Bloomberg Surveillance

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 13th, 2025
Featuring:

• Jeff deGraaf, Head: Technical Research and co-founder at Renaissance Macro Research, talks about yesterday's hot inflation report, the Fed's approach to rates, and whether the Fed's still behind the curve
• Wendy Schiller, professor at Brown University, on a recent slew of headlines out of DC, including President Trump's cabinet confirmations and Trump's call with Putin
• Julia Pollak, Chief Economist at ZipRecruiter, joins to react to jobless claims and PPI
• Angela Stent, Senior Fellow at The Brookings Institute and Georgetown professor, on President Trump's call with Vladimir Putin
• 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 Tina Fordham & Ebrahim Rahbari.

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- Lisa Shalett, CIO Wealth Management at Morgan Stanley
- Bill Dudley, Bloomberg Opinion columnist and former New York Fed president
- David Kelly, Chief Global Strategist at JPMorgan Asset Management
- Mohamed El-Erian, President of Queens' College, Cambridge

Lisa Shalett with Morgan Stanley offers her outlook for the US economy and markets following Fed Chair Jay Powell's Senate testimony yesterday. Former NY Fed President Bill Dudley discusses his latest Bloomberg Opinion column. David Kelly of JPMorgan Asset Management and Mohamed El-Erian with Queens' College, Cambridge react to CPI.

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Bloomberg Surveillance hosted by Tom Keene & David Gura
February 12th, 2025

Featuring:
Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, Gina Martin Adams, Chief US Equity Strategist at Bloomberg Intelligence, and Kristy Akullian, Head of iShares Investment Strategy, Americas at BlackRock, react to CPI

Huw van Steenis, Vice Chair at Oliver Wyman, joins for a discussion on private credit, the US economy, and global growth

Tina Fordham, founder at Fordham Global Foresight, and Ebrahim Rahbari, analyst at Fordham Global Foresight, join for a roundtable on geopolitics and global markets

French Hill, US Republican Rep from Arkansas, discusses his new role as in Congress as the Chairman of the House Financial Services Committee and President Trump's spending initiatives

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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 Stuart Kaiser & Monica DiCenso.

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- Ed Mills, Washington Policy Analyst at Raymond James
- Leslie Falconio, Head: Taxable Fixed Income Strategy
- Sinead Colton Grant, CIO at BNY Wealth
- Saira Malik, CIO and Head: Equities & Fixed Income at Nuveen

Ed Mills, Washington Policy Analyst at Raymond James, discusses the latest policy implications of President Trump's steel and aluminum tariffs. Leslie Falconio of UBS talks about recent bond market moves and outlook for yields. Sinead Colton Grant with BNY and Saira Malik of Nuveen discuss the equity bull run and market outlook.

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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 11th, 2025
Featuring:

• Monica DiCenso, Head of Global Investment Opportunities at JPMorgan, talks asset allocation and the outlook for the S&P and US economic growth
• Meghan Robson, Head of US Credit Strategy at BNP Paribas, talks about credit spreads and recent bond market moves
• Brad Lander, NYC Comptroller and NYC mayoral candidate, on his mayoral candidacy for this year, Eric Adams, and the city's financing
• Mark McCormick, Global Head: FX & EM Strategy at TD, talks about the outlook for currencies amid uncertain tariff policies, and today's show

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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 Michael Purves & Robert D. Kaplan.

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- Nela Richardson, Chief Economist at ADP
- Tobin Markets, Head: Policy & Politics at Wolfe Research
- Francisco Blanch, Head: Global Commodities at Back of America
- Erin Browne, Portfolio Manager at PIMCO

Nela Richardson of ADP discusses the recent labor report and this week's inflation data could reinforce the Fed's narrative on interest rates. Tobin Marcus with Wolfe Research talks about President Trump's recent tariff proposals, and Bank of America's Francisco Blanch talks about their potential impact on commodities. Erin Browne, Portfolio Manager at PIMCO, discusses the outlook for the bond market amid new tariff proposals.

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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 10th, 2025
Featuring:

• Cam Dawson, CIO at NewEdge Wealth, talks about equites, tech CapEx, and inflation data
• Robert D. Kaplan, author and geopolitical risk expert, discusses his new book, the geopolitical implications of President Trump's expansionist ideas and the outlook for Ukraine and Gaza wars
• Pat Haskell, Head of Muni Bond Group at BlackRock, talks about investors putting money in munis and why bonds can be a safe play amid political volatility
• Lisa Mateo on newspapers

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