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 Kelsey Berro & Gautam Mukunda.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 19th, 2024
Featuring:

• Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses the recent moves in the equity market and whether the market's moved past correction territory
• Kelsey Berro, Executive Director of Fixed Income at JP Morgan Investment Management, on how fixed income serves as a hedge in an uncertain market
• Henrietta Treyz, Managing Partner at Veda Partners, previews the DNC and discusses the state of the presidential race as well as campaign strategies
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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- Amos Hochstein, Senior Advisor to the President for Energy and Investment
- Steve Englander, Standard Chartered Global Head of FX Research
- Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager

Amos Hochstein, Senior Advisor to the President for Energy and Investment, provides insights on White House energy policy and ceasefire talks in Gaza. Steven Englander of Standard Chartered Global discusses the strength of the Yen and expectations from Ueda regarding a July rate hike. Kelsey Berro of JPMorgan offers insights on how Federal Reserve expectations are shifting in response to stronger US economic data.

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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 Katy Kaminski, Aoifinn Devitt and Hot Dogs!

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

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-John Bolton, Former United States Ambassador to United Nations
-Darrell Cronk, Wells Fargo Chief Investment Officer
-Noel Dixon, State Street Global Markets Macro Strategist

Former Ambassador John Bolton provides insights on the anticipation of Iran potentially counterstriking Israel, the latest ceasefire talks between Israel and Hamas and the implications for U.S. foreign policy as we approach the election. Darrell Cronk of Wells Fargo shares his perspective that the economy is on track for a modest slowdown through early 2025, suggesting that equities may struggle to exceed recent highs. Noel Dixon of State Street Global Markets discusses the economic and political outlook in anticipation of Vice President Kamala Harris unveiling her economic plan. 

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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 16th, 2024
Featuring:

• Katy Kaminski, AlphaSimplex Chief Research Strategist, on markets
• Michael Purves, Tallbacken Capital Advisors Founder/CEO, markets
• Oliver Chen, TD Cowen Senior retail analyst, on WMT/ULTA
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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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 Tiffany Wilding & Ian Lyngen

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

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-Tom Steyer, Galvanize Climate Solutions Co-founder
-Harry Sommer, Norwegian Cruise Line Holdings CEO
-Tom Porcelli, PGIM Chief US Economist

Tom Steyer of Galvanize Climate Solutions discusses growing enthusiasm among the democratic donor class and Vice President Harris's economic and climate plans as she gears up to visit Western PA. Harry Sommer of Norwegian Cruise Line Holdings shares the company’s plans for disrupting travel trends. PGIM's Tom Porcelli breaks down today’s data points including Jobless Claims and Retail Sales, and what they mean for the Fed.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyAugust 15th, 2024
Featuring:

• Tiffany Wilding, PIMCO Managing Director and Economist
• Dana Telsey, Telsey Advisory Group CEO
• Amanda Lynam, Blackrock Head of Macro Credit Research
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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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 Neil Dutta and Steve Ricchiuto

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

See omnystudio.com/listener for privacy information.