Bloomberg Surveillance

-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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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

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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

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-Lori Calvasina, RBC Capital Markets Head of US Equity Strategy
-Pooja Sriram, Barclays VP, US Economics Research
-Deborah Cunningham, Federated Hermes Chief Investment Officer, Global Liquidity Markets
-Steven Pagliuca, Bain Capital Private Equity Senior Advisor + PagsGroup Chair, CEO and Founder, Boston Celtics and Atalanta BC co-owner

RBC's Lori Calvasina says investors are facing 'a lot of fog' around what the next year brings for markets. Pooja Sriram of Barclays and Deborah Cunningham of Federated Hermes share their outlooks for the Federal Reserve, inflation and whether current policy is restrictive. Boston Celtics and Atalanta BC co-owner Steven Pagliuca discusses how he's built success across two storied franchises as Atalanta celebrates its Europa League title and the Celtics return to the NBA Finals.

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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 28th, 2024
Featuring:

• Liz Young, Chief Investment Strategist at SoFi, talks about market volatility and Dollar stability
• Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, on the iPhone shipments increase in China
• Terry Haines, founder at Pangaea Policy, discusses the political fallout from the Trump trial, the latest news on Israel, and other DC headlines
• 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 Robbert van Batenburg & Skylar Montgomery Koning.

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

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-Jay Pelosky, TPW Advisory Principal & Founder
-Kathy Bostjancic, Nationwide Mutual Insurance Chief Economist
-Alberto Gallo, Andromeda Capital Management CIO
-Patrick De Haan, GasBuddy Analyst

Jay Pelosky of TPW Advisory overviews his global investment outlook, saying every company and government in the world will have to join the AI race. Kathy Bostjancic of Nationwide and Alberto Gallo of Andromeda discuss what's next for inflation, fiscal stimulus and the Fed's path to cut rates. Patrick De Haan of GasBuddy breaks down gas prices and his expectations for summer travel ahead of the year's busiest weekend on US highways.

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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 24th, 2024
Featuring:

• Skylar Montgomery Koning, Director of Macro Strategy at Lombard Street Research, discusses her note on the near term vulnerability of the dollar
• Axel Merk, CIO and co-founder at Merk Investments, on the continued bull case for gold
• Luis Costa, Global Head of EM Sovereign Debt Strategy at Citi, talks global debt markets and Turkey's potential "Renaissance Moment"
• 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 Sebastien Page & Gene Munster.

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

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-Sarah Hunt, Alpine Saxon Woods Chief Market Strategist
-Holger Schmieding, Berenberg Chief Economist
-Dana Peterson, The Conference Board Chief Economist-Matthew Diczok, Bank of America Head of Fixed Income Strategy

Sarah Hunt of Alpine Saxon Woods discusses Nvidia's impact on the equity market, saying mega-cap stocks are insulated from the effects of higher rates and that the market would struggle without the impacts of AI. Berenberg's Holger Schmieding overviews the Fed and ECB's diverging paths forward and his expectations for global trade after the US presidential election. Matthew Diczok of Bank of America and Dana Peterson of The Conference Board react to falling weekly jobless claims numbers and how higher rates are impacting the economy.

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