Bloomberg Surveillance

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 13th, 2024
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Featuring:

• Richard Haass, Centerview Partners Senior Counselor & Council on Foreign Relations President Emeritus, on how foreign affairs will be reshaped by a second Trump administration
• Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley, reacts to October CPI and discusses how markets are pricing in inflation in a second Trump term
• Alicia Munnell, Peter F. Drucker Professor of Management Sciences at Boston College's Carroll School of Management, on the American retirement structure
• David Salem, Managing Director of Capital Allocation at Hedgeye Risk Management, gives his take on the US economy, raises alarm bells on inflation, and discusses the potential economic impacts of a second Trump term

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- Tom Steyer, Galvanize Climate Solutions Co-founder, "Cheaper, Faster, Better: How We'll Win The Climate War" Author
- David Tinsley, BofA Institute Senior Economist
- William Dudley BBO, Bloomberg Economics & Former NY Fed President

Tom Steyer of Galvanize Climate Solutions says it's an "absolute necessity" for America to lead "the green transition." David Tinsley of BofA says, "The consumer continues to value experiences over goods." Former New York Fed President William Dudley believes the Fed is going to try to maintain its independent policy. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 12th, 2024
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Featuring:

• Jay Hatfield, CEO at Infrastructure Capital Management, discusses why he's raising his S&P target after a likely Republican sweep and talks about his outlook for US economic growth
• Heidi Crebo-Rediker, Adjunct Senior Fellow at Council on Foreign Relations, on unilateral foreign policy in a second Trump term and the Trump administration's appointees
• Sri Kumar, President at Sri Kumar Global Strategies, discusses the big threat to Trump's economic proposals and outlook for the US dollar
• Lisa Mateo on newspapers

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- Nela Richardson, ADP Chief Economist & ESG Officer
- Jason Furman, Harvard Kennedy School Professor of the Practice of Economic Policy
- Oksana Aronov, JPMorgan Asset Management Head of Market Strategy for Alternative Fixed Income

Nela Richardson of ADP says the fiscal deficit is a big dragon to slay that could reignite inflation. Jason Furman of Harvard Kennedy School believes Trump will walk away from heavy interference with the Federal Reserve. Oksana Aronov of JPMorgan says, "The problem is when something is priced for perfection, it takes anything other than perfection to move that price." 

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Bloomberg Surveillance hosted by Paul Sweeney & Damian SassowerNovember 11th, 2024

 Featuring:

• Kristina Hooper, Chief Global Market Strategist at Invesco, discusses the election effect on markets and whether it will have a bigger impact than rate cuts
• Zach Cohen, reporter at Bloomberg Government, on the latest House and Senate races
• Nick Stadtmiller, Head of Product at Medley Global Advisors, discusses EM opportunities in a second Trump administration
• 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 Admiral James Stavridis & Michael Shaoul.

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- Rob Casey, Signum Global Advisor Partner & Senior Analyst
- Mohamed El-Erian, Queens' College Cambridge
- Ryan Petersen, Flexport CEO

Rob Casey of Signum Global Advisors predicts, "In the house, Donald Trump is king. They are going to take their shots not from Mike Johnson or anybody else." Mohamed El-Erian of Queens' College Cambridge says this is a time when US dominance of the global system will "increase both for positive reasons and negative reasons." Ryan Peterson of Flexport says, "we have seen this movie before" as Trump vows to increase tariffs in his next presidency.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 8th, 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:

• Michael Shaoul, Portfolio Manager at Ion Asset Management, discusses commodity pricing, and how investors are pricing in the jobs report, the Fed, and a second Trump admin
• Jessica Taylor with Cook Political Report on House/Senate races and Trump's transition team
• James Stavridis, Bloomberg Opinion columnist and former Supreme Allied Commander of NATO, on his new Opinion column on what a Trump administration means for NATO and
• Lisa Mateo on newspapers

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Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance 

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Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance 

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