Bloomberg Surveillance

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Ira Jersey & Gene Munster.

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- Sam Stovall, CFRA Chief Investment Strategist
- Tobin Marcus, Wolfe Research Head of US Politics and Policy
- Giorgio Furlani, AC Milan CEO

Sam Stovall of CFRA discusses the Mag 7 ahead of earnings next week. Wolfe Research's Tobin Marcus breaks down what is next for both Trump and Harris as they hit the campaign trail. AC Milan CEO Giergio Furlani provides insights on the growth of soccer in the US as AC Milan plays in New York City on Saturday.  

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 26th, 2024
Featuring:

• Cam Dawson, CIO at NewEdge Wealth, discusses how markets are pricing in PCE. Neil Dutta with Renaissance Marco Research also offers his analysis
• Greg Valliere, Chief US Policy Analyst at AGF Investments, on the Obamas endorsing Kamala Harris and various Israel stances from US leaders
• Gene Munster, Managing Partner at Deepwater Asset Management, wraps this week's big tech earnings, previews those for next week, and Tesla earnings
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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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 Anastasia Amoroso & Wendy Schiller.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

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-Waldemar Szlezak, KKR Global Head of Digital Infrastructure
-Libby Cantrill, PIMCO Head of Public Policy,
-Anastasia Amoroso, iCapital Chief Investment Strategist

Waldemar Szlezak of KKR joins to discuss Google and big tech falling on higher capex spending related to AI. PIMCO's Libby Cantrill breaks down what's next for both the Trump and Harris campaigns with close to 100 days to the election.  Anastasia Amoroso of iCapital on why her favorite current trade is the rotation trade. 

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 25th, 2024
Featuring:

• Stuart Kaiser, Head of US Equity Trading Strategy at Citi, discusses his equity outlook and whether a correction is looming
• Libby Cantrill, Managing Director: Public Policy at PIMCO, joins to discuss President Biden's Oval Office speech and the path for Democrats and Republicans in the November election
• Tim Meyer, Associate Professor at Duke Law, discusses his research on the role presidential control over international trade is reshaping presidential powers and the upcoming election, and what it means for the long-term health of the US economy
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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- Kate Moore, BlackRock Global Allocation Head of Thematic Strategy
- Stephen Trent, Citi Research Managing Director
- Aaron David​​​​ Miller, Carnegie Endowment for International Peace Senior Fellow
- Michael Kushma, Morgan Stanley Investment Management CIO of Broad Markets Fixed Income
- Derek Burleton, TD Bank Group Vice President & Deputy Chief Economist

Kate Moore of BlackRock discusses the market’s reaction to tech earnings, emphasizing that Q2 results will be crucial for summer sentiment. Stephen Trent of Citi unpacks Delta’s continued cancellation issues post-CrowdStrike incident. Aaron David Miller discusses the upcoming Biden-Netanyahu meeting and its implications for VP Harris and Former President Trump during Netanyahu’s US visit. Derek Burleton of TD Bank and Morgan Stanley's Michael Kushma look ahead to US eco data coming on Thursday and Friday.

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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 Monica DiCenso, Gautam Mukunda, & Dan Ives.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

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 SweeneyJuly 24th, 2024
Featuring:

• Monica DiCenso, Head of Global Investment Opportunities at JPMorgan, discusses her bullish take on equities and why she's "eyes wide open" after a strong rally
• Gautam Mukunda, author and lecturer, talks about the Harris-Trump race and his book about picking presidential nominees, entitled "Picking Presidents"
• Dan Ives, Senior Equity Analyst at Wedbush Securities, breaks down Tesla and Google earnings and previews what to expect from the rest of big tech
• 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 

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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 Sophia Drossos & Mark Lehmann.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.