Bloomberg Surveillance

Alpine Saxon Woods' Chief Market Strategist Sarah Hunt discusses tech earnings with a preview to Nvidia, concentration risk and consumer stress. She speaks with Bloomberg's Manus Cranny, Lisa Abramowicz and Annmarie Hordern. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyFriday February 16th, 2024
Featuring:

• Neil Dutta, Renaissance Macro Research Partner, on PPI data
• Rebecca Patterson, Former Bridgewater Associates Chief Investment Strategist, on markets
• Steve Ricchiuto, Mizuho economist, on the global economy
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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Bloomberg's Tom Keene and Paul Sweeney discuss how US and European leaders decried the death of Russian activist Alexey Navalny, with many placing responsibility squarely on the Kremlin for the passing of President Vladimir Putin’s most prominent domestic political opponent. 

They speak with Bloomberg's Annmarie Hordern and Dr. Ariel Cohen of the Atlantic Council

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

• Paul Donovan, UBS Global Wealth Management Chief Economist, on economic data
• Liz Young, SoFi Head of Investment Strategy, on markets
• Daniel Kurtzer, Former United States Ambassador to Israel, in the latest on Israel
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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BlackRock Global Allocation Fund Portfolio Manager Russ Koesterich discusses his expectation that the Fed will cut rates in June even after a hotter-than-expected January CPI report and says now is the time to stay long equities. He speaks with Bloomberg Surveillance hosts Jonathan Ferro and Lisa Abramowicz.

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Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney
Wednesday February 14th, 2024

Featuring:

• Michael Darda, Roth MKM's Chief Economist and Market Strategist, on inflation
• Gina Martin Adams, Bloomberg Intelligence chief equity strategist , on markets
• Alex Webb, Bloomberg Tech columnist, on Uber
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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Co-president of Apollo Global Management Jim Zelter discusses the firm’s most recent earnings, where he sees pockets of stress in the otherwise resilient US economy and how he views the Fed’s decisions. He speaks with Bloomberg Surveillance hosts Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern.

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

• Nadia Lovell Senior U.S. Equity Strategist, Global Wealth Management at UBS, on markets
• Blake Gwinn, RBC Capital Markets Head of US rates strategy, on CPI
• Dan Ives, Wedbush Senior equity analyst, on tech sector
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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

• Ian Bremmer, Eurasia Group President, on geopolitics
• John Bolton, Former Assistant to the President for National Security Affairs
• Priya Misra, JP Morgan Asset Management Portfolio manager on markets
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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Republican presidential candidate Nikki Haley says it was a mistake for former President Donald Trump to say he would abandon NATO members to a Russian incursion if the allies failed to meet defense-spending commitments. Haley speaks with Bloomberg's Jonathan Ferro, Annmarie Hordern and Lisa Abramowicz.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyFriday February 9th, 2024
Featuring:

• Ed Yardeni, Yardeni Research President, on markets
• Jurrien Timmer, Fidelity Dir. of Global Macro, on markets
• Amrita Sen, Energy Aspects Founder and Director of Research, on energy
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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Conference Board Chief Economist Dana Peterson breaks down inflation expectations ahead of new data next week and discusses the labor market, geopolitical climate and consumer sentiment. She speaks with Bloomberg's Jonathan Ferro, Lisa Abramowicz and Mike McKee.  

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Disney Senior Executive Vice President and CFO Hugh Johnston discusses cutting costs, the newly announced sports bundle with Fox and Warner Bros. Discovery and meeting viewers where they are. He speaks with Bloomberg Surveillance hosts Jonathan Ferro and Lisa Abramowicz.

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

• Leland Miller, China Beige Book CEO, on China's market rout
• Brian Wieser, Madison and Wall Principal on DIS earnings
• Chris Ailman, CalSTRS CIO
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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Federal Reserve Bank of Richmond President Thomas Barkin reiterated policymakers have time to be patient about the timing of rate cuts, pointing to a strong labor market and continued disinflation. He speaks with Bloomberg's Jon Ferro, Lisa Abramowicz, Annmarie Hordern and Michael McKee.

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Republican Senator from Florida Rick Scott discusses the flailing border and Ukraine aid deal, what he wants from a border security bill and Donald Trump's influence. He speaks with Bloomberg Surveillance hosts Jonathan Ferro, Annmarie Hordern and Lisa Abramowicz.

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

• Herman Chan, Bloomberg Intelligence Senior US Regional Bank analyst, on NYCB
• Katy Kaminski, AlphaSimplex Chief Research Strategist, on markets
• Ken Leon, CFRA Research Research Director, Industry and Equities, on DIS earnings
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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US Chief Economist at FS Investments Lara Rhame speaks on the prospect of a potential March rate cut and for the rest of 2024

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Macropolicy Perspectives President and Founder Julie Coronado speaks on the nominal funds rate and the Fed's path to cutting rates this year. 

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

• Tom Orlik, Bloomberg Economics chief economist, on China and Red Sea trade
• Andrew Sheets, Managing Director, Morgan Stanley, on markets
• Peter Tchir, Academy Securities Director/Head: Macro strategy
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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Chicago Federal Reserve Bank President Austan Goolsbee speaks on Fed Chair Powell's speech and his timeline for rate cuts this year with Bloomberg's Michael McKee

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

• Jennifer Lee, Senior Economist and Managing Director with BMO Capital Markets, on markets
• Mick Mulroy, co-founder of the Lobo Institute, former CIA paramilitary officer, and marine, joins to discuss geopolitical tensions in the Middle East, Ukraine, and China
• Lori Calvasina, Head of US Equity Strategy · RBC Capital Markets, on markets
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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Ellevest CEO Sallie Krawcheck speaks on her platform that provides wealth and financial guidance to women 

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Bank of America Securities Head of US Equity & Quantitative Strategy Savita Subramanian speaks on the "Magnificent Seven" tech rally and biggest market risks for 2024. 

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Bloomberg Opinion columnist Mohamed El-Erian unpacks the January jobs report which could cause a headache for the Fed and implications for the Biden administration. He speaks with Bloomberg's Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern.  

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Connecticut Governor Ned Lamont discusses the state's population growth, immigration policy and the 2024 presidential election. He speaks with Bloomberg Surveillance hosts Lisa Abramowicz, Jonathan Ferro and Annmarie Hordern.  

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyWednesday January 31th, 2024
Featuring:

• Gene Munster, Deepwater Asset Management Managing Partner, on tech earnings
• Sara House, Wells Fargo Senior Economist and Mona Mahajan, Edward Jones Senior Investment Strategist on breaking jobs
• Bloomberg Intelligence analysts Mandeep Singh and Anurag Rana on the week in tech earnings
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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Morgan Stanley Chief US Equity Strategist and Chief Investment Officer Mike Wilson discusses constraints on regional banks, themes for the markets in 2024 and reducing the Magnificent Seven to the Magnificent Four. He speaks with Bloomberg Surveillance hosts Lisa Abramowicz, Jonathan Ferro and Annmarie Hordern.  

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyThursday February 1st, 2024
Featuring:

• Rebecca Patterson, Bretton Woods Committee board member, on markets
• Komal Sri Kumar, Sri-Kumar Global Strategies President, on the Fed
• Margie Patel, Senior PM at Allspring Global Investments, on markets
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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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 

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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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JP Morgan Securities Chief Economist Bruce Kasman discusses what he expects from the Fed's decision today, dynamics in the labor market and the relevance of the Fed. He speaks with Bloomberg's Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern.  

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Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney

Wednesday January 31th, 2024
Featuring:

• Dan Ives, Wedbush Securities Senior Equity Analyst, on tech earnings
• Julia Coronado, MacroPolicy Perspectives President/Founder, on markets
• Robert D. Kaplan, Author on geopolitics
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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General Motors Co. CEO Mary Barra discusses a slowdown in electric vehicle adoption and the launch of plug-in hybrid models in their North America line-up. She speaks to Bloomberg’s Jonathan Ferro. 

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyTuesday January 30th, 2024
Featuring:

• Claudia Sahm, Sahm Consulting Founder, on the economy
• Adm. James Stravidis, Bloomberg Opinion columnist, on US reaction to Iran
• Nadia Lovell, UBS Senior U.S. Equity Strategist, Global Wealth Management on markets
• Bloomberg's Lisa Mateo with her Newspaper Headlines

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Citizens Bank of Edmond CEO Jill Castilla speaks on the outlook for the banking sector in 2024, commercial real estate and car loans with Bloomberg's Jonathan Ferro and Lisa Abramowicz

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NYSE Group President Lynn Martin joins the roundtable to discuss principal trends that may share global markets this year with Bloomberg's Jonathan Ferro and Lisa Abramowicz  

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMonday January 29th, 2024
Featuring:

• Chris Harvey, Wells Fargo Securities Head of Equity Strategy on markets
• Greg Valliere, AGF Investments Chief U.S. Policy Strategist
• Dennis Gartman, Dennis Gartman, University of Akron Endowment Chairman & former publisher of The Gartman Letter on markets
• Lisa Mateo, Bloomberg News reporter

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US Deputy Treasury Secretary Wally Adeyemo says the administration is not declaring victory over inflation and it knows there is more work to do when it comes to the economy. He says President Joe Biden continues to make progress on putting money back in the pockets of Americans. Adeyemo spoke with Bloomberg's Lisa Abramowicz, Jonathan Ferro, and Annmarie Hordern from the White House.

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 Bloomberg Opinion Columnist Mohamed El-Erian is concerned that economic growth could "disappoint" and the Federal Reserve won't cut rates in line with expectations. He speaks with Bloomberg Surveillance hosts Jon Ferro, Lisa Abramowicz and Annmarie Hordern

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Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney.     
Friday January 26th, 2024     

Featuring:     

• Cameron Dawson, Newedge Wealth Chief Investment Officer
• Bob Doll, Crossmark Global Investments CEO and CIO
• David Kelly, Chief Global Strategist at JP Morgan Asset Management
• Frank McCourt, Founder and Executive Chairman of Project Liberty AND Executive Chairman of McCourt Global

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US sanctions have succeeded in reducing the amount of oil Iran exports, a White House energy adviser said Thursday. Iranian oil exports have been cut from as much as 3 million barrels a day to as little as 1 million barrels a day, President Joe Biden’s energy security adviser Amos Hochstein speaks with Bloomberg Surveillance hosts Jon Ferro, Lisa Abramowicz and Annmarie Hordern

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The likely face-off between President Joe Biden and Donald Trump in November will stir turmoil in the mergers-and-acquisitions market this year, according to PJT Partners’ founder Paul Taubman. He speaks with Bloomberg Surveillance hosts Jon Ferro, Lisa Abramowicz and Annmarie Hordern. 

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Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney.     
Thursday January 25th, 2024
Featuring:     

• Ed Hyman, Evercore ISI Chairman
• Lucas Shaw, Bloomberg Screentime Newsletter
• Garrett Nelson, CFRA Research Senior Equity Analyst and VP
• Jane Foley, Rabobank Head of FX Strategy

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Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney.     
Wednesday January 24th, 2024     
Featuring:     

• Victoria Fernandez Chief Market Strategist Crossmark Global Investments
• Brian Wieser, Madison and Wall Principal
• Amy Wu Silverman, managing director and head of derivatives strategy for RBC
• Joe Theismann, former NFL Quarterback

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Former House Speaker Kevin McCarthy says he thinks Republican presidential candidate Nikki Haley will drop out of the race before the primary in her home state of South Carolina. He spoke with Jon Ferro, Lisa Abramowicz and Annmarie Hordern on "Bloomberg Surveillance."

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IBM Vice Chairman and former US National Economic Council Director under the Trump administration Gary Cohn says the Fed cycle is finally becoming more normal. Speaking to Bloomberg Surveillance host Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern, Cohn adds US consumers partly feel bad though because of the peculiar compounding effect of inflation.  

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Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney.     
Tuesday January 23rd, 2024     
Featuring:     

• Luke Kawa, UBS Asset Management Allocation Strategist
• Carl Riccadonna, BNP Paribas Chief US Economist
• Sylvia Jablonski, Defiance ETFs CEO and CIO
• Gene Munster, Managing Partner and co-founder at Deepwater Asset Management

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Tom Keene, Paul Sweeney, Lisa Mateo and Michael Barr are now LIVE on YouTube. Watch Surveillance live each morning, from 7-10 AM Eastern, on the Bloomberg Podcasts YouTube Channel.     

Watch here:  https://www.youtube.com/watch?v=zhwsLGvjjgg

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Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney.     
Monday January 22nd, 2024     
Featuring:     

• Alicia Levine, Head of Investment Strategy and Equity Advisory Solutions BNY Mellon Wealth Management
• Scott Chronert, Citi Research Managing director
• Lori Calvasina, RBC Capital Markets Head of US Equity Strategy
• Jennifer Lee, BMO Capital Markets Senior Economist and Managing Director

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