Bloomberg Surveillance

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Bloomberg Surveillance hosted by Paul Sweeney & David GuraOctober 28th, 2024
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Featuring:

• Henrietta Treyz, Managing Partner at Veda Partners, on the Trump-Harris race and the 2024 election
• Hugh Johnson, Chairman at Hugh Johnson Economics, offers his thoughts on how Harris' and Trump's economic policies will play out and whether we're on the cusp of a bear market in equities
• Jack Devine, founder of The Arkin Group, on Israel's response to Iran and whether it could lessen tensions in the Middle East
• Lisa Mateo on newspapers

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Bloomberg Surveillance hosted by Paul Sweeney & David GuraOctober 25th, 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:

• Aneeka Gupta, Director, Macroeconomic Research at WisdomTree, offers her view on gold, US equities, and European stocks
• Joe Mathieu, host of Bloomberg's "Balance of Power," discusses DC headlines and the latest on the 2024 race
• Brij Khurana, Fixed Income Portfolio Manager at Wellington Management, discusses his views on the Fed, how the market's pricing in the election, and the benefits of divided government
• Lisa Mateo on newspapers

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- Ed Mills, Raymond James Washington Policy Analyst
- Mohamed El-Erian, Queens' College Cambridge President & Bloomberg Opinion columnist
- Sonia Meskin, UBS Investment Bank Senior Economist

Ed Mills of Raymond James believes there will be clarity on the winner of the election that night or early on Wednesday. Mohamed El-Erian of Queens College Cambridge says, "There is no other payment system to replace the dollar payment system, but you can build pipes around it." Sonia Meskin of UBS estimates, "Kamala Harris would probably extend the deficit by about $2 trillion, whereas Trump would extend by just over $4 trillion." 

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- Daleep Singh, Deputy National Security Advisor, International Economics
- Kevin McCarthy, Fmr. House Speaker
- Binky Chadha, Deutsche Bank Chief Global Strategist/Head of Asset Allocation

Deputy National Security Advisor of International Economics Daleep Singh says "tariffs alone are not a path to prosperity." Former House Speaker Kevin McCarthy says he believes there is a 60% chance Trump wins the election. Binky Chadha of Deutsche Bank says, "Historically, presidential elections haven't really changed the business cycle." 

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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.

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

Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney
October 24th, 2024

Featuring:

• Anastasia Amoroso, Chief Investment Strategist at iCapital, shares her thoughts on private markets and what's playing out currently in the equity and bond markets
• David Gura, host of Bloomberg "Big Take" podcast, on the new Bloomberg News/Morning Consult poll and the 2024 election
• Dan Ives, Senior Equity Analyst at Wedbush Securities, on Tesla's blowout quarter
• Nadia Calvino, president of EIB, on the IMF meetings in DC this week, how Europe is supporting Ukraine, and the EIB's goals

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Tesla surpassed Wall Street estimates for earnings in the third quarter, reflecting a rebound in demand for the company’s electric vehicles. The EV maker also said it expects to achieve slight growth in vehicle deliveries for the full year. For instant reaction and analysis, hosts Tim Stenovec and Katie Greifeld speak with Gerber Kawasaki Wealth Management CEO Ross Gerber and Bloomberg Technology cohost Ed Ludlow. 

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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 Bob Doll & Frances Donald.

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- Ben Gutteridge, Invesco Portfolio Manager - Multi-Asset Strategies
- Evan Roth Smith, Blueprint
- Matt Hornbach, Morgan Stanley

Ben Gutteridge of Invesco thinks stocks can make it through the election in a positive fashion. Evan Roth Smith of Blueprint says the election is a 50-50 race, but the odds of a polling error would likely be in favor of Kamala Harris. Matt Hornbach of Morgan Stanley says, "What we've been telling investors is to hug their benchmarks tightly, and wait for opportunity to rise in the wake of the election." 

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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.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 23rd, 2024

Featuring:

• Frances Donald, Chief Economist at RBC, argues why the economic analysis shouldn't focus on soft v. hard landing in the US and why the US election is not driving global macro themes
• David Kelly, Chief Global Strategist at JP Morgan Asset Management, on living in a post-cycle world and the good and not so good news for the US and global economies
• Ernie Tedeschi, Director of Economics at the Yale Budget Lab, talks about his Bloomberg Opinion piece on the cost of Donald Trump's tariff proposals
• Kristen Bitterly, Head: Wealth At Work at Citi, discusses positioning for this market and gives her outlook for the US economy

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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 Mike Wilson & Brian Belski.

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

See omnystudio.com/listener for privacy information.