Bloomberg Surveillance

-Alejandro Reynal, Four Seasons President and CEO, -Henrietta Treyz, Veda Partners Director of Economic Policy Research-Matt Luzzetti, Deutsche Bank Chief US EconomistAlejandro Reynal of Four Seasons discuses luxury travel, highlighting how higher-end travel remains robust. Henrietta Treyz of Veda Partners discusses US economic confidence in Harris, especially with Vice President Harris set to unveil her economic platform this week. Matt Luzzetti of Deutsche Bank provides insights on the latest PPI data and offers thoughts on what we can expect with CPI data tomorrow. 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 SweeneyAugust 13th, 2024Featuring: David Rosenberg, Founder and President Rosenberg Research & Associates Seema Shah, Chief Global Strategist at Principal Asset Management Sarah House, Managing Director/Senior Economist at Wells Fargo Corporate & Investment Banking Bloomberg's Lisa Mateo with her Newspaper Headlines 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 Tom Porcelli and Steph Guild. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Scott Bessent, Key Square Group LP CEO and CIO / Trump Adviser -Eric Resnick, KSL Capital Partners CEO-Daniela Bretthauer, HSBC Global Research Americas Retail and Consumer Analyst Scott Bessent of Key Square Group discusses JD Vance’s support for Trump’s stance on monetary policy influence. Eric Resnick of KSL Capital Partners provides insights into the reversion to the mean in the travel sector, consumer divergence, and slowdown. Daniela Bretthauer of HSBC Global Research unpacks the state of retail earnings with Home Depot and Walmart reporting 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 SweeneyAugust 12th, 2024Featuring: David Bianco, DWS CIO: Americas, on earnings reports and market moves Ellen Wald, Senior Fellow at the Atlantic Council on geopolitical energy risks Steph Guild, Head of Investment Strategy at Robinhood, on market correction odds Bloomberg's Lisa Mateo with her Newspaper Headlines 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 Steven Englander & Julian Emanuel. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Rep. James "French" Hill (R-AR)-Jeannette Lowe, Strategas Securities Director of Policy Research-Debra Netschert, Jennison Associates Portfolio Manager Healthcare StrategiesRep. James “French” Hill (R-AR) comments on Trump’s assertion regarding presidential control over interest rates. Jeannette Lowe from Strategas Securities discusses the upcoming presidential debate, highlighting agreement between both candidates to debate on September 10th. Debra Netschert of Jennison Associates explores current trends in the US healthcare sector, specifically addressing divergence among GLP-1 medication producers. 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 SweeneyAugust 9th, 2024Featuring: Julian Emanuel, Senior Managing Director at EvercoreISI, discusses Thursday's equity market pop, potential for continued market volatility, and his 2024 S&P year-end target Zach Cohen, Bloomberg Government Reporter, on the upcoming Trump-Harris debate, the DNC, and other DC Headlines Pamela Whitten, President at Indiana University, talks about public college education, the value of business school and higher education in the US, and the upcoming school year Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

-Seema Shah, Principal Asset Management Chief Global Strategist-David Rosenberg, Rosenberg Research Founder and President-Matthew Diczok, Merrill and Bank of America Private Bank Head of Fixed Income Strategy-Tobin Marcus, Wolfe Research Head of US Politics and PolicySeema Shah of Principal Asset Management discusses how she believes a US Recession is unlikely. David Rosenberg of Rosenberg Research and Matthew Diczok of Merrill and Bank of America Private Bank react to jobless claims. Tobin Marcus of Wolfe Research provides insight on the latest for the 2024 U.S. Presidential 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 SweeneyAugust 8th, 2024Featuring: Rebecca Patterson, former Chief Investment Strategist at Bridgewater Associates, discusses the yen, global currencies, and market volatility Priya Misra, Portfolio Manager at JPMorgan Asset Management, talks about the importance of the fundamental trigger in terms of growth and the US economic outlook Brian Belski, Chief Investment Strategist at BMO Capital Markets, on why he believes trading over the past four days is a normal and healthy market event Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/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 Rebecca Patterson & Jason Trennert. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee 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 Lyngen & Audrey Childe-Freeman. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Hugh Johnston, Disney CFO-Michael Darda, Roth MKM Partners Chief Economist and Macro Strategist-William Dudley, Fmr. New York Fed President & Bloomberg Opinion Columnist-Nouriel Roubini, Atlas America Fund Portfolio Manager, Roubini Macro Associates CEO & NYU Professor Emeritus Disney CFO Hugh Johnston discusses the entertainment giant's mixed 3Q results that showed weakness in its theme parks division offsetting its first-ever profit in streaming. Michael Darda of Roth MKM discusses his clairvoyant call from before Friday's soft jobs data that outlines an end to the soft landing. Former New York Fed President Bill Dudley discusses his new op-ed, "The Fed's Wild Ride Has Only Just Begun" alongside Mohamed El-Erian of Queens' College, Cambridge. NYU Professor Emeritus Nouriel Roubini explains the evolving dynamic between the Fed and US Treasury.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 SweeneyAugust 7th, 2024Featuring: Ian Lyngen, Head of US Rates at BMO Capital Markets, discusses a potential Fed emergency rate cut and outlook for yields Audrey Childe-Freeman, Chief G10 FX Strategist with Bloomberg Intelligence, discusses the yen carry trade and the Bank of Japan Brian Wieser, Principal at Madison & Wall, reacts to Disney earnings Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

-Jim Caron, Morgan Stanley Investment Management CIO, Cross-Asset Solutions-Neil Dutta, Renaissance Macro Research Head of US Economic Research-Oliver Chen, TD Cowen Managing Director & Columbia Business School Professor of RetailingJim Caron of Morgan Stanley breaks down the selloff in global markets, saying the moves have more to do with investor positioning than economic fundamentals. Neil Dutta of Renaissance Macro discusses why he's calling for the Fed to cut 50 basis points in their September meeting. Oliver Chen of TD Cowen examines the state of the consumer after raising his price target on Walmart. 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 SweeneyAugust 6th, 2024Featuring: Mohamed El-Erian, Chief Economics Advisor at Allianz, President of Queen's College Cambridge, and Bloomberg Opinion columnist, discusses the market rout to start the week and whether the Fed's behind the curve Mandeep Singh, Senior Tech Analyst for Bloomberg Intelligence, on the tech selloff, Nvidia, and outlook for the NASDAQ Lindsey Piegza, Chief Economist at Stifel, argues whether hiking rates at the next Fed meeting is still worth considering Wendy Schiller, professor at Brown University, discusses Tim Walz, Kamala Harris' vice presidential pick Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/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 a conversation with Mohamed El-Erian. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Claudia Sahm, New Century Advisors Chief Economist & Former Federal Reserve Economist-Sarah Hunt, Alpine Saxon Woods Chief Market Strategist-Andrew Hollenhorst, Citi Chief US Economist-Stephen Stanley, Santander Chief Economist Former Fed Economist Claudia Sahm of New Century Advisors says 'calm is important' amid rising global concerns over a potential US recession and what to expect with the 'Sahm rule' now in effect. Sarah Hunt of Alpine Saxon Woods discusses where traders are flocking as markets sell off, and her thoughts on the Fed's rate-cutting path. Citi's Andrew Hollenhorst and Santander's Stephen Stanley debate how urgently the Fed needs to move rates lower.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 and Alix SteelAugust 5th, 2024Featuring: Quincy Krosby, Chief Global Strategist at LPL Financial, discusses the market selloff and whether the Fed's behind the curve Anjee Solanki, National Director of Retail, US at Colliers, on the weakening consumer in the US and how upcoming retail sales could inform the Fed about rate cuts Melissa Otto, Head of TMT Research at S&P Global Visible Alpha, talks about the NASDAQ, the tech selloff, and whether tech will continue to bring down the S&P, or if it will rebound Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, on the market rotation and how far markets could fall Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/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 Claudia Sahm and Neil Dutta. 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 SweeneyAugust 2nd, 2024Featuring: Anurag Rana, Bloomberg Intelligence Senior Tech Analyst, and Ed Ludlow, Bloomberg Technology host, join for a roundtable to break down Apple, Amazon, and Intel and what's next for Big Tech Claudia Sahm, Chief Economist at New Century Advisors, Neil Dutta, Partner/Head: US Economic Research at Renaissance Macro Research, Ann Miletti, Head of Active Equity at Allspring Global Investments, and Ira Jersey, Chief US Interest Rate Strategist for Bloomberg Intelligence, react to the July US Jobs Report Ethan Harris, economist former Head of Global Economic Research at Bank of America, discusses cross currents in the economy and the Fed's next move Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/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 Wei Li & Richard Clarida. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-C.S. Venkatakrishnan, Barclays CEO-Esther George, Former Kansas City Fed President-Jason Thomas, The Carlyle Group Head of Global Research & Investment StrategyBarclays CEO C.S. Venkatakrishnan discusses the bank's surging performance year-to-date and the broad state of the consumer and the banking sector. Former Kansas City Fed President Esther George reacts to the Fed's July meeting and looks ahead to its September decision, saying risks are coming into better balance. Jason Thomas of The Carlyle Group says duration and equity risk premia forecasts suggest the market is "priced for perfection." 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 SweeneyAugust 1st, 2024Featuring: Rich Clarida, former Fed Vice Chair and Global Economic Advisor at PIMCO, offers his analysis of the FOMC meetings Wei Li, Global Chief Investment Strategist at BlackRock, discusses how markets are pricing in Fed Chair Jay Powell's comments and a potential September rate cut Joumanna Bercetche, host of Bloomberg Horizons Mideast & Africa based in Dubai, talks about Israel announcing it killed Hamas' military head and what recent events in the Middle East mean for ceasefire talks Wendy Schiller, professor at Brown University, breaks down Donald Trump's comments at the NABJ conference and Vice President Kamala Harris' running mate decision Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene, Lisa Abramowicz and Jonathan Ferro cover the latest remarks from Federal Reserve Chair Jay Powell, following the central bank's latest policy decision.See omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene, Lisa Abramowicz, and Jonathan Ferro cover the Federal Reserve's latest policy decision.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 Ben Snider & Tina Fordham. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- James Bullard, Former Fed Reserve President, Dean of the Mitchell E. Daniels, Jr. School of Business at Purdue University- Henrietta Treyz, Veda Partners Director Economic Policy Research- Dan Ives, Wedbush Senior Equity AnalystFormer St. Louis Fed President James Bullard looks ahead to the July Fed decision and Chair Powell’s news conference. Henrietta Treyz of Veda Partners weighs in on the newest Bloomberg-Morning Consult Poll and what’s next for both the Harris and Trump presidential campaigns. Dan Ives of WedBush reacts to Microsoft earnings.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 SweeneyJuly 31st, 2024Featuring: Tina Fordham, founder at Fordham Global Insights, on the latest news in Israel and the election in Venezuela Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, joins to break down Microsoft earnings Emily Roland, Co-Chief Investment Strategist at John Hancock Investment Management, discusses what's driving the market rotation and if there will be a correction in the S&P ahead of the Fed's rate decision Nancy Cook, Bloomberg News DC reporter, on latest Bloomberg-Morning Consult Poll showing Kamala Harris gaining on Donald Trump in swing states and nationally Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Hamas says Israel killed its political leader, Ismail Haniyeh, in an airstrike on Iran’s capital, putting the Middle East even further on edge. Bloomberg's Nathan Hager and Joumanna Bercetche break down the details.See omnystudio.com/listener for privacy information.

Bloomberg Businessweek breaks down earnings from Microsoft and AMD with Senior Portfolio Manager at Synovus Trust Dan Morgan and Bloomberg Technology Co-Host Ed Ludlow.Hosts: Carol Massar and Tim Stenovec 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 Ben Laidler & Mike Green. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Bob Doll, Crossmark Global Investments President/CEO/CIO -Sen. Bill Hagerty (R-TN), Former US Ambassador to Japan-Tiffany Wilding, PIMCO Economist-Steven Ricchiuto, Mizuho Securities US Chief Economist Bob Doll of Crossmark Global Investments discusses market breadth as Mag 7 earnings continue. Sen Bill Hagerty (R-TN) discusses Donald Trump’s potential second-term policy initiatives. PIMCO's Tiffany Wilding and Steven Ricchutio of Mizuho Securities discuss a possible Fed cut in September.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 SweeneyJuly 30th, 2024Featuring: Kathy Bostjancic, Chief Economist at Nationwide, previews this week's FOMC meetings and whether traders could see a surprise July rate cut Terry Haines, founder at Pangaea Policy, talks about the Kamala Harris campaign, Harris-Trump debate, and surprises between now and November Ed Ludlow, host of Bloomberg Technology, previews big tech earnings and discusses Tesla's autonomous driving technology Mike Green, Chief Strategist at Simplify Asset Management, gives his market outlook and potential for a labor market break or hard landing in the US Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/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 Jurrien Timmer & Troy Gayeski. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Steve Englander, Standard Chartered Bank Global Head: G10 FX Research- Jeannette Lowe, Strategas Director of Policy Research- James Camp, Eagle Asset Management Managing Director Strategic Income & Fixed Income- Zach Griffiths, CreditSights Head of US IG & Macro StrategySteve Englander of Standard Chartered discusses Treasury Secretary Yellen’s comments to Bloomberg on Donald Trump and the dollar, and what to expect from the BOJ this week. Jeannette Lowe of Strategas, a Baird company, breaks down Kamala Harris's search for a running mate. James Camp of Eagle Asset Management and Zach Griffiths of CreditSights discuss the data fueling September rate cut bets. 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 SweeneyJuly 29th, 2024Featuring: Jurrien Timmer, Director: Global Macro at Fidelity Management and Research, talks about the cadence of markets and volatility amid a looming tech correction and potential Fed rate cut Henrietta Treyz, Managing Partner at Veda Partners, discusses the big weekend for Kamala Harris as her presidential campaign kicks into full gear Ayesha Kiani, COO at MNNC Group and NYU professor, reacts to the rhetoric from President Trump on Bitcoin after this weekend's events, and the general market for cryptocurrency in potential Trump or Harris administrations Bloomberg's John Tucker with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/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 Ira Jersey & Gene Munster. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Sam Stovall, CFRA Chief Investment Strategist- Tobin Marcus, Wolfe Research Head of US Politics and Policy- Giorgio Furlani, AC Milan CEOSam Stovall of CFRA discusses the Mag 7 ahead of earnings next week. Wolfe Research's Tobin Marcus breaks down what is next for both Trump and Harris as they hit the campaign trail. AC Milan CEO Giergio Furlani provides insights on the growth of soccer in the US as AC Milan plays in New York City on Saturday. 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 SweeneyJuly 26th, 2024Featuring: Cam Dawson, CIO at NewEdge Wealth, discusses how markets are pricing in PCE. Neil Dutta with Renaissance Marco Research also offers his analysis Greg Valliere, Chief US Policy Analyst at AGF Investments, on the Obamas endorsing Kamala Harris and various Israel stances from US leaders Gene Munster, Managing Partner at Deepwater Asset Management, wraps this week's big tech earnings, previews those for next week, and Tesla earnings Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/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 Anastasia Amoroso & Wendy Schiller. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

-Waldemar Szlezak, KKR Global Head of Digital Infrastructure-Libby Cantrill, PIMCO Head of Public Policy,-Anastasia Amoroso, iCapital Chief Investment Strategist Waldemar Szlezak of KKR joins to discuss Google and big tech falling on higher capex spending related to AI. PIMCO's Libby Cantrill breaks down what's next for both the Trump and Harris campaigns with close to 100 days to the election. Anastasia Amoroso of iCapital on why her favorite current trade is the rotation trade. 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 SweeneyJuly 25th, 2024Featuring: Stuart Kaiser, Head of US Equity Trading Strategy at Citi, discusses his equity outlook and whether a correction is looming Libby Cantrill, Managing Director: Public Policy at PIMCO, joins to discuss President Biden's Oval Office speech and the path for Democrats and Republicans in the November election Tim Meyer, Associate Professor at Duke Law, discusses his research on the role presidential control over international trade is reshaping presidential powers and the upcoming election, and what it means for the long-term health of the US economy Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

- Kate Moore, BlackRock Global Allocation Head of Thematic Strategy- Stephen Trent, Citi Research Managing Director- Aaron David​​​​ Miller, Carnegie Endowment for International Peace Senior Fellow- Michael Kushma, Morgan Stanley Investment Management CIO of Broad Markets Fixed Income- Derek Burleton, TD Bank Group Vice President & Deputy Chief EconomistKate Moore of BlackRock discusses the market’s reaction to tech earnings, emphasizing that Q2 results will be crucial for summer sentiment. Stephen Trent of Citi unpacks Delta’s continued cancellation issues post-CrowdStrike incident. Aaron David Miller discusses the upcoming Biden-Netanyahu meeting and its implications for VP Harris and Former President Trump during Netanyahu’s US visit. Derek Burleton of TD Bank and Morgan Stanley's Michael Kushma look ahead to US eco data coming on Thursday and Friday.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 Monica DiCenso, Gautam Mukunda, & Dan Ives. 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 SweeneyJuly 24th, 2024Featuring: Monica DiCenso, Head of Global Investment Opportunities at JPMorgan, discusses her bullish take on equities and why she's "eyes wide open" after a strong rally Gautam Mukunda, author and lecturer, talks about the Harris-Trump race and his book about picking presidential nominees, entitled "Picking Presidents" Dan Ives, Senior Equity Analyst at Wedbush Securities, breaks down Tesla and Google earnings and previews what to expect from the rest of big tech Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/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 Sophia Drossos & Mark Lehmann. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Brian Levitt, Invesco Global Market Strategist- Isaac Boltansky, BTIG Policy Research Director- Jill Carey Hall, BofA Securities US Equity Strategist Brian Levitt of Invesco comments on tech rally gains ahead of earnings. BTIG’s Isaac Boltansky unpacks the latest from the Harris campaign. Jill Carey Hall of Bank of America discusses the long-term bullish case for small-caps.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 SweeneyJuly 23rd, 2024Featuring: Sophia Drossos, Economist at Point72, discusses the outlook for the US economy and key eco data ahead of the Fed's meeting next week, as well as the lack of visibility for markets after President Biden stepped aside from the presidential race James Steel, Chief Commodities Analyst at HSBC, joins for an extended discussion on gold, commodities, and defensive positioning amid political uncertainty Wendy Schiller, Brown University professor and Interim Director of the Watson Institute at Brown, talks about Kamala Harris and the state of the 2024 election against Donald Trump Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/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 a conversation with Ed Yardeni. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.