Bloomberg Surveillance

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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 Henrietta Treyz & Amanda Rebello.

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- Amanda Lynam, BlackRock Head of Macro Credit Research
- Henrietta Treyz, Veda Partners Co-Founder & Director of Economic Policy
- Kate McShane, Goldman Sachs US Retailing/Broadlines and Hardlines Analyst

Amanda Lynam of BlackRock is concerned across-the-board tariffs could spike retaliation. Henrietta Treyz of Veda Partners says, "Investors think that the stock market, whether it's going up or down has a real leash on the president. I don't think that that's true." Kate McShane of Goldman Sachs says, "We definitely still see the consumer being choiceful," ahead of Walmart and Target earnings this week. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 18th, 2024
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)
Featuring:

• Stephanie Roth, Chief Economist at Wolfe Research, on tax cuts, the Fed's interest rate path, and animal spirits
• Amanda Rebello, Head of Xtrackers Sales, US Onshore at DWS Group, discusses AI trades with Nvidia set to report this Wednesday
• Henrietta Treyz, Managing Partner at Veda Partners, talks about President-elect Trump filling out his cabinet and the race for Treasury Secretary
• David Gura, host of the Bloomberg "Big Take" podcast, on the G20 Summit from Brazil

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Everywhere you turn, there’s another headline about Artificial Intelligence. But how do companies make money with AI? We’re exploring how companies of all sizes are using AI to remake their operations, increasing their return on investment and that of their customers. This episode is sponsored by IBM. 

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- Phil Camporeale, JPMorgan Managing Director/Portfolio Manager: Multi Asset Solutions
- Frank Lee, HSBC Global Head:Tech Hardware & Semi Research
- Greg Melich, Evercore ISI Senior Managing Director

Phil Camporeale of JPMorgan says policy error from the Trump Administration or the Fed is "our biggest risk." Frank Lee of HSBC says ahead of Nvidia earnings, "If you look at all of next year, we do feel confident there will still be further upside in terms of the market expectations." Greg Melich of Evercore ISI says consumers will spend, but "they're very cautious and value-focused."

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 15th, 2024
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)
Featuring:

• Boston Fed President Susan Collins in conversation with Bloomberg's Michael McKee
• Jurrien Timmer, Director: Global Macro at Fidelity Management & Research, presents some charts on the current equity rally and economic cycle
• Gautam Mukunda, professor at Yale School of Management, on President-elect Trump's cabinet appointees and the balance of power in Washington
• Adair Morse, Conference keynote speaker and professor at UC-Berkeley's Business School, on the conference and some of her economic research

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- Rob Casey, Signum Global Advisors Partner & Senior Analyst
- Mohamed El-Erian, Queens' College Cambridge President
- Brian Weinstein, Morgan Stanley Investment Management Head of Global Markets

Rob Casey of Signum Advisors thinks there could be more Trump nomination surprises coming. Mohamed El-Erian of Queens' College Cambridge believes, "The market is front-running economic announcements." Brian Weinstein of Morgan Stanley says, "Our investors speaking with their wallets are buying fixed income."

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 14th, 2024
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)
Featuring:

• Ed Yardeni, President at Yardeni Research, discusses his bull market call as the country enters a second Trump administration
• David Blanchflower, economics professor at Dartmouth, on the impact of Trump's tariffs
• Wendy Schiller, professor at Brown University, on President-elect Donald Trump's cabinet nominations
• Lisa Mateo on newspapers

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What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.

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

In this episode, we feature conversations with Jim Caron & Richard Haass.

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

See omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. 

- Kevin Gordon, Charles Schwab Senior Investment Strategist
- David Kelly, JPMorgan Asset Management Chief Global Strategist
- Neel Kashkari, Minneapolis Fed President

Kevin Gordon of Charles Schwab says the economic environment 'could not be more different' between Donald Trump's first and second terms as President. David Kelly of JPMorgan reacts to October CPI data, saying a December Fed rate cut is still on the table despite markets stopping short of pricing-in the amount of further cuts in the Fed's dot plot next year. Minneapolis Fed President Neel Kashkari discusses inflation, housing, and the labor market, as well as his expectations for the Fed and the economy heading into Trump's second term.

See omnystudio.com/listener for privacy information.