Bloomberg Surveillance

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 4th, 2024
Featuring:

• Wei Li, Global Chief Investment Strategist at BlackRock, discusses the global economic implications of political unrest in France and South Korea, and also discusses BlackRock's 2025 outlook
• George Saravelos, Global co-Head of FX Research at Deutsche Bank, discusses the latest FX moves in French and South Korean currencies, and can also touch on Trump tariffs
• Jay Bowen, President & CIO at Bowen, Hanes, on managing Tampa pension plans and outlook for US markets in a second Trump term
• Lisa Mateo on newspapers

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- Steven Englander, Standard Chartered Bank Global Head: G10 FX Research
- Oliver Chen, TD Cowen Managing Director & Professor at Columbia Business School in Retail
- Lindsey Piegza, Stifel Chief Economist

Steven Englander of Standard Chartered Bank discusses the "tremendous advantage" of dollar dominance in the U.S. Oliver Chen of TD Cowen says quiet luxury is really working, and the consumer remains focused on value in retail. Lindsey Piegza of Stifel says the Fed needs to move to the sidelines in 2025 and allow data to evolve if we're still seeing strength.

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Bloomberg Surveillance hosted by Paul Sweeney & Damian SassowerDecember 3rd, 2024
Featuring:

• Jeff Kleintop, Chief Global Strategist at Charles Schwab, discusses his market outlook for 2025 and how the government crisis in France could reshape the economic situation in Europe
• Heidi Crebo-Rediker, Adjunct Senior Fellow at the Council on Foreign Relations, discusses the latest on US politics and how President-elect Trump is reshaping relationships with allies
• Aoifinn Devitt, Senior Family Office Strategist at Moneta, discusses the outlook for US and European equities in light of uncertainty in France
• Lisa Mateo on newspapers

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- Seema Shah, Chief Global Strategist at Principal Asset Management
- Ed Mills, Washington Policy Analyst with Raymond James
- Claudia Sahm, Chief Economist at New Century Advisors

Seema Shah of Principal Asset Management discusses what investors looking ahead to  with payrolls and a December Fed meeting with stocks at all-time highs. Ed Mills, Washington Policy Analyst with Raymond James, talks about how leaders from Mexico and Canada are approaching potential US tariffs. Claudia Sahm with New Century Advisors breaks down the Fed's 2025 approach.

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Bloomberg Surveillance hosted by Paul Sweeney & David Gura December 2nd, 2024

Featuring:

• Kathy Jones, Chief Fixed Income Strategist at Charles Schwab, discusses her outlook for fixed income in 2025 and the risks of disinflation
• Henrietta Treyz, Managing Partner at Veda Partners, discusses the top DC headlines including President-elect Trump's pick to lead the FBI
• Lisa Kaplan, CEO at Alethea, discusses how retailers are balancing two threats: tariffs and disinformation campaigns
• Lisa Mateo on newspapers

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Bloomberg Surveillance hosted by Paul Sweeney & Jess MentonNovember 29th, 2024
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Featuring:

• Sonja Marten, Head: FX & Monetary Policy at DZ Bank, talks about the Trump trade and global FX moves
• Aneeka Gupta, Director of Macroeconomic Research at WisdomTree, talks about economic weakness in Europe and what to expect for Europe's economic growth in a second Trump admin
• Gene Marks, CPA, President at the Marks Group, on President-elect Trump's tax plan and the impact of the Trump economy on small businesses
• Anjee Solanki, National Director of Retail, US at Colliers, joins from outside a retail store to talk about Black Friday shopping and consumer health

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- Michael Green, Chief Strategist at Simplify Asset Management
- Jill Standish, Global Head of Retail at Accenture
- Judy Dempsey, Nonresident Senior Fellow at Carnegie Europe

Michael Green of Simplify Asset Management talks about risk on sentiment in markets and whether the crypto rally can continue. Jill Standish, Global Head of Retail at Accenture, says retailers "have good reason to be cautiously optimistic" as holiday season kicks off. Judy Dempsey with Carnegie Europe discusses how European leaders are anticipating less US support for Ukraine and expectations for a second Trump administration.

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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 Ian Bremmer & Dana Telsey.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney November 27th, 2024
Featuring:

• Seema Shah, Chief Global Strategist at Principal Asset Management, discusses optimism in 2025 for markets and the threat of tariffs
• Ian Bremmer, founder of Eurasia Group, joins to discuss a slew of geopolitical topics, including the war in Ukraine and temporary ceasefire between Israel and Hezbollah, and the implications of a Trump presidency on geopolitics
• Whitney Tilson, founder at Kase Capital Management, on his NYC mayoral bid, the Democratic party, and US politics at large
• Dana Telsey, founder and Chief Research Officer at Telsey Advisory Group, discusses her 2024 Holiday spending outlook

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- John Stoltzfus, Oppenheimer Chief Investment Strategist 
- William Dudley, BBO/Bloomberg Economics & Former NY Fed President
- Sucharita Kodali, Forrester VP - Principal Analyst

John Stoltzfus of Oppenheimer says, "People are beginning to realize this bull market has legs. There is a broadening that is undeniable." Former New York Fed President William Dudley says, "If the markets start to judge that something is highly likely, then the Fed has to take it on board as their own thinking." Sucharita Kodali of Forrester outlines a shift in the retail landscape altogether as retailers prepare for holiday shopping.

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