Bloomberg Surveillance

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 31st, 2024
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Featuring:

• Monica Guerra, Head of US Policy at Morgan Stanley Wealth Management, discusses the outlook for the 2024 election, risks it creates for investors, and how the momentum's swung in recent days
• Dan Ives, Senior Equity Strategist at Wedbush Securities, reacts to Microsoft and Meta earnings and previews the rest of Big Tech earnings this week
• Brian Levitt, Global Market Strategist at Invesco, on his three drivers for markets amid election and geopolitical noise
• Michael Froman, president at Council of Foreign Relations, discusses his Foreign Affairs article on tariffs and outlook for potential Harris & Trump administrations

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Microsoft's cloud-computing and Office software businesses fueled stronger-than-projected quarterly revenue growth, a sign that the company’s hefty investments in artificial intelligence are starting to pay off. Meanwhile, Meta Platforms projected stronger-than-expected holiday quarter sales, and touted AI improvements to its core advertising business. But it wasn’t enough to satisfy Wall Street. For instant reaction and analysis to these results, plus other tech earnings, hosts Tim Stenovec and Katie Greifeld speak with Bloomberg Intelligence senior technology analysts Mandeep Singh and Anurag Rana.  

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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 Nick Colas & Dennis Gartman.

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- Katrina Dudley, Franklin Templeton Public Markets Senior Investment Strategist
- Dirk Willer, Citi Global Head: Macro Asset Allocation
- Claudia Sahm, New Century Advisors Chief Economist

Katrina Dudley of Franklin Templeton says technology stock earnings are really positive. Dirk Willer of Citi says there is concern "a Trump Administration would mean more inflation." Claudia Sahm of New Century Advisors believes, "We are in a trend place that is much better than frankly we went into the pandemic with."

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 30th, 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:

• Nick Colas, co-founder at DataTrek Research, discusses the great bond freak out, markets pricing in the Trump-Harris race, and whether Europe can get its mojo back
• Mandeep Singh, Senior Tech Analyst for Bloomberg Intelligence, on Alphabet and other tech earnings
• Lindsay Newman, geopolitical risk expert and columnist at GZero Media, on the 2024 presidential race and the "sliding doors" moment for the world
• Randy Schwimmer, Vice Chairman of Investor Solutions Group at Churchill Asset Management, on the velocity in private credit and why it's "adapt or die" time for credit managers

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Google parent Alphabet reported third-quarter sales that climbed more than analysts expected, helped by the growth of its cloud computing business. For instant reaction and analysis, hosts Carol Massar and Tim Stenovec spoke with Bloomberg Intelligence senior tech industry analyst Mandeep Singh and Bloomberg Technology co-host Caroline Hyde. 

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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 David Malpass, Anurag Rana, & Katy Kaminski.

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

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- Jon Lieber, Eurasia Group Managing Director
- Jessica Taylor, The Cook Political Report Senate and Governors Editor
- Lisa Shalett, Morgan Stanley Wealth Management Chief Investment Officer

Jon Lieber of Eurasia Group says views on both Donald Trump and Kamala Harris are "baked in." Jessica Taylor of The Cook Political Report believes, "As the presidential race goes, probably the senate races go." Lisa Shalett of Morgan Stanley says the possibility of an "inflation boomerang" this year is rising. 

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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 SweeneyOctober 29th, 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, gives a preview of Friday's jobs report and discusses the threat of tariff policy
• David Malpass, former head of the World Bank, talks about the health of the US economy and global economies and what's ahead for the World Bank in a Trump or Harris presidency
• Anurag Rana & Mandeep Singh, Senior Tech Analysts for Bloomberg Intelligence, join to preview this week's big tech earnings
• Mike Shepard, Executive Editor for Bloomberg News, on the 2024 election and DC headlines

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- Ed Yardeni, Yardeni Research President
- Mark McCormick, TD Securities Global Head of FX Strategy
- Henrietta Treyz, Veda Partners Director - Economic Policy Research

Ed Yardeni of Yardeni Research says the "bond vigilantes are definitely mounting up" ahead of the election. Mark McCormick of TD Securities says, "The US equity market still offers probably the best risk-adjusted performance relative to other classes." Henrietta Treyz of Veda Partners says "the street is even more bullish" on Trump winning the election than the prediction markets.

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