Bloomberg Surveillance

-Angelo Zino, CFRA Research Senior Equity Analyst
-Jon Lieber, Eurasia Group Head of Research
-Daan Struyven, Goldman Sachs Head of Oil Research

Angelo Zino from CFRA Research analyzes Nvidia’s earnings. Jon Lieber from Eurasia Group provides updates on U.S. National Security Advisor Jake Sullivan’s visit to China and the latest developments in the 2024 election. Daan Struyven of Goldman Sachs discusses Goldman’s decision to lower its oil outlook to below $80 amid concerns over OPEC+ risks. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 28th 2024
Featuring:

• Ivan Feinseth, Senior Partner and CIO at Tigress Financial Partners
• Marilyn Watson: Managing Director and Head of Global Fundamental FI Strategy at BlackRock
• Emily Roland, Co-Chief Investment Strategist at John Hancock Investment Management
• Win Thin, Global Head: Markets Strategy at Brown Brothers Harriman

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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 Ed Yardeni, Michael Darda, & Katie Greifeld.

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-Philip Camporeale, JP Morgan Portfolio Manager Multi Asset Solutions
-Bert Subin, Stifel Managing Director - Defense, Government Services and Aerospace
-Kit Juckes, Societe Generale Chief FX Strategist}"

Philip Camporeale of JP Morgan discusses how stocks are approaching record highs as markets anticipate the countdown to cut. Bert Subin of Stifel analyzes how Boeing is navigating the future of its space program following NASA's snub. Kit Juckes of Societe Generale discusses how the labor market slowdown will lead to further reductions in long dollar positions. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 27th 2024
Featuring:

• Amy Wu Silverman, Head of Derivatives Strategy at RBC, on looking ahead to Nvidia and option positioning into earnings and PCE
• Mandeep Singh, Bloomberg Intelligence Senior Tech Analyst, previews Nvidia earnings and discusses its affects on Big Tech
• Ed Yardeni, President at Yardeni Research, talks about a potential equity rally amid looming rate cuts and PCE data
• Will Kennedy, Executive Editor of Commodities & Energy for Bloomberg News, talks about the latest moves in oil amid Middle East tensions

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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 Daragh Maher & Brad Case.

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-Betsy Duke, Former Federal Reserve Governor
-Pierre Ferragu, New Street Research Head of Global Technology Infrastructure
-Henrietta Treyz, Director of Economic Policy Research, Veda Partners

Betsy Duke, Former Federal Reserve Governor, provides reaction to Fed to Chair Powell. Pierre Ferragu of New Street Research previews Nvidia earnings scheduled for Wednesday. Henrietta Treyz of Veda Partners discusses the 2024 presidential candidates hitting the campaign trail again after the conventions.  

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 26th 2024
Featuring:

• Lindsey Piegza, Chief Economist at Stifel, talks about the potential for inflation to resurface as Fed Chair Jay Powell sends a dovish message on interest rates
• Ethan Bronner, Israel Bureau Chief for Bloomberg News, discusses Israel and Hezbollah strikes over the weekend and risks of a wider regional conflict
• Pierre Ferragu, Head: Global Technology Infrastructure at New Street Research, joins for a preview of Nvidia earnings
• Bloomberg's John Tucker with Newspaper Headlines

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Bloomberg's Surveillance hosts Tom Keene and Lisa Abramowicz head out to Wyoming for the Fed's Jackson Hole Symposium.

They speak with some of the biggest names in Central Banking, including:

• Raphael Bostic, Atlanta Fed President
• Loretta Mester, Former Cleveland Fed President
• James Bullard, Former St Louis Fed President
• Thomas Hoenig, Former Kansas City Fed President
• Patrick Harker, Philadelphia Fed President  

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Bloomberg Surveillance hosted by Paul Sweeney & Alix SteelAugust 23rd, 2024
Featuring:

• Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, discuses how markets will price in rate cuts and whether equities are poised for a fall rally
• Tina Fordham, founder at Fordham Global Insight, wraps the DNC and looks ahead to the 2024 presidential race
• Dr. Vania Stavrakeva, economics professor at London Business School, on global economies, including what we'll hear from Powell and Andrew Bailey today, as well as some of her research on the Russian economy
• Tom Keene, Bloomberg Surveillance Radio host, joins from Jackson Hole

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