Bloomberg Surveillance

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMonday January 29th, 2024 Featuring: Chris Harvey, Wells Fargo Securities Head of Equity Strategy on markets Greg Valliere, AGF Investments Chief U.S. Policy Strategist Dennis Gartman, Dennis Gartman, University of Akron Endowment Chairman & former publisher of The G...

US Deputy Treasury Secretary Wally Adeyemo says the administration is not declaring victory over inflation and it knows there is more work to do when it comes to the economy. He says President Joe Biden continues to make progress on putting money back in the pockets of Americans. Adeyemo spoke with Bloomberg's Lisa Abramowicz, Jonathan Ferro, and Annmarie Hordern from the White House. See omnystud...

 Bloomberg Opinion Columnist Mohamed El-Erian is concerned that economic growth could "disappoint" and the Federal Reserve won't cut rates in line with expectations. He speaks with Bloomberg Surveillance hosts Jon Ferro, Lisa Abramowicz and Annmarie Hordern See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE each morning on YouTube: http://bit.ly/3vTiACF .      Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney.      Friday January 26th, 2024      Featuring:      Cameron Dawson, Newedge Wealth Chief Investment Officer Bob Doll, Crossmark Global Investments CEO and CIO David Kelly, Chief Global Strategist at JP Morgan Asset Management Frank McCourt, Founder and Executiv...

US sanctions have succeeded in reducing the amount of oil Iran exports, a White House energy adviser said Thursday. Iranian oil exports have been cut from as much as 3 million barrels a day to as little as 1 million barrels a day, President Joe Biden’s energy security adviser Amos Hochstein speaks with Bloomberg Surveillance hosts Jon Ferro, Lisa Abramowicz and Annmarie Hordern See omnystudio.com/...

The likely face-off between President Joe Biden and Donald Trump in November will stir turmoil in the mergers-and-acquisitions market this year, according to PJT Partners’ founder Paul Taubman. He speaks with Bloomberg Surveillance hosts Jon Ferro, Lisa Abramowicz and Annmarie Hordern.  See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE each morning on YouTube: http://bit.ly/3vTiACF .      Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney.      Thursday January 25th, 2024 Featuring:      Ed Hyman, Evercore ISI Chairman Lucas Shaw, Bloomberg Screentime Newsletter Garrett Nelson, CFRA Research Senior Equity Analyst and VP Jane Foley, Rabobank Head of FX Strategy Get the Bloomberg Surveillance newsl...

Watch Tom and Paul LIVE each morning on YouTube: http://bit.ly/3vTiACF .      Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney.      Wednesday January 24th, 2024      Featuring:      Victoria Fernandez Chief Market Strategist Crossmark Global Investments Brian Wieser, Madison and Wall Principal Amy Wu Silverman, managing director and head of derivatives strategy for RBC Joe Theismann, f...

Former House Speaker Kevin McCarthy says he thinks Republican presidential candidate Nikki Haley will drop out of the race before the primary in her home state of South Carolina. He spoke with Jon Ferro, Lisa Abramowicz and Annmarie Hordern on "Bloomberg Surveillance." See omnystudio.com/listener for privacy information.

IBM Vice Chairman and former US National Economic Council Director under the Trump administration Gary Cohn says the Fed cycle is finally becoming more normal. Speaking to Bloomberg Surveillance host Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern, Cohn adds US consumers partly feel bad though because of the peculiar compounding effect of inflation.   See omnystudio.com/listener for privacy...

Watch Tom and Paul LIVE each morning on YouTube: http://bit.ly/3vTiACF .      Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney.      Tuesday January 23rd, 2024      Featuring:      Luke Kawa, UBS Asset Management Allocation Strategist Carl Riccadonna, BNP Paribas Chief US Economist Sylvia Jablonski, Defiance ETFs CEO and CIO Gene Munster, Managing Partner and co-founder at Deepwater Ass...

Tom Keene, Paul Sweeney, Lisa Mateo and Michael Barr are now LIVE on YouTube. Watch Surveillance live each morning, from 7-10 AM Eastern, on the Bloomberg Podcasts YouTube Channel.      Watch here:   https://www.youtube.com/watch?v=zhwsLGvjjgg See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE each morning on YouTube: http://bit.ly/3vTiACF .      Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney.      Monday January 22nd, 2024      Featuring:      Alicia Levine, Head of Investment Strategy and Equity Advisory Solutions BNY Mellon Wealth Management Scott Chronert, Citi Research Managing director Lori Calvasina, RBC Capital Markets Head of US Equity Strat...

Bloomberg Surveillance hosted by Tom Keene and Damian SassowerThursday, January 18th, 2024 Featuring: Geoff Yu, BNY Mellon EMEA macro strategist Komal Sri-Kumar, Sri-Kumar Global Strategies President Amanda Agati, PNC Financial Services Group CIO Margie Patel, Allspring Global senior portfolio manager Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloo...

 Bloomberg Surveillance hosted by Tom Keene and Damian SassowerFriday, January 19th, 2024 Featuring: Stephen Schork, The Schork Group Principal Greg Daco, EY Chief economist Brian Levitt, Invesco Global Market Strategist Neil Dutta, Renaissance Macro Partner/Head of Economic Research Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/...

Brad Stone, Bloomberg News Senior Executive Editor for Global Tech, shares his AI insights from the World Economic Forum in Davos . Wedbush's Dan Ives details his takeaways from the CES conference . Dana Telsey of the Telsey Advisory Group discusses the strength of the US consumer in the wake of retail sales data . Charles Schwab's Liz Ann Sonders ties in Led Zepplein with her markets outlook. Hos...

Julie Norman, University College London professor, discusses Donald Trump's victory at the Iowa Caucuses. Claudia Sahm, founder of Sahm Consulting, gives her take on the Fed's approach to interest rates. Julia Coronado, MacroPolicy Perspectives President, talks about the inflation environment. Barry Ritholtz, host of the Bloomberg Masters in Business podcast, breaks down the week ahead in markets....

Gerard Cassidy, RBC Capital Markets Large Cap Bank Analyst, and Ken Leon, CFRA Director of Equity Research, break down Friday's 4Q bank earnings releases that included record NII for JPMorgan and disappointing results for Citi. Norman Roule, Center for Strategic & International Studies Senior Adviser, discusses the latest in the Middle East after the US and UK launched airstrikes against Houth...

 Dana Peterson, The Conference Board Chief Economist, breaks down December's hotter-than-expected US consumer inflation data. Erika Najarian, UBS Large-Cap Banks & Consumer Finance Equity Research Analyst, previews Friday's bank earnings releases. Michael Collins, PGIM Fixed Income Senior Portfolio Manager, predicts the Fed will wait to cut interest rates. Norman Roule, Center for Strategic &a...

Sheila Kahyaoglu, Jefferies Senior Equity Research Analyst, discusses the latest on Boeing and the airlines sector amid a nationwide grounding of the 737 Max 9 aircraft. Seema Shah, Principal Asset Management Chief Global Strategist, expects a positive nominal growth environment and a continued fall in inflation . Kathy Bostjancic, Nationwide Mutual Insurance Chief Economist, says a mild recession...

Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist, says the Fed's 'pivot party' over rate cuts has led to a hangover in the equity market to start the year. Brooke Sutherland, Bloomberg Opinion columnist, walks through a hectic week for Boeing and the airlines sector. Ian Bremmer, Eurasia Group founder, outlines his top ten risks in geopolitics for 2024. Nadia Martin...

Bloomberg Daybreak delivers today's top stories, with context, in just 15 minutes. Subscribe to get the podcast by 6am Eastern every day.      On Apple: http://bit.ly/3DWYoAN     On Spotify: http://bit.ly/3jGRYiB       On YouTube: bit.ly/3NMqUKl See omnystudio.com/listener for privacy information.

Helane Becker, TD Cowen Sr. Research Analyst, remains confident in the airline industry despite the recent Boeing in-flight safety incident. Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says sentiments around the equity market got carried away at the end of 2023 . Claudia Sahm, Sahm Consulting Founder & Bloomberg Opinion Writer, says December's jobs data points to a healthy...

Randy Kroszner, University of Chicago Professor of Economics & former Fed Governor, along with Bill Dudley, former NY Fed President & Bloomberg Opinion columnist, Alan Ruskin, Deutsche Bank Chief International Strategist, and Tiffany Wilding, PIMCO Economist, break down December's stronger-than-expected US jobs report. Ellen Wald, Atlantic Council Senior Fellow, discusses the latest on oil...

Carl Riccadonna, BNP Paribas Chief US Economist, breaks down the year's first US weekly jobless claims report which fell below all estimates. Katy Kaminski, AlphaSimplex Chief Research Strategist, says we've entered the next phase for bonds as she shifts from long positioning to short. Ed Mills, Raymond James Washington Policy Analyst, previews a busy month ahead in Washington ahead of Congress' r...