Bloomberg Surveillance

Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Apple and Intel. They speak with: Bloomberg News Technology Reporter Jackie Davalos Angelo Zino, Senior Equity Analyst at CFRA Research Bloomberg Technology Co-Host Caroline Hyde 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 a conversation with Captain Richard LevyWatch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Mike Wilson, Chief US Equity Strategist/Chief Investment Officer Cameron Dawson, Chief Investment Officer, NewEdge Wealth Sonal Desai, Fixed Income CIO, Franklin Templeton See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 30th, 2025Featuring: Captain Richard Levy, Aviation Expert Consulting George Ferguson, Bloomberg Intelligence aerospace analyst Frances Donald, RBC Chief Economist John Stoltzfus, Oppenheimer & Co Chief Investment Strategist See omnystudio.com/listener for privacy information.

Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Tesla, Meta and Microsoft. They speak with: Bloomberg Intelligence Senior Technology Analyst Mandeep Singh Bloomberg Technology Co-Host Caroline Hyde James Cakmak, Technology Analyst at Clockwise Capital Bloomberg Intelligence Senior Technology Analyst Anurag Rana See omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.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 Michael Green, Anurag Rana & Amanda Lynam Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Julian Emanuel, ISI Chief Equity & Quantitative Strategist, Evercore Lisa Shalett, Chief Investment Officer, Morgan Stanley Wealth Management Esther George, Former Kansas City Fed President See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 29th, 2025Featuring: Mike Green, Chief Strategist at Simplify Asset Management Amanda Lynam, Head of Macro Credit Research at BlackRock George Goncalves, Head: US Macro Strategy Mufg Securities America Lisa Mateo on newspapers 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 Ian Lyngen Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Matt Bryson, Wedbush Senior VP: Equity Research-Max Kettner, HSBC Chief Multi-Asset Strategist-Shahriar Pourreza, Guggenheim Securities Senior Managing DirectorSee omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 28th, 2025Featuring: Derek Halpenny, Head of Research, Global Markets EMEA & International Securities at MUFG Bank Ian Lyngen, Head of US Rates at BMO Capital Markets Seema Shah, Chief Global Strategist at Principal Asset Management Lisa Mateo on newspapers 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 Mandeep Singh and Anaurag Rana about China's DeepSeek AI platform Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Victoria Fernandez, Chief Market Strategist, Crossmark Global Investments-Angelo Zino, Senior Equity Analyst, CFRA Research-Seema Shah, Chief Global Strategist, Principal Asset Management Wall Street had a rough start to the week on concern that a cheaper artificial intelligence-model from Chinese startup DeepSeek could make valuations of the technology that has powered the bull market tough to justify. We get insights from Crossmark's Victoria Hernandez; Angelo Zino from CFRA Research; and Principal Asset Management's Seema ShahSee omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 27th, 2025Featuring: Anurag Rana and Mandeep Singh, Bloomberg Intelligence analysts, on how DeepSeek is panicking markets Joe Weisenthal, Bloomberg Odd Lots co-host Dr Stacy Rasgon, Bernstein analyst covering US Semiconductors and Semiconductor Capital Equipment Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

In this bonus episode from Bloomberg Daybreak, hosts Nathan Hager and Karen Moskow examine the emergence of DeepSeek. The Chinese artificial intelligence startup is rocking global technology stocks, raising questions over America’s technological dominance.   Buzz grew over the weekend about DeepSeek’s latest AI model being cost-effective while running on less-advanced chips, casting doubt on the validity of the rich valuations for companies like Nvidia.   You can hear more episodes of Bloomberg Daybreak: US Edition by subscribing to the podcast:   On Apple: http://bit.ly/3DWYoAN   On Spotify: http://spoti.fi/45IG5LR   Anywhere: http://bit.ly/460OMka 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 Dan Ives, George Saravelos, and Victoria Fernandez. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Margie Patel, Senior Portfolio Manager at Allspring Global Investments- Steven Englander, Global Head of G10 FX Research at Standard Chartered Bank- Libby Cantrill, Head: Public Policy at PIMCO- Norman Roule, Non-Resident Senior Adviser at CSIS Margie Patel with Allspring Global Investments looks ahead at the path for equities in a second Trump term and animal spirits in markets. Steve Englander of Standard Chartered Bank reflects on the FX swings in President Trump's first week of his second term. PIMCO's Libby Cantrill outlines how public policy is being reshaped in the coming weeks and months. Norman Roule of CSIS discusses global security concerns.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 24th, 2025Featuring: George Saravelos, Global co-head of FX Research at Deutsche Bank, discusses FX moves in the first week of the second Trump administration, the US dollar, and the Canadian dollar Sarah Hunt, Chief Market Strategist at Alpine Woods Capital Investors, talks about animal spirits in markets and how the timing and magnitude of policy changes could affect equities Thomas Harr, Chief Economist and Head: Economics and Monetary Policy at Danmarks National Bank, on his new book with Callum Henderson "The Great Inflation Resurgence" Lisa Mateo on newspapers 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 Geoffrey Yu & Sarah Wolfe. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Ted Pick, CEO at Morgan Stanley- Sarah Huckabee Sanders, Arkansas Governor- Mohammed Al-Jadaan, Minister of Finance, Saudi Arabia- Steve Pagliuca, Bain Capital Senior Advisor Boston Celtics Co-Owner We're live from Davos at the World Economic Forum, engaging with leaders in finance and business about the direction for global markets and public policy. Joining us for conversation are Ted Pick, CEO at Morgan Stanley, Arkansas Governor Sarah Huckabee Sanders, Saudi Arabia's Finance Minister Mohammed Al-Jadaan, and Boston Celtics co-owner Steve Pagliuca.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 23rd, 2025Featuring: Adam Posen, President of the Peterson Institute for International Economics, joins to discuss his outlook for the Fed, Trump's economic policies, and whether investors could be staring down a rate hike Sarah Wolfe, Senior Economist and Strategist, Thematic & Macro Investing at Morgan Stanley, reacts to today's jobless claims, previews next week's Fed meeting, and why she's not ruling out a first quarter rate cut in 2025 Greg Peters, co-CIO at PGIM Fixed Income, on the surge in bond yields, the Fed funds rate, and what the bond market is watching from a policy perspective Lisa Mateo on newspapers 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 Torsten Slok & Brian Belski. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 22nd, 2025Featuring: Torsten Slok, Chief Economist at Apollo, discusses the global macro outlook in a second Trump admin, tariffs, and what's next for the Fed Steph Guild, Chief Investment Strategist at Robinhood, brings us into the market open and discusses risks and bullishness in a second Trump term Robert Fishman, Senior Associate at MoffettNathanson, on Netflix earnings Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

- Daniel Pinto, COO at JPMorgan- Anne Walsh, CIO at Guggenheim- John Kerry, Co-Executive Chair of Galvanize Climate Solutions and former Secretary of State- Paul Ryan, Vice Chairman at Teneo and former House SpeakerWe're live from Davos at the World Economic Forum, engaging with leaders in finance and business about the direction for global markets and public policy. Joining us for conversation are Anne Walsh with Guggenheim, former Secretary of State John Kerry and former House Speaker Paul Ryan, and JPMorgan COO Daniel Pinto.See omnystudio.com/listener for privacy information.

Netflix closed 2024 with its biggest quarterly subscriber gain in history, benefiting from its first major live sporting events and the return of Squid Game.The company added 18.9 million customers in the fourth quarter, according to a shareholder letter Tuesday. That was more than double what Wall Street expected and brought global subscribers at Netflix to more than 300 million. The company’s previous best was 15 million in the first quarter of 2020 — numbers driven by the onset of the coronavirus pandemic. For instant analysis and reaction, hosts Carol Massar and Tim Stenovec speak with Bloomberg Technology Co-Host Caroline Hyde and Bloomberg Intelligence Technology and Media Analyst Geetha Ranganathan.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 Lori Calvasina & Alberto Gallo. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Ken Rogoff, Processor of Economics at Harvard University- Gary Cohn, Vice Chairman at IBM- Steven Tananbaum, Managing Partner at GoldenTree Asset Management- David Rubenstein, co-founder at the Carlyle Group We're live from Davos at the World Economic Forum, engaging with leaders in finance and business about the direction for global markets and public policy. Joining us for conversation are Ken Rogoff of Harvard, Gary Cohn with IBM, Steven Tananbaum of GoldenTree Asset Management, and Carlyle Group co-founder David Rubenstein.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 21st, 2025Featuring: Skylar Montgomery-Koning, FX Strategist at Barclays, talks about whiplash in FX markets and dollar moves Jennifer Lee, Senior Economist at BMO Capital Markets, talks about tariff reversals and how the US and Canadian economies could fare in the face of 25% tariffs on Canada and Mexico Lori Calvasina, Chief US Equity Strategist with RBC Capital Markets, joins for an extended discussion on markets and the economy Dan Tannebaum, partner at Oliver Wyman, joins from Davos to discuss global security in a second Trump term and priorities of global leaders See omnystudio.com/listener for privacy information.

Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz deliver insight and analysis on the inauguration of President Donald Trump. On this edition, Joe and Kailey speak with: Former-Trump Energy Secretary Dan Brouillette Lindsay Chervinsky, Executive Director of the George Washington Presidential Library Shirley Martey Hargis, nonresident fellow in the Atlantic Council’s Global China Hub Rep. Brad Sherman x RussellU.S. Representative for California's 32nd Congressional District United States Senator Bill Hagerty (R-TN) See omnystudio.com/listener for privacy information.

In the 1950s, a businessman, looking for a new way to settle his lunch tab, sparked a payments revolution and paved the way for today’s cashless economy. Now, the growing use of stablecoins like USDC is leading businesses and consumers to an era of digital payments that’s even faster and cheaper than a credit card. This episode is sponsored by Coinbase.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 Wei Li and Ian Bremmer Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Isaac Boltansky, BTIG Director: Policy ResearchJane Foley, Rabobank Head: FX StrategyMatt Miskin, John Hancock Investment Management Co-Chief investment strategist BTIG's Isaac Boltansky talks changing policy as President-elect Trump takes office. Jane Foley of Rabobank talks FX impact of a new administration in the US. Matt Miskin of John Hancock breaks down the week in markets.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 17th, 2025Featuring: Wei Li, Chief Investment Strategist at BlackRock Ian Bremmer, founder at Eurasia Group Katy Kaminski, Chief Research Strategist at AlphaSimplex Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management 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 Michael Nathanson Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-David Lebovitz, VP - Global Market Strategist, JP Morgan Asset Management-Rich Clarida, PIMCO Global Economic Advisor / Former Federal Reserve Vice Chairman-Frances Donald, Chief Economist, RBC David Lebovitz from JP Morgan Asset Management talks markets. PIMCO's Rich Clarida talks Fed policy. Frances Donald, RBC's Chief Economist breaks down retail sales.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 16th, 2025Featuring: Cam Dawson, CIO at NewEdge Wealth Michael Nathanson, Senior Research Analyst at MoffettNathanson Ethan Bronner, Bloomberg News Israel bureau chief Lisa Mateo on newspapers 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 Michael Darda & Peter Tchir. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Ken Leon, Director of Equity Research at CFRA Research- Jen Flitton, Head: US Government Affairs at Invesco- David Kelly, Chief Global Strategist at JPMorgan Asset Management- Aditya Bhave, Senior US Economist at Bank of AmericaKen Leon with CFRA react to big bank earnings as earnings season kicks off. Jen Flitton of Invesco talks about why markets feel so uncertain about Trump administration policies. David Kelly with JPMorgan Asset Management and Aditya Bhave of Bank of America react to CPI.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & David Gura January 15th, 2025Featuring: Neil Dutta, Partner and Head of US Economic Research at Renaissance Macro Research, Ben Laidler, Head of Equity Strategy at Bradesco BBI, and Freya Beamish, Chief Economist at TS Lombard, react today's CPI reading Alison Williams, Senior Global Banks and Asset Managers Analyst at Bloomberg Intelligence, reacts to this morning's bank earnings Kona Haque, Head: Commodities Research at ED&F Man, on the commodity outlook for 2025, the rise in cocoa prices, and other soft commodities Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.A special edition of Bloomberg Surveillance hosted by Tom Keene & David Gura, January 14th, 2025Featuring:Terry Haines, Founder at Pangea PolicyGautam Mukunda, professor at Yale School of ManagementChristopher Smart, Managing Partner at Arbroath Group, and former Special Assistant to the President for International EconomicsSee 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 Stuart Kaiser & Stephen Stanley. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Emily Roland, Co-Chief Investment Strategist at John Hancock Investment Management- Armin Papperger, Chairman at Rheinmetall AG- Sonia Meskin, Economist at UBSEmily Roland of John Hancock Investment Management offers her take on the market selloff to begin 2025 and whether choppiness is to be expected throughout the year. Armin Papperger, Chairman at Rheinmetall AG, talks about the latest on the war in Ukraine. Sonia Meskin, Economist with UBS, reacts to today's PPI data.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 13th, 2025Featuring: Jurrien Timmer, Director: Global Macro at Fidelity Research, joins for an extended discussion about the equity bull run, the slow start to the year in markets, and choppiness in 2025 Stephen Stanley, Chief Economist at Santander, discusses recent US economic data and reacts to PPI Sarah House, Senior Economist at Wells Fargo, discusses how markets are pricing in recent eco data and whether continued good news will be bad news for markets Lisa Mateo on newspapers 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 Mark Zandi & Eric Balchunas Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Maya MacGuineas, President of the Committee for a Responsible Federal Government-Michelle Meyer, Chief Economist, Mastercard-John Schneyer, Corelogic Director of Research  Maya MacGuineas, President of the Committee for a Responsible Federal Government joins to talk about President Trump's first 100 days. Michelle Meyer from Mastercard discusses the markets. John Schneyer, from Corelogic talks about the impact of wildfires in Los Angeles. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & David GuraJanuary 13th, 2025Featuring: Patrick Armstrong, CIO at Plurimi Wealth Mark Zandi, Chief Economist at Moody's Analytics| Regina Mayor, Global Head: Clients & Markets at KPMG Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

It’s been a rough week for UK assets. The pound fell to its lowest level in a year, gilt yields surged and investors are losing confidence in the government’s ability to control the nation’s deficit and high borrowing costs. Why are things spiraling now?  Senior reporter Phil Aldrick joins this week’s In the City to explain. 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 Rebecca Patterson & Paul Krugman Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Mohamed El-Erian, President of Queens' College, Cambridge and Bloomberg Opinion Columnist- Ed Mills, Washington Policy Analyst at Raymond James- Stephanie Roth, Chief Economist at Wolfe Research- Jeffrey Rosenberg, Portfolio Manager - Systematic Multi-Strategy Fund at BlackRock Mohamed El-Erian, President of Queens' College, Cambridge and Bloomberg Opinion Columnist, joins for an extended discussion on the US economy and inflation and previews today's jobs figures. Ed Mills with Raymond James talks about some of the policy implications of a second Trump term. Stephanie Roth of Wolfe Research and Jeffrey Rosenberg with BlackRock react to today's nonfarm payrolls report.See omnystudio.com/listener for privacy information.