Bloomberg Surveillance

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney & David GuraDecember 9th, 2024
Featuring:

• Joumanna Bercetche, Bloomberg TV anchor based in Dubai, discusses the collapse of the Assad regime in Syria and its broader implications for the Middle East
• Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, gives her 2025 market outlook
• Henrietta Treyz, Managing Partner at Veda Partners, talks about the weekend interview with President-elect Trump and breaks down his second term policy proposals
• 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 Claudia Sahm & Alan Blinder.

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

See omnystudio.com/listener for privacy information.

- Sucharita Kodali, Forrester VP & Principal Analyst
- Tom Porcelli, PGIM Chief US Economist
- Mohamed El-Erian, BBO & President, Queens' College Cambridge
- Jeffrey Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund

Sucharita Kodali of Forrester says consumers are spending on athleisure, after Lululemon's strong outlook. Tom Porcelli of PGIM, reacting to the November jobs data, says he thinks there are some cracks in the labor backdrop. Mohamed El-Erian of Queens' College Cambridge says, "The challenge for markets and policy would have been a consistently strong report. This is a somewhat strong report, but not consistently strong." Jeffrey Rosenberg with BlackRock also reacts to the jobs figures.

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 & Paul SweeneyDecember 6th, 2024
Featuring:

• Claudia Sahm, Chief Economist at New Century Advisors, Sarah Wolfe, Senior Economist at Morgan Stanley, Kathy Jones, Chief Investment Strategist, Fixed Income at Charles Schwab, and Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, react to today's jobs report
• Dr. Alan Blinder, economics professor at Princeton and former Vice Chair of the Federal Reserve, on today's jobs numbers and the potential for inflation to reignite in a second Trump admin
• Stephen Carroll, Bloomberg Radio Reporter, on the latest political developments in Paris
• 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 Richard Haass & David Rosenberg.

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

See omnystudio.com/listener for privacy information.

- Tobin Marcus, Wolfe Research Head of US Politics and Policy 
- Nouriel Roubini, Atlas America Fund Portfolio Manager / Roubini Macro Associates CEO / Professor Emeritus, NYU
- Eric Resnick, KSL Capital Partners CEO

Tobin Marcus of Wolfe Research doesn't think tariffs are priced into the market, and people will need to "see it to believe it." Nouriel Roubini of Roubini Macro Associates calls Bitcoin a "speculative asset" that is "highly volatile." Eric Resnick of KSL Capital Partners describes a resurgence in consumer confidence after the election.

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 & Paul SweeneyDecember 5th, 2024
Featuring:

• David Rosenberg, founder and president at Rosenberg Research & Associates, discusses the 2024 equity rally, Bitcoin, and how the market is broadening
• James Steel, Chief Commodities Analyst with HSBC, on hedges in the market and the outlook for gold
• Richard Haas, Senior Counselor with Centerview Partners and President emeritus of Council on Foreign Relations, on political turmoil in France and South Korea and the US' relationships with its allies is changing
• Wendy Schiller, professor at Brown University, discusses the latest on Trump's cabinet picks and other DC headlines
• Lisa Mateo on newspapers

See omnystudio.com/listener for privacy information.

Far-right leader Marine Le Pen teamed up with a left-wing coalition to topple the French government, pitching the country into a prolonged period of turbulence that’s likely to further unsettle investors. For reaction and analysis, hosts Tim Stenovec and Emily Graffeo speak with Bloomberg Daybreak Europe host Stephen Carroll, reporting live from our Paris bureau and Steven Englander, global head of G10 FX Research at Standard Chartered Bank.

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 a conversation with Wei Li.

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

See omnystudio.com/listener for privacy information.

- Lori Heinel, State Street Global Advisors EVP/Global Chief Investment Officer
- Wei Li, BlackRock Global Chief Investment Strategist
- Ian Lyngen, BMO, Head: US Rates Strategy

Lori Heinel of State Street says until the ink is dried on some of Trump's policies, "it is hard to know how those crosswinds will actually impact the real economy." Wei Li of BlackRock believes, "This is an environment of transformation rather than your typical cycle." Ian Lyngen of BMO thinks the market is still trading the election results and focusing on a potential trade war instead of the Fed.

See omnystudio.com/listener for privacy information.