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Bloomberg Surveillance

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The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
3215 Episodes
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Justin Sink, Dave Wasserman, & David Gura. 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 30th 2024Featuring: Ira Jersey, Chief US Interest Rates Strategist with Bloomberg Intelligence, Tiffany Wilding, Managing Director and Economist: North America at PIMCO, and Cam Dawson, CIO at NewEdge Wealth, react to today's PCE reading Justin Sink, Bloomberg News White House reporter, on the latest Bloomberg News/Morning Consult poll and Kamala Harris' CNN interview Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, discusses asset allocation as traders prep for rate cuts 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.
-Eric Freedman, US Bank Asset Management Group Chief Investment Officer-Claudia Sahm, New Century Advisors Chief Economist-Dana Telsey, Telsey Advisory Group CEO and Chief Research OfficerEric Freedman of US Bank says there's a risk of a reacceleration and looks ahead to next week's key August payrolls report. Claudia Sahm of New Century Advisors says she expects more softening in the labor market and gives her outlook on the Fed's upcoming rate decision. Dana Telsey of Telsey Advisory Group overviews the latest on the US consumer after a bevy of updated calls on retailers.  See omnystudio.com/listener for privacy information.
-Dan Ives, Wedbush Sr. Equity Analyst-Heidi Crebo-Rediker, Council on Foreign Relations Adjunct Sr Fellow / International Capital Strategies Partner, Former US State Department Chief Economist-Earl Davis, BMO Head of Fixed Income and Money MarketsDan Ives of Wedbush reacts to Nvidia’s earnings report and outlines his optimism for the stock long-term. Heidi Crebo-Rediker of the Council on Foreign Relations overviews what a Harris geopolitical agenda could look like. Earl Davis of BMO walks through his outlook for the bond market. 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 29th 2024Featuring: Dan Ives, Senior Equity Analyst at Wedbush Securities, breaks down Nvidia earnings, the NASDAQ, and bull case for tech and AI Blerina Urici, Chief US Economist at T. Rowe Price, talks about the US economy, the labor market, rates, and how markets are pricing in earnings season and upcoming PCE data Sarah House, US Economist at Wells Fargo, reacts to jobless claims and looks ahead to PCE Gene Munster, Managing Partner at Deepwater Asset Management, on Nvidia earnings and the AI revolution 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 Dan Ives, Gil Luria, & Gene Munster. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
In a special edition of Bloomberg Technology, host Ed Ludlow speaks with Nvidia CEO Jensen Huang to discuss the company's latest quarterly report that fell short of investor's lofty expectations.See omnystudio.com/listener for privacy information.
 Nvidia, the chipmaker at the heart of the artificial intelligence boom, gave a revenue forecast that fell short of some of the most optimistic estimates, stoking concerns that its explosive growth is waning. Bloomberg Businessweek hosts Carol Massar and Tim Stenovec talk with Bloomberg Technology co-host Ed Ludlow and Bloomberg Intelligence Senior Semiconductor Analyst Kunjan Sobhani for instant reaction and analysis for Nvidia's earnings results. 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 Paul Sankey  & Ivan Feinseth Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
-Angelo Zino, CFRA Research Senior Equity Analyst-Jon Lieber, Eurasia Group Head of Research -Daan Struyven, Goldman Sachs Head of Oil Research Angelo Zino from CFRA Research analyzes Nvidia’s earnings. Jon Lieber from Eurasia Group provides updates on U.S. National Security Advisor Jake Sullivan’s visit to China and the latest developments in the 2024 election. Daan Struyven of Goldman Sachs discusses Goldman’s decision to lower its oil outlook to below $80 amid concerns over OPEC+ risks. 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 28th 2024Featuring: Ivan Feinseth, Senior Partner and CIO at Tigress Financial Partners Marilyn Watson: Managing Director and Head of Global Fundamental FI Strategy at BlackRock Emily Roland, Co-Chief Investment Strategist at John Hancock Investment Management Win Thin, Global Head: Markets Strategy at Brown Brothers Harriman 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 Ed Yardeni, Michael Darda, & Katie Greifeld. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
-Philip Camporeale, JP Morgan Portfolio Manager Multi Asset Solutions-Bert Subin, Stifel Managing Director - Defense, Government Services and Aerospace-Kit Juckes, Societe Generale Chief FX Strategist}"Philip Camporeale of JP Morgan discusses how stocks are approaching record highs as markets anticipate the countdown to cut. Bert Subin of Stifel analyzes how Boeing is navigating the future of its space program following NASA's snub. Kit Juckes of Societe Generale discusses how the labor market slowdown will lead to further reductions in long dollar positions. 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 27th 2024Featuring: Amy Wu Silverman, Head of Derivatives Strategy at RBC, on looking ahead to Nvidia and option positioning into earnings and PCE Mandeep Singh, Bloomberg Intelligence Senior Tech Analyst, previews Nvidia earnings and discusses its affects on Big Tech Ed Yardeni, President at Yardeni Research, talks about a potential equity rally amid looming rate cuts and PCE data Will Kennedy, Executive Editor of Commodities & Energy for Bloomberg News, talks about the latest moves in oil amid Middle East tensions 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 Daragh Maher & Brad Case. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
-Betsy Duke, Former Federal Reserve Governor-Pierre Ferragu, New Street Research Head of Global Technology Infrastructure-Henrietta Treyz, Director of Economic Policy Research, Veda PartnersBetsy Duke, Former Federal Reserve Governor, provides reaction to Fed to Chair Powell. Pierre Ferragu of New Street Research previews Nvidia earnings scheduled for Wednesday. Henrietta Treyz of Veda Partners discusses the 2024 presidential candidates hitting the campaign trail again after the conventions.  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 26th 2024Featuring: Lindsey Piegza, Chief Economist at Stifel, talks about the potential for inflation to resurface as Fed Chair Jay Powell sends a dovish message on interest rates Ethan Bronner, Israel Bureau Chief for Bloomberg News, discusses Israel and Hezbollah strikes over the weekend and risks of a wider regional conflict Pierre Ferragu, Head: Global Technology Infrastructure at New Street Research, joins for a preview of Nvidia earnings Bloomberg's John Tucker with 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 Surveillance hosts Tom Keene and Lisa Abramowicz head out to Wyoming for the Fed's Jackson Hole Symposium. They speak with some of the biggest names in Central Banking, including: Raphael Bostic, Atlanta Fed President Loretta Mester, Former Cleveland Fed President James Bullard, Former St Louis Fed President Thomas Hoenig, Former Kansas City Fed President Patrick Harker, Philadelphia Fed President   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 & Alix SteelAugust 23rd, 2024Featuring: Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, discuses how markets will price in rate cuts and whether equities are poised for a fall rally Tina Fordham, founder at Fordham Global Insight, wraps the DNC and looks ahead to the 2024 presidential race Dr. Vania Stavrakeva, economics professor at London Business School, on global economies, including what we'll hear from Powell and Andrew Bailey today, as well as some of her research on the Russian economy Tom Keene, Bloomberg Surveillance Radio host, joins from Jackson Hole 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.
- Mike Wilson, Chief U.S. Equity Strategist and CIO at Morgan Stanley- Bob Doll, CIO at Crossmark Global Investments- Isaac Boltansky, Director of Policy Research at BTIGMike Wilson, Chief U.S. Equity Strategist and Chief Investment Officer for Morgan Stanley, discusses markets and previews Fed Chair Jerome Powell's keynote address from Jackson Hole, Wyoming. Bob Doll, CIO at Crossmark Global Investments, talks about asset allocation and opportunities in an uncertain market. Isaac Boltansky, Director of Policy Research at BTIG, reacts to Vice President Kamala Harris' speech at the Democratic National Convention.See omnystudio.com/listener for privacy information.
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Comments (25)

eddie

this dude is an idiot. trump forever. down with the Biden crime family. the secret service buys cocaine for Biden s son. and this dbag is talking about trump?

Jan 11th
Reply

Richard L. Hanson

Each launch of a rocket with expensive useful loads costs space companies to millions of dollars, even if this launch takes place for one small satellite https://orbitaltoday.com/2022/10/03/firefly-alpha-reaches-orbit-on-2nd-attempt/ Today, some missiles are becoming more economical, using reusable missile components and launching several satellites at once at once.

Oct 29th
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Yuriy Tchaikovsky

Matt, stop talking about unemployment rate as if it's a real indicator of anything. It's actually a distraction from median income, wealth gap and real adjusted wage growth. Mind boggling arguments...

Jul 17th
Reply (1)

Yuriy Tchaikovsky

Could you PLEASE stop asking Americans about Ukraine? The whole world already considers you clueless about anything that happens on the outside, and this just keeps proving that they're right. Always some US mouthpiece telling us the same propaganda we can get off any other cheap news source.

Apr 30th
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Yuriy Tchaikovsky

I can't believe an academic like Angela doesn't know about Banderov, a Ukrainian hero who famously supported the Nazi invasion in favour of protecting a few Ukrainians. he's now a hero in Ukraine and has been a volatile issue for a 100 years. So ignorant! typical western academic who turns off their brain the moment something pro Russian is stated. God, ignorant people are a disgrace to those of us who respect critical thinking and like to be surrounded by like-minded intellectuals.

Apr 15th
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Yuriy Tchaikovsky

surely the interviewers must think to themselves: ah yes thanks for our daily dose of blatant propoganda with riggards to everything Russia. there's no developments and nobody ever says anything cleaver. it's like the Corona interviews all over again. just stop it, there's plenty of economic commentary to be done.

Mar 18th
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Yuriy Tchaikovsky

wow. this William Browser guy drinks all the online Russia coolaid. I've never heard a conspiracy theorist of this calibre given that much air time. Luckily modern technology allows you to skip such falicy.

Mar 1st
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Yuriy Tchaikovsky

can you put the covid speakers at the end like you usually do? makes it much easier to skip, thank you.

Dec 30th
Reply

Yuriy Tchaikovsky

ok that's it I'm never listening to a healthcare sellout on this program ever again

Dec 8th
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Yuriy Tchaikovsky

this Andrew pekosh guy, probably doesn't even know that there are other vaccines around the world which are far far superior to the Pfizer/Modena rubish which is currently in effective versus 3/4 strains. same propoganda peddled every time is annoying and no one is going to listen to it. please, save this for CNN and the lesser minded idiots.

Dec 5th
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j marrin

With savings rates up, the "aid" doesn't seem very targeted.

Feb 5th
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j marrin

The Lt. Gov of NY is the lady who cried wolf after months and months of talking of imminent doom. Credibility lost.

Dec 3rd
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Super Teacher

These people are not free to talk, so there's no real information in this podcast.

Jul 8th
Reply

ID17857495

Can’t you have better sound quality than this? I can hear people smacking and breathing while other talking . Phonecall sound quality is way too poor

Jun 13th
Reply

Joe Reed

Who edits this thing?

Aug 22nd
Reply (1)

Márcio Bertelli

Congratulations! Very good pod cast. Tks

Aug 6th
Reply (2)

CJ

That old dude that sounds like Dick Vitale, he really needs to stop cutting people off, really annoying, and he has no tact when doing it...

Feb 27th
Reply

Bill Slikkerveer

The exchange with Kudlow and the information proffered was by far the best from an economic advisor to the White House yet. Very informative. Attention WH ...put Kudlow out there more. He makes you look good.!!!

Jan 5th
Reply

space_junk

Biggest load of bullshit I've ever heard

Apr 15th
Reply

Khaled Essghaier

what's with the cuts?

Jan 25th
Reply