Bloomberg Surveillance

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with David Rosenberg and Constance Hunter. 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 SweeneyTuesday March 5th, 2024Featuring: David Rosenberg, founder and president at Rosenberg Research & Associates, on markets Constance Hunter, Senior Advisor at MacroPolicy Perspectives, on markets Meghan Robson, Head of US Credit Strategy at BNP Paribas 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 Nouriel Roubini and Jim Bianco. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 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 SweeneyMonday March 4th, 2024Featuring: Nouriel Roubini, CEO, Roubini Macro Associates & Professor Emeritus Jim Bianco, President/Macro Strategist at Biacno Research, on markets Mick Mulroy, former US deputy assistant secretary of defense to Middle East, on Israel/Gaza and Ukraine 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.

Steve Wieting, Chief Investment Strategist & Chief Economist at Citi, discusses his predictions for the Magnificent Seven and other tech profits with Bloomberg's Jonathan Ferro and Lisa Abramowicz.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 SweeneyFriday March 1st, 2024Featuring: Torsten Slok, Apollo partner and Chief Economist, on the fed not cutting rates Dan Ives, Wedbush Securities Managing Director and Senior Equity Research Analyst, on the week in tech Antonio Neri, HPE CEO, on his company's earnings Victoria Bills, Banrion Capital Chief Investment Strategist, on the markets 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.

Dine Brands Global CEO John W Peyton speaks on the dining industry and outlook for fast chain restaurants 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 SweeneyThursday February 29th, 2024Featuring: Ira Jersey, Bloomberg Intelligence US Interest Rate Strategist John Ryding, Brean Capital Chief Economic Advisor, on PCE Frances Donald, Manulife Investment Management’s chief economist, on PCE Drew Matus, Chief Market Strategist Metlife Services and Solutions, on markets 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.

Republican Mitch McConnell will step down as his party’s leader in the Senate after the November election. Here is instant reaction and analysis from the Bloomberg Balance of Power podcast, hosted by Joe Mathieu and Kailey Leinz.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 SweeneyTuesday February 27th, 2024Featuring: Alex Webb, Bloomberg Opinion columnist, on Apple Bob Michele, JP Morgan Asset Management, Managing Director Richard Haass, President Emeritus, Council on Foreign Relations and Senior Counselor, Centerview Partners, on geopolitics Angela Stent, Brookings Nonresident Senior Fellow, on geopolitics 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.

Qualcomm President/CEO Cristiano Amon speaks on the company's plans to integrate AI into computers and smartphonesSee omnystudio.com/listener for privacy information.

Tanger President/CEO Stephen J Yalof speaks on the retail infrastructure sector and interest rates affecting salesSee 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 SweeneyTuesday February 27th, 2024Featuring: Julia Pollak, Ziprecruiter Chief Economist Liz Ann Sonders, Chief Investment Strategist at Charles Schwab Nick Colas, DataTrek Research co-founder 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.

Subadra Rajappa, Head of US Rates Strategy at Societe Generale, speaks on the markets and interest rate metricsSee 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 SweeneyMonday February 26th, 2024Featuring: Daniel Peris, Author: The Ownership Dividend: The Coming Paradigm Shift in the US Stock Market Patrick Armstrong - Plurimi Wealth Chief Investment Officer on markets Subadra Rajappa, Head of US Rates Strategy, Societe Generale, on interest rates 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.

US Treasury Deputy Secretary Adewale Adeyemo discusses the White House's new sanctions and the Russian economy with Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern.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 SweeneyFriday February 23rd, 2024Featuring: Admiral James Stavridis, Bloomberg Opinion columnist, on geopolitics Andrew Husby, BNP Paribas Senior US Economist, on interest rates and the Fed Gene Munster, Deepwater Assest Management co-founder and managing partner, on Tech rally 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.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyThursday February 22st, 2024Featuring: David Kirkpatrick, Techonomy founder, on Nvidia Jonathan Levin, Bloomberg Opinion columnist, on Nvidia/Markets Dana Telsey, Telsey Advisory Group CEO, on retail 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.

Marriott International President and CEO Tony Capuano speaks on the state of the travel and hospitality sector and its outlook for 2024See 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 SweeneyWednesday February 21st, 2024Featuring: Steve Eisman, Neuberger Berman Managing Director, on markets Cameron Dawson, New Edge Wealth CIO, on markets Margie Patel, Allspring Global Investment Senior portfolio manager, on markets 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.

Liam Mallon, President of Exxonmobil Development Company at Exxon Mobil, speaks on the increasing demand for oil and LNG around the world, the company's attempted developments in Guyana, and tensions with Venezuela 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 SweeneyTuesday February 20th, 2024Featuring: Seema Shah, Principal Global Investors Chief Global Strategist, on markets (ZOOM) Christina Mohr, Vice Chairman of M&A at Citi, on the latest deals. Stephen Roach, Yale Law School's Paul Tsai Center China Center Senior Fellow on China 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.

Tim Stenovec and Emily Graffeo host. Features analysis from Bloomberg legal investigative reporter Greg Farrell, Bloomberg politics contributor Jeanne Sheehan Zaino, Bloomberg Law host June Grasso and Bloomberg Legal Enterprise reporter Patricia Hurtado See omnystudio.com/listener for privacy information.

Alpine Saxon Woods' Chief Market Strategist Sarah Hunt discusses tech earnings with a preview to Nvidia, concentration risk and consumer stress. She speaks with Bloomberg's Manus Cranny, Lisa Abramowicz and Annmarie Hordern. 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 SweeneyFriday February 16th, 2024Featuring: Neil Dutta, Renaissance Macro Research Partner, on PPI data Rebecca Patterson, Former Bridgewater Associates Chief Investment Strategist, on markets Steve Ricchiuto, Mizuho economist, on the global 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.

Bloomberg's Tom Keene and Paul Sweeney discuss how US and European leaders decried the death of Russian activist Alexey Navalny, with many placing responsibility squarely on the Kremlin for the passing of President Vladimir Putin’s most prominent domestic political opponent. They speak with Bloomberg's Annmarie Hordern and Dr. Ariel Cohen of the Atlantic CouncilSee 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 SweeneyThursday February 15th, 2024Featuring: Paul Donovan, UBS Global Wealth Management Chief Economist, on economic data Liz Young, SoFi Head of Investment Strategy, on markets Daniel Kurtzer, Former United States Ambassador to Israel, in the latest on Israel 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.

BlackRock Global Allocation Fund Portfolio Manager Russ Koesterich discusses his expectation that the Fed will cut rates in June even after a hotter-than-expected January CPI report and says now is the time to stay long equities. He speaks with Bloomberg Surveillance hosts Jonathan Ferro and Lisa Abramowicz.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 Sweeney Wednesday February 14th, 2024Featuring: Michael Darda, Roth MKM's Chief Economist and Market Strategist, on inflation Gina Martin Adams, Bloomberg Intelligence chief equity strategist , on markets Alex Webb, Bloomberg Tech columnist, on Uber 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.

Co-president of Apollo Global Management Jim Zelter discusses the firm’s most recent earnings, where he sees pockets of stress in the otherwise resilient US economy and how he views the Fed’s decisions. He speaks with Bloomberg Surveillance hosts Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern.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 SweeneyTuesday February 13th, 2024Featuring: Nadia Lovell Senior U.S. Equity Strategist, Global Wealth Management at UBS, on markets Blake Gwinn, RBC Capital Markets Head of US rates strategy, on CPI Dan Ives, Wedbush Senior equity analyst, on tech sector 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.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyFriday February 12th, 2024Featuring: Ian Bremmer, Eurasia Group President, on geopolitics John Bolton, Former Assistant to the President for National Security Affairs Priya Misra, JP Morgan Asset Management Portfolio manager on markets 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.

Republican presidential candidate Nikki Haley says it was a mistake for former President Donald Trump to say he would abandon NATO members to a Russian incursion if the allies failed to meet defense-spending commitments. Haley speaks with Bloomberg's Jonathan Ferro, Annmarie Hordern and Lisa Abramowicz.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 SweeneyFriday February 9th, 2024Featuring: Ed Yardeni, Yardeni Research President, on markets Jurrien Timmer, Fidelity Dir. of Global Macro, on markets Amrita Sen, Energy Aspects Founder and Director of Research, on energy 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.

Conference Board Chief Economist Dana Peterson breaks down inflation expectations ahead of new data next week and discusses the labor market, geopolitical climate and consumer sentiment. She speaks with Bloomberg's Jonathan Ferro, Lisa Abramowicz and Mike McKee. See omnystudio.com/listener for privacy information.

Disney Senior Executive Vice President and CFO Hugh Johnston discusses cutting costs, the newly announced sports bundle with Fox and Warner Bros. Discovery and meeting viewers where they are. He speaks with Bloomberg Surveillance hosts Jonathan Ferro and Lisa Abramowicz.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 SweeneyThursday February 8th, 2024Featuring: Leland Miller, China Beige Book CEO, on China's market rout Brian Wieser, Madison and Wall Principal on DIS earnings Chris Ailman, CalSTRS CIO 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.

Federal Reserve Bank of Richmond President Thomas Barkin reiterated policymakers have time to be patient about the timing of rate cuts, pointing to a strong labor market and continued disinflation. He speaks with Bloomberg's Jon Ferro, Lisa Abramowicz, Annmarie Hordern and Michael McKee.See omnystudio.com/listener for privacy information.

Republican Senator from Florida Rick Scott discusses the flailing border and Ukraine aid deal, what he wants from a border security bill and Donald Trump's influence. He speaks with Bloomberg Surveillance hosts Jonathan Ferro, Annmarie Hordern and Lisa Abramowicz.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 SweeneyTuesday February 6th, 2024Featuring: Herman Chan, Bloomberg Intelligence Senior US Regional Bank analyst, on NYCB Katy Kaminski, AlphaSimplex Chief Research Strategist, on markets Ken Leon, CFRA Research Research Director, Industry and Equities, on DIS 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.

US Chief Economist at FS Investments Lara Rhame speaks on the prospect of a potential March rate cut and for the rest of 2024See omnystudio.com/listener for privacy information.

Macropolicy Perspectives President and Founder Julie Coronado speaks on the nominal funds rate and the Fed's path to cutting rates this 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 SweeneyTuesday February 6th, 2024Featuring: Tom Orlik, Bloomberg Economics chief economist, on China and Red Sea trade Andrew Sheets, Managing Director, Morgan Stanley, on markets Peter Tchir, Academy Securities Director/Head: Macro strategy 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.

Chicago Federal Reserve Bank President Austan Goolsbee speaks on Fed Chair Powell's speech and his timeline for rate cuts this year with Bloomberg's Michael McKeeSee 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 SweeneyMonday February 5th, 2024Featuring: Jennifer Lee, Senior Economist and Managing Director with BMO Capital Markets, on markets Mick Mulroy, co-founder of the Lobo Institute, former CIA paramilitary officer, and marine, joins to discuss geopolitical tensions in the Middle East, Ukraine, and China Lori Calvasina, Head of US Equity Strategy · RBC Capital Markets, on markets 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.

Ellevest CEO Sallie Krawcheck speaks on her platform that provides wealth and financial guidance to women See omnystudio.com/listener for privacy information.

Bank of America Securities Head of US Equity & Quantitative Strategy Savita Subramanian speaks on the "Magnificent Seven" tech rally and biggest market risks for 2024. See omnystudio.com/listener for privacy information.

Bloomberg Opinion columnist Mohamed El-Erian unpacks the January jobs report which could cause a headache for the Fed and implications for the Biden administration. He speaks with Bloomberg's Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern. See omnystudio.com/listener for privacy information.

Connecticut Governor Ned Lamont discusses the state's population growth, immigration policy and the 2024 presidential election. He speaks with Bloomberg Surveillance hosts Lisa Abramowicz, Jonathan Ferro and Annmarie Hordern. 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 SweeneyWednesday January 31th, 2024Featuring: Gene Munster, Deepwater Asset Management Managing Partner, on tech earnings Sara House, Wells Fargo Senior Economist and Mona Mahajan, Edward Jones Senior Investment Strategist on breaking jobs Bloomberg Intelligence analysts Mandeep Singh and Anurag Rana on the week in tech 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.