Bloomberg Surveillance

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 9th, 2025
Featuring:

• Rich Clarida, Global Economic Advisor at PIMCO, joins for an extended discussion about the Fed and markets
• Lindsay Newman, geopolitical risk analyst and columnist at GZero Media, on geopolitical assertions from President-elect Trump's press conference Tuesday and what it means for the US and its allies
• Craig Moffett, founding partner at MoffettNathanson, discusses why the firm downgraded Apple to "sell"
• 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 a conversation with Geoffrey Yu.

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- Torsten Slok, Chief Economist at Apollo
- Charles Evans, former President of Federal Reserve Bank of Chicago
- French Hill, US Representative from Arkansas and Incoming House Financial Services Committee Chairman

Torsten Slok with Apollo Global Management explains his belief that rising treasury yields could signal a "Truss Moment" that might be felt throughout markets. Charles Evans, the former President of the Federal Reserve Bank of Chicago, talks about the rate path for the Fed this year and outlook for the US economy. Republican Representative from Arkansas French Hill discusses becoming the Chairman of the House Financial Services Committee and the priorities of a second Trump administration.

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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 7th, 2025
Featuring:

• Matt Hornbach, Global Head of Macro Strategy at Morgan Stanley, on his top surprises for 2025 and this month's Fed meeting
• John Bolton, former UN ambassador and US National Security Advisor and now the founder of the Foundation for American Security and Freedom, discusses national security concerns in the US and the second Trump administration, as well as his recent WSJ column on Kash Patel
• John Kay, British economist and Fellow at St. John's Oxford, discusses his new book "The Corporation in the Twenty-First Century"
• 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 a conversation with Seth Carpenter.

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- Liz Young Thomas, Head: Investment Strategy at SoFi
- Bill Dudley, Bloomberg Opinion columnist and former President of the NY Federal Reserve
- David Malpass, former President at The World Bank

Liz Young Thomas with SoFi discusses the outlook for equities in 2025 and whether investors should expect choppiness after a slow start to the year. Bloomberg Opinion's Bill Dudley talks about his latest column critiquing Fed communication and offers ways to improve it. Former World Bank president David Malpass breaks down economic and geopolitical policies in a second Trump administration.

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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 6th, 2025
Featuring:

• Kathy Jones, Chief Fixed Income Strategist with Charles Schwab, discusses what the bond market is signaling about risks in 2025
• Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses the equity bull run and potential for choppiness in 2025
• Janno Lieber, CEO of the MTA, joins to discuss congestion pricing in New York City, public safety on the subways, and other local transport issues
• Lisa Mateo on newspapers

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Republican Mike Johnson won reelection as House speaker, overcoming resistance from a small but pivotal group of conservative hardliners after a flurry of last-minute talks and with the help of a critical endorsement from President-elect Donald Trump. For analysis of the moment Johnson reclaimed the gavel, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with Balance of Power host Joe Mathieu. They also speak with Bloomberg's Tyler Kendall from Capitol Hill and get insight from Bloomberg politics editor Laura Davison.

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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 Neil Dutta & Kit Juckes.

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- Claudia Sahm, Chief Economist at New Century Advisors
- Ed Yardeni, President at Yardeni Research
- Stephanie Roth, Chief Economist at Wolfe Research
- Mark Cabana, Head of US Rates Strategy at Bank of America

Claudia Sahm with New Century Advisors looks ahead to the December jobs report due out next Friday. We discuss the equity bull run and how long it can last with Ed Yardeni at Yardeni Research. Stephanie Roth, Chief Economist at Wolfe Research, and Mark Cabana, Head of US Rates Strategy at Bank of America, weigh in on how public policy could affect the US economy.

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