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 Dan Ives and Tina Fordham. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

-Lori Calvasina, Head of US Equity Strategy, RBC Capital Markets -Mark McCormick, Global Head of FX Strategy, TD Securities -Sonal Desai, Fixed Income CIO, Franklin Templeton Lori Calvasina of RBC Capital Markets reacts to big swings in mega-cap tech stock prices, saying "growth investors get angsty." Mark McCormick of TD Securities discusses the historic moves in the Japanese Yen, saying the BOJ...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 29th, 2024 Featuring: Steven Major, Global Head of Fixed Income Research at HSBC, on this morning's bond note and outlook for the bond market James Lord, Global Head of FX and EM Strategy with Morgan Stanley, on king dollar and the latest yen moves Tina Fordham, Fo...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Francois Trahan and Jane Foley with a special appearance from Nick Colas. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist Bruce Kasman, JP Morgan Chief Economist Jon Lieber, Eurasia Group Managing Director, United States John Hancock's Emily Roland says she's considering 'looking around a little bit' from the 'marriage' with mega-cap tech stocks and into higher-value areas of the market. JP Morgan's Bruce Kasman reacts to the March core P...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 26th, 2024 Featuring: Neil Dutta, Partner at Renaissance Macro Research, reacts to PCE, yesterday's GDP, and outlook for rate cuts Cam Dawson, CIO at NewEdge Wealth, on how markets are pricing in today's PCE deflator Mandeep Singh, Senior Tech Analyst with Bloomber...

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

-Christopher Harvey, Wells Fargo Securities Head of Equity Strategy -Blerina Uruci, T. Rowe Price Chief US Economist  -Michael Hirson, 22V Research China Research Head Wells Fargo's Christopher Harvey details the reasons behind the bank's bullish 5,535 year-end S&P 500 price target. T. Rowe Price's Blerina Uruci reacts to weaker-than-expected 1Q US GDP data and fewer-than-estimated jobless cla...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney April 25th, 2024 Featuring: Jim Caron, Co-CIO of the Portfolio Solutions Group at Morgan Stanley Investment Management, on duration and hedging an equity selloff as well as the GDP release Constance Hunter, Senior Advisor at MacroPolicy Perspectives, on US GDP, tomorrow...

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

-Kate Moore, BlackRock Global Allocation Team Head of Thematic Strategy  -Tiffany Wilding, PIMCO Managing Director -Henrietta Treyz, Veda Partners Director of Economic Policy Research BlackRock's Kate Moore says the week ahead for Big Tech earnings is the chance for large-cap stocks to answer critical questions about the equity market. PIMCO's Tiffany Wilding looks ahead to key GDP and inflation d...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 30th, 2024 Featuring: Dan Ives, Senior Equity Analyst at Wedbush Securities, breaks down Tesla earnings Lindsey Piegza, Stifel Chief Economist, on ongoing consumer strength but signs of an economic slowdown Anurag Rana and Mandeep Singh, Senior Tech Analysts at Blo...

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

-Matt Luzzetti, Deutsche Bank Chief US Economist & Head of US Economic Research -Mike Wilson, Morgan Stanley CIO & Chief US Equity Strategist -Vijay Rakesh, Mizuho Securities Managing Director & Senior Semiconductor Analyst Deutsche Bank Chief US Economist Matt Luzzetti says the Fed is primed for a mid-cycle adjustment, with 'no reason to guide towards a full cutting cycle.' Morgan Sta...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 23rd, 2024 Featuring: Stephen Stanley, Chief Economist at Santander, on recent inflation data and what the Fed is watching this week Thierry Wizman, Director: Global Currencies & Interest Rate Strategist at Macquarie Futures, on FX weakness and volatility and w...

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

 -Michael O'Rourke, JonesTrading Chief Market Strategist-Tasnim Ghiawadwala, Citibank Global Head of Commercial Banking-Nadia Calvino, European Investment Bank President JonesTrading's Michael O'Rourke discusses why he's bearish on equities and recommends buying US treasuries. Citibank's Tasnim Ghiawadwala says client balance sheets are strong despite a 'very tough' environment. EIB President Nadi...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 22, 2024 Featuring: Bob Michele, CIO and Head: GFICC at JP Morgan Investment Management, on a US soft landing and expectations for the Fed Liz Young, Head of Investment Strategy at SoFI, on equity outlook amid recent varying market headwinds and if we're heading fo...

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

-Katherine Tai, US Trade Representative -Adam Posen, President, Peterson Institute for International Economics -Ana Botin, Chair, Banco Santander US Trade Representative Katherine Tai says the "China shock" driven by the scale of the Chinese economy will depress prices worldwide and 'infect the global economy'. Peterson Institute President Adam Posen says the US' 'open-ended fiscal problems' are a...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 26th, 2024 Featuring: Anastasia Amoroso, Chief Investment Strategist at iCapital, on buying the dip and cleaner market techinicals Lakshman Achuthan, COO and co-founder at ECRI, on warnings signs of a possible recession and what ECRI's Leading Economic Index is sig...

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

 -Tim Adams, IIF President -Jonathan Pingle, Chief US Economist, UBS -Klaas Knot, Dutch Central Bank President & European Central Bank Governing Council Member IIF President Tim Adams says geopolitical uncertainties, including the US presidential election, are overwhelming global economic calculations. UBS Chief US Economist Jonathan Pingle says the 'extraordinary pace of growth' in the US may...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 18th, 2024 Featuring: Amanda Lynam, Head of Macro Credit Research at Blackrock, on the bond market and global credit outlook Amy Wu Silverman, Managing Director and Head of Derivatives Strategy for RBC Capital Markets, on "skew" in the market Chris Ailman, CIO at C...

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