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 Gil Luria & Caroline Hyde.

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- Christopher Verrone, Head: Technical & Macro Strategy at Strategas Securities
- Torsten Slok, Chief Economist at Apollo
- Bankim Chadha, Chief US Equity & Global Strategist at Deutsche Bank
- Lauren Saidel-Baker, Economist at ITR

Christopher Verrone is Strategas discusses inflation in the US and whether the economy could soon experience a slowdown. Apollo's Torsten Slok talks about his views on rate cuts in 2025 and where the Fed stands as it looks to continue bringing down inflation. Deutsche Bank Chie US Equity Strategist Bankim Chadha discusses recent moves in equities and whether the rally will sustain through 2025. Lauren Saidel Baker, Economist at ITR, on today's jobless claims data and the outlook for the US economy.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney February 27th, 2025
Featuring:

• Gil Luria, Tech Analyst at D.A. Davidson, reacts to Nvidia earnings and discusses the outlook for the company
• Wendy Schiller, professor at Brown University, on the latest DC headlines and Trump's recent statements on tariffs
• Julia Pollak, Chief US Economist at ZipRecruiter, reacts to jobless claims and discusses the latest on the labor market and

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Nvidia, the chipmaker at the center of an AI spending boom, gave solid quarterly results and a bullish revenue forecast for the current period, even if the numbers didn’t reach the blowout level that some investors were banking on.

The outlook comes at a shaky time for the AI industry. Nvidia shares have dipped this year on concerns that data center operators will slow spending. Chinese startup DeepSeek also sparked fears that chatbots can be developed on the cheap, potentially reducing the need for Nvidia’s powerful chips for AI.

For instant reaction, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with analysts and experts from across the Bloomberg newsroom, including:

• Bloomberg News earnings reporter Redd Brown
• Bloomberg Technology co-host Caroline Hyde
• Bloomberg Intelligence senior tech industry analyst Mandeep Singh
• Bloomberg News senior editor for technology and strategic industries Michael Shepard

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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 Rich Greenfield & Anastasia Amoroso.

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

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- Yelena Shulyatyeva, Senior US Economist at The Conference Board
- Brian Gardner, Chief Washington Policy Strategist at Stifel
- Ted Maloney, CEO at MFS Investment Management
- Meghan Robson, Head: US Credit Strategy at BNP Paribas

Yelena Shulyateva of The Conference Board offers her outlook on inflation and the US economy. Stifel's Brian Gardner breaks down news flow out of DC and breaks down the latest policy proposals from the Trump administration. Ted Maloney, CEO at MFS Investment Management, discusses his view on the US economy and where investors are putting their money. BNP Paribas' Meghan Robson talks about signals from the bond market and investment opportunities in credit.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 26th, 2025
Featuring:

• Jim Bianco, president at Bianco Research, joins to discuss the "Mar-A-Lago Accord" that's making waves in financial media, as well as his outlook for rates and the US economy
• Anastasia Amoroso, Chief Investment Strategist at iCapital, discusses the latest market drawdown and consumer and investor expectations, and how Nvidia earnings could change that
• Ivan Feinseth, Senior Partner & CIO at Tigress Financial Partners, offers an extended preview of Nvidia earnings
• 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 a conversation with Angela Stent.

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

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- Sharon Bell, Senior European Equity Strategist at Goldman Sachs
- Jon Lieber, Managing Director at Eurasia Group
- Dan Ives, Global Head of Technology Research at Wedbush Securities
- Neil Dutta, Partner at Renaissance Macro Research

Sharon Bell with Goldman Sachs discusses how European equities could fare amid uncertain US tariff policy and geopolitical positioning. Jon Lieber of Eurasia Group talks about the significance of the US siding with Russia in a UN General Assembly vote. Dan Ives at Wedbush Securities offers a preview of Nvidia earnings on Wednesday. Neil Dutta, Partner at Renaissance Macro Research, reacts to recent eco data and offers his outlook for the US economy.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 25th, 2025
Featuring:

• Rebecca Patterson, former Chief Investment Strategist at Bridgewater, on the German election, US economic uncertainty, and her recent piece on the "Crypto Presidency"
• Angela Stent, Senior Fellow at the Brookings Institute and Georgetown Professor, responds to the US voting alongside Russia at the UN and whether it's the marking of a new world order
• Calvin Tse, Head of Macro Strategy, Americas at BNP Paribas, talks about inflationary tariffs and a flatter US yield curve
• Lisa Mateo on newspapers

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