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 Geoffrey Yu & Sarah Wolfe.

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- Ted Pick, CEO at Morgan Stanley
- Sarah Huckabee Sanders, Arkansas Governor
- Mohammed Al-Jadaan, Minister of Finance, Saudi Arabia
- Steve Pagliuca, Bain Capital Senior Advisor Boston Celtics Co-Owner

We're live from Davos at the World Economic Forum, engaging with leaders in finance and business about the direction for global markets and public policy. Joining us for conversation are Ted Pick, CEO at Morgan Stanley, Arkansas Governor Sarah Huckabee Sanders, Saudi Arabia's Finance Minister Mohammed Al-Jadaan, and Boston Celtics co-owner Steve Pagliuca.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 23rd, 2025
Featuring:

• Adam Posen, President of the Peterson Institute for International Economics, joins to discuss his outlook for the Fed, Trump's economic policies, and whether investors could be staring down a rate hike
• Sarah Wolfe, Senior Economist and Strategist, Thematic & Macro Investing at Morgan Stanley, reacts to today's jobless claims, previews next week's Fed meeting, and why she's not ruling out a first quarter rate cut in 2025
• Greg Peters, co-CIO at PGIM Fixed Income, on the surge in bond yields, the Fed funds rate, and what the bond market is watching from a policy perspective
• 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 Torsten Slok & Brian Belski.

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 & Paul SweeneyJanuary 22nd, 2025
Featuring:

• Torsten Slok, Chief Economist at Apollo, discusses the global macro outlook in a second Trump admin, tariffs, and what's next for the Fed
• Steph Guild, Chief Investment Strategist at Robinhood, brings us into the market open and discusses risks and bullishness in a second Trump term
• Robert Fishman, Senior Associate at MoffettNathanson, on Netflix earnings
• Lisa Mateo on newspapers

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- Daniel Pinto, COO at JPMorgan
- Anne Walsh, CIO at Guggenheim
- John Kerry, Co-Executive Chair of Galvanize Climate Solutions and former Secretary of State
- Paul Ryan, Vice Chairman at Teneo and former House Speaker

We're live from Davos at the World Economic Forum, engaging with leaders in finance and business about the direction for global markets and public policy. Joining us for conversation are Anne Walsh with Guggenheim, former Secretary of State John Kerry and former House Speaker Paul Ryan, and JPMorgan COO Daniel Pinto.

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Netflix closed 2024 with its biggest quarterly subscriber gain in history, benefiting from its first major live sporting events and the return of Squid Game.The company added 18.9 million customers in the fourth quarter, according to a shareholder letter Tuesday. That was more than double what Wall Street expected and brought global subscribers at Netflix to more than 300 million. The company’s previous best was 15 million in the first quarter of 2020 — numbers driven by the onset of the coronavirus pandemic. For instant analysis and reaction, hosts Carol Massar and Tim Stenovec speak with Bloomberg Technology Co-Host Caroline Hyde and Bloomberg Intelligence Technology and Media Analyst Geetha Ranganathan.

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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 Lori Calvasina & Alberto Gallo.

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

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- Ken Rogoff, Processor of Economics at Harvard University
- Gary Cohn, Vice Chairman at IBM
- Steven Tananbaum, Managing Partner at GoldenTree Asset Management
- David Rubenstein, co-founder at the Carlyle Group

We're live from Davos at the World Economic Forum, engaging with leaders in finance and business about the direction for global markets and public policy. Joining us for conversation are Ken Rogoff of Harvard, Gary Cohn with IBM, Steven Tananbaum of GoldenTree Asset Management, and Carlyle Group co-founder David Rubenstein.

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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 21st, 2025
Featuring:

• Skylar Montgomery-Koning, FX Strategist at Barclays, talks about whiplash in FX markets and dollar moves
• Jennifer Lee, Senior Economist at BMO Capital Markets, talks about tariff reversals and how the US and Canadian economies could fare in the face of 25% tariffs on Canada and Mexico
• Lori Calvasina, Chief US Equity Strategist with RBC Capital Markets, joins for an extended discussion on markets and the economy
• Dan Tannebaum, partner at Oliver Wyman, joins from Davos to discuss global security in a second Trump term and priorities of global leaders

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