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 Wendy Schiller & Frances Donald.

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- David Bianco, DWS Chief Investment Officer: Americas
- Adrienne Yih, Barclays Senior Analyst: E-Commerce & Brand Retailing
- Noel Dixon, State Street Global Markets Senior Macro Strategist

David Bianco of DWS believes markets will likely be volatile over the coming year, but "probably still upwards." Adrienne Yih of Barclays says the retail winners right now are giving back real value to consumers. Noel Dixon of State Street thinks the dollar will continue to grind higher going into next year.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 25th, 2024

Featuring:

• Ian Lyngen, Head of US Rates at BMO Capital Markets, talks about the outlook for US rates and Treasury yields as President-elect Trump builds out his cabinet
• Frances Donald, Chief Economist at RBC, on the K-shaped economy and why the US can't have its cake and eat it too
• Bill Lee, Chief Economist at the Milken Institute, discusses the impact of US tariffs on China
• Lisa Mateo on newspapers

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President-elect Donald Trump said he is nominating Scott Bessent, who runs macro hedge fund Key Square Group, as the next US Treasury Secretary, enlisting a key adviser to manage the sweeping economic agenda he has vowed to enact in a second term. Bloomberg Balance of Power hosts Joe Mathieu and Kailey Leinz offer instant reaction.

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Bloomberg Surveillance hosted by Paul Sweeney & Jess MentonNovember 22nd, 2024
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Featuring:

• Lauren Goodwin, Chief Market Strategist at New York Life, discusses her market outlook and the "Two Americas" in the US economy
• Vania Stavrakeva, professor at London Business School, on Europe's PMI miss today, outlook for more ECB rate cuts, and the outlook for equity capital markets
• Mike McGlone, Senior Macro Strategist at Bloomberg Intelligence, on Bitcoin's run to $100,000 and the outlook for natural gas and energy
• Lisa Mateo on newspapers

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- Mario Centeno, ECB Governing Council Member
- Mohamed El-Erian, Queens' College Cambridge
- Dana Telsey, Telsey Advisory Group

ECB Governing Council Member Mario Centeno believes Europe needs to move from the passenger seat to a more leading role in the world. Mohamed El-Erian of Queens' College Cambridge says, "What you want is for China and for Europe to get their act together and to transition to healthier and higher growth." Dana Telsey of Telsey Advisory Group says TJX is her top pick on value heading into the shortened holiday shopping season.

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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 Dan Ives & Gene Munster.

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- Cameron Dawson, NewEdge Wealth Chief Investment Officer
- Eric Schmidt, Former Google CEO & Chairman
- Gary Cohn, IBM Vice Chairman, Former Goldman Sachs President & COO, Former NEC Director

Cameron Dawson of NewEdge Wealth says Bitcoin is "a psychological commodity that captures fears about dollar debasement." Former Google CEO Eric Schmidt discusses how the power of AI "upends society in so many ways." Former NEC Director Gary Cohn says, "I think Trump is going to care as much about the stock market these next four years as he did the first four years."

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 21st, 2024
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Featuring:

• Jason Draho, Head: Americas Tactical Asset Allocation at UBS Financial Services, talks benign US growth and policy risks to markets in the coming Trump admin
• Wendy Schiller, professor at Brown University, discusses the latest DC headlines, the Trump transition, and the war in Ukraine
• Gene Munster, Managing Partner at Deepwater Asset Management, on Nvidia earnings and the outlook for AI
• Lisa Mateo on newspapers

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Nvidia, the chipmaker at the heart of an artificial intelligence boom, delivered a revenue forecast that failed to meet the highest expectations, suggesting that the company’s dizzying growth run has its limits. For reaction and analysis, Businessweek hosts Carol Massar and Tim Stenovec speak with Bloomberg Technology cohost Caroline Hyde, Bloomberg Intelligence senior semiconductor analyst Kunjan Sobhani, Bloomberg News equities reporter Ryan Vlastelica and Bloomberg News earnings reporter Redd Brown 

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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 Steve Auth & Jim Bianco.

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- Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist
- David Malpass, Former President of The World Bank, Former Under Secretary of the US Treasury for International Affairs
- Chuck Grom, Gordon Haskett Research Advisors Managing Director/Sr Analyst: Retail

Julian Emanuel of Evercore says stocks are expensive, and "any news that sort of disrupts the narrative can cause volatility." Former Under Secretary of the US Treasury for International Affairs David Malpass believes the US has gone too far into globalism. Chuck Grom of Gordon Haskett sees Target's underperformance as specific to the company and not industry-related.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 20th, 2024
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Featuring:

• David Malpass, former president at the World Bank, on how a second Trump term will reshape the global world order STUDIO
• Michael Darda, Chief Economist at Roth Capital Partners, joins for two segments to discuss the Fed, inflation, and the economic and market outlook in a second Trump
• Anurag Rana and Mandeep Singh, Senior Tech Analysts for Bloomberg Intelligence, preview Nvidia earnings and discuss their GenAI event today as well as the outlook for artificial intelligence
• 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 Geoffrey Yu & David Doyle.

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- Joe Feldman, Telsey Advisory Group Senior Research Analyst & Assistant Director of Research
- Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist
- Stephanie Roth, Wolfe Research Chief Economist

Joe Feldman of Telsey Advisory Group reacts to Walmart's positive 3Q earnings, saying the company is broadly serving the American customer. Emily Roland of John Hancock says consensus around the US is overwhelmingly positive, but "when the consensus moves to one side of the boat, sometimes it can flip." Stephanie Roth of Wolfe Research is concerned about the impact of tariffs in 2026.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 19th, 2024
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Featuring:

• Tina Fordham, geopolitical risk analyst and founder at Fordham Global Insight, on the war in Ukraine and the role of the US in the conflict
• Marc Champion, Bloomberg Opinion columnist, with the latest on the war in Ukraine and his recent column on Europe's response
• Lindsey Piegza, Chief Economist at Stifel, joins to discuss inflation, the US economy, and risks to US economic and market health in a second Trump administration and amid hot wars overseas
• Earl Davis, Head: Fixed Income and Money Markets at BMO Asset Management, discusses the bond market's reaction to today's news out of Ukraine and other risks to markets

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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 Henrietta Treyz & Amanda Rebello.

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- Amanda Lynam, BlackRock Head of Macro Credit Research
- Henrietta Treyz, Veda Partners Co-Founder & Director of Economic Policy
- Kate McShane, Goldman Sachs US Retailing/Broadlines and Hardlines Analyst

Amanda Lynam of BlackRock is concerned across-the-board tariffs could spike retaliation. Henrietta Treyz of Veda Partners says, "Investors think that the stock market, whether it's going up or down has a real leash on the president. I don't think that that's true." Kate McShane of Goldman Sachs says, "We definitely still see the consumer being choiceful," ahead of Walmart and Target earnings this week. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 18th, 2024
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Featuring:

• Stephanie Roth, Chief Economist at Wolfe Research, on tax cuts, the Fed's interest rate path, and animal spirits
• Amanda Rebello, Head of Xtrackers Sales, US Onshore at DWS Group, discusses AI trades with Nvidia set to report this Wednesday
• Henrietta Treyz, Managing Partner at Veda Partners, talks about President-elect Trump filling out his cabinet and the race for Treasury Secretary
• David Gura, host of the Bloomberg "Big Take" podcast, on the G20 Summit from Brazil

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Everywhere you turn, there’s another headline about Artificial Intelligence. But how do companies make money with AI? We’re exploring how companies of all sizes are using AI to remake their operations, increasing their return on investment and that of their customers. This episode is sponsored by IBM. 

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- Phil Camporeale, JPMorgan Managing Director/Portfolio Manager: Multi Asset Solutions
- Frank Lee, HSBC Global Head:Tech Hardware & Semi Research
- Greg Melich, Evercore ISI Senior Managing Director

Phil Camporeale of JPMorgan says policy error from the Trump Administration or the Fed is "our biggest risk." Frank Lee of HSBC says ahead of Nvidia earnings, "If you look at all of next year, we do feel confident there will still be further upside in terms of the market expectations." Greg Melich of Evercore ISI says consumers will spend, but "they're very cautious and value-focused."

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 15th, 2024
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Featuring:

• Boston Fed President Susan Collins in conversation with Bloomberg's Michael McKee
• Jurrien Timmer, Director: Global Macro at Fidelity Management & Research, presents some charts on the current equity rally and economic cycle
• Gautam Mukunda, professor at Yale School of Management, on President-elect Trump's cabinet appointees and the balance of power in Washington
• Adair Morse, Conference keynote speaker and professor at UC-Berkeley's Business School, on the conference and some of her economic research

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- Rob Casey, Signum Global Advisors Partner & Senior Analyst
- Mohamed El-Erian, Queens' College Cambridge President
- Brian Weinstein, Morgan Stanley Investment Management Head of Global Markets

Rob Casey of Signum Advisors thinks there could be more Trump nomination surprises coming. Mohamed El-Erian of Queens' College Cambridge believes, "The market is front-running economic announcements." Brian Weinstein of Morgan Stanley says, "Our investors speaking with their wallets are buying fixed income."

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 14th, 2024
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Featuring:

• Ed Yardeni, President at Yardeni Research, discusses his bull market call as the country enters a second Trump administration
• David Blanchflower, economics professor at Dartmouth, on the impact of Trump's tariffs
• Wendy Schiller, professor at Brown University, on President-elect Donald Trump's cabinet nominations
• 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 Jim Caron & Richard Haass.

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- Kevin Gordon, Charles Schwab Senior Investment Strategist
- David Kelly, JPMorgan Asset Management Chief Global Strategist
- Neel Kashkari, Minneapolis Fed President

Kevin Gordon of Charles Schwab says the economic environment 'could not be more different' between Donald Trump's first and second terms as President. David Kelly of JPMorgan reacts to October CPI data, saying a December Fed rate cut is still on the table despite markets stopping short of pricing-in the amount of further cuts in the Fed's dot plot next year. Minneapolis Fed President Neel Kashkari discusses inflation, housing, and the labor market, as well as his expectations for the Fed and the economy heading into Trump's second term.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 13th, 2024
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Featuring:

• Richard Haass, Centerview Partners Senior Counselor & Council on Foreign Relations President Emeritus, on how foreign affairs will be reshaped by a second Trump administration
• Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley, reacts to October CPI and discusses how markets are pricing in inflation in a second Trump term
• Alicia Munnell, Peter F. Drucker Professor of Management Sciences at Boston College's Carroll School of Management, on the American retirement structure
• David Salem, Managing Director of Capital Allocation at Hedgeye Risk Management, gives his take on the US economy, raises alarm bells on inflation, and discusses the potential economic impacts of a second Trump term

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- Tom Steyer, Galvanize Climate Solutions Co-founder, "Cheaper, Faster, Better: How We'll Win The Climate War" Author
- David Tinsley, BofA Institute Senior Economist
- William Dudley BBO, Bloomberg Economics & Former NY Fed President

Tom Steyer of Galvanize Climate Solutions says it's an "absolute necessity" for America to lead "the green transition." David Tinsley of BofA says, "The consumer continues to value experiences over goods." Former New York Fed President William Dudley believes the Fed is going to try to maintain its independent policy. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 12th, 2024
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Featuring:

• Jay Hatfield, CEO at Infrastructure Capital Management, discusses why he's raising his S&P target after a likely Republican sweep and talks about his outlook for US economic growth
• Heidi Crebo-Rediker, Adjunct Senior Fellow at Council on Foreign Relations, on unilateral foreign policy in a second Trump term and the Trump administration's appointees
• Sri Kumar, President at Sri Kumar Global Strategies, discusses the big threat to Trump's economic proposals and outlook for the US dollar
• Lisa Mateo on newspapers

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- Nela Richardson, ADP Chief Economist & ESG Officer
- Jason Furman, Harvard Kennedy School Professor of the Practice of Economic Policy
- Oksana Aronov, JPMorgan Asset Management Head of Market Strategy for Alternative Fixed Income

Nela Richardson of ADP says the fiscal deficit is a big dragon to slay that could reignite inflation. Jason Furman of Harvard Kennedy School believes Trump will walk away from heavy interference with the Federal Reserve. Oksana Aronov of JPMorgan says, "The problem is when something is priced for perfection, it takes anything other than perfection to move that price." 

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Bloomberg Surveillance hosted by Paul Sweeney & Damian SassowerNovember 11th, 2024

 Featuring:

• Kristina Hooper, Chief Global Market Strategist at Invesco, discusses the election effect on markets and whether it will have a bigger impact than rate cuts
• Zach Cohen, reporter at Bloomberg Government, on the latest House and Senate races
• Nick Stadtmiller, Head of Product at Medley Global Advisors, discusses EM opportunities in a second Trump administration
• 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 Admiral James Stavridis & Michael Shaoul.

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- Rob Casey, Signum Global Advisor Partner & Senior Analyst
- Mohamed El-Erian, Queens' College Cambridge
- Ryan Petersen, Flexport CEO

Rob Casey of Signum Global Advisors predicts, "In the house, Donald Trump is king. They are going to take their shots not from Mike Johnson or anybody else." Mohamed El-Erian of Queens' College Cambridge says this is a time when US dominance of the global system will "increase both for positive reasons and negative reasons." Ryan Peterson of Flexport says, "we have seen this movie before" as Trump vows to increase tariffs in his next presidency.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 8th, 2024
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Featuring:

• Michael Shaoul, Portfolio Manager at Ion Asset Management, discusses commodity pricing, and how investors are pricing in the jobs report, the Fed, and a second Trump admin
• Jessica Taylor with Cook Political Report on House/Senate races and Trump's transition team
• James Stavridis, Bloomberg Opinion columnist and former Supreme Allied Commander of NATO, on his new Opinion column on what a Trump administration means for NATO and
• Lisa Mateo on newspapers

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Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance 

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Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance 

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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 Abby Joseph Cohen & Ed Mills.

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- Heidi Crebo-Rediker, Adjunct Sr Fellow, Council on Foreign Relations
- Tobin Marcus, Wolfe Research Head of US Politics and Policy
- Andrew Hollenhorst, Citi Chief US Economist

Heidi Crebo-Rediker of the Council on Foreign Relations says Trump taking office will be all about "tariffs, tariffs and tariffs," and the president elect can move quickly on them. Tobin Marcus of Wolfe Research believes there is a broad sense that Democrats' values are out of touch with normal people after the election. Andrew Hollenhorst of Citi says this is a Fed that's cutting, ahead of its rate cut decision. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 7th, 2024
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Featuring:

• Abby Joseph Cohen, professor at Columbia University, on the Fed meeting, what a second Trump presidency means for the US and global economies, and the legacy of the Biden economy
• Monica Guerra, Head of US Policy at Morgan Stanley Wealth Management, on the policy implications of a second Trump presidency for investors
• Jackie Bowie, Managing Partner at Head of Chatham Europe, reacts to the Bank of England decision and the current state of European economies as Europe looks ahead to Trump 2.0
• Christina Greer, political science professor at Fordham University, discusses Donald Trump building a new coalition of voters, where Democrats go from here, and America's political re-alignment

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- Isaac Boltanksy, BTIG Director Policy Research
- Jay Pelosky, TPW Investment Management Chief Investment Officer/Co-Founder
- Torsten Slok, Apollo Management Chief Economist

Isaac Boltansky of BTIG says it will be a long few years before Democrats figure out who their new standard bearer is. Jay Pelosky of TPW Investment Management says, "The good idea of economics has turned into bad politics for the Democrats." Torsten Slok of Apollo believes, "Tomorrow is easy for the Fed. Tomorrow is difficult."

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 6th, 2024
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Featuring:

• Ned Lamont, Democratic Governor of Connecticut, reacts to how Democrats fared in the election
• Steph Guild, Head of Investments Strategy at Robinhood, on how retail investors are trading and traded the election
• Peter Trubowitz, professor at London School of Economics, geopolitical and geo-economic implications of the election
• French Hill, Republican Representative from Arkansas, reacts to how Republicans fared in the election

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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 Ned Lamont & French Hill.

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- Kit Juckes, Chief FX Strategist, Soc Gen
- Cameron Dawson, NewEdge Wealth Chief Investment Officer
- Mark Cuban, Dallas Mavericks Minority Owner, Co-Founder, CostPlusDrugs.com

Kit Juckes of Soc Gen says we're closer to a market that "genuinely doesn't know what's going to happen" in the election. Cameron Dawson of NewEdge Wealth says the uncertainty of the election means it could induce volatility. Billionaire Mark Cuban says Kamala Harris is "not a shape-shifter" and is "better for the economy in so many ways."

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 5th, 2024
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Featuring:

• Tina Fordham, founder at Fordham Global Insights, on the election and national security concerns surrounding it
• Gautam Mukunda, professor at Yale School of Management, on the election, polling, the campaign turnout operations, and the global implications of a Trump or Harris win
• Dan Tobon, Head of G10 FX Strategy at Citi, on Trump or Harris trading on election night and what could come after
• Benedikt Kammel, Aviation Team Lead with Bloomberg News, on the Boeing strike and its crippling impact

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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 & Gautam Mukunda.

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- Beata Manthey, Citi Global Equity Strategist
- Mike Wilson, Morgan Stanley Chief US Equity Strategist/Chief Investment Officer
- Saira Malik, Nuveen Asset Management Chief Investment Officer

Beata Manthey of Citi says there's a "bearish setup" going into Election Day. Mike Wilson of Morgan Stanley says a Trump win would likely mean more growth, but wouldn't be as positive for bonds. He believes a Harris win would probably be less growth, but better for bonds. Saira Malik says, "There's a reasonably high chance we have a contested election."

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 4th, 2024
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Featuring:

• Ann Selzer, Iowa pollster & President at Selzer & Co., on her most recent poll showing Kamala Harris leading Donald Trump in the state
• Jordan Rochester, Head: FICC Macro Strategy at Mizuho, offers his reaction to last week's jobs report, talks about the Fed, and gives his outlook for how markets will react to the US presidential election
• Bob Woodward, author and former Washington Post reporter, on Donald Trump, Kamala Harris, and his new book "War"
• 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 Bob Woodward & Ann Selzer.

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Be in the know this election with Bloomberg Podcasts. Follow Bloomberg News Now for up-to-the minute election results, all night long. And go deeper with The Big Take podcast, featuring in-depth global analysis of the US election every day this week. 

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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 Claudia Sahm & Ellen Zentner.

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