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Bloomberg Surveillance podcast

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Bloomberg Surveillance

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  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) . 

 

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Duration

Release Date

#3478

Special Coverage: Mike Johnson Wins House Speaker Vote

Republican Mike Johnson won reelection as House speaker, overcoming resistance from a small but pivotal group of conservative hardliners after a flurry of last-minute talks and with the help of a critical endorsement from President-elect Donald Trump. For analysis of the moment Johnson reclaimed the gavel, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with Balance of Power host Joe Mathieu. They also speak with Bloomberg's Tyler Kendall from Capitol Hill and get insight from Bloomberg politics editor Laura Davison. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

03 Jan 2025

18 MINS

18:53

03 Jan 2025

#3477

Single Best Idea with Tom Keene: Neil Dutta & Kit Juckes

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Neil Dutta & Kit Juckes. 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

03 Jan 2025

04 MINS

04:59

03 Jan 2025

#3476

Bloomberg Surveillance TV: January 3, 2025

- Claudia Sahm, Chief Economist at New Century Advisors- Ed Yardeni, President at Yardeni Research- Stephanie Roth, Chief Economist at Wolfe Research- Mark Cabana, Head of US Rates Strategy at Bank of America Claudia Sahm with New Century Advisors looks ahead to the December jobs report due out next Friday. We discuss the equity bull run and how long it can last with Ed Yardeni at Yardeni Research. Stephanie Roth, Chief Economist at Wolfe Research, and Mark Cabana, Head of US Rates Strategy at Bank of America, weigh in on how public policy could affect the US economy. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

03 Jan 2025

28 MINS

28:50

03 Jan 2025

#3475

Where the Equity Rally Goes in 2025

Watch Tom and Paul LIVE every day on YouTube: [http://bit.ly/3vTiACF] (http://bit.ly/3vTiACF) .Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 3rd, 2025Featuring: ---Neil Dutta, Partner/Head: US Economic Research at Renaissance Macro Research, on the rise in bond yields, the outlook for recession, and the health of he US economy as we kick off 2025 ---Priya Misra, Portfolio Manager - Core Plus Fund at JP Morgan Asset Management, talks about the US soft landing, peak rates, and where to go from here in fixed income ---Mike Wilson, Chief US Equity Strategist at Morgan Stanley, joins for two segments to discuss US economic resilience, where we are in the equity market bull run, and whether traders will experience more choppiness in 2025 ---Lisa Mateo on newspapers See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

03 Jan 2025

41 MINS

41:05

03 Jan 2025

#3474

Instant Reaction: Cybertruck Blast Suspect Identified

The suspect who died in a Cybertruck explosion outside the Trump Las Vegas hotel on Wednesday was identified as Matthew Alan Livelsberger, according to people familiar with the matter. Hosts Carol Massar and Tim Stenvoec discuss the latest following a press conference with Clark County sheriff Kevin McMahill with Bloomberg News National Security Team Leader Nick Wadhams and Bloomberg News Auto Reporter Keith Naughton for reaction and analysis. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

02 Jan 2025

10 MINS

10:27

02 Jan 2025

#3473

Single Best Idea with Tom Keene: Jack Devine & Mick Mulroy

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Jack Devine & Mick Mulroy. 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

02 Jan 2025

04 MINS

04:40

02 Jan 2025

#3472

Bloomberg Surveillance TV: January 2, 2025

- Kit Juckes, Soc Gen Chief FX Strategist- Dan Ives, Wedbush Sr. Equity Research Analyst- Earl Davis, BMO Head: Fixed Income & Money MarketsKit Juckes of SocGen discusses his expectation for dollar strength to continue this year. Dan Ives of Wedbush anticipates a key 2025 theme to be software participating in the AI revolution. Earl Davis of BMO discusses the opportunity expected tariffs are providing in fixed income. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

02 Jan 2025

19 MINS

19:21

02 Jan 2025

#3471

New Orleans and Las Vegas Incidents and Market Analysis

Watch Tom and Paul LIVE every day on YouTube: [http://bit.ly/3vTiACF] (http://bit.ly/3vTiACF) .Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 2nd, 2025Featuring: ---Jack Devine, founder and chairman at the Arkin Group, discusses how federal investigators are looking into the incidents in New Orleans and Las Vegas and how they reshape US national security ---Cam Harvey, professor at Duke University's Business School, offers his outlook on the Fed's interest rate policy and whether the central bank is still behind the curve ---Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, on hopes for a market rebound after a quiet end to December and whether we'll see more choppiness in equities in 2025 ---Lisa Mateo on newspapers See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

02 Jan 2025

24 MINS

24:18

02 Jan 2025

#3470

Bloomberg Surveillance TV: December 31, 2024

- John Stoltzfus, Oppenheimer Chief Investment Strategist- Pavel Molchanov, Raymond James Managing Director: Renewable Energy & Clean Technology- Matt Miskin, John Hancock Investment Management Services Co-Chief Investment Strategist John Stoltzfus of Oppenheimer believes the "bark" of tariffs will cause more fear than the "actual bite." Pavel Molchanov of Raymond James expects power prices to continue moving higher. Matt Miskin of John Hancock says, "The sentiment dial has been turned up significantly to end 2024. We think that's becoming a bit of a liability walking into next year." See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

31 Dec 2024

28 MINS

28:22

31 Dec 2024

#3469

US Market and Economic Outlook in 2025

Watch Tom and Paul LIVE every day on YouTube: [http://bit.ly/3vTiACF] (http://bit.ly/3vTiACF) .Bloomberg Surveillance hosted by Paul Sweeney & David GuraDecember 31st, 2024Featuring: ---Michael Purves, founder and CEO at Tallbacken Capital Advisors, discusses his weekly volatility report and talks price action in 2025 ---Veronica Clark, US Economist at Citi, on the outlook for inflation and the labor market in the US ---Mark Weatherford, VP: Policy and Standards at Gretel, talks about his recommendations for cybersecurity for the incoming Trump administration and AI regulation ---Lisa Mateo on newspapers See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

31 Dec 2024

30 MINS

30:07

31 Dec 2024

#3468

Bloomberg Surveillance TV: December 30, 2024

- Terry Haines, Pangaea Policy Founder- Cameron Dawson, NewEdge Wealth CIO- Patrick De Haan, GasBuddyTerry Haines of Pangaea Policy reflects on former President Jimmy Carter's life, saying a lesson from his time at the White House is that the presidency has its limits. Cameron Dawson of NewEdge Wealth discusses recession risk being "effectively completely priced out of the market." Patrick De Haan of GasBuddy thinks 2025 could be another challenging year for oil. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

30 Dec 2024

29 MINS

29:14

30 Dec 2024

#3467

The Passing of Jimmy Carter and Looking Ahead to 2025

Watch Tom and Paul LIVE every day on YouTube: [http://bit.ly/3vTiACF] (http://bit.ly/3vTiACF) .Bloomberg Surveillance hosted by Paul Sweeney & Jess MentonDecember 30th, 2024Featuring: ---Terry Haines, founder at Pangaea Policy, on the passing of Jimmy Carter ---Cam Dawson, CIO at NewEdge Wealth, on whether traders will see slower growth in equities and the US economy ---Winnie Cisar, Global Head: Strategy at Creditsights, talks fixed income and bond market signals in 2025 ---Lisa Mateo on newspapers See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

30 Dec 2024

31 MINS

31:04

30 Dec 2024

#3466

Special Report: Former President Jimmy Carter Dead at 100

Jimmy Carter, the 39th US President, has died at the age of 100, leaving behind a legacy of promoting human rights and peace. Bloomberg's John Tucker and Joe Mathieu look at the former president's life and legacy. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

29 Dec 2024

20 MINS

20:43

29 Dec 2024

#3465

Bloomberg Surveillance TV: December 27, 2024

- Dan Ives, Wedbush Equity Research Analyst- Rob Casey, Signum Global Advisors Senior Analyst- Chuck Lieberman, Advisors Capital Management Co-Founder & Chief Investment OfficerDan Ives of Wedbush is predicting a record year for Apple in 2025, saying, "This is going to be an AI-driven supercycle that's multi-year." Rob Casey of Signum Global Advisors discusses the difficulties of a slim and "disunified" House majority under the Trump administration. Chuck Lieberman of Advisors Capital Management says, "No matter how you slice it, I think we've got inflation risk out there." See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

27 Dec 2024

23 MINS

23:32

27 Dec 2024

#3464

Outlook for Markets, Consumers, and Tech

Watch Tom and Paul LIVE every day on YouTube: [http://bit.ly/3vTiACF] (http://bit.ly/3vTiACF) .Bloomberg Surveillance hosted by Paul Sweeney & Jess MentonDecember 27th, 2024Featuring: ---Robert Teeter, Chief Investment Strategist at Silvercrest Asset Management, on market observations from 2024 and what to expect from equities in 2025 ---Melissa Otto, Head: TMT Research at Visible Alpha, discusses expectations for Big Tech in 2025 and some of the most pressing questions the sector faces heading into the new year ---Jennifer Lee, Senior Economist at Managing Director at BMO Capital Markets, talks about the macroeconomic picture in the US and abroad and the outlook for inflation and the US labor market ---Julie van Ullen, Chief Revenue Officer at Rakuten, on consumer behavior this holiday season and consumer strength heading into the new year See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

27 Dec 2024

32 MINS

32:35

27 Dec 2024

#3463

Bloomberg Surveillance TV: December 26, 2024

-Peter Tchir, Head of Macro Strategy, Academy Securities-Wendy Schiller, Taubman Center For American Politics and Policy Director At Brown University-Jay Pelosky, Chief Investment Officer/Co-Founder, TPW Investment ManagementPeter Tchir of Academy Securities says he thinks January will bring, "a lot of volatility." Wendy Schiller of Brown University warns the incoming Trump administration, "Even with the Republican trifecta you will not always get the victories quickly." Jay Pelosky of TPW Investment Management is, "looking at opportunities outside the US." See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

26 Dec 2024

27 MINS

27:46

26 Dec 2024

#3462

2025 Outlook for US Economy and Politics

Watch Tom and Paul LIVE every day on YouTube: [http://bit.ly/3vTiACF] (http://bit.ly/3vTiACF) .Bloomberg Surveillance hosted by Paul Sweeney & David GuraDecember 26th, 2024Featuring: ---Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, joins for an extended discussion on the Fed, the US economy, and how politics could play a role in markets in 2025 ---Wendy Schiller, professor at Brown University, on the incoming second Trump administration and other DC headlines ---Nicole Larson, Manager of National Retail Research at Colliers, on consumer health, recent retail trends, and spending outlook for 2025 ---Talley Leger, Chief Market Strategist at The Wealth Consulting Group, talks about why the "indicator macro" has been so wrong and discusses the bear case for the US economy See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

26 Dec 2024

40 MINS

40:44

26 Dec 2024

#3461

Bloomberg Surveillance December 24, 2024

-Margie Patel, Sr. Portfolio Manager, Allspring Global Investments -Ryan Petersen, Founder & CEO, Flexport -Stuart Kaiser, Head of Equity Trading Strategy, Citi Margie Patel of Allspring Global Investments says the stock market, "is reasonably priced for another decent year." "People are trying to get goods in before a potential strike or tariffs," says Ryan Petersen of Flexport gauging the impact of Trump's looming tariffs. Stuart Kaiser ofCiti warns, "volatility is kind of a little bit all over the place." See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

24 Dec 2024

29 MINS

29:41

24 Dec 2024