Bloomberg Surveillance

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 18th, 2024
Featuring:

• Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth, discusses her 2025 outlook, the Fed, and volatility and risks in 2025
• Jason Furman, Professor of the Practice of Economic Policy at Harvard University, discusses President-elect Trump's second term economic policies and whether or not he believes they will be inflationary
• Jason Trennert, Chief Investment Strategist at Strategas, talks about the big picture in markets, what's next for the Fed and inflation, and the path for rates
• 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 Julian Emanuel & Bill Priest.

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- Mark McCormick, TD Bank Global Head: FX & EM Strategy
- Dan Greenhaus, Solus Alternative Asset Management Chief Strategist
- Joanna Geraghty, JetBlue CEO

Mark McCormick of TD Bank says, "The election of Trump is a disruption to the existing order" around the world. Dan Greenhaus of Solus dives into the incoming administration and predicts, "No one's cutting spending. Spending never gets cut." Jetblue CEO Joanna Geraghty speaks about the changes happening at the airline, saying the company needs to make tough decisions in order to be profitable.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 17th, 2024
Featuring:

• Julian Emanuel, Senior Managing Director and Head of Equity, Derivatives, and Quantitative Strategy at Evercore ISI, on raising his S&P target for 2025 and previews the Fed meeting
• Meghan Robson, Head of US Credit Strategy at BNP Paribas, on credit positioning post-US election, political risks, and why she likes Europe to outperform the US
• Bill Priest, Chairman at TD Epoch, talks about global investing, his role leading the firm, and outlook for the US in 2025
• Lisa Mateo on newspapers

See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Rebecca Patterson & Max Kettner.

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- Steve Chiavarone, Head of Multi-Asset Solutions, Federated Hermes
- Kelsey Berro, Fixed Income Portfolio Manager, JPMorgan Asset Management
- Lydia Boussour, Senior Economist, EY

Steve Chiavarone of Federated Hermes says, "we are underestimating the growth that's going to come from the policies and overestimating the inflation," about the incoming Trump administration. Kelsey Berro of JPMorgan warns despite labor market resilience, "the unemployment rate is actually creeping higher." Lydia Boussour of EY is expecting a "more business-friendly environment" next year.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 16th, 2024
Featuring:

• Rebecca Patterson, former Chief Investment Strategist at Bridgewater, discusses softening in China, this week's Fed meeting and expected rate reduction, and outlook for the dollar
• Henrietta Treyz, Managing Partner at Veda Partners, discusses government funding and tariff and tax policy proposals
• Stephen Trent, Director: American Airline Research at Citi Research, discusses the outlook for airlines and travel this holiday season and in 2025
• Lisa Mateo on newspapers

See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Michael Purves, Dan Ives, & Gene Munster.

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

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- Chris Verrone, Strategas Securities Partner/Head: Technical & Macro Strategy 
- Jared Woodard, BofA Securities Head: Research Investment Committee, 
- Bill Dudley, Fmr. NY Fed President

Chris Verrone of Strategas Securities isn't worried about market breadth, he says its "a little overstated" and December "can be a seasonally choppy period." Jared Woodard of BofA believes, "A rebalancing in the global economy, a lightly weaker dollar, slightly stronger currencies elsewhere could create conditions for incredible potential growth." Former New York Fed President Bill Dudley discusses an expected pause in rate cuts in January. 

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 13th, 2024
Featuring:

• Dan Ives, Senior Equity Analyst at Wedbush Securities, and Gene Munster, Managing Partner at Deepwater Asset Management, talks the big year in tech in 2024 and bullishness on AI and big tech
• Ebrahim Rahbari, Senior Advisor: Geo-Economics and Markets with Fordham Global Foresight, offers his analysis of Trump's economic team, the US economy, and his note on the German elections and what it means for Europe
• Kona Haque, Head of Commodities Research at ED&F Man, on coffee's rally, sugar prices, and other soft commodities
• Lisa Mateo on newspapers

See omnystudio.com/listener for privacy information.