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 Jeffrey Rosenberg & Brian Belski.

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- Frank Aquila, Sullivan & Cromwell
- Peter Tchir, Academy Securities Head of Macro Strategy
- Samuel Zief, JP Morgan Private Bank Global Macro Strategist & Head of Global FX Strategy

Frank Aquila of Sullivan & Cromwell is expecting a lot of inbound M&A from Europe and Asia. Peter Tchir of Academy Securities says the U.S. must prepare for China to increasingly share their brands globally, and its chips and A.I. focus are a big concern. Samuel Zief of JP Morgan believes European outlook is tilted to the downside. 

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 12th, 2024
Featuring:

• Jeffrey Rosenberg, Portfolio Manager - Systematic Multi-Strategy Fund at BlackRock, talks fixed income and offering his market outlook in a second Trump admin
• Lindsey Piegza, Chief Economist at Stifel, on the outlook for inflation and rate cuts in the US amid recent eco data
• Gautam Mukunda, professor at Yale School of Management, on DC headlines and expectations for a second Trump admin
• 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 Andrew Sheets & Elizabeth Economy.

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

See omnystudio.com/listener for privacy information.

- Rep. French Hill, (R) Arkansas
- Jay Bryson, Wells Fargo Chief Economist
- David Kelly, JPMorgan Asset Management Chief Global Strategist

Republican Congressman French Hill says tariffs "are much more about setting long-term spending reform and spending priorities" than balancing the federal budget. Jay Bryson of Wells Fargo expresses confidence the Fed will cut by 25bps next week following the latest CPI data. David Kelly of JPMorgan says the Fed will have to "look with one eye on what's really going on in the economy right now, and one eye on what might be coming in terms of policy going forward."

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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 11th, 2024
Featuring:

• Andrew Sheets, Chief Cross-Asset Strategist at Morgan Stanley, Jay Bryson, Chief Economist at Wells Fargo, and Ira Jersey, Chief US Interest Rates Strategist for Bloomberg Intelligence, react to CPI
• Elizabeth Economy, professor at Stanford University, discusses China's economy and the US-China relationship currently and in a second Trump term
• Bob Hormats, Vice Chairman at Kissinger Associates, on the latest geopolitical headlines and the US relationship with China and other allies
• 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 Cam Dawson & Mick Mulroy.

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

See omnystudio.com/listener for privacy information.

- Bob Doll, Crossmark Global Investments CEO & CIO
- Ellen Wald, The Atlantic Council Sr. Fellow
- Jill Carey Hall, BofA Securities US Equity Strategist

Bob Doll of Crossmark believes dividend stocks will have even more success next year. Ellen Wald of The Atlantic Council speaks about the importance of Saudi involvement in the future of Syria. Jill Carey Hall of BofA favors mid-cap stocks in 2025, saying, "Small-caps are still stuck in this earnings recession they haven't been able to get out of." 

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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 10th, 2024
Featuring:

• Dean Maki, Chief Economist at Point72, on the US economy and outlook for markets, inflation, and CPI
• Monica Guerra, Executive Director and Head of US Policy at Morgan Stanley Wealth Management, discusses President-elect Trump filling on his incoming cabinet and Trump's proposed economic policies
• Ellen Wald, Senior Fellow - Atlantic Council, discusses the outlook for oil amid renewed tensions in the Middle East following the collapse of Syria
• Lisa Mateo on newspapers

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- Nela Richardson, ADP Chief Economist & ESG Officer, Bloomberg Contributor
- Tim Adams, IIF President
- Andrew Hollenhorst, Citi Chief US Economist

Nela Richardson of ADP thinks the Fed is waiting for CPI data to come out on Wednesday ahead of its rate decision next week. IIF President Tim Adams says, "Maybe we need the markets to send us a signal it is time to become more sober in our fiscal outlook." Andrew Hollenhorst of Citi believes, "You don't necessarily have a higher probability of losing your job right now, but if you do lose your job you have a higher probability of not finding one again."

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