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Bloomberg Surveillance

Bloomberg Surveillance

4,573 episodes — Page 23 of 92

Instant Reaction: Cybertruck Blast Suspect Identified

The suspect who died in a Cybertruck explosion outside the Trump Las Vegas hotel on Wednesday was identified as Matthew Alan Livelsberger, according to people familiar with the matter. Hosts Carol Massar and Tim Stenvoec discuss the latest following a press conference with Clark County sheriff Kevin McMahill with Bloomberg News National Security Team Leader Nick Wadhams and Bloomberg News Auto Reporter Keith Naughton for reaction and analysis.See omnystudio.com/listener for privacy information.

Jan 2, 202510 min

Single Best Idea with Tom Keene: Jack Devine & Mick Mulroy

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

Jan 2, 20254 min

Bloomberg Surveillance TV: January 2, 2025

- Kit Juckes, Soc Gen Chief FX Strategist- Dan Ives, Wedbush Sr. Equity Research Analyst- Earl Davis, BMO Head: Fixed Income & Money MarketsKit Juckes of SocGen discusses his expectation for dollar strength to continue this year. Dan Ives of Wedbush anticipates a key 2025 theme to be software participating in the AI revolution. Earl Davis of BMO discusses the opportunity expected tariffs are providing in fixed income.See omnystudio.com/listener for privacy information.

Jan 2, 202519 min

New Orleans and Las Vegas Incidents and Market Analysis

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 2nd, 2025Featuring: Jack Devine, founder and chairman at the Arkin Group, discusses how federal investigators are looking into the incidents in New Orleans and Las Vegas and how they reshape US national security Cam Harvey, professor at Duke University's Business School, offers his outlook on the Fed's interest rate policy and whether the central bank is still behind the curve Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, on hopes for a market rebound after a quiet end to December and whether we'll see more choppiness in equities in 2025 Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

Jan 2, 202524 min

Bloomberg Surveillance TV: December 31, 2024

- John Stoltzfus, Oppenheimer Chief Investment Strategist- Pavel Molchanov, Raymond James Managing Director: Renewable Energy & Clean Technology- Matt Miskin, John Hancock Investment Management Services Co-Chief Investment Strategist  John Stoltzfus of Oppenheimer believes the "bark" of tariffs will cause more fear than the "actual bite." Pavel Molchanov of Raymond James expects power prices to continue moving higher. Matt Miskin of John Hancock says, "The sentiment dial has been turned up significantly to end 2024. We think that's becoming a bit of a liability walking into next year."See omnystudio.com/listener for privacy information.

Dec 31, 202428 min

US Market and Economic Outlook in 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & David GuraDecember 31st, 2024Featuring: Michael Purves, founder and CEO at Tallbacken Capital Advisors, discusses his weekly volatility report and talks price action in 2025 Veronica Clark, US Economist at Citi, on the outlook for inflation and the labor market in the US Mark Weatherford, VP: Policy and Standards at Gretel, talks about his recommendations for cybersecurity for the incoming Trump administration and AI regulation Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

Dec 31, 202430 min

Bloomberg Surveillance TV: December 30, 2024

- Terry Haines, Pangaea Policy Founder- Cameron Dawson, NewEdge Wealth CIO- Patrick De Haan, GasBuddyTerry Haines of Pangaea Policy reflects on former President Jimmy Carter's life, saying a lesson from his time at the White House is that the presidency has its limits. Cameron Dawson of NewEdge Wealth discusses recession risk being "effectively completely priced out of the market." Patrick De Haan of GasBuddy thinks 2025 could be another challenging year for oil.See omnystudio.com/listener for privacy information.

Dec 30, 202429 min

The Passing of Jimmy Carter and Looking Ahead to 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Jess MentonDecember 30th, 2024Featuring: Terry Haines, founder at Pangaea Policy, on the passing of Jimmy Carter Cam Dawson, CIO at NewEdge Wealth, on whether traders will see slower growth in equities and the US economy Winnie Cisar, Global Head: Strategy at Creditsights, talks fixed income and bond market signals in 2025 Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

Dec 30, 202431 min

Special Report: Former President Jimmy Carter Dead at 100

Jimmy Carter, the 39th US President, has died at the age of 100, leaving behind a legacy of promoting human rights and peace.  Bloomberg's John Tucker and Joe Mathieu look at the former president's life and legacy.See omnystudio.com/listener for privacy information.

Dec 29, 202420 min

Bloomberg Surveillance TV: December 27, 2024

- Dan Ives, Wedbush Equity Research Analyst- Rob Casey, Signum Global Advisors Senior Analyst- Chuck Lieberman,  Advisors Capital Management Co-Founder & Chief Investment OfficerDan Ives of Wedbush is predicting a record year for Apple in 2025, saying, "This is going to be an AI-driven supercycle that's multi-year." Rob Casey of Signum Global Advisors discusses the difficulties of a slim and "disunified" House majority under the Trump administration. Chuck Lieberman of Advisors Capital Management says, "No matter how you slice it, I think we've got inflation risk out there."See omnystudio.com/listener for privacy information.

Dec 27, 202423 min

Outlook for Markets, Consumers, and Tech

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Jess MentonDecember 27th, 2024Featuring: Robert Teeter, Chief Investment Strategist at Silvercrest Asset Management, on market observations from 2024 and what to expect from equities in 2025 Melissa Otto, Head: TMT Research at Visible Alpha, discusses expectations for Big Tech in 2025 and some of the most pressing questions the sector faces heading into the new year Jennifer Lee, Senior Economist at Managing Director at BMO Capital Markets, talks about the macroeconomic picture in the US and abroad and the outlook for inflation and the US labor market Julie van Ullen, Chief Revenue Officer at Rakuten, on consumer behavior this holiday season and consumer strength heading into the new year See omnystudio.com/listener for privacy information.

Dec 27, 202432 min

Bloomberg Surveillance TV: December 26, 2024

-Peter Tchir, Head of Macro Strategy, Academy Securities-Wendy Schiller, Taubman Center For American Politics and Policy Director At Brown University-Jay Pelosky, Chief Investment Officer/Co-Founder, TPW Investment ManagementPeter Tchir of Academy Securities says he thinks January will bring, "a lot of volatility." Wendy Schiller of Brown University warns the incoming Trump administration, "Even with the Republican trifecta you will not always get the victories quickly." Jay Pelosky of TPW Investment Management is, "looking at opportunities outside the US."See omnystudio.com/listener for privacy information.

Dec 26, 202427 min

2025 Outlook for US Economy and Politics

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & David GuraDecember 26th, 2024Featuring: Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, joins for an extended discussion on the Fed, the US economy, and how politics could play a role in markets in 2025 Wendy Schiller, professor at Brown University, on the incoming second Trump administration and other DC headlines Nicole Larson, Manager of National Retail Research at Colliers, on consumer health, recent retail trends, and spending outlook for 2025 Talley Leger, Chief Market Strategist at The Wealth Consulting Group, talks about why the "indicator macro" has been so wrong and discusses the bear case for the US economy See omnystudio.com/listener for privacy information.

Dec 26, 202440 min

Bloomberg Surveillance December 24, 2024

-Margie Patel, Sr. Portfolio Manager, Allspring Global Investments -Ryan Petersen, Founder & CEO, Flexport -Stuart Kaiser, Head of Equity Trading Strategy, Citi Margie Patel of Allspring Global Investments says the stock market, "is reasonably priced for another decent year." "People are trying to get goods in before a potential strike or tariffs," says Ryan Petersen of Flexport gauging the impact of Trump's looming tariffs. Stuart Kaiser of Citi warns, "volatility is kind of a little bit all over the place."See omnystudio.com/listener for privacy information.

Dec 24, 202429 min

Single Best Idea with Tom Keene: Bret Barker & John Stoltzfus

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

Dec 24, 20244 min

Year End Markets Outlook

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 24th, 2024Featuring: Ann Miletti, Allspring Global Investments Head: Equity Stuart Kaiser, Citi Global Markets Head: US EquityTrading Strategy Gautam Mukunda, Yale School of Management lecturer of Management practice. Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

Dec 24, 202432 min

Single Best Idea with Tom Keene: Anton Posner & Dana Telsey

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

Dec 23, 20244 min

Bloomberg Surveillance TV: December 23, 2024

Michael O'Rourke of Jonestrading suggests being selective, saying, "I'd be cautious about chasing the S&P 500 itself." Clint Henderson of The Points Guy says people are traveling further and for longer, and should be looking for international bargains. Jonathan Miller of Miller Samuel discusses the real estate outlook for 2025, including how behavior might change from potential homebuyers.See omnystudio.com/listener for privacy information.

Dec 23, 202423 min

Trump is Upending Global Politics

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 23rd, 2024Featuring: Tina Fordham, geopolitical strategist at Fordham Global Foresight Andrew Slimmon, Head: Applied Equity Advisors at Morgan Stanley Dana Telsey, founder at Telsey Advisory Group Lisa Mateo on newspapers  See omnystudio.com/listener for privacy information.

Dec 23, 202429 min

Evolving Money: Rebuilding the Creator Economy (Sponsored Content)

What does it mean for content creators to “go onchain?” We’ll learn how this movement to take financial power back from closed-off social media platforms could give creators a kind of freedom that they’ve struggled to hold onto for centuries. This episode is sponsored by Coinbase.See omnystudio.com/listener for privacy information.

Dec 22, 202418 min

Instant Reaction: House Passes Funding Bill

The House passed funding to keep the US government operating until mid-March just hours before a midnight shutdown deadline, capping off a tumultuous two days in which two earlier plans pursued by Speaker Mike Johnson collapsed. For instant reaction and analysis, host Kailey Leinz speaks with Lester Munson, Principal of the International Practice at BGR Group and Republican Strategist, Jeanne Sheehan Zaino, Senior Democracy Fellow with the Center for the Study of the Presidency & Congress and Bloomberg Politics Contributor and Megan Scully, Bloomberg Capitol Influence team leader.See omnystudio.com/listener for privacy information.

Dec 20, 20248 min

Bloomberg Surveillance TV: December 20, 2024

- Jordan Rochester, Head of Macro Strategy at Mizuho- Jim Caron, CIO: Cross Asset Solutions at Morgan Stanley Investment Management- Subadra Rajappa, Head: US Rates Strategy at Societe GeneraleJordan Rochester of Mizuho joins to discuss President-elect Trump's EU tariff threat, calling it "news, if he's serious." Morgan Stanley's Jim Caron discusses why the recent equity selloff is "healthy." Subadra Rajappa of Societe Generale offers her take on where yields could move by the end of 2025.See omnystudio.com/listener for privacy information.

Dec 20, 202422 min

A Shutdown Looms as Markets Move Forward

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alix SteelDecember 20th, 2024Featuring: Katy Kaminski, Chief Research Strategist at AlphaSimplex, discusses equity, commodity, and dollar outlook for 2025 as well as the potential market impact of a government shutdown George Ball, Chairman at Sanders Morris, on asset allocation, stock picks, and how markets price in political turmoil and government shutdowns Ayesha Kiani, Professor at NYU and COO at MNNC Group, on the outlook for Bitcoin and digital assets Lisa Mateo on newspapers Eric MolloSee omnystudio.com/listener for privacy information.

Dec 20, 202430 min

Instant Reaction: Trump-Backed Funding Plan Fails

The Republican-led House rejected a temporary funding plan backed by President-elect Donald Trump on Thursday with just over 24 hours to go before a US government shutdown, capping an extraordinary two days in Washington that tested the limits of the incoming president’s power. For instant reaction and analysis, host Doug Krizner spoke with Bloomberg Capitol Influence deputy team leader Mike Dorning.See omnystudio.com/listener for privacy information.

Dec 20, 20247 min

Bloomberg Surveillance TV: December 19, 2024

-Jim Bianco, President and Macro Strategist, Bianco Research-Frances Donald, Chief Economist, RBC-Antony Blinken, US Secretary of StateIain Stealy of JP Morgan Asset Management says, "The Fed is still on an easing path even though it'll be slower" after the central bank cut interest rates yesterday. Frances Donald of RBC says, "No forecaster, public or private, knows where we'll be in 12 months." Despite potential uncertainty, US Secretary of State Antony Blinken notes the Biden administration is in contact with the Trump administration saying, "The world doesn't stop just because we're in a political transition."See omnystudio.com/listener for privacy information.

Dec 19, 202428 min

Reacting to the Fed and Uncertainty in Washington

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Jess MentonDecember 19th, 2024Featuring: Frances Donald, Chief Economist at RBC, discusses yesterday's Fed decision and the strength of the labor market Danielle DiMartino Booth, CEO at QI Research, reacts to yesterday's Fed decision Wendy Schiller, professor at Brown University, discusses negotiations on government funding in Washington and other political headlines Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

Dec 19, 202431 min

Instant Reaction: Jay Powell on Fed Policy

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 as the Fed lowered interest rates for a third time, but reined in the number of cuts they expect in 2025.See omnystudio.com/listener for privacy information.

Dec 18, 202423 min

Instant Reaction: The Fed Decides

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Dec 18, 202430 min

Single Best Idea with Tom Keene: Ben Laidler & Alicia Levine

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

Dec 18, 20244 min

Bloomberg Surveillance TV: December 18, 2024

- Lisa Shalett, Morgan Stanley Wealth Management Chief Investment Officer- Anna Nikolayevsky, Axel Capital Management Founder/Chief Investment Officer- Victoria Fernandez, Crossmark Global Investments Chief Market StrategistLisa Shalett of Morgan Stanley says, "We expect to get a barrage, literally a machine gun of policy proposals" and the barrage will "undermine some of those animal spirits" in the market. Anna Nikolayevsky of Axel believes there is already consumer slowdown, citing people migrating toward cost-saving. Victoria Fernandez of Crossmark is bracing for more volatility next year.See omnystudio.com/listener for privacy information.

Dec 18, 202426 min

The Outlook for Markets, Rates, and a Second Trump Term

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 18th, 2024Featuring: Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth, discusses her 2025 outlook, the Fed, and volatility and risks in 2025 Jason Furman, Professor of the Practice of Economic Policy at Harvard University, discusses President-elect Trump's second term economic policies and whether or not he believes they will be inflationary Jason Trennert, Chief Investment Strategist at Strategas, talks about the big picture in markets, what's next for the Fed and inflation, and the path for rates Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

Dec 18, 202438 min

Single Best Idea with Tom Keene: Julian Emanuel & Bill Priest

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

Dec 17, 20244 min

Bloomberg Surveillance TV: December 17, 2024

- Mark McCormick, TD Bank Global Head: FX & EM Strategy- Dan Greenhaus, Solus Alternative Asset Management Chief Strategist- Joanna Geraghty, JetBlue CEOMark McCormick of TD Bank says, "The election of Trump is a disruption to the existing order" around the world. Dan Greenhaus of Solus dives into the incoming administration and predicts, "No one's cutting spending. Spending never gets cut." Jetblue CEO Joanna Geraghty speaks about the changes happening at the airline, saying the company needs to make tough decisions in order to be profitable.See omnystudio.com/listener for privacy information.

Dec 17, 202425 min

Looking Ahead to the December Fed Meeting & Markets in 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 17th, 2024Featuring: Julian Emanuel, Senior Managing Director and Head of Equity, Derivatives, and Quantitative Strategy at Evercore ISI, on raising his S&P target for 2025 and previews the Fed meeting Meghan Robson, Head of US Credit Strategy at BNP Paribas, on credit positioning post-US election, political risks, and why she likes Europe to outperform the US Bill Priest, Chairman at TD Epoch, talks about global investing, his role leading the firm, and outlook for the US in 2025 Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

Dec 17, 202437 min

Single Best Idea with Tom Keene: Rebecca Patterson & Max Kettner

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

Dec 16, 20244 min

Bloomberg Surveillance TV: December 16, 2024

- Steve Chiavarone, Head of Multi-Asset Solutions, Federated Hermes- Kelsey Berro, Fixed Income Portfolio Manager, JPMorgan Asset Management- Lydia Boussour, Senior Economist, EY Steve Chiavarone of Federated Hermes says, "we are underestimating the growth that's going to come from the policies and overestimating the inflation," about the incoming Trump administration. Kelsey Berro of JPMorgan warns despite labor market resilience, "the unemployment rate is actually creeping higher." Lydia Boussour of EY is expecting a "more business-friendly environment" next year.See omnystudio.com/listener for privacy information.

Dec 16, 202424 min

The Fed Weighs Tariffs & Taxes

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 16th, 2024Featuring: Rebecca Patterson, former Chief Investment Strategist at Bridgewater, discusses softening in China, this week's Fed meeting and expected rate reduction, and outlook for the dollar Henrietta Treyz, Managing Partner at Veda Partners, discusses government funding and tariff and tax policy proposals Stephen Trent, Director: American Airline Research at Citi Research, discusses the outlook for airlines and travel this holiday season and in 2025 Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

Dec 16, 202432 min

Single Best Idea with Tom Keene: Michael Purves, Dan Ives, & Gene Munster

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

Dec 13, 20245 min

Bloomberg Surveillance TV: December 13, 2024

- Chris Verrone, Strategas Securities Partner/Head: Technical & Macro Strategy - Jared Woodard, BofA Securities Head: Research Investment Committee, - Bill Dudley, Fmr. NY Fed President Chris Verrone of Strategas Securities isn't worried about market breadth, he says its "a little overstated" and December "can be a seasonally choppy period." Jared Woodard of BofA believes, "A rebalancing in the global economy, a lightly weaker dollar, slightly stronger currencies elsewhere could create conditions for incredible potential growth." Former New York Fed President Bill Dudley discusses an expected pause in rate cuts in January. See omnystudio.com/listener for privacy information.

Dec 13, 202423 min

Outlook for Big Tech and Trump's Economic Team

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 13th, 2024Featuring: Dan Ives, Senior Equity Analyst at Wedbush Securities, and Gene Munster, Managing Partner at Deepwater Asset Management, talks the big year in tech in 2024 and bullishness on AI and big tech Ebrahim Rahbari, Senior Advisor: Geo-Economics and Markets with Fordham Global Foresight, offers his analysis of Trump's economic team, the US economy, and his note on the German elections and what it means for Europe Kona Haque, Head of Commodities Research at ED&F Man, on coffee's rally, sugar prices, and other soft commodities Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

Dec 13, 202440 min

Single Best Idea with Tom Keene: Jeffrey Rosenberg & 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 Jeffrey Rosenberg & Brian Belski. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Dec 12, 20245 min

Bloomberg Surveillance TV: December 12, 2024

- Frank Aquila, Sullivan & Cromwell- Peter Tchir, Academy Securities Head of Macro Strategy- Samuel Zief, JP Morgan Private Bank Global Macro Strategist & Head of Global FX Strategy Frank Aquila of Sullivan & Cromwell is expecting a lot of inbound M&A from Europe and Asia. Peter Tchir of Academy Securities says the U.S. must prepare for China to increasingly share their brands globally, and its chips and A.I. focus are a big concern. Samuel Zief of JP Morgan believes European outlook is tilted to the downside. See omnystudio.com/listener for privacy information.

Dec 12, 202422 min

Inflation and Market Outlook Amid a Second Trump Admin

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 12th, 2024Featuring: Jeffrey Rosenberg, Portfolio Manager - Systematic Multi-Strategy Fund at BlackRock, talks fixed income and offering his market outlook in a second Trump admin Lindsey Piegza, Chief Economist at Stifel, on the outlook for inflation and rate cuts in the US amid recent eco data Gautam Mukunda, professor at Yale School of Management, on DC headlines and expectations for a second Trump admin Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

Dec 12, 202436 min

Single Best Idea with Tom Keene: Andrew Sheets & Elizabeth Economy

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

Dec 11, 20245 min

Bloomberg Surveillance TV: December 11, 2024

- Rep. French Hill, (R) Arkansas- Jay Bryson, Wells Fargo Chief Economist- David Kelly, JPMorgan Asset Management Chief Global StrategistRepublican Congressman French Hill says tariffs "are much more about setting long-term spending reform and spending priorities" than balancing the federal budget. Jay Bryson of Wells Fargo expresses confidence the Fed will cut by 25bps next week following the latest CPI data. David Kelly of JPMorgan says the Fed will have to "look with one eye on what's really going on in the economy right now, and one eye on what might be coming in terms of policy going forward."See omnystudio.com/listener for privacy information.

Dec 11, 202418 min

Traders Analyze CPI and US-China Developments

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 11th, 2024Featuring: Andrew Sheets, Chief Cross-Asset Strategist at Morgan Stanley, Jay Bryson, Chief Economist at Wells Fargo, and Ira Jersey, Chief US Interest Rates Strategist for Bloomberg Intelligence, react to CPI Elizabeth Economy, professor at Stanford University, discusses China's economy and the US-China relationship currently and in a second Trump term Bob Hormats, Vice Chairman at Kissinger Associates, on the latest geopolitical headlines and the US relationship with China and other allies Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

Dec 11, 202432 min

Single Best Idea with Tom Keene: Cam Dawson & Mick Mulroy

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

Dec 10, 20244 min

Bloomberg Surveillance TV: December 10, 2024

- Bob Doll, Crossmark Global Investments CEO & CIO- Ellen Wald, The Atlantic Council Sr. Fellow- Jill Carey Hall, BofA Securities US Equity Strategist Bob Doll of Crossmark believes dividend stocks will have even more success next year. Ellen Wald of The Atlantic Council speaks about the importance of Saudi involvement in the future of Syria. Jill Carey Hall of BofA favors mid-cap stocks in 2025, saying, "Small-caps are still stuck in this earnings recession they haven't been able to get out of." See omnystudio.com/listener for privacy information.

Dec 10, 202419 min

Inflation, Trump Policy Proposals, and Oil Outlook

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 10th, 2024Featuring: Dean Maki, Chief Economist at Point72, on the US economy and outlook for markets, inflation, and CPI Monica Guerra, Executive Director and Head of US Policy at Morgan Stanley Wealth Management, discusses President-elect Trump filling on his incoming cabinet and Trump's proposed economic policies Ellen Wald, Senior Fellow - Atlantic Council, discusses the outlook for oil amid renewed tensions in the Middle East following the collapse of Syria Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

Dec 10, 202431 min

Bloomberg Surveillance TV: December 9, 2024

- Nela Richardson, ADP Chief Economist & ESG Officer, Bloomberg Contributor- Tim Adams, IIF President- Andrew Hollenhorst, Citi Chief US Economist Nela Richardson of ADP thinks the Fed is waiting for CPI data to come out on Wednesday ahead of its rate decision next week. IIF President Tim Adams says, "Maybe we need the markets to send us a signal it is time to become more sober in our fiscal outlook." Andrew Hollenhorst of Citi believes, "You don't necessarily have a higher probability of losing your job right now, but if you do lose your job you have a higher probability of not finding one again."See omnystudio.com/listener for privacy information.

Dec 9, 202420 min