Bloomberg Surveillance

Nvidia, the chipmaker at the heart of an artificial intelligence boom, delivered a revenue forecast that failed to meet the highest expectations, suggesting that the company’s dizzying growth run has its limits. For reaction and analysis, Businessweek hosts Carol Massar and Tim Stenovec speak with Bloomberg Technology cohost Caroline Hyde, Bloomberg Intelligence senior semiconductor analyst Kunjan Sobhani, Bloomberg News equities reporter Ryan Vlastelica and Bloomberg News earnings reporter Redd Brown See omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Steve Auth & Jim Bianco. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.- Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist- David Malpass, Former President of The World Bank, Former Under Secretary of the US Treasury for International Affairs- Chuck Grom, Gordon Haskett Research Advisors Managing Director/Sr Analyst: Retail Julian Emanuel of Evercore says stocks are expensive, and "any news that sort of disrupts the narrative can cause volatility." Former Under Secretary of the US Treasury for International Affairs David Malpass believes the US has gone too far into globalism. Chuck Grom of Gordon Haskett sees Target's underperformance as specific to the company and not industry-related.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 and Paul SweeneyNovember 20th, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)Featuring: David Malpass, former president at the World Bank, on how a second Trump term will reshape the global world order STUDIO Michael Darda, Chief Economist at Roth Capital Partners, joins for two segments to discuss the Fed, inflation, and the economic and market outlook in a second Trump Anurag Rana and Mandeep Singh, Senior Tech Analysts for Bloomberg Intelligence, preview Nvidia earnings and discuss their GenAI event today as well as the outlook for artificial intelligence Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.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 & David Doyle. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.- Joe Feldman, Telsey Advisory Group Senior Research Analyst & Assistant Director of Research- Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist- Stephanie Roth, Wolfe Research Chief Economist Joe Feldman of Telsey Advisory Group reacts to Walmart's positive 3Q earnings, saying the company is broadly serving the American customer. Emily Roland of John Hancock says consensus around the US is overwhelmingly positive, but "when the consensus moves to one side of the boat, sometimes it can flip." Stephanie Roth of Wolfe Research is concerned about the impact of tariffs in 2026.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 and Paul SweeneyNovember 19th, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)Featuring: Tina Fordham, geopolitical risk analyst and founder at Fordham Global Insight, on the war in Ukraine and the role of the US in the conflict Marc Champion, Bloomberg Opinion columnist, with the latest on the war in Ukraine and his recent column on Europe's response Lindsey Piegza, Chief Economist at Stifel, joins to discuss inflation, the US economy, and risks to US economic and market health in a second Trump administration and amid hot wars overseas Earl Davis, Head: Fixed Income and Money Markets at BMO Asset Management, discusses the bond market's reaction to today's news out of Ukraine and other risks to markets See omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Henrietta Treyz & Amanda Rebello. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Amanda Lynam, BlackRock Head of Macro Credit Research- Henrietta Treyz, Veda Partners Co-Founder & Director of Economic Policy- Kate McShane, Goldman Sachs US Retailing/Broadlines and Hardlines Analyst Amanda Lynam of BlackRock is concerned across-the-board tariffs could spike retaliation. Henrietta Treyz of Veda Partners says, "Investors think that the stock market, whether it's going up or down has a real leash on the president. I don't think that that's true." Kate McShane of Goldman Sachs says, "We definitely still see the consumer being choiceful," ahead of Walmart and Target earnings this week. 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 and Paul SweeneyNovember 18th, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)Featuring: Stephanie Roth, Chief Economist at Wolfe Research, on tax cuts, the Fed's interest rate path, and animal spirits Amanda Rebello, Head of Xtrackers Sales, US Onshore at DWS Group, discusses AI trades with Nvidia set to report this Wednesday Henrietta Treyz, Managing Partner at Veda Partners, talks about President-elect Trump filling out his cabinet and the race for Treasury Secretary David Gura, host of the Bloomberg "Big Take" podcast, on the G20 Summit from Brazil See omnystudio.com/listener for privacy information.

Everywhere you turn, there’s another headline about Artificial Intelligence. But how do companies make money with AI? We’re exploring how companies of all sizes are using AI to remake their operations, increasing their return on investment and that of their customers. This episode is sponsored by IBM. See omnystudio.com/listener for privacy information.

- Phil Camporeale, JPMorgan Managing Director/Portfolio Manager: Multi Asset Solutions- Frank Lee, HSBC Global Head:Tech Hardware & Semi Research- Greg Melich, Evercore ISI Senior Managing Director Phil Camporeale of JPMorgan says policy error from the Trump Administration or the Fed is "our biggest risk." Frank Lee of HSBC says ahead of Nvidia earnings, "If you look at all of next year, we do feel confident there will still be further upside in terms of the market expectations." Greg Melich of Evercore ISI says consumers will spend, but "they're very cautious and value-focused."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 and Paul SweeneyNovember 15th, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)Featuring: Boston Fed President Susan Collins in conversation with Bloomberg's Michael McKee Jurrien Timmer, Director: Global Macro at Fidelity Management & Research, presents some charts on the current equity rally and economic cycle Gautam Mukunda, professor at Yale School of Management, on President-elect Trump's cabinet appointees and the balance of power in Washington Adair Morse, Conference keynote speaker and professor at UC-Berkeley's Business School, on the conference and some of her economic research See omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. - Rob Casey, Signum Global Advisors Partner & Senior Analyst- Mohamed El-Erian, Queens' College Cambridge President- Brian Weinstein, Morgan Stanley Investment Management Head of Global MarketsRob Casey of Signum Advisors thinks there could be more Trump nomination surprises coming. Mohamed El-Erian of Queens' College Cambridge believes, "The market is front-running economic announcements." Brian Weinstein of Morgan Stanley says, "Our investors speaking with their wallets are buying fixed income."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 and Paul SweeneyNovember 14th, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)Featuring: Ed Yardeni, President at Yardeni Research, discusses his bull market call as the country enters a second Trump administration David Blanchflower, economics professor at Dartmouth, on the impact of Trump's tariffs Wendy Schiller, professor at Brown University, on President-elect Donald Trump's cabinet nominations Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Jim Caron & Richard Haass. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. - Kevin Gordon, Charles Schwab Senior Investment Strategist- David Kelly, JPMorgan Asset Management Chief Global Strategist- Neel Kashkari, Minneapolis Fed PresidentKevin Gordon of Charles Schwab says the economic environment 'could not be more different' between Donald Trump's first and second terms as President. David Kelly of JPMorgan reacts to October CPI data, saying a December Fed rate cut is still on the table despite markets stopping short of pricing-in the amount of further cuts in the Fed's dot plot next year. Minneapolis Fed President Neel Kashkari discusses inflation, housing, and the labor market, as well as his expectations for the Fed and the economy heading into Trump's second term.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 and Paul SweeneyNovember 13th, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)Featuring: Richard Haass, Centerview Partners Senior Counselor & Council on Foreign Relations President Emeritus, on how foreign affairs will be reshaped by a second Trump administration Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley, reacts to October CPI and discusses how markets are pricing in inflation in a second Trump term Alicia Munnell, Peter F. Drucker Professor of Management Sciences at Boston College's Carroll School of Management, on the American retirement structure David Salem, Managing Director of Capital Allocation at Hedgeye Risk Management, gives his take on the US economy, raises alarm bells on inflation, and discusses the potential economic impacts of a second Trump term See omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. - Tom Steyer, Galvanize Climate Solutions Co-founder, "Cheaper, Faster, Better: How We'll Win The Climate War" Author - David Tinsley, BofA Institute Senior Economist- William Dudley BBO, Bloomberg Economics & Former NY Fed PresidentTom Steyer of Galvanize Climate Solutions says it's an "absolute necessity" for America to lead "the green transition." David Tinsley of BofA says, "The consumer continues to value experiences over goods." Former New York Fed President William Dudley believes the Fed is going to try to maintain its independent policy. 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 and Paul SweeneyNovember 12th, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)Featuring: Jay Hatfield, CEO at Infrastructure Capital Management, discusses why he's raising his S&P target after a likely Republican sweep and talks about his outlook for US economic growth Heidi Crebo-Rediker, Adjunct Senior Fellow at Council on Foreign Relations, on unilateral foreign policy in a second Trump term and the Trump administration's appointees Sri Kumar, President at Sri Kumar Global Strategies, discusses the big threat to Trump's economic proposals and outlook for the US dollar Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

- Nela Richardson, ADP Chief Economist & ESG Officer- Jason Furman, Harvard Kennedy School Professor of the Practice of Economic Policy- Oksana Aronov, JPMorgan Asset Management Head of Market Strategy for Alternative Fixed IncomeNela Richardson of ADP says the fiscal deficit is a big dragon to slay that could reignite inflation. Jason Furman of Harvard Kennedy School believes Trump will walk away from heavy interference with the Federal Reserve. Oksana Aronov of JPMorgan says, "The problem is when something is priced for perfection, it takes anything other than perfection to move that price." See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Paul Sweeney & Damian SassowerNovember 11th, 2024 Featuring: Kristina Hooper, Chief Global Market Strategist at Invesco, discusses the election effect on markets and whether it will have a bigger impact than rate cuts Zach Cohen, reporter at Bloomberg Government, on the latest House and Senate races Nick Stadtmiller, Head of Product at Medley Global Advisors, discusses EM opportunities in a second Trump administration Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Admiral James Stavridis & Michael Shaoul. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.- Rob Casey, Signum Global Advisor Partner & Senior Analyst- Mohamed El-Erian, Queens' College Cambridge- Ryan Petersen, Flexport CEO Rob Casey of Signum Global Advisors predicts, "In the house, Donald Trump is king. They are going to take their shots not from Mike Johnson or anybody else." Mohamed El-Erian of Queens' College Cambridge says this is a time when US dominance of the global system will "increase both for positive reasons and negative reasons." Ryan Peterson of Flexport says, "we have seen this movie before" as Trump vows to increase tariffs in his next presidency.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 and Paul SweeneyNovember 8th, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)Featuring: Michael Shaoul, Portfolio Manager at Ion Asset Management, discusses commodity pricing, and how investors are pricing in the jobs report, the Fed, and a second Trump admin Jessica Taylor with Cook Political Report on House/Senate races and Trump's transition team James Stavridis, Bloomberg Opinion columnist and former Supreme Allied Commander of NATO, on his new Opinion column on what a Trump administration means for NATO and Lisa Mateo on newspapers 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.

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz break down 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 Abby Joseph Cohen & Ed Mills. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Heidi Crebo-Rediker, Adjunct Sr Fellow, Council on Foreign Relations- Tobin Marcus, Wolfe Research Head of US Politics and Policy- Andrew Hollenhorst, Citi Chief US EconomistHeidi Crebo-Rediker of the Council on Foreign Relations says Trump taking office will be all about "tariffs, tariffs and tariffs," and the president elect can move quickly on them. Tobin Marcus of Wolfe Research believes there is a broad sense that Democrats' values are out of touch with normal people after the election. Andrew Hollenhorst of Citi says this is a Fed that's cutting, ahead of its rate cut decision. 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 and Paul SweeneyNovember 7th, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)Featuring: Abby Joseph Cohen, professor at Columbia University, on the Fed meeting, what a second Trump presidency means for the US and global economies, and the legacy of the Biden economy Monica Guerra, Head of US Policy at Morgan Stanley Wealth Management, on the policy implications of a second Trump presidency for investors Jackie Bowie, Managing Partner at Head of Chatham Europe, reacts to the Bank of England decision and the current state of European economies as Europe looks ahead to Trump 2.0 Christina Greer, political science professor at Fordham University, discusses Donald Trump building a new coalition of voters, where Democrats go from here, and America's political re-alignment See omnystudio.com/listener for privacy information.

- Isaac Boltanksy, BTIG Director Policy Research- Jay Pelosky, TPW Investment Management Chief Investment Officer/Co-Founder- Torsten Slok, Apollo Management Chief EconomistIsaac Boltansky of BTIG says it will be a long few years before Democrats figure out who their new standard bearer is. Jay Pelosky of TPW Investment Management says, "The good idea of economics has turned into bad politics for the Democrats." Torsten Slok of Apollo believes, "Tomorrow is easy for the Fed. Tomorrow is difficult."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 and Paul SweeneyNovember 6th, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)Featuring: Ned Lamont, Democratic Governor of Connecticut, reacts to how Democrats fared in the election Steph Guild, Head of Investments Strategy at Robinhood, on how retail investors are trading and traded the election Peter Trubowitz, professor at London School of Economics, geopolitical and geo-economic implications of the election French Hill, Republican Representative from Arkansas, reacts to how Republicans fared in the election 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 Ned Lamont & French Hill. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Kit Juckes, Chief FX Strategist, Soc Gen- Cameron Dawson, NewEdge Wealth Chief Investment Officer- Mark Cuban, Dallas Mavericks Minority Owner, Co-Founder, CostPlusDrugs.comKit Juckes of Soc Gen says we're closer to a market that "genuinely doesn't know what's going to happen" in the election. Cameron Dawson of NewEdge Wealth says the uncertainty of the election means it could induce volatility. Billionaire Mark Cuban says Kamala Harris is "not a shape-shifter" and is "better for the economy in so many ways."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 and Paul SweeneyNovember 5th, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)Featuring: Tina Fordham, founder at Fordham Global Insights, on the election and national security concerns surrounding it Gautam Mukunda, professor at Yale School of Management, on the election, polling, the campaign turnout operations, and the global implications of a Trump or Harris win Dan Tobon, Head of G10 FX Strategy at Citi, on Trump or Harris trading on election night and what could come after Benedikt Kammel, Aviation Team Lead with Bloomberg News, on the Boeing strike and its crippling impact 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 Wendy Schiller & Gautam Mukunda. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Beata Manthey, Citi Global Equity Strategist- Mike Wilson, Morgan Stanley Chief US Equity Strategist/Chief Investment Officer- Saira Malik, Nuveen Asset Management Chief Investment OfficerBeata Manthey of Citi says there's a "bearish setup" going into Election Day. Mike Wilson of Morgan Stanley says a Trump win would likely mean more growth, but wouldn't be as positive for bonds. He believes a Harris win would probably be less growth, but better for bonds. Saira Malik says, "There's a reasonably high chance we have a contested election."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 and Paul SweeneyNovember 4th, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)Featuring: Ann Selzer, Iowa pollster & President at Selzer & Co., on her most recent poll showing Kamala Harris leading Donald Trump in the state Jordan Rochester, Head: FICC Macro Strategy at Mizuho, offers his reaction to last week's jobs report, talks about the Fed, and gives his outlook for how markets will react to the US presidential election Bob Woodward, author and former Washington Post reporter, on Donald Trump, Kamala Harris, and his new book "War" 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 Bob Woodward & Ann Selzer. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Be in the know this election with Bloomberg Podcasts. Follow Bloomberg News Now for up-to-the minute election results, all night long. And go deeper with The Big Take podcast, featuring in-depth global analysis of the US election every day this week. See omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Claudia Sahm & Ellen Zentner. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. - Rob Casey, Signum Global Advisors Partner & Senior Analyst- Mohamed El-Erian, Queens' College Cambridge- Jeff Rosenberg, BlackRock Senior Portfolio Mgr: Systematic FI Rob Casey of Signum Global Advisors believes there will be a clear election result in the first 48 hours of the election. Mohamed El-Erian of Queens' College says the Fed will cut by 25bp next week, and the October payrolls report is not changing that decision. Jeff Rosenberg of BlackRock says the jobs report is "a downside disappointment, but the broader message is labor markets have been normalizing."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 and Paul SweeneyNovember 1st, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)Featuring: Claudia Sahm, Chief Economist at New Century Advisors, Morgan Stanley's Ellen Zenter, & Liz Ann Sonders with Charles Schwab react to the jobs report Jessica Taylor, Senate & Governors editor for the Cook Political Report, discusses Senate and House races ahead of the 2024 election David Gura, host of the Bloomberg "Big Take" podcast, on traveling to Wisconsin, the 2024 presidential race, and other DC headlines See omnystudio.com/listener for privacy information.

On a special edition of Bloomberg Technology, host Ed Ludlow speaks with Intel CEO Pat Gelsinger after the company gave a fourth-quarter revenue forecast slight above estimates, leading to a spike in shares after hours. See omnystudio.com/listener for privacy information.

Intel shares surged after the company gave a fourth-quarter revenue forecast slightly above estimates, sparking optimism that it’s capable of reclaiming some lost market share. Apple reported weaker sales in China than anticipated last quarter, raising fresh concerns about one of its most important regions. For instant reaction and analysis to the latest big tech earnings drop, hosts Tim Stenovec and Emily Graffeo speak with Bloomberg Technology co-host Ed Ludlow. See omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.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, Dan Ives, & Joe Mathieu. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.- Heidi Crebo-Rediker, Council on Foreign Relations Adjunct Sr Fellow & Fmr. State Dept. Chief Economist- Seth Carpenter, Morgan Stanley Chief Global Economist- Lindsay Rosner, Goldman Sachs Asset Management Head: Multi-Sector InvestingFormer State Department Chief Economist Heidi Crebo-Rediker of the Council on Foreign Relations believes the razor-thin election will come down to turnout. Morgan Stanley's Seth Carpenter says the election will impact three key policies: tariffs, immigration and fiscal policy. Lindsay Rosner of Goldman Sachs sees great opportunity in fixed income. 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 and Paul SweeneyOctober 31st, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)Featuring: Monica Guerra, Head of US Policy at Morgan Stanley Wealth Management, discusses the outlook for the 2024 election, risks it creates for investors, and how the momentum's swung in recent days Dan Ives, Senior Equity Strategist at Wedbush Securities, reacts to Microsoft and Meta earnings and previews the rest of Big Tech earnings this week Brian Levitt, Global Market Strategist at Invesco, on his three drivers for markets amid election and geopolitical noise Michael Froman, president at Council of Foreign Relations, discusses his Foreign Affairs article on tariffs and outlook for potential Harris & Trump administrations See omnystudio.com/listener for privacy information.

Microsoft's cloud-computing and Office software businesses fueled stronger-than-projected quarterly revenue growth, a sign that the company’s hefty investments in artificial intelligence are starting to pay off. Meanwhile, Meta Platforms projected stronger-than-expected holiday quarter sales, and touted AI improvements to its core advertising business. But it wasn’t enough to satisfy Wall Street. For instant reaction and analysis to these results, plus other tech earnings, hosts Tim Stenovec and Katie Greifeld speak with Bloomberg Intelligence senior technology analysts Mandeep Singh and Anurag Rana. See omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Nick Colas & Dennis Gartman. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.