Bloomberg Surveillance

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.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.- Katrina Dudley, Franklin Templeton Public Markets Senior Investment Strategist- Dirk Willer, Citi Global Head: Macro Asset Allocation- Claudia Sahm, New Century Advisors Chief EconomistKatrina Dudley of Franklin Templeton says technology stock earnings are really positive. Dirk Willer of Citi says there is concern "a Trump Administration would mean more inflation." Claudia Sahm of New Century Advisors believes, "We are in a trend place that is much better than frankly we went into the pandemic with."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 30th, 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: Nick Colas, co-founder at DataTrek Research, discusses the great bond freak out, markets pricing in the Trump-Harris race, and whether Europe can get its mojo back Mandeep Singh, Senior Tech Analyst for Bloomberg Intelligence, on Alphabet and other tech earnings Lindsay Newman, geopolitical risk expert and columnist at GZero Media, on the 2024 presidential race and the "sliding doors" moment for the world Randy Schwimmer, Vice Chairman of Investor Solutions Group at Churchill Asset Management, on the velocity in private credit and why it's "adapt or die" time for credit managers See omnystudio.com/listener for privacy information.

Google parent Alphabet reported third-quarter sales that climbed more than analysts expected, helped by the growth of its cloud computing business. For instant reaction and analysis, hosts Carol Massar and Tim Stenovec spoke with Bloomberg Intelligence senior tech industry analyst Mandeep Singh and Bloomberg Technology co-host Caroline Hyde. 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 David Malpass, Anurag Rana, & Katy Kaminski. 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.- Jon Lieber, Eurasia Group Managing Director- Jessica Taylor, The Cook Political Report Senate and Governors Editor- Lisa Shalett, Morgan Stanley Wealth Management Chief Investment OfficerJon Lieber of Eurasia Group says views on both Donald Trump and Kamala Harris are "baked in." Jessica Taylor of The Cook Political Report believes, "As the presidential race goes, probably the senate races go." Lisa Shalett of Morgan Stanley says the possibility of an "inflation boomerang" this year is rising. 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 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: Stephanie Roth, Chief Economist at Wolfe Research, gives a preview of Friday's jobs report and discusses the threat of tariff policy David Malpass, former head of the World Bank, talks about the health of the US economy and global economies and what's ahead for the World Bank in a Trump or Harris presidency Anurag Rana & Mandeep Singh, Senior Tech Analysts for Bloomberg Intelligence, join to preview this week's big tech earnings Mike Shepard, Executive Editor for Bloomberg News, on the 2024 election and DC headlines 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. - Ed Yardeni, Yardeni Research President- Mark McCormick, TD Securities Global Head of FX Strategy- Henrietta Treyz, Veda Partners Director - Economic Policy ResearchEd Yardeni of Yardeni Research says the "bond vigilantes are definitely mounting up" ahead of the election. Mark McCormick of TD Securities says, "The US equity market still offers probably the best risk-adjusted performance relative to other classes." Henrietta Treyz of Veda Partners says "the street is even more bullish" on Trump winning the election than the prediction markets.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & David GuraOctober 28th, 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: Henrietta Treyz, Managing Partner at Veda Partners, on the Trump-Harris race and the 2024 election Hugh Johnson, Chairman at Hugh Johnson Economics, offers his thoughts on how Harris' and Trump's economic policies will play out and whether we're on the cusp of a bear market in equities Jack Devine, founder of The Arkin Group, on Israel's response to Iran and whether it could lessen tensions in the Middle East 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 & David GuraOctober 25th, 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: Aneeka Gupta, Director, Macroeconomic Research at WisdomTree, offers her view on gold, US equities, and European stocks Joe Mathieu, host of Bloomberg's "Balance of Power," discusses DC headlines and the latest on the 2024 race Brij Khurana, Fixed Income Portfolio Manager at Wellington Management, discusses his views on the Fed, how the market's pricing in the election, and the benefits of divided government 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.- Ed Mills, Raymond James Washington Policy Analyst- Mohamed El-Erian, Queens' College Cambridge President & Bloomberg Opinion columnist- Sonia Meskin, UBS Investment Bank Senior Economist Ed Mills of Raymond James believes there will be clarity on the winner of the election that night or early on Wednesday. Mohamed El-Erian of Queens College Cambridge says, "There is no other payment system to replace the dollar payment system, but you can build pipes around it." Sonia Meskin of UBS estimates, "Kamala Harris would probably extend the deficit by about $2 trillion, whereas Trump would extend by just over $4 trillion." 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.- Daleep Singh, Deputy National Security Advisor, International Economics- Kevin McCarthy, Fmr. House Speaker- Binky Chadha, Deutsche Bank Chief Global Strategist/Head of Asset AllocationDeputy National Security Advisor of International Economics Daleep Singh says "tariffs alone are not a path to prosperity." Former House Speaker Kevin McCarthy says he believes there is a 60% chance Trump wins the election. Binky Chadha of Deutsche Bank says, "Historically, presidential elections haven't really changed the business cycle." 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.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 24th, 2024Featuring: Anastasia Amoroso, Chief Investment Strategist at iCapital, shares her thoughts on private markets and what's playing out currently in the equity and bond markets David Gura, host of Bloomberg "Big Take" podcast, on the new Bloomberg News/Morning Consult poll and the 2024 election Dan Ives, Senior Equity Analyst at Wedbush Securities, on Tesla's blowout quarter Nadia Calvino, president of EIB, on the IMF meetings in DC this week, how Europe is supporting Ukraine, and the EIB's goals 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.Tesla surpassed Wall Street estimates for earnings in the third quarter, reflecting a rebound in demand for the company’s electric vehicles. The EV maker also said it expects to achieve slight growth in vehicle deliveries for the full year. For instant reaction and analysis, hosts Tim Stenovec and Katie Greifeld speak with Gerber Kawasaki Wealth Management CEO Ross Gerber and Bloomberg Technology cohost 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 Bob Doll & Frances Donald. 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.- Ben Gutteridge, Invesco Portfolio Manager - Multi-Asset Strategies- Evan Roth Smith, Blueprint- Matt Hornbach, Morgan StanleyBen Gutteridge of Invesco thinks stocks can make it through the election in a positive fashion. Evan Roth Smith of Blueprint says the election is a 50-50 race, but the odds of a polling error would likely be in favor of Kamala Harris. Matt Hornbach of Morgan Stanley says, "What we've been telling investors is to hug their benchmarks tightly, and wait for opportunity to rise in the wake of the election." 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. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 23rd, 2024 Featuring: Frances Donald, Chief Economist at RBC, argues why the economic analysis shouldn't focus on soft v. hard landing in the US and why the US election is not driving global macro themes David Kelly, Chief Global Strategist at JP Morgan Asset Management, on living in a post-cycle world and the good and not so good news for the US and global economies Ernie Tedeschi, Director of Economics at the Yale Budget Lab, talks about his Bloomberg Opinion piece on the cost of Donald Trump's tariff proposals Kristen Bitterly, Head: Wealth At Work at Citi, discusses positioning for this market and gives her outlook for the US economy 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 Mike Wilson & Brian Belski. 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.- Kurt Reiman, UBS Head of Fixed Income for the Chief Investment Office & UBS ElectionWatch Lead- Torsten Slok, Apollo Management Chief Economist- Brent Schutte, Northwestern Mutual Life Insurance Chief Investment OfficerKurt Reiman of UBS says the recent surge in US treasury yields pertain to strong growth as opposed to 'Trump trade.' Apollo's Torsten Slok says that the totality of US economic data points to the 'no landing scenario.' Brent Schutte of Northwest Mutual says 'investors are way too optimistic the Fed will cut rates in a neat and tidy way.' See omnystudio.com/listener for privacy information.