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 Stuart Kaiser & Stephen Stanley.

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- Emily Roland, Co-Chief Investment Strategist at John Hancock Investment Management
- Armin Papperger, Chairman at Rheinmetall AG
- Sonia Meskin, Economist at UBS

Emily Roland of John Hancock Investment Management offers her take on the market selloff to begin 2025 and whether choppiness is to be expected throughout the year. Armin Papperger, Chairman at Rheinmetall AG, talks about the latest on the war in Ukraine. Sonia Meskin, Economist with UBS, reacts to today's PPI data.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 13th, 2025
Featuring:

• Jurrien Timmer, Director: Global Macro at Fidelity Research, joins for an extended discussion about the equity bull run, the slow start to the year in markets, and choppiness in 2025
• Stephen Stanley, Chief Economist at Santander, discusses recent US economic data and reacts to PPI
• Sarah House, Senior Economist at Wells Fargo, discusses how markets are pricing in recent eco data and whether continued good news will be bad news for markets
• Lisa Mateo on newspapers

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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 Mark Zandi & Eric Balchunas

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-Maya MacGuineas, President of the Committee for a Responsible Federal Government
-Michelle Meyer, Chief Economist, Mastercard
-John Schneyer, Corelogic Director of Research 

Maya MacGuineas, President of the Committee for a Responsible Federal Government joins to talk about President Trump's first 100 days. Michelle Meyer from Mastercard discusses the markets. John Schneyer, from Corelogic talks about the impact of wildfires in Los Angeles. 

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Bloomberg Surveillance hosted by Tom Keene & David GuraJanuary 13th, 2025
Featuring:

• Patrick Armstrong, CIO at Plurimi Wealth
• Mark Zandi, Chief Economist at Moody's Analytics|
• Regina Mayor, Global Head: Clients & Markets at KPMG
• Lisa Mateo on newspapers

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It’s been a rough week for UK assets. The pound fell to its lowest level in a year, gilt yields surged and investors are losing confidence in the government’s ability to control the nation’s deficit and high borrowing costs. Why are things spiraling now?  Senior reporter Phil Aldrick joins this week’s In the City to explain. 

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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 Rebecca Patterson & Paul Krugman

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- Mohamed El-Erian, President of Queens' College, Cambridge and Bloomberg Opinion Columnist
- Ed Mills, Washington Policy Analyst at Raymond James
- Stephanie Roth, Chief Economist at Wolfe Research
- Jeffrey Rosenberg, Portfolio Manager - Systematic Multi-Strategy Fund at BlackRock

Mohamed El-Erian, President of Queens' College, Cambridge and Bloomberg Opinion Columnist, joins for an extended discussion on the US economy and inflation and previews today's jobs figures. Ed Mills with Raymond James talks about some of the policy implications of a second Trump term. Stephanie Roth of Wolfe Research and Jeffrey Rosenberg with BlackRock react to today's nonfarm payrolls report.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 10th, 2025
Featuring:

• Claudia Sahm, Chief Economist at New Century Advisors, Ellen Zenter, Chief Economic Strategist and Global Head of Thematic and Macro Investing at Morgan Stanley, Rebecca Patterson, former Chief Investment Strategist at Bridgewater, and Kristina Campmany, Senior Portfolio Manager at Invesco, break down today's jobs report
• Dr. Paul Krugman, Distinguished Professor of Economics at the Graduate Center of the City University of New York, on today's jobs figures, the US economy, and economic policies in a second Trump admin
• Lisa Mateo on newspapers

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A divided US Supreme Court cleared the way for President-elect Donald Trump’s sentencing in his hush money criminal case, dealing him a setback as he prepares to begin his second term in office. For reaction and perspective, host Doug Krizner speaks with Bloomberg legal analyst and host of Bloomberg Law, June Grasso.

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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 Wendy Schiller & Richard Haass.

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- Jim Zelter, co-president at Apollo Asset Management
- Nela Richardson, Chief Economist at ADP
- Norman Roule, Senior Advisor: Transnational Threats Project at Center for Strategic & International Studies

Jim Zelter with Apollo Asset Management joins for an extended discussion on markets and the economy. Norman Roule, Senior Advisor at the Center for Strategic and International Studies, discusses pressing geopolitical issues for the incoming Trump administration. Nela Richardson with ADP previews the first nonfarm payrolls report in 2025.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 9th, 2025
Featuring:

• Ed Yardeni, president at Yardeni Research, discusses bond vigilantes, key eco data for the Fed, and talks about the equity bull run
• Richard Haass, Centerview Partners Senior Counselor & Council on Foreign Relations President Emeritus, on Jimmy Carter and his legacy and his thoughts on the incoming Trump administration after this week's geopolitical news
• Jim Glassman, former Head Economist at JPMorgan Chase's Commercial Bank, discusses fires in LA where he lives and can comment on this week's jobs numbers
• Lisa Mateo on newspapers

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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 Craig Moffett & Richard Clarida.

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- Andrew Hollenhorst, Chief US Economist at Citi
- Mike Wilson, Chief US Equity Strategist at Morgan Stanley
- Mike Lawler, Republican Representative from New York

Citi Chief US Economist Andrew Hollenhorst offers his preview of this week's jobs report. Mike Wilson with Morgan Stanley talks about equity sentiment as it relates to choppiness, frothiness, and bullishness in 2025. Mike Lawler, House Representative from the state of New York, discusses how he hopes to help execute President-elect Trump's second term policy agenda.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 9th, 2025
Featuring:

• Rich Clarida, Global Economic Advisor at PIMCO, joins for an extended discussion about the Fed and markets
• Lindsay Newman, geopolitical risk analyst and columnist at GZero Media, on geopolitical assertions from President-elect Trump's press conference Tuesday and what it means for the US and its allies
• Craig Moffett, founding partner at MoffettNathanson, discusses why the firm downgraded Apple to "sell"
• Lisa Mateo on newspapers

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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 a conversation with Geoffrey Yu.

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- Torsten Slok, Chief Economist at Apollo
- Charles Evans, former President of Federal Reserve Bank of Chicago
- French Hill, US Representative from Arkansas and Incoming House Financial Services Committee Chairman

Torsten Slok with Apollo Global Management explains his belief that rising treasury yields could signal a "Truss Moment" that might be felt throughout markets. Charles Evans, the former President of the Federal Reserve Bank of Chicago, talks about the rate path for the Fed this year and outlook for the US economy. Republican Representative from Arkansas French Hill discusses becoming the Chairman of the House Financial Services Committee and the priorities of a second Trump administration.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 7th, 2025
Featuring:

• Matt Hornbach, Global Head of Macro Strategy at Morgan Stanley, on his top surprises for 2025 and this month's Fed meeting
• John Bolton, former UN ambassador and US National Security Advisor and now the founder of the Foundation for American Security and Freedom, discusses national security concerns in the US and the second Trump administration, as well as his recent WSJ column on Kash Patel
• John Kay, British economist and Fellow at St. John's Oxford, discusses his new book "The Corporation in the Twenty-First Century"
• Lisa Mateo on newspapers

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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 a conversation with Seth Carpenter.

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- Liz Young Thomas, Head: Investment Strategy at SoFi
- Bill Dudley, Bloomberg Opinion columnist and former President of the NY Federal Reserve
- David Malpass, former President at The World Bank

Liz Young Thomas with SoFi discusses the outlook for equities in 2025 and whether investors should expect choppiness after a slow start to the year. Bloomberg Opinion's Bill Dudley talks about his latest column critiquing Fed communication and offers ways to improve it. Former World Bank president David Malpass breaks down economic and geopolitical policies in a second Trump administration.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 6th, 2025
Featuring:

• Kathy Jones, Chief Fixed Income Strategist with Charles Schwab, discusses what the bond market is signaling about risks in 2025
• Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses the equity bull run and potential for choppiness in 2025
• Janno Lieber, CEO of the MTA, joins to discuss congestion pricing in New York City, public safety on the subways, and other local transport issues
• Lisa Mateo on newspapers

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Republican Mike Johnson won reelection as House speaker, overcoming resistance from a small but pivotal group of conservative hardliners after a flurry of last-minute talks and with the help of a critical endorsement from President-elect Donald Trump. For analysis of the moment Johnson reclaimed the gavel, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with Balance of Power host Joe Mathieu. They also speak with Bloomberg's Tyler Kendall from Capitol Hill and get insight from Bloomberg politics editor Laura Davison.

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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 Neil Dutta & Kit Juckes.

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- Claudia Sahm, Chief Economist at New Century Advisors
- Ed Yardeni, President at Yardeni Research
- Stephanie Roth, Chief Economist at Wolfe Research
- Mark Cabana, Head of US Rates Strategy at Bank of America

Claudia Sahm with New Century Advisors looks ahead to the December jobs report due out next Friday. We discuss the equity bull run and how long it can last with Ed Yardeni at Yardeni Research. Stephanie Roth, Chief Economist at Wolfe Research, and Mark Cabana, Head of US Rates Strategy at Bank of America, weigh in on how public policy could affect the US economy.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 3rd, 2025
Featuring:

• Neil Dutta, Partner/Head: US Economic Research at Renaissance Macro Research, on the rise in bond yields, the outlook for recession, and the health of he US economy as we kick off 2025
• Priya Misra, Portfolio Manager - Core Plus Fund at JP Morgan Asset Management, talks about the US soft landing, peak rates, and where to go from here in fixed income
• Mike Wilson, Chief US Equity Strategist at Morgan Stanley, joins for two segments to discuss US economic resilience, where we are in the equity market bull run, and whether traders will experience more choppiness in 2025
• Lisa Mateo on newspapers

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The suspect who died in a Cybertruck explosion outside the Trump Las Vegas hotel on Wednesday was identified as Matthew Alan Livelsberger, according to people familiar with the matter. Hosts Carol Massar and Tim Stenvoec discuss the latest following a press conference with Clark County sheriff Kevin McMahill with Bloomberg News National Security Team Leader Nick Wadhams and Bloomberg News Auto Reporter Keith Naughton for reaction and analysis.

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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 Jack Devine & Mick Mulroy.

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- Kit Juckes, Soc Gen Chief FX Strategist
- Dan Ives, Wedbush Sr. Equity Research Analyst
- Earl Davis, BMO Head: Fixed Income & Money Markets

Kit Juckes of SocGen discusses his expectation for dollar strength to continue this year. Dan Ives of Wedbush anticipates a key 2025 theme to be software participating in the AI revolution. Earl Davis of BMO discusses the opportunity expected tariffs are providing in fixed income.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 2nd, 2025
Featuring:

• Jack Devine, founder and chairman at the Arkin Group, discusses how federal investigators are looking into the incidents in New Orleans and Las Vegas and how they reshape US national security
• Cam Harvey, professor at Duke University's Business School, offers his outlook on the Fed's interest rate policy and whether the central bank is still behind the curve
• Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, on hopes for a market rebound after a quiet end to December and whether we'll see more choppiness in equities in 2025
• Lisa Mateo on newspapers

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- John Stoltzfus, Oppenheimer Chief Investment Strategist
- Pavel Molchanov, Raymond James Managing Director: Renewable Energy & Clean Technology
- Matt Miskin, John Hancock Investment Management Services Co-Chief Investment Strategist 

John Stoltzfus of Oppenheimer believes the "bark" of tariffs will cause more fear than the "actual bite." Pavel Molchanov of Raymond James expects power prices to continue moving higher. Matt Miskin of John Hancock says, "The sentiment dial has been turned up significantly to end 2024. We think that's becoming a bit of a liability walking into next year."

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Bloomberg Surveillance hosted by Paul Sweeney & David GuraDecember 31st, 2024
Featuring:

• Michael Purves, founder and CEO at Tallbacken Capital Advisors, discusses his weekly volatility report and talks price action in 2025
• Veronica Clark, US Economist at Citi, on the outlook for inflation and the labor market in the US
• Mark Weatherford, VP: Policy and Standards at Gretel, talks about his recommendations for cybersecurity for the incoming Trump administration and AI regulation
• Lisa Mateo on newspapers

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- Terry Haines, Pangaea Policy Founder
- Cameron Dawson, NewEdge Wealth CIO
- Patrick De Haan, GasBuddy

Terry Haines of Pangaea Policy reflects on former President Jimmy Carter's life, saying a lesson from his time at the White House is that the presidency has its limits. Cameron Dawson of NewEdge Wealth discusses recession risk being "effectively completely priced out of the market." Patrick De Haan of GasBuddy thinks 2025 could be another challenging year for oil.

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Bloomberg Surveillance hosted by Paul Sweeney & Jess MentonDecember 30th, 2024
Featuring:

• Terry Haines, founder at Pangaea Policy, on the passing of Jimmy Carter
• Cam Dawson, CIO at NewEdge Wealth, on whether traders will see slower growth in equities and the US economy
• Winnie Cisar, Global Head: Strategy at Creditsights, talks fixed income and bond market signals in 2025
• Lisa Mateo on newspapers

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Jimmy Carter, the 39th US President, has died at the age of 100, leaving behind a legacy of promoting human rights and peace. 

Bloomberg's John Tucker and Joe Mathieu look at the former president's life and legacy.

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- Dan Ives, Wedbush Equity Research Analyst
- Rob Casey, Signum Global Advisors Senior Analyst
- Chuck Lieberman,  Advisors Capital Management Co-Founder & Chief Investment Officer

Dan Ives of Wedbush is predicting a record year for Apple in 2025, saying, "This is going to be an AI-driven supercycle that's multi-year." Rob Casey of Signum Global Advisors discusses the difficulties of a slim and "disunified" House majority under the Trump administration. Chuck Lieberman of Advisors Capital Management says, "No matter how you slice it, I think we've got inflation risk out there."

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Bloomberg Surveillance hosted by Paul Sweeney & Jess MentonDecember 27th, 2024
Featuring:

• Robert Teeter, Chief Investment Strategist at Silvercrest Asset Management, on market observations from 2024 and what to expect from equities in 2025
• Melissa Otto, Head: TMT Research at Visible Alpha, discusses expectations for Big Tech in 2025 and some of the most pressing questions the sector faces heading into the new year
• Jennifer Lee, Senior Economist at Managing Director at BMO Capital Markets, talks about the macroeconomic picture in the US and abroad and the outlook for inflation and the US labor market
• Julie van Ullen, Chief Revenue Officer at Rakuten, on consumer behavior this holiday season and consumer strength heading into the new year

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-Peter Tchir, Head of Macro Strategy, Academy Securities
-Wendy Schiller, Taubman Center For American Politics and Policy Director At Brown University
-Jay Pelosky, Chief Investment Officer/Co-Founder, TPW Investment Management

Peter Tchir of Academy Securities says he thinks January will bring, "a lot of volatility." Wendy Schiller of Brown University warns the incoming Trump administration, "Even with the Republican trifecta you will not always get the victories quickly." Jay Pelosky of TPW Investment Management is, "looking at opportunities outside the US."

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Bloomberg Surveillance hosted by Paul Sweeney & David GuraDecember 26th, 2024
Featuring:

• Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, joins for an extended discussion on the Fed, the US economy, and how politics could play a role in markets in 2025
• Wendy Schiller, professor at Brown University, on the incoming second Trump administration and other DC headlines
• Nicole Larson, Manager of National Retail Research at Colliers, on consumer health, recent retail trends, and spending outlook for 2025
• Talley Leger, Chief Market Strategist at The Wealth Consulting Group, talks about why the "indicator macro" has been so wrong and discusses the bear case for the US economy

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-Margie Patel, Sr. Portfolio Manager, Allspring Global Investments

-Ryan Petersen, Founder & CEO, Flexport

-Stuart Kaiser, Head of Equity Trading Strategy, Citi

Margie Patel of Allspring Global Investments says the stock market, "is reasonably priced for another decent year." "People are trying to get goods in before a potential strike or tariffs," says Ryan Petersen of Flexport gauging the impact of Trump's looming tariffs. Stuart Kaiser of Citi warns, "volatility is kind of a little bit all over the place."

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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 Bret Barker and John Stoltzfus

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

Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 24th, 2024
Featuring:

• Ann Miletti, Allspring Global Investments Head: Equity
• Stuart Kaiser, Citi Global Markets Head: US EquityTrading Strategy
• Gautam Mukunda, Yale School of Management lecturer of Management practice.
• Lisa Mateo on newspapers

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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 Anton Posner and Dana Telsey

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Michael O'Rourke of Jonestrading suggests being selective, saying, "I'd be cautious about chasing the S&P 500 itself." Clint Henderson of The Points Guy says people are traveling further and for longer, and should be looking for international bargains. Jonathan Miller of Miller Samuel discusses the real estate outlook for 2025, including how behavior might change from potential homebuyers.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 23rd, 2024
Featuring:

• Tina Fordham, geopolitical strategist at Fordham Global Foresight
• Andrew Slimmon, Head: Applied Equity Advisors at Morgan Stanley
• Dana Telsey, founder at Telsey Advisory Group
• Lisa Mateo on newspapers

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What does it mean for content creators to “go onchain?” We’ll learn how this movement to take financial power back from closed-off social media platforms could give creators a kind of freedom that they’ve struggled to hold onto for centuries.

This episode is sponsored by Coinbase.

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The House passed funding to keep the US government operating until mid-March just hours before a midnight shutdown deadline, capping off a tumultuous two days in which two earlier plans pursued by Speaker Mike Johnson collapsed. For instant reaction and analysis, host Kailey Leinz speaks with Lester Munson, Principal of the International Practice at BGR Group and Republican Strategist, Jeanne Sheehan Zaino, Senior Democracy Fellow with the Center for the Study of the Presidency & Congress and Bloomberg Politics Contributor and Megan Scully, Bloomberg Capitol Influence team leader.

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- Jordan Rochester, Head of Macro Strategy at Mizuho
- Jim Caron, CIO: Cross Asset Solutions at Morgan Stanley Investment Management
- Subadra Rajappa, Head: US Rates Strategy at Societe Generale

Jordan Rochester of Mizuho joins to discuss President-elect Trump's EU tariff threat, calling it "news, if he's serious." Morgan Stanley's Jim Caron discusses why the recent equity selloff is "healthy." Subadra Rajappa of Societe Generale offers her take on where yields could move by the end of 2025.

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Bloomberg Surveillance hosted by Paul Sweeney & Alix SteelDecember 20th, 2024
Featuring:

• Katy Kaminski, Chief Research Strategist at AlphaSimplex, discusses equity, commodity, and dollar outlook for 2025 as well as the potential market impact of a government shutdown
• George Ball, Chairman at Sanders Morris, on asset allocation, stock picks, and how markets price in political turmoil and government shutdowns
• Ayesha Kiani, Professor at NYU and COO at MNNC Group, on the outlook for Bitcoin and digital assets
• Lisa Mateo on newspapers

Eric Mollo

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