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

Ed Hyman, Chairman at Evercore ISI, on risks for the economy if the Fed continues to stay higher for longer with rates
Sebastien Page, Head of Global Multi-Asset and Chair of the Asset Allocation Steering Committee at T. Rowe Price, on inflation hedges and why he thinks it's a strange time to cut
Michael Nathanson, Senior Research Analyst at MoffettNathanson, on his recent note with Craig Moffett on his recent note on the epic Disney-Comcast battle
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/surveillance  See omnystudio.com/listener for privacy information.

Powell's Rate Signal and the Disney-Comcast Battle

The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF. 

Business

Investing

Careers

Management & Marketing

Business News

Shopping

News

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Rebecca Patterson and Anurag Rana.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Single Best Idea with Tom Keene: Rebecca Patterson & Anurag Rana

-Ronald Temple, Lazard Chief Market Strategist
-Robert Sockin, Citi Research Director
-Amanda Lynam, BlackRock Head of Macro Credit Research

Lazard's Ronald Temple says earnings breadth across the S&P; 500 can improve 'if the customers get a return on investment' from big spending on AI. Citi's Robert Sockin reacts to the employment cost index's biggest acceleration in a year, saying the data is 'something akin to a really bad dream' for the Fed. BlackRock's Amanda Lynam says that 'it's a great opportunity to deploy in an all-in yield basis' in the credit market. See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: April 30, 2024

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

Rebecca Patterson, former Chief Investment Strategist at Bridgewater, discusses the beginning of the current FOMC meetings and can comment on the yen's latest move
George Goncalves, Head of US Macro Strategy at MUFG Securities, discusses the outlook for rates and a strong dollar and whether we'll see a rate cut this year
Laura Davison, US Politics Team Lead with Bloomberg News, on campus protests, Biden-Trump, and other political headlines
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/surveillance  See omnystudio.com/listener for privacy information.

Investors Ready for FOMC and Campus Protests Intesify

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Dan Ives and Tina Fordham.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Single Best Idea with Tom Keene: Dan Ives and Tina Fordham

-Lori Calvasina, Head of US Equity Strategy, RBC Capital Markets
-Mark McCormick, Global Head of FX Strategy, TD Securities
-Sonal Desai, Fixed Income CIO, Franklin Templeton

Lori Calvasina of RBC Capital Markets reacts to big swings in mega-cap tech stock prices, saying "growth investors get angsty." Mark McCormick of TD Securities discusses the historic moves in the Japanese Yen, saying the BOJ will be forced to tighten policy more than what's currently priced-in. Sonal Desai of Franklin Templeton previews Wednesday's Fed decision and shares her outlook on the bond market, saying the long end of the yield curve will move higher over time.  See omnystudio.com/listener for privacy information.

Powell's Rate Signal and the Disney-Comcast Battle

Download our free app to listen on your phone