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 Ellen Zenter & Anna Wong.

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- Torsten Slok, Chief Economist at Apollo Management
- Jeffrey Rosenberg, Senior Portfolio Manager: Systematic FI at BlackRock
- Schweta Khajuria, Senior Research Analyst at Wolfe Research
- Terry Haines, founder at Pangaea Policy

We get reaction to the January jobs report from Apollo's Torsten Slok and BlackRock's Jeffrey Rosenberg. Schweta Khajuria with Wolfe Research joins to discuss Amazon's earnings and outlook for AI demand. Terry Haines, founder at Pangaea Policy, talks about the tax and budget battle in Washington.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 7th, 2025
Featuring:

• Claudia Sahm, Chief Economist at New Century Advisors, Ellen Zenter, Chief Economic Strategist and Global Head of Thematic and Macro Investing at Morgan Stanley, Rebecca Patterson, former Chief Investment Strategist at Bridgewater, and Kristina Campmany, Senior Portfolio Manager at Invesco, react to today's jobs figures
• Anurag Rana, Bloomberg Intelligence Senior Tech Analyst, on Amazon's earnings and AI outlook
• Enda Curran, Global Economy Reporter with Bloomberg News, on Trump's trade and economic policies

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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 Amy Wu Silverman & David Rosenberg.

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- Darrell Cronk CIO: Wealth & Investment at Wells Fargo
- Ed Mills, Washington Policy Analyst at Raymond James
- Reid Hoffman, founder at Manas AI
- Sonia Meskin, Economist at UBS Securities

Darrell Cronk at Wells Fargo discusses benchmark target ranges for markets and previews the January jobs report, while UBS' Sonia Meskin reacts to today's jobless claims. Ed Mills with Raymond James discusses how markets are pricing in proposed economic policies and geopolitical strategies out of Washington. Reid Hoffman, LinkedIn co-founder and founder at Manas AI, joins for a conversation about artificial intelligence and tech.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 6th, 2025
Featuring:

• Amy Wu Silverman, Head of Derivates Strategy for RBC, joins to discuss how options markets are digesting the recent headline risks and what investors are staying the course
• David Rosenberg, founder and President at Rosenberg Research, joins for an extended discussion on equity bullishness and whether Jay Powell is managing a soft landing, and also outlines upside inflation risks
• Wendy Schiller, professor at Brown University, on the slew of headlines out of Washington and President Trump's newfound imperialism in his first three weeks of his second term
• 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 Julian Emanuel & Ethan Bronner.

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

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- Thomas Barkin, President of the Richmond Federal Reserve Bank
- Lindsay Rosner, Head: Multi-Sector Investing at Goldman Sachs Asset Management
- Mike Wirth, Chairman at Chevron
- Hugh Johnston, CFO of The Walt Disney Company

Richmond Fed President Tom Barkin joins in studio with Bloomberg's Michael McKee on the path for interest rates and Fed policy in a second Trump administration. Lindsay Rosner of Goldman Sachs discusses moves in the bond market and volatility from geopolitical uncertainty. Hugh Johnston, CFO of The Walt Disney Company, reacts to the company's earnings report. Mike Wirth, CEO and Chairman of Chevron, also discusses his company's earnings.

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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 5th, 2025
Featuring:

• Julian Emanuel, Head of Equity, Derivatives, and Quantitative Strategy at EvercoreISI, joins to discuss the equity bull market and potential volatility from an earnings slowdown and Trump uncertainty
• Mona Mahajan, Senior Investment Strategist at Edward Jones, brings us into the market open and talks positive market sentiment amid a roller coaster of headlines
• Amanda Rebello, Head of XTrackers Sales, US Onshore at DWS, on investors protecting against geopolitical, trade, and earnings risks
• Ethan Bronner, Israel Bureau Chief for Bloomberg News, looks ahead to how President Trump's proposal for the US to take over the Gaza Strip transforms the US' relationship with the Middle East

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Google parent Alphabet posted fourth-quarter revenue that missed analysts’ expectations as growth in its cloud business slowed. The shares fell more than 8%. Sales, excluding partner payouts, were $81.6 billion, Alphabet said Tuesday in a statement. Analysts had projected $82.8 billion, according to data compiled by Bloomberg. The company also projected $75 billion in 2025 capital expenditures, far exceeding the $57.9 billion that analysts expected, related to a buildout of data centers and infrastructure for artificial intelligence. That led to a more than 6% boost in Broadcom shares.

For reaction and analysis just after earnings crossed, hosts Carol Massar and Tim Stenovec spoke with Bloomberg Intelligence senior technology analyst Mandeep Singh and Bloomberg Technology co-host Caroline Hyde.

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