Bloomberg Surveillance

Barclays CEO C.S. Venkatakrishnan discusses Barclays' three-year restructuring plan that aims to return over $12 billion to shareholders and expand relationships with sovereign wealth funds. Monica DiCenso, Head of Global Investment Opportunities at JP Morgan Private Bank, says equities are well-positioned across the S&P 500. Sahm Consulting founder Claudia Sahm, former Federal Reserve Economist & Bloomberg Opinion columnist, says she expects the Fed to hold rates steady on Wednesday and hopes for 'most boring meeting ever.' 

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

• Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, on market technicals and how the S&P will respond to this week's Fed decision
• David Katz, CIO at Matrix Asset Advisors, on stock picks and outlook for indicies in 2024
• Dana D'Auria, Co-CIO at Envstnet, on equities, asset allocation, and valuations
• Bloomberg's Lisa Mateo with Newspaper Headlines

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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 Ed Yardeni and Dan Ives

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John Stoltzfus, Oppenheimer Chief Investment Strategist, says 'insidious' inflation will likely push the Fed's interest rate cuts to the second half of the year. Sarah Hunt, Alpine Saxon Woods Chief Market Strategist, says AI stocks are backed by actual cashflow and not 'running on a promise.' Ian Lyngen, BMO Capital Markets Head of US Rates Strategy, says this week's inflation and retail sales data 'hints of the specter of stagflation.' 

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

• Ed Yardeni, President at Yardeni Research, on next week's Fed decision and potential for soft landing
• Sarah Hunt, Chief Markets Strategist at Alpine Woods Capital Investors
• Saleha Mohsin, Senior Washington Correspondent with Bloomberg News, on politics and her new book
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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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 Jeffrey Cleveland and Keith Cowing

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Marc Lipschultz, Blue Owl Capital Co-CEO, says private credit remains strong and the system is able to successfully absorb economic obstacles. Rolf Habben Jansen, Hapag-Lloyd CEO, says the global shipping sector is calming after months of volatility tied to attacks on shipping vessels. Jay Bryson, Chief Economist, Wells Fargo, reacts to jobless claims and PPI data saying February's sticky inflation numbers shouldn't significantly alter the Fed's path forward on interest rates. 

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

• Jeffrey Cleveland, Chief US Economist at Payden & Rygel, on immediate reaction to PPI and retail sales
• Brian Weiser, Principal at Madison and Wall, LLC, on TikTok potential ban.
• Hessam Nadji, CEO at Marcus & Millichap, on CRE, mortgage rate dip, and other real estate topics
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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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 Amy Wu Silverman and Katy Kaminski.

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Featuring: 

-David Rosenberg, Rosenberg Research Founder & President

-Bill Dudley, Former NY Fed President & Bloomberg Opinion contributor

-Brendan Carr, FCC Commissioner 

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

• Amy Wu Silverman, Managing Director and Head of Derivatives Strategy at RBC
• Katy Kaminski, Chief Research Strategist at AlphaSimplex
• Tom Porcelli, Chief US Economist at PGIM Fixed Income
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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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 Mike Wilson and Ayesha Kiani

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Featuring: 
-Steve Ricchiuto, US Chief Economist, Mizuho Securities
-David Kelly, Chief Global Strategist, JPMorgan Asset Management

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

• Bill Lee, Chief Economist at the Milken Institute, on CPI
• Sarah House, Senior Economist at Wells Fargo
• Mike Wilson, Morgan Stanley Chief Equity Strategist
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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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 Julia Coronado and Michael Purves

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 11th, 2024
Featuring:

• Julia Coronado, president/founder of Macropolicy Perspectives
• Michael Purves, CEO and Founder at Tallbacken Capital Advisors
• Dr. Ariel Cohen, Senior Fellow at the Atlantic Council, on Israel and Ukraine
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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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 Ellen Zentner and Claudia Sahm

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

• Claudia Sahm, contributor to Bloomberg Opinion and independent economist
• Lori Calvasina, head of US Equity Strategy at RBC Capital Markets
• Ellen Zentner, Chief US Economist at Morgan Stanley
• Cam Dawson, CIO at NewEdge Wealth

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Acting Labor Secretary Julie Su says job growth is stronger over time and the latest data points to a "soft landing" for the US economy. She also says the manufacturing sector is just starting to take off. She speaks with Bloomberg's Annmarie Hordern

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Hosts Joe Mathieu and Kailey Leinz lead special coverage of President Joe Biden's State of the Union address, with insight and analysis from Bloomberg politics contributors Rick Davis and Jeanne Sheehan Zaino. Plus, hear reaction from Senator Dick Durbin, Representative Haley Stevens, and Representative Bryan Steil. 

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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 Chris Whalen and Wendy Schiller

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Oaktree Capital Management co-founder Howard Marks says efforts to support the US economy during the Global Financial Crisis and the Covid-19 pandemic have led to a growth in government leverage that could prove unsustainable 

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

• Chris Whalen, Chairman at Whalen Global Advisors, on New York Community Bank
• Wendy Schiller, Brown University Professor, on State of the Union preview
• Kara Murphy, CIO at Kestra Investment Management, on markets
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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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 Liz Ann Sonders and Geoffrey Yu

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BlackRock Financial Managing Director and Head of Thematic Strategy Kate Moore speaks on the inflation, Fed policy, and outlook for rate cuts. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyFriday March 1st, 2024
Featuring:

• Liz Ann Sonders, Chief Investment Strategist at Charles Schwab
• Geoffrey Yu, Senior Strategist of EMEA Markets at BNY Mellon
• Jen Flitton, Head of US Government Affairs at Invesco, on Super Tuesday and SOTU
• Savita Subramanian, Head of US Equity/Quant Strategy at Bank of America

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Former President Donald Trump notched a series of Republican presidential primary victories as he barrels closer toward his party’s nomination. Hosts Joe Mathieu and Kailey Leinz speak with former Virginia Governor, Republican Jim Gilmore, Democratic pollster Celinda Lake and Bloomberg politics contributors Rick Davis and Jeanne Sheehan Zaino for analysis and reaction.

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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 David Rosenberg and Constance Hunter. 

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

• David Rosenberg, founder and president at Rosenberg Research & Associates, on markets
• Constance Hunter, Senior Advisor at MacroPolicy Perspectives, on markets
• Meghan Robson, Head of US Credit Strategy at BNP Paribas
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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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 Nouriel Roubini and Jim Bianco. 

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

• Nouriel Roubini, CEO, Roubini Macro Associates & Professor Emeritus
• Jim Bianco, President/Macro Strategist at Biacno Research, on markets
• Mick Mulroy, former US deputy assistant secretary of defense to Middle East, on Israel/Gaza and Ukraine
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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Steve Wieting, Chief Investment Strategist & Chief Economist at Citi, discusses his predictions for the Magnificent Seven and other tech profits with Bloomberg's Jonathan Ferro and Lisa Abramowicz.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyFriday March 1st, 2024
Featuring:

• Torsten Slok, Apollo partner and Chief Economist, on the fed not cutting rates
• Dan Ives, Wedbush Securities Managing Director and Senior Equity Research Analyst, on the week in tech
• Antonio Neri, HPE CEO, on his company's earnings
• Victoria Bills, Banrion Capital Chief Investment Strategist, on the markets
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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Dine Brands Global CEO John W Peyton speaks on the dining industry and outlook for fast chain restaurants 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyThursday February 29th, 2024
Featuring:

• Ira Jersey, Bloomberg Intelligence US Interest Rate Strategist
• John Ryding, Brean Capital Chief Economic Advisor, on PCE
• Frances Donald, Manulife Investment Management’s chief economist, on PCE
• Drew Matus, Chief Market Strategist Metlife Services and Solutions, on markets
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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Republican Mitch McConnell will step down as his party’s leader in the Senate after the November election. Here is instant reaction and analysis from the Bloomberg Balance of Power podcast, hosted by Joe Mathieu and Kailey Leinz.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyTuesday February 27th, 2024
Featuring:

• Alex Webb, Bloomberg Opinion columnist, on Apple
• Bob Michele, JP Morgan Asset Management, Managing Director
• Richard Haass, President Emeritus, Council on Foreign Relations and Senior Counselor, Centerview Partners, on geopolitics
• Angela Stent, Brookings Nonresident Senior Fellow, on geopolitics
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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Qualcomm President/CEO Cristiano Amon speaks on the company's plans to integrate AI into computers and smartphones

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Tanger President/CEO Stephen J Yalof speaks on the retail infrastructure sector and interest rates affecting sales

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyTuesday February 27th, 2024
Featuring:

• Julia Pollak, Ziprecruiter Chief Economist
• Liz Ann Sonders, Chief Investment Strategist at Charles Schwab
• Nick Colas, DataTrek Research co-founder
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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Subadra Rajappa, Head of US Rates Strategy at Societe Generale, speaks on the markets and interest rate metrics

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMonday February 26th, 2024
Featuring:

• Daniel Peris, Author: The Ownership Dividend: The Coming Paradigm Shift in the US Stock Market
• Patrick Armstrong - Plurimi Wealth Chief Investment Officer on markets
• Subadra Rajappa, Head of US Rates Strategy, Societe Generale, on interest rates
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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US Treasury Deputy Secretary Adewale Adeyemo discusses the White House's new sanctions and the Russian economy with Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyFriday February 23rd, 2024
Featuring:

• Admiral James Stavridis, Bloomberg Opinion columnist, on geopolitics
• Andrew Husby, BNP Paribas Senior US Economist, on interest rates and the Fed
• Gene Munster, Deepwater Assest Management co-founder and managing partner, on Tech rally
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyThursday February 22st, 2024
Featuring:

• David Kirkpatrick, Techonomy founder, on Nvidia
• Jonathan Levin, Bloomberg Opinion columnist, on Nvidia/Markets
• Dana Telsey, Telsey Advisory Group CEO, on retail
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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Marriott International President and CEO Tony Capuano speaks on the state of the travel and hospitality sector and its outlook for 2024

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

• Steve Eisman, Neuberger Berman Managing Director, on markets
• Cameron Dawson, New Edge Wealth CIO, on markets
• Margie Patel, Allspring Global Investment Senior portfolio manager, on markets
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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Liam Mallon, President of Exxonmobil Development Company at Exxon Mobil, speaks on the increasing demand for oil and LNG around the world, the company's attempted developments in Guyana, and tensions with Venezuela 

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

• Seema Shah, Principal Global Investors Chief Global Strategist, on markets (ZOOM)
• Christina Mohr, Vice Chairman of M&A at Citi, on the latest deals.
• Stephen Roach, Yale Law School's Paul Tsai Center China Center Senior Fellow on China
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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Tim Stenovec and Emily Graffeo host. Features analysis from Bloomberg legal investigative reporter Greg Farrell, Bloomberg politics contributor Jeanne Sheehan Zaino, Bloomberg Law host June Grasso and Bloomberg Legal Enterprise reporter Patricia Hurtado 

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