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Bloomberg Surveillance

Bloomberg Surveillance

4,573 episodes — Page 22 of 92

Foreign Exchange and Equities in Trump's First Week

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.

Jan 24, 202524 min

Single Best Idea with Tom Keene: Geoffrey Yu & Sarah Wolfe

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.

Jan 23, 20254 min

Bloomberg Surveillance TV: January 23, 2025

- 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.

Jan 23, 202538 min

Trump's Market Impact and the Next Fed Meeting

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.

Jan 23, 202532 min

Single Best Idea with Tom Keene: Torsten Slok & Brian Belski

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.

Jan 22, 20254 min

Markets Price in Trump and Netflix's Record Earnings

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.

Jan 22, 202530 min

Bloomberg Surveillance TV: January 22, 2025

- 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.

Jan 22, 202536 min

Instant Reaction: Netflix Posts Record Quarter

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.

Jan 21, 20259 min

Single Best Idea with Tom Keene: Lori Calvasina & Alberto Gallo

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.

Jan 21, 20255 min

Bloomberg Surveillance TV: January 21, 2025

- 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.

Jan 21, 202532 min

Markets Pricing in Early Trump Policy

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.

Jan 21, 202530 min

Special Coverage: Donald Trump's Inauguration

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.

Jan 20, 202534 min

Evolving Money: A Faster, Cheaper Way to Pay (Sponsored Content)

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.

Jan 19, 202516 min

Single Best Idea with Tom Keene: Wei Li & Ian Bremmer

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.

Jan 17, 20253 min

Bloomberg Surveillance TV: January 16, 2025

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.

Jan 17, 202527 min

Markets, Earnings and a Ceasefire

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.

Jan 17, 202550 min

Single Best Idea with Tom Keene: Michael Nathanson

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.

Jan 16, 20254 min

Bloomberg Surveillance TV: January 16, 2025

-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.

Jan 16, 202528 min

Markets Impacted by Earnings and Geopolitics

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.

Jan 16, 202538 min

Single Best Idea with Tom Keene: Michael Darda & Peter Tchir

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.

Jan 15, 20255 min

Bloomberg Surveillance TV: January 15, 2025

- 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.

Jan 15, 202526 min

Reaction to CPI and Bank Earnings

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.

Jan 15, 202538 min

Senate Confirmation Hearings

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.

Jan 14, 202526 min

Single Best Idea with Tom Keene: Stuart Kaiser & Stephen Stanley

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.

Jan 14, 20253 min

Bloomberg Surveillance TV: January 14, 2025

- 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.

Jan 14, 202520 min

Eco Data and Policy Shaping Markets

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.

Jan 14, 202527 min

Single Best Idea with Tom Keene: Mark Zandi & Eric Balchunas

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.

Jan 13, 20254 min

Bloomberg Surveillance TV: January 13, 2025

-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.

Jan 13, 202518 min

Stocks and Bonds Jolt Traders, Geopolitics in Focus

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.

Jan 13, 202522 min

Bonus In the City: Why Are UK Assets Spiraling Now?

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.

Jan 12, 202521 min

Single Best Idea with Tom Keene: Rebecca Patterson & Paul Krugman

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.

Jan 10, 20256 min

Bloomberg Surveillance TV: January 10, 2025

- 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.

Jan 10, 202536 min

Friday's Jobs Report and the US Economy

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 10th, 2025Featuring: Claudia Sahm, Chief Economist at New Century Advisors, Ellen Zenter, Chief Economic Strategist and Global Head of Thematic and Macro Investing at Morgan Stanley, Rebecca Patterson, former Chief Investment Strategist at Bridgewater, and Kristina Campmany, Senior Portfolio Manager at Invesco, break down today's jobs report Dr. Paul Krugman, Distinguished Professor of Economics at the Graduate Center of the City University of New York, on today's jobs figures, the US economy, and economic policies in a second Trump admin Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

Jan 10, 202546 min

Instant Reaction: Supreme Court Allows Trump Sentencing

A divided US Supreme Court cleared the way for President-elect Donald Trump’s sentencing in his hush money criminal case, dealing him a setback as he prepares to begin his second term in office. For reaction and perspective, host Doug Krizner speaks with Bloomberg legal analyst and host of Bloomberg Law, June Grasso.See omnystudio.com/listener for privacy information.

Jan 10, 20259 min

Single Best Idea with Tom Keene: Wendy Schiller & Richard Haass

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

Jan 9, 20254 min

Bloomberg Surveillance TV: January 9, 2025

- Jim Zelter, co-president at Apollo Asset Management- Nela Richardson, Chief Economist at ADP- Norman Roule, Senior Advisor: Transnational Threats Project at Center for Strategic & International Studies Jim Zelter with Apollo Asset Management joins for an extended discussion on markets and the economy. Norman Roule, Senior Advisor at the Center for Strategic and International Studies, discusses pressing geopolitical issues for the incoming Trump administration. Nela Richardson with ADP previews the first nonfarm payrolls report in 2025.See omnystudio.com/listener for privacy information.

Jan 9, 202525 min

Equities, Geopolitics, and Fires

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 9th, 2025Featuring: Ed Yardeni, president at Yardeni Research, discusses bond vigilantes, key eco data for the Fed, and talks about the equity bull run Richard Haass, Centerview Partners Senior Counselor & Council on Foreign Relations President Emeritus, on Jimmy Carter and his legacy and his thoughts on the incoming Trump administration after this week's geopolitical news Jim Glassman, former Head Economist at JPMorgan Chase's Commercial Bank, discusses fires in LA where he lives and can comment on this week's jobs numbers Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

Jan 9, 202527 min

Single Best Idea with Tom Keene: Craig Moffett & Richard Clarida

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

Jan 8, 20255 min

Bloomberg Surveillance TV: January 8, 2025

- Andrew Hollenhorst, Chief US Economist at Citi- Mike Wilson, Chief US Equity Strategist at Morgan Stanley- Mike Lawler, Republican Representative from New York Citi Chief US Economist Andrew Hollenhorst offers his preview of this week's jobs report. Mike Wilson with Morgan Stanley talks about equity sentiment as it relates to choppiness, frothiness, and bullishness in 2025. Mike Lawler, House Representative from the state of New York, discusses how he hopes to help execute President-elect Trump's second term policy agenda.See omnystudio.com/listener for privacy information.

Jan 8, 202525 min

Fed and Geopolitical Risks in 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 9th, 2025Featuring: Rich Clarida, Global Economic Advisor at PIMCO, joins for an extended discussion about the Fed and markets Lindsay Newman, geopolitical risk analyst and columnist at GZero Media, on geopolitical assertions from President-elect Trump's press conference Tuesday and what it means for the US and its allies Craig Moffett, founding partner at MoffettNathanson, discusses why the firm downgraded Apple to "sell" Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

Jan 8, 202534 min

Single Best Idea with Tom Keene: Geoffrey Yu

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

Jan 7, 20254 min

Bloomberg Surveillance TV: January 7, 2025

- Torsten Slok, Chief Economist at Apollo- Charles Evans, former President of Federal Reserve Bank of Chicago- French Hill, US Representative from Arkansas and Incoming House Financial Services Committee Chairman Torsten Slok with Apollo Global Management explains his belief that rising treasury yields could signal a "Truss Moment" that might be felt throughout markets. Charles Evans, the former President of the Federal Reserve Bank of Chicago, talks about the rate path for the Fed this year and outlook for the US economy. Republican Representative from Arkansas French Hill discusses becoming the Chairman of the House Financial Services Committee and the priorities of a second Trump administration.See omnystudio.com/listener for privacy information.

Jan 7, 202520 min

Market Surprises in 2025 and US National Security Issues

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 7th, 2025Featuring: Matt Hornbach, Global Head of Macro Strategy at Morgan Stanley, on his top surprises for 2025 and this month's Fed meeting John Bolton, former UN ambassador and US National Security Advisor and now the founder of the Foundation for American Security and Freedom, discusses national security concerns in the US and the second Trump administration, as well as his recent WSJ column on Kash Patel John Kay, British economist and Fellow at St. John's Oxford, discusses his new book "The Corporation in the Twenty-First Century" Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

Jan 7, 202525 min

Single Best Idea with Tom Keene: Seth Carpenter

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Seth Carpenter. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Jan 6, 20254 min

Bloomberg Surveillance TV: January 3, 2025

- Liz Young Thomas, Head: Investment Strategy at SoFi- Bill Dudley, Bloomberg Opinion columnist and former President of the NY Federal Reserve- David Malpass, former President at The World Bank Liz Young Thomas with SoFi discusses the outlook for equities in 2025 and whether investors should expect choppiness after a slow start to the year. Bloomberg Opinion's Bill Dudley talks about his latest column critiquing Fed communication and offers ways to improve it. Former World Bank president David Malpass breaks down economic and geopolitical policies in a second Trump administration.See omnystudio.com/listener for privacy information.

Jan 6, 202519 min

Market Unpredictability and Congestion Pricing

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 6th, 2025Featuring: Kathy Jones, Chief Fixed Income Strategist with Charles Schwab, discusses what the bond market is signaling about risks in 2025 Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses the equity bull run and potential for choppiness in 2025 Janno Lieber, CEO of the MTA, joins to discuss congestion pricing in New York City, public safety on the subways, and other local transport issues Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

Jan 6, 202533 min

Special Coverage: Mike Johnson Wins House Speaker Vote

Republican Mike Johnson won reelection as House speaker, overcoming resistance from a small but pivotal group of conservative hardliners after a flurry of last-minute talks and with the help of a critical endorsement from President-elect Donald Trump. For analysis of the moment Johnson reclaimed the gavel, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with Balance of Power host Joe Mathieu. They also speak with Bloomberg's Tyler Kendall from Capitol Hill and get insight from Bloomberg politics editor Laura Davison.See omnystudio.com/listener for privacy information.

Jan 3, 202518 min

Single Best Idea with Tom Keene: Neil Dutta & Kit Juckes

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 & Kit Juckes. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Jan 3, 20254 min

Bloomberg Surveillance TV: January 3, 2025

- Claudia Sahm, Chief Economist at New Century Advisors- Ed Yardeni, President at Yardeni Research- Stephanie Roth, Chief Economist at Wolfe Research- Mark Cabana, Head of US Rates Strategy at Bank of America Claudia Sahm with New Century Advisors looks ahead to the December jobs report due out next Friday. We discuss the equity bull run and how long it can last with Ed Yardeni at Yardeni Research. Stephanie Roth, Chief Economist at Wolfe Research, and Mark Cabana, Head of US Rates Strategy at Bank of America, weigh in on how public policy could affect the US economy.See omnystudio.com/listener for privacy information.

Jan 3, 202528 min

Where the Equity Rally Goes in 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 3rd, 2025Featuring: Neil Dutta, Partner/Head: US Economic Research at Renaissance Macro Research, on the rise in bond yields, the outlook for recession, and the health of he US economy as we kick off 2025 Priya Misra, Portfolio Manager - Core Plus Fund at JP Morgan Asset Management, talks about the US soft landing, peak rates, and where to go from here in fixed income Mike Wilson, Chief US Equity Strategist at Morgan Stanley, joins for two segments to discuss US economic resilience, where we are in the equity market bull run, and whether traders will experience more choppiness in 2025 Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

Jan 3, 202541 min