Bloomberg Surveillance

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & David GuraDecember 9th, 2024Featuring: Joumanna Bercetche, Bloomberg TV anchor based in Dubai, discusses the collapse of the Assad regime in Syria and its broader implications for the Middle East Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, gives her 2025 market outlook Henrietta Treyz, Managing Partner at Veda Partners, talks about the weekend interview with President-elect Trump and breaks down his second term policy proposals 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 Claudia Sahm & Alan Blinder. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Sucharita Kodali, Forrester VP & Principal Analyst- Tom Porcelli, PGIM Chief US Economist- Mohamed El-Erian, BBO & President, Queens' College Cambridge- Jeffrey Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund Sucharita Kodali of Forrester says consumers are spending on athleisure, after Lululemon's strong outlook. Tom Porcelli of PGIM, reacting to the November jobs data, says he thinks there are some cracks in the labor backdrop. Mohamed El-Erian of Queens' College Cambridge says, "The challenge for markets and policy would have been a consistently strong report. This is a somewhat strong report, but not consistently strong." Jeffrey Rosenberg with BlackRock also reacts to the jobs figures.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 SweeneyDecember 6th, 2024Featuring: Claudia Sahm, Chief Economist at New Century Advisors, Sarah Wolfe, Senior Economist at Morgan Stanley, Kathy Jones, Chief Investment Strategist, Fixed Income at Charles Schwab, and Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, react to today's jobs report Dr. Alan Blinder, economics professor at Princeton and former Vice Chair of the Federal Reserve, on today's jobs numbers and the potential for inflation to reignite in a second Trump admin Stephen Carroll, Bloomberg Radio Reporter, on the latest political developments in Paris 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 Richard Haass & David Rosenberg. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Tobin Marcus, Wolfe Research Head of US Politics and Policy - Nouriel Roubini, Atlas America Fund Portfolio Manager / Roubini Macro Associates CEO / Professor Emeritus, NYU- Eric Resnick, KSL Capital Partners CEO Tobin Marcus of Wolfe Research doesn't think tariffs are priced into the market, and people will need to "see it to believe it." Nouriel Roubini of Roubini Macro Associates calls Bitcoin a "speculative asset" that is "highly volatile." Eric Resnick of KSL Capital Partners describes a resurgence in consumer confidence after the 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 & Paul SweeneyDecember 5th, 2024Featuring: David Rosenberg, founder and president at Rosenberg Research & Associates, discusses the 2024 equity rally, Bitcoin, and how the market is broadening James Steel, Chief Commodities Analyst with HSBC, on hedges in the market and the outlook for gold Richard Haas, Senior Counselor with Centerview Partners and President emeritus of Council on Foreign Relations, on political turmoil in France and South Korea and the US' relationships with its allies is changing Wendy Schiller, professor at Brown University, discusses the latest on Trump's cabinet picks and other DC headlines Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

Far-right leader Marine Le Pen teamed up with a left-wing coalition to topple the French government, pitching the country into a prolonged period of turbulence that’s likely to further unsettle investors. For reaction and analysis, hosts Tim Stenovec and Emily Graffeo speak with Bloomberg Daybreak Europe host Stephen Carroll, reporting live from our Paris bureau and Steven Englander, global head of G10 FX Research at Standard Chartered Bank.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 Wei Li. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Lori Heinel, State Street Global Advisors EVP/Global Chief Investment Officer- Wei Li, BlackRock Global Chief Investment Strategist- Ian Lyngen, BMO, Head: US Rates Strategy Lori Heinel of State Street says until the ink is dried on some of Trump's policies, "it is hard to know how those crosswinds will actually impact the real economy." Wei Li of BlackRock believes, "This is an environment of transformation rather than your typical cycle." Ian Lyngen of BMO thinks the market is still trading the election results and focusing on a potential trade war instead of the Fed.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 SweeneyDecember 4th, 2024Featuring: Wei Li, Global Chief Investment Strategist at BlackRock, discusses the global economic implications of political unrest in France and South Korea, and also discusses BlackRock's 2025 outlook George Saravelos, Global co-Head of FX Research at Deutsche Bank, discusses the latest FX moves in French and South Korean currencies, and can also touch on Trump tariffs Jay Bowen, President & CIO at Bowen, Hanes, on managing Tampa pension plans and outlook for US markets in a second Trump term Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

- Steven Englander, Standard Chartered Bank Global Head: G10 FX Research- Oliver Chen, TD Cowen Managing Director & Professor at Columbia Business School in Retail- Lindsey Piegza, Stifel Chief Economist Steven Englander of Standard Chartered Bank discusses the "tremendous advantage" of dollar dominance in the U.S. Oliver Chen of TD Cowen says quiet luxury is really working, and the consumer remains focused on value in retail. Lindsey Piegza of Stifel says the Fed needs to move to the sidelines in 2025 and allow data to evolve if we're still seeing strength.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 SassowerDecember 3rd, 2024Featuring: Jeff Kleintop, Chief Global Strategist at Charles Schwab, discusses his market outlook for 2025 and how the government crisis in France could reshape the economic situation in Europe Heidi Crebo-Rediker, Adjunct Senior Fellow at the Council on Foreign Relations, discusses the latest on US politics and how President-elect Trump is reshaping relationships with allies Aoifinn Devitt, Senior Family Office Strategist at Moneta, discusses the outlook for US and European equities in light of uncertainty in France Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

- Seema Shah, Chief Global Strategist at Principal Asset Management- Ed Mills, Washington Policy Analyst with Raymond James- Claudia Sahm, Chief Economist at New Century Advisors Seema Shah of Principal Asset Management discusses what investors looking ahead to with payrolls and a December Fed meeting with stocks at all-time highs. Ed Mills, Washington Policy Analyst with Raymond James, talks about how leaders from Mexico and Canada are approaching potential US tariffs. Claudia Sahm with New Century Advisors breaks down the Fed's 2025 approach.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 & David Gura December 2nd, 2024Featuring: Kathy Jones, Chief Fixed Income Strategist at Charles Schwab, discusses her outlook for fixed income in 2025 and the risks of disinflation Henrietta Treyz, Managing Partner at Veda Partners, discusses the top DC headlines including President-elect Trump's pick to lead the FBI Lisa Kaplan, CEO at Alethea, discusses how retailers are balancing two threats: tariffs and disinformation campaigns Lisa Mateo on newspapers 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 & Jess MentonNovember 29th, 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: Sonja Marten, Head: FX & Monetary Policy at DZ Bank, talks about the Trump trade and global FX moves Aneeka Gupta, Director of Macroeconomic Research at WisdomTree, talks about economic weakness in Europe and what to expect for Europe's economic growth in a second Trump admin Gene Marks, CPA, President at the Marks Group, on President-elect Trump's tax plan and the impact of the Trump economy on small businesses Anjee Solanki, National Director of Retail, US at Colliers, joins from outside a retail store to talk about Black Friday shopping and consumer health See omnystudio.com/listener for privacy information.

- Michael Green, Chief Strategist at Simplify Asset Management- Jill Standish, Global Head of Retail at Accenture- Judy Dempsey, Nonresident Senior Fellow at Carnegie Europe Michael Green of Simplify Asset Management talks about risk on sentiment in markets and whether the crypto rally can continue. Jill Standish, Global Head of Retail at Accenture, says retailers "have good reason to be cautiously optimistic" as holiday season kicks off. Judy Dempsey with Carnegie Europe discusses how European leaders are anticipating less US support for Ukraine and expectations for a second Trump administration.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 Bremmer & Dana Telsey. 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 and Paul Sweeney November 27th, 2024Featuring: Seema Shah, Chief Global Strategist at Principal Asset Management, discusses optimism in 2025 for markets and the threat of tariffs Ian Bremmer, founder of Eurasia Group, joins to discuss a slew of geopolitical topics, including the war in Ukraine and temporary ceasefire between Israel and Hezbollah, and the implications of a Trump presidency on geopolitics Whitney Tilson, founder at Kase Capital Management, on his NYC mayoral bid, the Democratic party, and US politics at large Dana Telsey, founder and Chief Research Officer at Telsey Advisory Group, discusses her 2024 Holiday spending outlook See omnystudio.com/listener for privacy information.

- John Stoltzfus, Oppenheimer Chief Investment Strategist - William Dudley, BBO/Bloomberg Economics & Former NY Fed President- Sucharita Kodali, Forrester VP - Principal Analyst John Stoltzfus of Oppenheimer says, "People are beginning to realize this bull market has legs. There is a broadening that is undeniable." Former New York Fed President William Dudley says, "If the markets start to judge that something is highly likely, then the Fed has to take it on board as their own thinking." Sucharita Kodali of Forrester outlines a shift in the retail landscape altogether as retailers prepare for holiday shopping.See omnystudio.com/listener for privacy information.

Israel reached a deal for a 60-day cease-fire with the Lebanese militant group Hezbollah after weeks of talks mediated by the US, a first step toward ending a conflict that’s killed thousands of people. For reaction and analysis, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with Bloomberg National Security Team Leader Nick Wadhams and Bloomberg News Economy and Government reporter Galit Altstein.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 Sam Stovall & Doug Irwin. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Nela Richardson, ADP Chief Economist & ESG Officer- Stuart Kaiser, Citi Head of Equity Trading Strategy- Dan Ives, Wedbush Securities Global Head of Technology Research, Managing Director, Senior Equity Analyst Nela Richardson of ADP says "we're on a knife's edge" when it comes to wage growth versus inflation. Stuart Kaiser of Citi says economic "growth is solid, but not exemplary" and warns investors they have to "trade it that way." Dan Ives of Wedbush believes more Tesla jobs could move from California to Texas if a proposal by Governor Gavin Newsom that would exclude Elon Musk's company from EV rebates becomes reality. 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 & Frances Donald. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- David Bianco, DWS Chief Investment Officer: Americas- Adrienne Yih, Barclays Senior Analyst: E-Commerce & Brand Retailing- Noel Dixon, State Street Global Markets Senior Macro Strategist David Bianco of DWS believes markets will likely be volatile over the coming year, but "probably still upwards." Adrienne Yih of Barclays says the retail winners right now are giving back real value to consumers. Noel Dixon of State Street thinks the dollar will continue to grind higher going into next year.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 25th, 2024 Featuring: Ian Lyngen, Head of US Rates at BMO Capital Markets, talks about the outlook for US rates and Treasury yields as President-elect Trump builds out his cabinet Frances Donald, Chief Economist at RBC, on the K-shaped economy and why the US can't have its cake and eat it too Bill Lee, Chief Economist at the Milken Institute, discusses the impact of US tariffs on China Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

President-elect Donald Trump said he is nominating Scott Bessent, who runs macro hedge fund Key Square Group, as the next US Treasury Secretary, enlisting a key adviser to manage the sweeping economic agenda he has vowed to enact in a second term. Bloomberg Balance of Power hosts Joe Mathieu and Kailey Leinz offer instant reaction.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 & Jess MentonNovember 22nd, 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: Lauren Goodwin, Chief Market Strategist at New York Life, discusses her market outlook and the "Two Americas" in the US economy Vania Stavrakeva, professor at London Business School, on Europe's PMI miss today, outlook for more ECB rate cuts, and the outlook for equity capital markets Mike McGlone, Senior Macro Strategist at Bloomberg Intelligence, on Bitcoin's run to $100,000 and the outlook for natural gas and energy 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.- Mario Centeno, ECB Governing Council Member- Mohamed El-Erian, Queens' College Cambridge- Dana Telsey, Telsey Advisory GroupECB Governing Council Member Mario Centeno believes Europe needs to move from the passenger seat to a more leading role in the world. Mohamed El-Erian of Queens' College Cambridge says, "What you want is for China and for Europe to get their act together and to transition to healthier and higher growth." Dana Telsey of Telsey Advisory Group says TJX is her top pick on value heading into the shortened holiday shopping season.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 Dan Ives & Gene Munster. 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.- Cameron Dawson, NewEdge Wealth Chief Investment Officer- Eric Schmidt, Former Google CEO & Chairman- Gary Cohn, IBM Vice Chairman, Former Goldman Sachs President & COO, Former NEC DirectorCameron Dawson of NewEdge Wealth says Bitcoin is "a psychological commodity that captures fears about dollar debasement." Former Google CEO Eric Schmidt discusses how the power of AI "upends society in so many ways." Former NEC Director Gary Cohn says, "I think Trump is going to care as much about the stock market these next four years as he did the first four years."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 21st, 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: Jason Draho, Head: Americas Tactical Asset Allocation at UBS Financial Services, talks benign US growth and policy risks to markets in the coming Trump admin Wendy Schiller, professor at Brown University, discusses the latest DC headlines, the Trump transition, and the war in Ukraine Gene Munster, Managing Partner at Deepwater Asset Management, on Nvidia earnings and the outlook for AI Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

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.