Bloomberg Surveillance

Nvidia, the chipmaker at the heart of an artificial intelligence boom, delivered a revenue forecast that failed to meet the highest expectations, suggesting that the company’s dizzying growth run has its limits. For reaction and analysis, Businessweek hosts Carol Massar and Tim Stenovec speak with Bloomberg Technology cohost Caroline Hyde, Bloomberg Intelligence senior semiconductor analyst Kunjan Sobhani, Bloomberg News equities reporter Ryan Vlastelica and Bloomberg News earnings reporter Redd Brown 

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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 Steve Auth & Jim Bianco.

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- Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist
- David Malpass, Former President of The World Bank, Former Under Secretary of the US Treasury for International Affairs
- Chuck Grom, Gordon Haskett Research Advisors Managing Director/Sr Analyst: Retail

Julian Emanuel of Evercore says stocks are expensive, and "any news that sort of disrupts the narrative can cause volatility." Former Under Secretary of the US Treasury for International Affairs David Malpass believes the US has gone too far into globalism. Chuck Grom of Gordon Haskett sees Target's underperformance as specific to the company and not industry-related.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 20th, 2024
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Featuring:

• David Malpass, former president at the World Bank, on how a second Trump term will reshape the global world order STUDIO
• Michael Darda, Chief Economist at Roth Capital Partners, joins for two segments to discuss the Fed, inflation, and the economic and market outlook in a second Trump
• Anurag Rana and Mandeep Singh, Senior Tech Analysts for Bloomberg Intelligence, preview Nvidia earnings and discuss their GenAI event today as well as the outlook for artificial intelligence
• Lisa Mateo on newspapers

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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 Geoffrey Yu & David Doyle.

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- Joe Feldman, Telsey Advisory Group Senior Research Analyst & Assistant Director of Research
- Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist
- Stephanie Roth, Wolfe Research Chief Economist

Joe Feldman of Telsey Advisory Group reacts to Walmart's positive 3Q earnings, saying the company is broadly serving the American customer. Emily Roland of John Hancock says consensus around the US is overwhelmingly positive, but "when the consensus moves to one side of the boat, sometimes it can flip." Stephanie Roth of Wolfe Research is concerned about the impact of tariffs in 2026.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 19th, 2024
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Featuring:

• Tina Fordham, geopolitical risk analyst and founder at Fordham Global Insight, on the war in Ukraine and the role of the US in the conflict
• Marc Champion, Bloomberg Opinion columnist, with the latest on the war in Ukraine and his recent column on Europe's response
• Lindsey Piegza, Chief Economist at Stifel, joins to discuss inflation, the US economy, and risks to US economic and market health in a second Trump administration and amid hot wars overseas
• Earl Davis, Head: Fixed Income and Money Markets at BMO Asset Management, discusses the bond market's reaction to today's news out of Ukraine and other risks to markets

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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 Henrietta Treyz & Amanda Rebello.

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- Amanda Lynam, BlackRock Head of Macro Credit Research
- Henrietta Treyz, Veda Partners Co-Founder & Director of Economic Policy
- Kate McShane, Goldman Sachs US Retailing/Broadlines and Hardlines Analyst

Amanda Lynam of BlackRock is concerned across-the-board tariffs could spike retaliation. Henrietta Treyz of Veda Partners says, "Investors think that the stock market, whether it's going up or down has a real leash on the president. I don't think that that's true." Kate McShane of Goldman Sachs says, "We definitely still see the consumer being choiceful," ahead of Walmart and Target earnings this week. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 18th, 2024
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)
Featuring:

• Stephanie Roth, Chief Economist at Wolfe Research, on tax cuts, the Fed's interest rate path, and animal spirits
• Amanda Rebello, Head of Xtrackers Sales, US Onshore at DWS Group, discusses AI trades with Nvidia set to report this Wednesday
• Henrietta Treyz, Managing Partner at Veda Partners, talks about President-elect Trump filling out his cabinet and the race for Treasury Secretary
• David Gura, host of the Bloomberg "Big Take" podcast, on the G20 Summit from Brazil

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