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 Jim Bianco & Wendy Schiller.

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

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-Jay Peloksy, TPW Advisory CIO & Co-Founder
-Subadra Rajappa, Société Générale Head of US Rates Strategy
-Christopher Harvey, Wells Fargo Head of Equity Strategy

Jay Pelosky of TPW Advisory discusses the big rotation in the equity market, his expectations for the US presidential race, and his global investment outlook. SocGen's Subadra Rajappa says the market may be over-aggressive in pricing-in multiple Fed rate cuts by the end of the year. Christopher Harvey of Wells Fargo explains why the Fed's current policy trajectory 'might be probably the oddest easing cycle' he's ever seen.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 18th, 2024
Featuring:

• Wendy Schiller, professor at Brown University, on JD Vance's VP speech and previewing Trump's GOP nomination acceptance speech Thursday night
• Jim Bianco, president at Bianco Research, discusses the equity rally, the NASDAQ pullback, and a potential looming correction
• Huw van Steenis, Vice Chair at Oliver Wyman, talks about economically turbocharging the UK and Europe
• Bloomberg's Lisa Mateo on Newspaper Headlines

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- Sarah Wolfe, Morgan Stanley Senior Economist 
- Glenn Youngkin (R), Governor of Virginia 
- Tony Rodriguez, Head: Fixed Income Strategy, Nuveen Asset Management 
- Brian Weinstein, Head: Global Markets, Morgan Stanley Investment

Sarah Wolfe with Morgan Stanley reacts to recent Fed speak and discusses how inflationary pressures are affecting a tight labor market. Republican Governor of Virginia Glenn Youngkin talks about Donald Trump and the Republican National Convention. Brian Weinstein of Morgan Stanley and Tony Rodriguez of Nuveen break down comments from NY Fed President John Williams and discuss recent 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 James Stavridis & Scott Clemons.

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

See omnystudio.com/listener for privacy information.

 Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 17th, 2024
Featuring:

• Amanda Lynam, Head of Macro Credit Research at BlackRock, discusses BlackRock's credit outlook and signals about risks from the bond market
• Brad Stone, editor at Bloomberg Businessweek, on Businessweek's interview with Donald Trump
• James Stravridis, retired US Navy Admiral and Bloomberg Opinion columnist, talks about the geopolitical outlook as Donald Trump gains momentum towards winning the November election
• Bloomberg's Lisa Mateo on Newspaper Headlines

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-David Malpass, Fmr. World Bank President
-Rep Mike Lawler, (R) New York
-Chris Marinac, Janney Montgomery Scott Director of Research
-Greg Daco, Ernst Young Chief Economist
-Andrew Husby, BNP Sr. US Economist

Former World Bank President David Malpass shares insights on JD Vance and his policies. Rep. Mike Lawler of New York discusses the Trump/Vance 2024 ticket and potential legislation to enhance Secret Service measures following Saturday’s assassination attempt on former President Trump. Chris Marinac of Janney Montgomery Scott breaks down Bank of America’s earnings. Greg Daco of Ernst Young and Andrew Husby of BNP unpack new retail sales data. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 16th, 2024
Featuring:

• Wendy Schiller, Professor at Brown University, Donald Trump's selection of JD Vance as Vice President, Trump's appearance at the RNC, and Joe Biden's interview with Lester Holt
• Amy Wu Silverman, Head of Derivatives Strategy for RBC Capital Markets, discusses the Trump trade and market volatility
• Dana Telsey, CEO at Telsey Advisory Group, reacts to June retail sales
• Chris Whalen, founder at Whalen Global Advisors, wraps big bank earnings

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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 Andreas Utermann & Chris Whalen.

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

See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Robert D. Kaplan & Matt Winkler.

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

See omnystudio.com/listener for privacy information.