Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney April 25th, 2024
Featuring:

Jim Caron, Co-CIO of the Portfolio Solutions Group at Morgan Stanley Investment Management, on duration and hedging an equity selloff as well as the GDP release
Constance Hunter, Senior Advisor at MacroPolicy Perspectives, on US GDP, tomorrow's PCE data, and sustainable economic growth in the US
John Stolzfus, Managing Director and Chief Investment Strategist at Oppenheimer, on market reactions and path for interest rate cuts by the Fed
Bloomberg's Lisa Mateo with her Newspaper Headlines

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Q1 GDP and Tech Earnings

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. 

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-Peter Tchir, Academy Securities Head of Macro Strategy
-Veronica Clark, Citi Research US Economist
-Ken Leon, CFRA Director of Equity Research

Peter Tchir of Academy Securities says the perception of US exceptionalism is an 'old story that we're clinging on to.' Citi's Veronica Clark discusses the Fed's path forward on interest rates following soft April jobs numbers. Ken Leon of CFRA explains his firm's downgrade of Live Nation to "hold." See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: May 6, 2024

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 6th, 2024
Featuring:

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, on why life's been good for large caps and the bifurcated market
Jackie Bowie, Managing Partner at Chatham, discusses the outlook for Euro economies and stagflation across global markets outside the US
Aoifinn Devitt, CIO at Moneta, on how bullish traders should be on equities heading into the summer
Bloomberg's Lisa Mateo with her Newspaper Headlines


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US Equity Bullishness as Concerns Mount in Europe

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Mark Zandi, Claudia Sahm, and Jurrien Timmer.
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: Mark Zandi, Claudia Sahm, and Jurrien Timmer

-Mohamed El-Erian, Queens' College, Cambridge & Bloomberg Opinion
-Jeff Rosenberg, BlackRock Senior Portfolio Manager
-Pierre Ferragu, New Street Research Tech Infrastructure Head
Mohamed El-Erian of Queens' College, Cambridge and BlackRock's Jeff Rosenberg react to April’s weaker-than-expected nonfarm-payrolls print. Pierre Ferragu of New Street Research breaks down Apple's stronger-than-expected first quarter earnings. See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: May 3, 2024

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

Jurrien Timmer, Director of Global Macro at Fidelity, bring us into the 830a jobs numbers and offers his reaction
Mark Zandi, Chief Economist at Moody's Analytics, breaks down jobs numbers
Claudia Sahm, Chief Economist at New Century Advisors and Bloomberg Opinion contributor, offers her perspective on this week's jobs figures and the US labor market
Bloomberg's John Tucker with 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.

Q1 GDP and Tech Earnings

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