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

In this episode, we feature conversations with John Kartsonas & Adam Posen

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: John Kartsonas and Adam Posen

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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-Erin Browne, PIMCO Multi-Asset Strategies Portfolio Manager
-Jay Bryson, Wells Fargo Chief Economist
-Adam Posen, Peterson Institute for International Economics President
-Jennifer Flitton, Invesco Head of US Government Affairs

PIMCO's Erin Browne looks ahead to Nvidia earnings due after today's closing bell, saying if the stock underperforms, 'the whole market's going down'. Jay Bryson of Wells Fargo and Adam Posen of the Peterson Institute discuss the state of the consumer, the election, and what will shape the Fed's path forward. Invesco's Jennifer Flitton reacts to the latest Bloomberg/Morning Consult poll that shows President Biden closing in on Trump's lead in swing states.  See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: May 22, 2024

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with David Malpass and Ed Ludlow
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: David Malpass & Ed Ludlow

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 22nd, 2024
Featuring:

Seema Shah, Chief Global Strategist at Principal Asset Management, discusses her global macro outlook and US exceptionalism
David Malpass, former President at the World Bank, talks about the US and global economies as well as government debt
Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, talks markets and the pace of rate cuts
Laura Davison, Deputy US Politics Team Lead with Bloomberg News, breaks down the latest Bloomberg poll on the 2024 election


Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceZ  See omnystudio.com/listener for privacy information.

The Path for Rate Cuts and Polling 2024

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Elizabeth Economy & Vishal Khanduja.
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: Elizabeth Economy & Vishal Khanduja

-Mike Wilson, Morgan Stanley Chief Investment Officer
-Matthew Luzzetti, Deutsche Bank Chief US Economist
-Luke Hickmore, abrdn Investment Director
-Chuck Grom, Gordon Haskett Sr. Retail Analyst
Morgan Stanley's Mike Wilson talks through his new S&P; 500 target and why the bond market may be the biggest risk to stocks. Deutsche Bank's Matt Luzzetti and Luke Hickmore of abrdn discuss whether recent economic data points to an overall weakening in the US. Chuck Grom of Gordon Haskett breaks down retail earnings from Macy's and Lowe's. See omnystudio.com/listener for privacy information.

Single Best Idea with Tom Keene: John Kartsonas and Adam Posen

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