Bloomberg Surveillance

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

In this episode, we feature conversations with Abby Joseph Cohen & Ed Mills.

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- Heidi Crebo-Rediker, Adjunct Sr Fellow, Council on Foreign Relations
- Tobin Marcus, Wolfe Research Head of US Politics and Policy
- Andrew Hollenhorst, Citi Chief US Economist

Heidi Crebo-Rediker of the Council on Foreign Relations says Trump taking office will be all about "tariffs, tariffs and tariffs," and the president elect can move quickly on them. Tobin Marcus of Wolfe Research believes there is a broad sense that Democrats' values are out of touch with normal people after the election. Andrew Hollenhorst of Citi says this is a Fed that's cutting, ahead of its rate cut decision. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 7th, 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:

• Abby Joseph Cohen, professor at Columbia University, on the Fed meeting, what a second Trump presidency means for the US and global economies, and the legacy of the Biden economy
• Monica Guerra, Head of US Policy at Morgan Stanley Wealth Management, on the policy implications of a second Trump presidency for investors
• Jackie Bowie, Managing Partner at Head of Chatham Europe, reacts to the Bank of England decision and the current state of European economies as Europe looks ahead to Trump 2.0
• Christina Greer, political science professor at Fordham University, discusses Donald Trump building a new coalition of voters, where Democrats go from here, and America's political re-alignment

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- Isaac Boltanksy, BTIG Director Policy Research
- Jay Pelosky, TPW Investment Management Chief Investment Officer/Co-Founder
- Torsten Slok, Apollo Management Chief Economist

Isaac Boltansky of BTIG says it will be a long few years before Democrats figure out who their new standard bearer is. Jay Pelosky of TPW Investment Management says, "The good idea of economics has turned into bad politics for the Democrats." Torsten Slok of Apollo believes, "Tomorrow is easy for the Fed. Tomorrow is difficult."

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 6th, 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:

• Ned Lamont, Democratic Governor of Connecticut, reacts to how Democrats fared in the election
• Steph Guild, Head of Investments Strategy at Robinhood, on how retail investors are trading and traded the election
• Peter Trubowitz, professor at London School of Economics, geopolitical and geo-economic implications of the election
• French Hill, Republican Representative from Arkansas, reacts to how Republicans fared in the election

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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 Ned Lamont & French Hill.

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

See omnystudio.com/listener for privacy information.

- Kit Juckes, Chief FX Strategist, Soc Gen
- Cameron Dawson, NewEdge Wealth Chief Investment Officer
- Mark Cuban, Dallas Mavericks Minority Owner, Co-Founder, CostPlusDrugs.com

Kit Juckes of Soc Gen says we're closer to a market that "genuinely doesn't know what's going to happen" in the election. Cameron Dawson of NewEdge Wealth says the uncertainty of the election means it could induce volatility. Billionaire Mark Cuban says Kamala Harris is "not a shape-shifter" and is "better for the economy in so many ways."

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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 SweeneyNovember 5th, 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:

• Tina Fordham, founder at Fordham Global Insights, on the election and national security concerns surrounding it
• Gautam Mukunda, professor at Yale School of Management, on the election, polling, the campaign turnout operations, and the global implications of a Trump or Harris win
• Dan Tobon, Head of G10 FX Strategy at Citi, on Trump or Harris trading on election night and what could come after
• Benedikt Kammel, Aviation Team Lead with Bloomberg News, on the Boeing strike and its crippling impact

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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 & Gautam Mukunda.

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

See omnystudio.com/listener for privacy information.

- Beata Manthey, Citi Global Equity Strategist
- Mike Wilson, Morgan Stanley Chief US Equity Strategist/Chief Investment Officer
- Saira Malik, Nuveen Asset Management Chief Investment Officer

Beata Manthey of Citi says there's a "bearish setup" going into Election Day. Mike Wilson of Morgan Stanley says a Trump win would likely mean more growth, but wouldn't be as positive for bonds. He believes a Harris win would probably be less growth, but better for bonds. Saira Malik says, "There's a reasonably high chance we have a contested election."

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