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 Nick Akerman & Neil Dutta.

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

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Donald Trump was found guilty in the first criminal trial of a former US president in the nation’s history, a verdict that could reshape the political landscape five months before Election Day. Bloomberg TV and Radio hosts Joe Mathieu and Kailey Leinz offer instant analysis and perspective with key guests just as the verdict was announced. 

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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 Barry Eichengreen & Wendy Schiller.

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

See omnystudio.com/listener for privacy information.

-Robert Sockin, Citi Research Senior Global Economist
-Michael Cloherty, UBS Head of US Rates Strategy-Wamsi Mohan, BofA Securities Senior IT Hardware Analyst
-Lorenzo Simonelli, Baker Hughes CEO

Robert Sockin of Citi and Michael Cloherty of UBS react to US weekly jobless claims that exceeded estimates and discuss whether the Fed should reconsider its short-term interest rate target. Wamsi Mohan of BofA Securities explains why he raised his price target for Dell and how tech hardware companies are poised for success in the age of AI. Baker Hughes CEO Lorenzo Simonelli discusses what's next for the energy sector as new data from the EIA shows the US leading global oil production for the sixth straight year. 

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Description:Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 30th, 2024
Featuring:

• Drew Matus, Chief Market Strategist at MetLife, discusses his outlook for the US and the Fed and his "three favorite canaries"
• Gregory Daco, Chief Economist at EY Parthenon, previews tomorrow's PCE data, breaks down jobless claims, and looks ahead to other key upcoming inflation data
• Aoifinn Devitt, Chief Global Strategist at Moneta Group, on market sentiment and the "antifragile" era in this market
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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Is cryptocurrency the next logical evolution of the monetary system? To explore whether we’re at an inflection point, we’ll look back at moments in the history of money when how we paid for things and stored value long-term changed for the better.

This episode is sponsored by Coinbase.

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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 Amanda Lynam & Jim K. Glassman.

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

See omnystudio.com/listener for privacy information.

-Victoria Fernandez, Crossmark Global Investments Chief Market Strategist
-Neil Dutta, Renaissance Macro Head of US Economic Research
-Tony Rodriguez, Nuveen Asset Management Head of Fixed Income Strategy 
-Tom Steyer, Galvanize Climate Solutions Co-Founder

Crossmark's Victoria Fernandez advises a 'cautious approach' for US investing as earnings growth has largely consolidated within mega-cap tech stocks. Neil Dutta of Renaissance Macro and Tony Rodriguez of Nuveen discuss what's next for the Fed, the labor market and inflation. Former Democratic Presidential candidate and co-founder of Galvanize Climate Solutions Tom Steyer talks about his new book, "Cheaper, Faster, Better: How We’ll Win the Climate War."

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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 SweeneyMay 29th, 2024
Featuring:

• Paul Ciana, Head of FICC Technical Strategy Research at Bank of America Securities, on buying the dip
• Amanda Lynam, Head of Macro Credit Research at BlackRock, talks about her weekly credit note on the bifurcated US consumer
• Tom Steyer, co-executive chair and co-founder at Galvanize Climate Solutions, discusses his new book and US climate policy
• Bloomberg's Lisa Mateo with her Newspaper Headlines

Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceZ 

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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 Amanda Agati & Mike Green.

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

See omnystudio.com/listener for privacy information.