Bloomberg Surveillance podcast

Bloomberg Surveillance

·

  Bloomberg  

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] (http://bit.ly/3P7nstQ) . Watch Surveillance Radio LIVE weekday mornings: [http://bit.ly/3vTiACF] (http://bit.ly/3vTiACF) . 

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] (http://bit.ly/3P7nstQ) . Watch Surveillance Radio LIVE weekday mornings: [http://bit.ly/3vTiACF] (http://bit.ly/3vTiACF) . 

 

#2929

Single Best Idea with Tom Keene: Lindsey Piegza & Todd Jablonski

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/3vTiACF See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

22 hrs Ago

06 MINS

06:06

22 hrs Ago


#2928

Bloomberg Surveillance TV: April 24, 2024

-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] (https://omnystudio.com/listener) for privacy information. ... Read more

23 hrs Ago

25 MINS

25:35

23 hrs Ago


#2927

Tesla Troubles and Big Tech Earnings Loom

Watch Tom and Paul LIVE every day on YouTube: [http://bit.ly/3vTiACF] (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] (https://www.bloomberg.com/account/newsletters/surveillance)   See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

Yesterday

32 MINS

32:08

Yesterday


#2926

Single Best Idea with Tom Keene: Thierry Wizman & Michael Darda

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 and Michael Darda. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

Yesterday

06 MINS

06:29

Yesterday


#2925

Bloomberg Surveillance TV: April 23, 2024

-Matt Luzzetti, Deutsche Bank Chief US Economist & Head of US Economic Research-Mike Wilson, Morgan Stanley CIO & Chief US Equity Strategist-Vijay Rakesh, Mizuho Securities Managing Director & Senior Semiconductor AnalystDeutsche Bank Chief US Economist Matt Luzzetti says the Fed is primed for a mid-cycle adjustment, with 'no reason to guide towards a full cutting cycle.' Morgan Stanley CIO Mike Wilson says 'rates are too high for the majority of the economy' and advises against small-cap stocks. Vijay Rakesh of Mizuho Securities previews Tesla earnings as the Magnificent 7 stocks' earning cycle gets underway. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

Yesterday

27 MINS

27:53

Yesterday


#2924

PCE Preview and Streaming Wars

Watch Tom and Paul LIVE every day on YouTube: [http://bit.ly/3vTiACF] (http://bit.ly/3vTiACF) .Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 23rd, 2024Featuring: ---Stephen Stanley, Chief Economist at Santander, on recent inflation data and what the Fed is watching this week ---Thierry Wizman, Director: Global Currencies & Interest Rate Strategist at Macquarie Futures, on FX weakness and volatility and what the bond market is signaling about the US economic outlook ---Ian Whittaker, Managing Director and Owner at Liberty Sky Advisors, on streaming wars, Meta earnings, and tech regulation ---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] (https://www.bloomberg.com/account/newsletters/surveillance)   See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

23 Apr 2024

28 MINS

28:48

23 Apr 2024


#2923

Single Best Idea with Tom Keene: Bob Michele & Liz Young

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Bob Michele and Liz Young Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

22 Apr 2024

05 MINS

05:53

22 Apr 2024


#2922

Bloomberg Surveillance TV: April 22, 2024

 -Michael O'Rourke, JonesTrading Chief Market Strategist-Tasnim Ghiawadwala, Citibank Global Head of Commercial Banking-Nadia Calvino, European Investment Bank PresidentJonesTrading's Michael O'Rourke discusses why he's bearish on equities and recommends buying US treasuries. Citibank's Tasnim Ghiawadwala says client balance sheets are strong despite a 'very tough' environment. EIB President Nadia Calvino discusses the bank's new round of aid to Ukraine and the importance of developing Europe's defense sector.  See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

22 Apr 2024

25 MINS

25:32

22 Apr 2024


#2921

Big Tech Earnings, The Fed, Inflation Data

Watch Tom and Paul LIVE every day on YouTube: [http://bit.ly/3vTiACF] (http://bit.ly/3vTiACF) .Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 22, 2024Featuring: ---Bob Michele, CIO and Head: GFICC at JP Morgan Investment Management, on a US soft landing and expectations for the Fed ---Liz Young, Head of Investment Strategy at SoFI, on equity outlook amid recent varying market headwinds and if we're heading for a correction ---Eric Balchunas, ETF Analyst with Bloomberg Intelligence, on his latest ETF research note ---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] (https://www.bloomberg.com/account/newsletters/surveillance)   See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

22 Apr 2024

37 MINS

37:17

22 Apr 2024


#2920

Bloomberg Surveillance TV: April 19, 2024

-Katherine Tai, US Trade Representative-Adam Posen, President, Peterson Institute for International Economics-Ana Botin, Chair, Banco Santander US Trade Representative Katherine Tai says the "China shock" driven by the scale of the Chinese economy will depress prices worldwide and 'infect the global economy'. Peterson Institute President Adam Posen says the US' 'open-ended fiscal problems' are adding to global uncertainties about US fiscal and trade policy. Banco Santander Chair Ana Botin says low unemployment rates suggest a 'super soft landing so far.' See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

19 Apr 2024

34 MINS

34:27

19 Apr 2024


#2919

Single Best Idea with Tom Keene: Lakshman Achuthan and Anastasia Amoroso

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Lakshman Achuthan and Anastasia Amoroso. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

19 Apr 2024

06 MINS

06:51

19 Apr 2024


#2918

Oil Moves and Buying the Dip

Watch Tom and Paul LIVE every day on YouTube: [http://bit.ly/3vTiACF] (http://bit.ly/3vTiACF) .Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 26th, 2024Featuring: ---Anastasia Amoroso, Chief Investment Strategist at iCapital, on buying the dip and cleaner market techinicals ---Lakshman Achuthan, COO and co-founder at ECRI, on warnings signs of a possible recession and what ECRI's Leading Economic Index is signaling ---Christyan Malek, Global Head of Energy Strategy and Head of EMEA Oil & Gas at JPMorgan, on oil impact of Israel-Iran tensions and other energy 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] (https://www.bloomberg.com/account/newsletters/surveillance)   See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

19 Apr 2024

26 MINS

26:13

19 Apr 2024


#2917

Single Best Idea with Tom Keene: Amy Wu Silverman and Anurag Rana

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Amy Wu Silverman and Anurag Rana. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

18 Apr 2024

05 MINS

05:25

18 Apr 2024


#2916

Bloomberg Surveillance TV: April 18, 2024

 -Tim Adams, IIF President-Jonathan Pingle, Chief US Economist, UBS-Klaas Knot, Dutch Central Bank President & European Central Bank Governing Council MemberIIF President Tim Adams says geopolitical uncertainties, including the US presidential election, are overwhelming global economic calculations. UBS Chief US Economist Jonathan Pingle says the 'extraordinary pace of growth' in the US may lead the Fed to raise interest rates, but still expects two cuts this year. Dutch Central Bank President Klaas Knot says the ECB is 'confident that the overall picture is one of disinflation.'   See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

18 Apr 2024

20 MINS

20:13

18 Apr 2024


#2915

Equity Bullishness and Skew in the Market

Watch Tom and Paul LIVE every day on YouTube: [http://bit.ly/3vTiACF] (http://bit.ly/3vTiACF) .Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 18th, 2024Featuring: ---Amanda Lynam, Head of Macro Credit Research at Blackrock, on the bond market and global credit outlook ---Amy Wu Silverman, Managing Director and Head of Derivatives Strategy for RBC Capital Markets, on "skew" in the market ---Chris Ailman, CIO at CalSTRS, on a potential soft landing for the US and equity market outlook ---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] (https://www.bloomberg.com/account/newsletters/surveillance) Eric Mollo  See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

18 Apr 2024

32 MINS

32:15

18 Apr 2024


#2914

Single Best Idea with Tom Keene: Ed Hyman and Paul Donovan

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Ed Hyman and Paul Donovan. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

17 Apr 2024

07 MINS

07:10

17 Apr 2024


#2913

Bloomberg Surveillance TV: April 17, 2024

-Alicia Levine, BNY Mellon Head of Investment Strategy-Admiral James Stavridis, The Carlyle Group Vice Chairman, Global Affairs-Aakash Doshi, Citi North America Head of Commodities Research BNY Mellon's Alicia Levine says the state of inflation and economic growth signifies a 'new normal' for the US economy. Former NATO Supreme Allied Commander James Stavridis says Israel will respond to Iran's missile and drone attack in a 'measured way'. Citi's Aakash Doshi discusses the rally in gold and why he sees a price target of $3,000/oz in the near future. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

17 Apr 2024

25 MINS

25:22

17 Apr 2024


#2912

Powell's Rate Signal and the Disney-Comcast Battle

Watch Tom and Paul LIVE every day on YouTube: [http://bit.ly/3vTiACF] (http://bit.ly/3vTiACF) .Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 17th, 2024Featuring: ---Ed Hyman, Chairman at Evercore ISI, on risks for the economy if the Fed continues to stay higher for longer with rates ---Sebastien Page, Head of Global Multi-Asset and Chair of the Asset Allocation Steering Committee at T. Rowe Price, on inflation hedges and why he thinks it's a strange time to cut ---Michael Nathanson, Senior Research Analyst at MoffettNathanson, on his recent note with Craig Moffett on his recent note on the epic Disney-Comcast battle ---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] (https://www.bloomberg.com/account/newsletters/surveillance)   See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

17 Apr 2024

34 MINS

34:46

17 Apr 2024


#2911

Single Best Idea with Tom Keene: Sri Kumar and Gene Munster

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Sri Kumar and Gene Munster. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

16 Apr 2024

07 MINS

07:05

16 Apr 2024


#2910

Bloomberg Surveillance TV: April 16, 2024

-David Hunt, PGIM CEO-Torsten Slok, Apollo Partner and Chief Economist-Mohamed El-Erian, Queens' College, Cambridge President & Bloomberg Opinion columnistPGIM CEO David Hunt says 'bonds are back' and predicts inflation will remain higher-for-longer. Apollo Chief Economist Torsten Slok says Fed Chair Powell's December pivot has markets riding a 'sugar high' driving accelerations in inflation. Mohamed El-Erian, Queens' College, Cambridge President, says the theme of US exceptionalism could be threatened by higher oil prices or a 'Fed that's too tight.'  See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

16 Apr 2024

25 MINS

25:41

16 Apr 2024


#2909

The Big Banks Report as Fed Officials Signal Higher for Longer

Watch Tom and Paul LIVE every day on YouTube: [http://bit.ly/3vTiACF] (http://bit.ly/3vTiACF) .Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 16th, 2024Featuring: ---Ken Leon, Research Director at CFRA Research, wraps bank earnings ---Gene Munster, Managing Partner at Deepwater Asset Management, on a recent iPhone sales slowdown, Tesla job cuts, and other headlines ---Tony Crescenzi, Executive Vice President at PIMCO, on market outlook and risks of geopolitical conflict to 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] (https://www.bloomberg.com/account/newsletters/surveillance)   See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

16 Apr 2024

30 MINS

30:07

16 Apr 2024


#2908

Single Best Idea with Tom Keene: James Stavridis and Ian Bremmer

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with James Stavridis and Ian Bremmer. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

15 Apr 2024

06 MINS

06:20

15 Apr 2024


#2907

Bloomberg Surveillance TV: April 15, 2024

-John Williams, New York Fed President-John Kirby, National Security Council Coordinator-Tom Michaud, KBW CEONew York Fed President John Williams says he still expects interest rate cuts this year if inflation continues to come down. National Security Advisor John Kirby says further sanctions against Iran are 'certainly not off the table.' KBW CEO Tom Michaud reacts to strong Q1 earnings from Goldman Sachs, saying 'there is a rebound that's happening in investment banking.'  See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

15 Apr 2024

30 MINS

30:25

15 Apr 2024


#2906

Markets Weigh Middle East Risks

Watch Tom and Paul LIVE every day on YouTube: [http://bit.ly/3vTiACF] (http://bit.ly/3vTiACF) .Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 15th, 2024Featuring: ---Sarah Hunt, Chief Markets Strategist at Alpine Woods Capital Investors, on equity outlook after last week's inflation data ---Ian Bremmer, President at Eurasia Group, on the conflict in Israel and potential for further US involvement ---Admiral James Stavridis on American support for Israel and Ukraine and how it looks to fend off Iran, Russia, and other global proxies ---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] (https://www.bloomberg.com/account/newsletters/surveillance)   See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

15 Apr 2024

27 MINS

27:10

15 Apr 2024


#2905

Single Best Idea with Tom Keene: Chris Whalen and Chuck Clough

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Chris Whalen and Chuck Clough. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

12 Apr 2024

06 MINS

06:45

12 Apr 2024


#2904

Bloomberg Surveillance TV: April 12, 2024

 Bloomberg Surveillance TV: April 12, 2024-Ken Leon, Director of Equity Research, CFRA-Neil Dutta, Head of US Economic Research, Renaissance Macro Research-Jill Carey Hall, Head of US Small and Mid-Cap Strategy, BofA Global ResearchKen Leon, Director of Equity Research at CFRA, reacts to earnings from JPMorgan, Citi and Wells Fargo, saying there are 'opportunities for these banks to surprise on the upside'. Neil Dutta of Renaissance Macro says rate cuts are still on the table for the Fed this year despite hotter-than-expected data so far. BofA's Jill Carey Hall says the outlook for small-cap stocks depends heavily on the Fed's next move.  See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

12 Apr 2024

20 MINS

20:50

12 Apr 2024


#2903

Bank Earnings Breakdown and China Growth

Watch Tom and Paul LIVE every day on YouTube: [http://bit.ly/3vTiACF] (http://bit.ly/3vTiACF) .Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney April 12th, 2024Featuring: ---David Blanchflower, labor economist and economics professor with Dartmouth, on labor outlook in the US and eco policy as well as potential for a recession in the US ---Leland Miller, CEO at China Beige Book, on latest China Beige Book new Q1 results, where 2024 growth is headed, & whether the China EV overcapacity thesis is real ---Susan Collins, president of the Boston Federal Reserve, speaks with Bloomberg's Michael McKee ---Chris Whalen, founder at Whalen Global Advisors, on bank earnings and bank industry/eco risks ---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] (https://www.bloomberg.com/account/newsletters/surveillance)   See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

12 Apr 2024

42 MINS

42:07

12 Apr 2024


#2902

Single Best Idea with Tom Keene: Dennis Gartman and Ian Lyngen

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Dennis Gartman and Ian Lyngen, and a special appearance from Frances Donald. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

11 Apr 2024

07 MINS

07:11

11 Apr 2024


#2901

Bloomberg Surveillance TV: April 11, 2024

-George Goncalves, Head of US Macro Strategy, MUFG-Robert Sockin, Director & Global Chief Economist, Citi-Governor Wes Moore, (D) Maryland George Goncalves of MUFG says the 'macro trio' of the US 10-year bond, the dollar and crude oil are 'going to dictate what happens going forward.' Citi's Robert Sockin reacts to March PPI data and jobless claims, saying 'there's enough signs of softness in the labor market' to support the Fed cutting rates in June. Maryland Governor Wes Moore says the state intends to 'use every lever' available to restore the Baltimore port after the Key Bridge collapse. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

11 Apr 2024

23 MINS

23:21

11 Apr 2024