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 Ian Lyngen

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-Matt Bryson, Wedbush Senior VP: Equity Research
-Max Kettner, HSBC Chief Multi-Asset Strategist
-Shahriar Pourreza, Guggenheim Securities Senior Managing Director

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 28th, 2025
Featuring:

• Derek Halpenny, Head of Research, Global Markets EMEA & International Securities at MUFG Bank
• Ian Lyngen, Head of US Rates at BMO Capital Markets
• Seema Shah, Chief Global Strategist at Principal Asset Management
• 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 Mandeep Singh and Anaurag Rana about China's DeepSeek AI platform

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-Victoria Fernandez, Chief Market Strategist, Crossmark Global Investments
-Angelo Zino, Senior Equity Analyst, CFRA Research
-Seema Shah, Chief Global Strategist, 
Principal Asset Management

Wall Street had a rough start to the week on concern that a cheaper artificial intelligence-model from Chinese startup DeepSeek could make valuations of the technology that has powered the bull market tough to justify. We get insights from Crossmark's Victoria Hernandez; Angelo Zino from CFRA Research; and Principal Asset Management's Seema Shah

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

• Anurag Rana and Mandeep Singh, Bloomberg Intelligence analysts, on how DeepSeek is panicking markets
• Joe Weisenthal, Bloomberg Odd Lots co-host
• Dr Stacy Rasgon, Bernstein analyst covering US Semiconductors and Semiconductor Capital Equipment
• Lisa Mateo on newspapers

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In this bonus episode from Bloomberg Daybreak, hosts Nathan Hager and Karen Moskow examine the emergence of DeepSeek. The Chinese artificial intelligence startup is rocking global technology stocks, raising questions over America’s technological dominance.   
Buzz grew over the weekend about DeepSeek’s latest AI model being cost-effective while running on less-advanced chips, casting doubt on the validity of the rich valuations for companies like Nvidia.   
You can hear more episodes of Bloomberg Daybreak: US Edition by subscribing to the podcast:   
On Apple: http://bit.ly/3DWYoAN   
On Spotify: http://spoti.fi/45IG5LR   
Anywhere: http://bit.ly/460OMka 

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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 Dan Ives, George Saravelos, and Victoria Fernandez.

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

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- Margie Patel, Senior Portfolio Manager at Allspring Global Investments
- Steven Englander, Global Head of G10 FX Research at Standard Chartered Bank
- Libby Cantrill, Head: Public Policy at PIMCO
- Norman Roule, Non-Resident Senior Adviser at CSIS

Margie Patel with Allspring Global Investments looks ahead at the path for equities in a second Trump term and animal spirits in markets. Steve Englander of Standard Chartered Bank reflects on the FX swings in President Trump's first week of his second term. PIMCO's Libby Cantrill outlines how public policy is being reshaped in the coming weeks and months. Norman Roule of CSIS discusses global security concerns.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 24th, 2025
Featuring:

• George Saravelos, Global co-head of FX Research at Deutsche Bank, discusses FX moves in the first week of the second Trump administration, the US dollar, and the Canadian dollar
• Sarah Hunt, Chief Market Strategist at Alpine Woods Capital Investors, talks about animal spirits in markets and how the timing and magnitude of policy changes could affect equities
• Thomas Harr, Chief Economist and Head: Economics and Monetary Policy at Danmarks National Bank, on his new book with Callum Henderson "The Great Inflation Resurgence"
• Lisa Mateo on newspapers

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