Bloomberg Surveillance

Israel reached a deal for a 60-day cease-fire with the Lebanese militant group Hezbollah after weeks of talks mediated by the US, a first step toward ending a conflict that’s killed thousands of people. For reaction and analysis, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with Bloomberg National Security Team Leader Nick Wadhams and Bloomberg News Economy and Government reporter Galit Altstein.

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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 Sam Stovall & Doug Irwin.

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- Nela Richardson,  ADP Chief Economist & ESG Officer
- Stuart Kaiser, Citi Head of Equity Trading Strategy
- Dan Ives, Wedbush Securities Global Head of Technology Research, Managing Director, Senior Equity Analyst 

Nela Richardson of ADP says "we're on a knife's edge" when it comes to wage growth versus inflation. Stuart Kaiser of Citi says economic "growth is solid, but not exemplary" and warns investors they have to "trade it that way." Dan Ives of Wedbush believes more Tesla jobs could move from California to Texas if a proposal by Governor Gavin Newsom that would exclude Elon Musk's company from EV rebates becomes reality. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 26th, 2024
Featuring:

• Amy Wu Silverman, Head of Derivatives Strategy for RBC Capital Markets, on what options are signaling ahead of a next Trump administration and how they're pricing in tariffs
• Nathan Sheets, Managing Director of Research at Citi, talks about America's K-shaped economy and whether global tariffs will further that trend
• Kit Juckes, Chief FX Strategist at Societe Generale, discusses the impact of Scott Bessent and President-elect Trump's tariff threats on FX
• 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 Wendy Schiller & Frances Donald.

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

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- David Bianco, DWS Chief Investment Officer: Americas
- Adrienne Yih, Barclays Senior Analyst: E-Commerce & Brand Retailing
- Noel Dixon, State Street Global Markets Senior Macro Strategist

David Bianco of DWS believes markets will likely be volatile over the coming year, but "probably still upwards." Adrienne Yih of Barclays says the retail winners right now are giving back real value to consumers. Noel Dixon of State Street thinks the dollar will continue to grind higher going into next year.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 25th, 2024

Featuring:

• Ian Lyngen, Head of US Rates at BMO Capital Markets, talks about the outlook for US rates and Treasury yields as President-elect Trump builds out his cabinet
• Frances Donald, Chief Economist at RBC, on the K-shaped economy and why the US can't have its cake and eat it too
• Bill Lee, Chief Economist at the Milken Institute, discusses the impact of US tariffs on China
• Lisa Mateo on newspapers

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President-elect Donald Trump said he is nominating Scott Bessent, who runs macro hedge fund Key Square Group, as the next US Treasury Secretary, enlisting a key adviser to manage the sweeping economic agenda he has vowed to enact in a second term. Bloomberg Balance of Power hosts Joe Mathieu and Kailey Leinz offer instant reaction.

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Bloomberg Surveillance hosted by Paul Sweeney & Jess MentonNovember 22nd, 2024
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Featuring:

• Lauren Goodwin, Chief Market Strategist at New York Life, discusses her market outlook and the "Two Americas" in the US economy
• Vania Stavrakeva, professor at London Business School, on Europe's PMI miss today, outlook for more ECB rate cuts, and the outlook for equity capital markets
• Mike McGlone, Senior Macro Strategist at Bloomberg Intelligence, on Bitcoin's run to $100,000 and the outlook for natural gas and energy
• Lisa Mateo on newspapers

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- Mario Centeno, ECB Governing Council Member
- Mohamed El-Erian, Queens' College Cambridge
- Dana Telsey, Telsey Advisory Group

ECB Governing Council Member Mario Centeno believes Europe needs to move from the passenger seat to a more leading role in the world. Mohamed El-Erian of Queens' College Cambridge says, "What you want is for China and for Europe to get their act together and to transition to healthier and higher growth." Dana Telsey of Telsey Advisory Group says TJX is her top pick on value heading into the shortened holiday shopping season.

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