures are still influencing the US economy and may mean interest rates will be higher for longer than many investors are expecting. “A lot of inflationary forces are in front of us,” the JPMorgan Chase & Co. chief executive officer said in an interview with Bloomberg's Francine Lacqua Dimon cited costs linked to the green economy, re-militarization, infra...

We’re taking The Big Take to Asia. Each week, Bloomberg’s Oanh Ha tells a story from the home of the world's most dynamic economies - and the markets, tycoons and businesses that drive the ever-shifting region.  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 Paul Donovan & Meghan Graper. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

-David Kelly, JPMorgan Chief Global Strategist -Tom Porcelli, PGIM Fixed Income Chief US Economist -Kevin McCarthy, Fmr. House Speaker JPMorgan's David Kelly and PGIM's Tom Porcelli react to the April CPI print and retail sales data, agreeing that the cooling inflation gives the Fed flexibility on their path forward with interest rates. Former House Speaker Kevin McCarthy discusses the Biden admin...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 17th, 2024 Featuring: Ed Yardeni, founder of Yardeni Research, reacts to today's CPI reading Dana Telsey, Chief Research Officer at Telsey Advisory Group, reacts to retail sales data Bailey Lipschultz, reporter with Bloomberg News, discusses the meme stock mania Bloo...

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

-Brian Levitt, Invesco Global Market Strategist -Gary Cohn, IBM Vice Chair, former NEC Director, former Goldman Sachs Group President -Jeff Currie, Carlyle Chief Strategy Officer: Energy Pathways Brian Levitt of Invesco says markets can continue to perform strongly while the Fed holds off on cutting interest rates. IBM's Gary Cohn says companies are increasingly focusing on operating efficiently b...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 14th, 2024 Featuring: Jeff Currie, Chief Strategy Officer of Energy Pathways at The Carlyle Group, gives his energy and commodity calls, ranging from oil, to copper, to gold Adam Posen, President of the Peterson Institute for International Economics, on this week's e...

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

-Peter Tchir, Academy Securities Head of Macro Strategy -Lynn Martin, NYSE President -Torsten Slok, Apollo Chief Economist Peter Tchir of Academy Securities says the 'US exceptionalism' narrative has overstayed its welcome, believing the 'data started turning a couple of months ago.' NYSE President Lynn Martin discusses recent surveys of market participants about potential round-the-clock stock tr...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 13th, 2024 Featuring: Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets Chris Verrone, Strategas Research Partners Head of Technical & Macro Research Jason Rekate, Head of Corporate Banking at Citi Lisa Mateo looks at the Front Pages of the World'...

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

-Anastasia Amoroso, iCapital Chief Investment Strategist -Neil Dutta, Renaissance Macro Head of US Economic Research -Oliver Chen, TD Cowen Senior Equity Research Analyst Anastasia Amoroso of iCapital says the US has entered the 'last mile' of disinflation, and believes Fed rate cuts are still on the table this year. Neil Dutta of Renaissance Macro expects a 'more balanced mix' of economic growth...