Bloomberg Surveillance

- Ken Leon, Director of Equity Research at CFRA Research
- Jen Flitton, Head: US Government Affairs at Invesco
- David Kelly, Chief Global Strategist at JPMorgan Asset Management
- Aditya Bhave, Senior US Economist at Bank of America

Ken Leon with CFRA react to big bank earnings as earnings season kicks off. Jen Flitton of Invesco talks about why markets feel so uncertain about Trump administration policies. David Kelly with JPMorgan Asset Management and Aditya Bhave of Bank of America react to CPI.

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Bloomberg Surveillance hosted by Tom Keene & David Gura January 15th, 2025
Featuring:

• Neil Dutta, Partner and Head of US Economic Research at Renaissance Macro Research, Ben Laidler, Head of Equity Strategy at Bradesco BBI, and Freya Beamish, Chief Economist at TS Lombard, react today's CPI reading
• Alison Williams, Senior Global Banks and Asset Managers Analyst at Bloomberg Intelligence, reacts to this morning's bank earnings
• Kona Haque, Head: Commodities Research at ED&F Man, on the commodity outlook for 2025, the rise in cocoa prices, and other soft commodities
• Lisa Mateo on newspapers

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A special edition of Bloomberg Surveillance hosted by Tom Keene & David Gura, January 14th, 2025

Featuring:

Terry Haines, Founder at Pangea Policy

Gautam Mukunda, professor at Yale School of Management

Christopher Smart, Managing Partner at Arbroath Group, and former Special Assistant to the President for International Economics

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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 & Stephen Stanley.

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- Emily Roland, Co-Chief Investment Strategist at John Hancock Investment Management
- Armin Papperger, Chairman at Rheinmetall AG
- Sonia Meskin, Economist at UBS

Emily Roland of John Hancock Investment Management offers her take on the market selloff to begin 2025 and whether choppiness is to be expected throughout the year. Armin Papperger, Chairman at Rheinmetall AG, talks about the latest on the war in Ukraine. Sonia Meskin, Economist with UBS, reacts to today's PPI data.

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

• Jurrien Timmer, Director: Global Macro at Fidelity Research, joins for an extended discussion about the equity bull run, the slow start to the year in markets, and choppiness in 2025
• Stephen Stanley, Chief Economist at Santander, discusses recent US economic data and reacts to PPI
• Sarah House, Senior Economist at Wells Fargo, discusses how markets are pricing in recent eco data and whether continued good news will be bad news for markets
• Lisa Mateo on newspapers

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-Maya MacGuineas, President of the Committee for a Responsible Federal Government
-Michelle Meyer, Chief Economist, Mastercard
-John Schneyer, Corelogic Director of Research 

Maya MacGuineas, President of the Committee for a Responsible Federal Government joins to talk about President Trump's first 100 days. Michelle Meyer from Mastercard discusses the markets. John Schneyer, from Corelogic talks about the impact of wildfires in Los Angeles. 

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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 Mark Zandi & Eric Balchunas

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 & David GuraJanuary 13th, 2025
Featuring:

• Patrick Armstrong, CIO at Plurimi Wealth
• Mark Zandi, Chief Economist at Moody's Analytics|
• Regina Mayor, Global Head: Clients & Markets at KPMG
• Lisa Mateo on newspapers

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It’s been a rough week for UK assets. The pound fell to its lowest level in a year, gilt yields surged and investors are losing confidence in the government’s ability to control the nation’s deficit and high borrowing costs. Why are things spiraling now?  Senior reporter Phil Aldrick joins this week’s In the City to explain. 

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