Bloomberg Surveillance

The suspect who died in a Cybertruck explosion outside the Trump Las Vegas hotel on Wednesday was identified as Matthew Alan Livelsberger, according to people familiar with the matter. Hosts Carol Massar and Tim Stenvoec discuss the latest following a press conference with Clark County sheriff Kevin McMahill with Bloomberg News National Security Team Leader Nick Wadhams and Bloomberg News Auto Reporter Keith Naughton for reaction and analysis.

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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 Jack Devine & Mick Mulroy.

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

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- Kit Juckes, Soc Gen Chief FX Strategist
- Dan Ives, Wedbush Sr. Equity Research Analyst
- Earl Davis, BMO Head: Fixed Income & Money Markets

Kit Juckes of SocGen discusses his expectation for dollar strength to continue this year. Dan Ives of Wedbush anticipates a key 2025 theme to be software participating in the AI revolution. Earl Davis of BMO discusses the opportunity expected tariffs are providing in fixed income.

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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 2nd, 2025
Featuring:

• Jack Devine, founder and chairman at the Arkin Group, discusses how federal investigators are looking into the incidents in New Orleans and Las Vegas and how they reshape US national security
• Cam Harvey, professor at Duke University's Business School, offers his outlook on the Fed's interest rate policy and whether the central bank is still behind the curve
• Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, on hopes for a market rebound after a quiet end to December and whether we'll see more choppiness in equities in 2025
• Lisa Mateo on newspapers

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- John Stoltzfus, Oppenheimer Chief Investment Strategist
- Pavel Molchanov, Raymond James Managing Director: Renewable Energy & Clean Technology
- Matt Miskin, John Hancock Investment Management Services Co-Chief Investment Strategist 

John Stoltzfus of Oppenheimer believes the "bark" of tariffs will cause more fear than the "actual bite." Pavel Molchanov of Raymond James expects power prices to continue moving higher. Matt Miskin of John Hancock says, "The sentiment dial has been turned up significantly to end 2024. We think that's becoming a bit of a liability walking into next year."

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney & David GuraDecember 31st, 2024
Featuring:

• Michael Purves, founder and CEO at Tallbacken Capital Advisors, discusses his weekly volatility report and talks price action in 2025
• Veronica Clark, US Economist at Citi, on the outlook for inflation and the labor market in the US
• Mark Weatherford, VP: Policy and Standards at Gretel, talks about his recommendations for cybersecurity for the incoming Trump administration and AI regulation
• Lisa Mateo on newspapers

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- Terry Haines, Pangaea Policy Founder
- Cameron Dawson, NewEdge Wealth CIO
- Patrick De Haan, GasBuddy

Terry Haines of Pangaea Policy reflects on former President Jimmy Carter's life, saying a lesson from his time at the White House is that the presidency has its limits. Cameron Dawson of NewEdge Wealth discusses recession risk being "effectively completely priced out of the market." Patrick De Haan of GasBuddy thinks 2025 could be another challenging year for oil.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney & Jess MentonDecember 30th, 2024
Featuring:

• Terry Haines, founder at Pangaea Policy, on the passing of Jimmy Carter
• Cam Dawson, CIO at NewEdge Wealth, on whether traders will see slower growth in equities and the US economy
• Winnie Cisar, Global Head: Strategy at Creditsights, talks fixed income and bond market signals in 2025
• Lisa Mateo on newspapers

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Jimmy Carter, the 39th US President, has died at the age of 100, leaving behind a legacy of promoting human rights and peace. 

Bloomberg's John Tucker and Joe Mathieu look at the former president's life and legacy.

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- Dan Ives, Wedbush Equity Research Analyst
- Rob Casey, Signum Global Advisors Senior Analyst
- Chuck Lieberman,  Advisors Capital Management Co-Founder & Chief Investment Officer

Dan Ives of Wedbush is predicting a record year for Apple in 2025, saying, "This is going to be an AI-driven supercycle that's multi-year." Rob Casey of Signum Global Advisors discusses the difficulties of a slim and "disunified" House majority under the Trump administration. Chuck Lieberman of Advisors Capital Management says, "No matter how you slice it, I think we've got inflation risk out there."

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