Bloomberg Surveillance

- Brian Levitt, Invesco Global Market Strategist
- Isaac Boltansky, BTIG Policy Research Director
- Jill Carey Hall, BofA Securities US Equity Strategist

Brian Levitt of Invesco comments on tech rally gains ahead of earnings. BTIG’s Isaac Boltansky unpacks the latest from the Harris campaign. Jill Carey Hall of Bank of America discusses the long-term bullish case for small-caps.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 23rd, 2024
Featuring:

• Sophia Drossos, Economist at Point72, discusses the outlook for the US economy and key eco data ahead of the Fed's meeting next week, as well as the lack of visibility for markets after President Biden stepped aside from the presidential race
• James Steel, Chief Commodities Analyst at HSBC, joins for an extended discussion on gold, commodities, and defensive positioning amid political uncertainty
• Wendy Schiller, Brown University professor and Interim Director of the Watson Institute at Brown, talks about Kamala Harris and the state of the 2024 election against Donald Trump
• 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 a conversation with Ed Yardeni. 

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 -Henrietta Treyz, Veda Partners Director Economic Policy Research

-Earl Davis, BMO Head of Fixed Income and Money Markets

-Matt Raskin, Deutsche Bank Managing Director and U.S. Head of Rates Research

Henrietta Treyz of Veda Partners analyzes the implications following Biden’s withdrawal from the presidential race. BMO’s Earl Davis and Matt Raskin of Deutsche Bank discuss the shift from last week’s mentions of a July rate cut to the current broader consideration of a September cut and delve into Trump Trade and how Biden’s departure impacts market dynamics. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 22th, 2024
Featuring:

• Tina Fordham, founder at Fordham Global Insights
• Leslie Vinjamuri, Chatham House Director, US and Americas Programme
• Ed Yardeni, President at Yardeni Research
• Andrew Slimmon, Senior Portfolio manager at Morgan Stanley Investment Management

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Bloomberg’s Tom Keene, David Gura and Joe Mathieu break down the latest news from Washington.

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Listen to the 'Here's Why' podcast:  -  on Apple: https://apple.co/3Lg3RGn  -  on Spotify: https://spoti.fi/3LiIX9q  -  or Anywhere: https://bit.ly/3xYsHHy.    

Each episode of 'Here's Why' uses experts at Bloomberg to explain one news story in just a few minutes.

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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 Abby Joseph Cohen & Alicia Reese.

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-Darrell Cronk, Wells Fargo Chief Investment Officer
-Katrina Dudley, Franklin Templeton Public Markets Senior Investment Strategist
-Rob Casey, Signum Global Partner & Senior Analyst

Rob Casey of Signum Global provides analysis following Trump’s speech at the RNC and offers insights on the latest developments in the Biden campaign. Darrell Cronk of Wells Fargo discusses potential peaks for the Trump trade amid speculation about Biden’s future. Katrina Dudley of Franklin Templeton explains why the positive price movement in small caps is encouraging. 

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Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney
July 19th, 2024

Featuring:
Greg Valliere, Chief Policy Analyst with AGF Investments, discusses Trump's RNC speech and President Biden's presidential campaign
Mandeep Singh, Bloomberg Intelligence Senior Tech Analyst, on the outage involving CrowdStrike
Abby Joseph Cohen, Professor at Columbia Business School, talks about the intersection between the economy and markets and shares her outlook on the US economy
Alicia Reese, VP of Equity Research at Wedbush Securities, breaks down Netflix earnings

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