Bloomberg Surveillance

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneySeptember 3rd, 2024
Featuring:

• Kristina Campmany, Senior Portfolio Manager at Invesco, talks about equities and the impact of Fed easing on the economy and markets
• Matt Hornbach, Global Head of Macro Strategy at Morgan Stanley, talks about bond market signals and the outlook for fixed income as the Fed readies to cut rates
• David Gura, host of the Bloomberg "Big Take" podcast, previews what's ahead in politics as the presidential election gets into full swing, as well as next week's Philadelphia debate
• 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 Justin Sink, Dave Wasserman, & David Gura.

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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 SweeneyAugust 30th 2024
Featuring:

• Ira Jersey, Chief US Interest Rates Strategist with Bloomberg Intelligence, Tiffany Wilding, Managing Director and Economist: North America at PIMCO, and Cam Dawson, CIO at NewEdge Wealth, react to today's PCE reading
• Justin Sink, Bloomberg News White House reporter, on the latest Bloomberg News/Morning Consult poll and Kamala Harris' CNN interview
• Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, discusses asset allocation as traders prep for rate cuts

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-Eric Freedman, US Bank Asset Management Group Chief Investment Officer
-Claudia Sahm, New Century Advisors Chief Economist
-Dana Telsey, Telsey Advisory Group CEO and Chief Research Officer

Eric Freedman of US Bank says there's a risk of a reacceleration and looks ahead to next week's key August payrolls report. Claudia Sahm of New Century Advisors says she expects more softening in the labor market and gives her outlook on the Fed's upcoming rate decision. Dana Telsey of Telsey Advisory Group overviews the latest on the US consumer after a bevy of updated calls on retailers.  

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-Dan Ives, Wedbush Sr. Equity Analyst
-Heidi Crebo-Rediker, Council on Foreign Relations Adjunct Sr Fellow / International Capital Strategies Partner, Former US State Department Chief Economist
-Earl Davis, BMO Head of Fixed Income and Money Markets

Dan Ives of Wedbush reacts to Nvidia’s earnings report and outlines his optimism for the stock long-term. Heidi Crebo-Rediker of the Council on Foreign Relations overviews what a Harris geopolitical agenda could look like. Earl Davis of BMO walks through his outlook for the bond market. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 29th 2024
Featuring:

• Dan Ives, Senior Equity Analyst at Wedbush Securities, breaks down Nvidia earnings, the NASDAQ, and bull case for tech and AI
• Blerina Urici, Chief US Economist at T. Rowe Price, talks about the US economy, the labor market, rates, and how markets are pricing in earnings season and upcoming PCE data
• Sarah House, US Economist at Wells Fargo, reacts to jobless claims and looks ahead to PCE
• Gene Munster, Managing Partner at Deepwater Asset Management, on Nvidia earnings and the AI revolution

Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/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 Dan Ives, Gil Luria, & Gene Munster.

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In a special edition of Bloomberg Technology, host Ed Ludlow speaks with Nvidia CEO Jensen Huang to discuss the company's latest quarterly report that fell short of investor's lofty expectations.

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 Nvidia, the chipmaker at the heart of the artificial intelligence boom, gave a revenue forecast that fell short of some of the most optimistic estimates, stoking concerns that its explosive growth is waning. Bloomberg Businessweek hosts Carol Massar and Tim Stenovec talk with Bloomberg Technology co-host Ed Ludlow and Bloomberg Intelligence Senior Semiconductor Analyst Kunjan Sobhani for instant reaction and analysis for Nvidia's earnings results. 

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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 Paul Sankey  & Ivan Feinseth

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