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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.
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Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision. 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 SurveillanceSee 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 Stuart Kaiser and Bryan Whalen.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
-Tony DeSpirito, BlackRock Global CIO of Fundamental Equities-Earl Davis, BMO Global Asset Management Head of Fixed Income & Money Markets-Jonathan Pingle, UBS Chief US Economist
BlackRock's Tony DeSpirito sees 'an opportunity for stock pickers' ahead with earnings estimates normalizing between mega-cap stocks and the rest of the market. BMO's Earl Davis says US 10-yr yields could retest 5% and previews the Fed decision's impact on the treasury market. Jonathan Pingle of UBS reacts to stronger-than-expected ADP labor market data for April and looks ahead to the Fed's rate 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 SweeneyMay 1st, 2024Featuring:
Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas at BlackRock, on ways to play the Fed soft landing and unclear geopolitical outlook
Stuart Kaiser, Head of US Equity Trading Strategy at Citi, on the data spooking markets pre-FOMC
Brian Wieser, Principal at Madison & Walls, on Amazon earnings and can also discuss Paramount
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/surveillanceZ 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 and Anurag Rana.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
-Ronald Temple, Lazard Chief Market Strategist-Robert Sockin, Citi Research Director-Amanda Lynam, BlackRock Head of Macro Credit ResearchLazard's Ronald Temple says earnings breadth across the S&P 500 can improve 'if the customers get a return on investment' from big spending on AI. Citi's Robert Sockin reacts to the employment cost index's biggest acceleration in a year, saying the data is 'something akin to a really bad dream' for the Fed. BlackRock's Amanda Lynam says that 'it's a great opportunity to deploy in an all-in yield basis' in the credit 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 Sweeney | April 30th, 2024Featuring:
Rebecca Patterson, former Chief Investment Strategist at Bridgewater, discusses the beginning of the current FOMC meetings and can comment on the yen's latest move
George Goncalves, Head of US Macro Strategy at MUFG Securities, discusses the outlook for rates and a strong dollar and whether we'll see a rate cut this year
Laura Davison, US Politics Team Lead with Bloomberg News, on campus protests, Biden-Trump, and other political headlines
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 Dan Ives and Tina Fordham.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
-Lori Calvasina, Head of US Equity Strategy, RBC Capital Markets-Mark McCormick, Global Head of FX Strategy, TD Securities-Sonal Desai, Fixed Income CIO, Franklin TempletonLori Calvasina of RBC Capital Markets reacts to big swings in mega-cap tech stock prices, saying "growth investors get angsty." Mark McCormick of TD Securities discusses the historic moves in the Japanese Yen, saying the BOJ will be forced to tighten policy more than what's currently priced-in. Sonal Desai of Franklin Templeton previews Wednesday's Fed decision and shares her outlook on the bond market, saying the long end of the yield curve will move higher over time. 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 SweeneyApril 29th, 2024Featuring:
Steven Major, Global Head of Fixed Income Research at HSBC, on this morning's bond note and outlook for the bond market
James Lord, Global Head of FX and EM Strategy with Morgan Stanley, on king dollar and the latest yen moves
Tina Fordham, Founder & Geopolitical Strategist at Fordham Global Foresight, on brokering a potential ceasefire between Israel and Hamas, an invasion of Rafah, and other geopolitical pressures that investors are following
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 Francois Trahan and Jane Foley with a special appearance from Nick Colas.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
1Emily Roland, John Hancock Investment Management Co-Chief Investment StrategistBruce Kasman, JP Morgan Chief EconomistJon Lieber, Eurasia Group Managing Director, United StatesJohn Hancock's Emily Roland says she's considering 'looking around a little bit' from the 'marriage' with mega-cap tech stocks and into higher-value areas of the market. JP Morgan's Bruce Kasman reacts to the March core PCE deflator and outlines his two scenarios for how the data impacts the Fed's path forward. Jon Lieber of Eurasia Group breaks down Secretary of State Antony Blinken's visit to China and what the trip means for both countries.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 SweeneyApril 26th, 2024Featuring:
Neil Dutta, Partner at Renaissance Macro Research, reacts to PCE, yesterday's GDP, and outlook for rate cuts
Cam Dawson, CIO at NewEdge Wealth, on how markets are pricing in today's PCE deflator
Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to break down yesterday's slew of tech earnings, including Microsoft, Alphabet, Intel, and Snap
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 Ben Laidler & Anna Wong.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
-Christopher Harvey, Wells Fargo Securities Head of Equity Strategy-Blerina Uruci, T. Rowe Price Chief US Economist -Michael Hirson, 22V Research China Research HeadWells Fargo's Christopher Harvey details the reasons behind the bank's bullish 5,535 year-end S&P 500 price target. T. Rowe Price's Blerina Uruci reacts to weaker-than-expected 1Q US GDP data and fewer-than-estimated jobless claims, saying 'the economy continues to expand at a solid pace.' Michael Hirson of 22V Research discusses the politics surrounding Secretary Blinken's visit to China.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 April 25th, 2024Featuring:
Jim Caron, Co-CIO of the Portfolio Solutions Group at Morgan Stanley Investment Management, on duration and hedging an equity selloff as well as the GDP release
Constance Hunter, Senior Advisor at MacroPolicy Perspectives, on US GDP, tomorrow's PCE data, and sustainable economic growth in the US
John Stolzfus, Managing Director and Chief Investment Strategist at Oppenheimer, on market reactions and path for interest rate cuts by the Fed
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 Lindsey Piegza & Todd Jablonski.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
-Kate Moore, BlackRock Global Allocation Team Head of Thematic Strategy -Tiffany Wilding, PIMCO Managing Director-Henrietta Treyz, Veda Partners Director of Economic Policy Research
BlackRock's Kate Moore says the week ahead for Big Tech earnings is the chance for large-cap stocks to answer critical questions about the equity market. PIMCO's Tiffany Wilding looks ahead to key GDP and inflation data, saying the 'hot' US economy isn't consistent with inflationary pressures moderating. Henrietta Treyz of Veda Partners says Congress' new aid package for Ukraine, Israel and Taiwan is a case of Congress members 'wanting to be on the right side of history.'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 SweeneyApril 30th, 2024Featuring:
Dan Ives, Senior Equity Analyst at Wedbush Securities, breaks down Tesla earnings
Lindsey Piegza, Stifel Chief Economist, on ongoing consumer strength but signs of an economic slowdown
Anurag Rana and Mandeep Singh, Senior Tech Analysts at Bloomberg Intelligence, join to preview Meta earnings out today, and Microsoft and Alphabet earnings out tomorrow
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.
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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?
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.
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...
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.
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.
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.
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.
can you put the covid speakers at the end like you usually do? makes it much easier to skip, thank you.
ok that's it I'm never listening to a healthcare sellout on this program ever again
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.
With savings rates up, the "aid" doesn't seem very targeted.
The Lt. Gov of NY is the lady who cried wolf after months and months of talking of imminent doom. Credibility lost.
These people are not free to talk, so there's no real information in this podcast.
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
Who edits this thing?
Congratulations! Very good pod cast. Tks
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...
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.!!!
Biggest load of bullshit I've ever heard
what's with the cuts?