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Bloomberg Surveillance

Latest episodes

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Apr 7, 2025 • 6min

Single Best Idea with Tom Keene: Damian Sassower & Lori Calvasina

Dive into the intricacies of currency management with a focus on the yuan and its profound effects on global markets. Discover how the yuan's daily fluctuations reveal important trends in the economy. Unpack the complexities of market valuations as experts discuss small cap dynamics and the necessity for earnings adjustments. Gain insights into the historical context of price-to-earnings ratios and how they shape current market corrections. It's an engaging look at pressing financial topics!
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18 snips
Apr 7, 2025 • 28min

Bloomberg Surveillance TV: April 7, 2025

Lori Calvasina, Chief US Equity Strategist at RBC Capital Markets, discusses the ongoing market selloff and the potential for continued equity meltdowns due to tariffs. She shares insights into how changing economic sentiments, including fears of stagflation and recession, are influencing market behaviors. The conversation also touches on the political pressures affecting corporate communication around tariffs and examines the debt markets' signals regarding rising economic risks.
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11 snips
Apr 7, 2025 • 34min

Tariffs Stay on as President Trump Shrugs Off Market Turmoil

Michael Purves, CEO of Tallbacken Capital Advisors, dives into the turbulent waters of the financial market, sharing insights on potential risks for the S&P 500. He discusses the growing concerns of a recession and how traders are bracing for Federal Reserve rate cuts. Purves believes the S&P could hit lows of 4,000 due to shifting market dynamics influenced by recent tariff policies. His analysis emphasizes the urgent need for strategies amidst rising economic uncertainties and a changing investment landscape.
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6 snips
Apr 4, 2025 • 4min

Single Best Idea with Tom Keene: Neil Dutta & Kate Moore

Discover current consumer market dynamics as affluent households adapt their saving habits following a crucial jobs report. There's an intriguing conversation about how economic conditions are pushing high-end consumers to save more amid stagnant spending growth. Additionally, expert insights reveal the implications of companies withdrawing guidance, which could significantly alter market sentiment and investor risk perception. Tune in for a deep dive into these pressing economic trends!
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40 snips
Apr 4, 2025 • 22min

Bloomberg Surveillance TV: April 4, 2025

In this engaging discussion, Mohamed El-Erian, President of Queens' College, Cambridge, and Stephanie Roth, Chief Economist at Wolfe Research, tackle the March jobs report and its implications for the Federal Reserve's monetary policy. They emphasize the resilience of the U.S. labor market amid economic challenges and the potential risks of delayed inflation management. Additionally, they explore the impact of rising tariffs on U.S. trade, market fluctuations, and the strength of the dollar, offering keen insights into today's economic landscape.
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7 snips
Apr 4, 2025 • 55min

Traders React to the Jobs Report as Tariffs Sink In

Neil Dutta, Head of US Research at Renaissance Macro Research, delves into macroeconomic trends and forecasts a potential Federal Reserve rate cut. Dan Ives, Global Head of Technology at Wedbush Securities, discusses the alarming impact of new tariffs on tech giants like Apple and Dell, stressing how they could spiral costs and hamper supply chains. David Blanchflower, labor economist at Dartmouth, examines the implications for wages and employment in a high-tariff environment, raising critical questions about the labor market's resilience amid economic strain.
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4 snips
Apr 3, 2025 • 4min

Single Best Idea with Tom Keene: Holger Schmieding & Ed Yardeni

Dive into the complexities of financial markets and discover how economic indicators shape investment strategies. Recent international trade developments take center stage, offering insights into Germany’s labor market and Volkswagen's workforce dynamics. The discussion shifts to European market reactions to US trade policies, revealing waning optimism about economic strategies. Stay tuned for expert analysis on the upcoming jobs reports that could influence market trends.
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Apr 3, 2025 • 40min

Bloomberg Surveillance TV: April 3, 2025

Howard Lutnick, the US Commerce Secretary, dives into the impacts of President Trump's tariff announcements on American trade dynamics. Jim Zelter, president of Apollo Global Management, analyzes market reactions and the looming challenges for global trade, particularly with China and Europe. They discuss the urgency of reevaluating trade policies and the potential for boosting domestic manufacturing. The conversation also touches on how these changes could alleviate macroeconomic concerns and reshape investment strategies in an evolving economic landscape.
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14 snips
Apr 3, 2025 • 52min

Trump Tariffs Reshape Global Trade and Geopolitics

Doug Irwin, a trade policy expert from Dartmouth, discusses how recent tariffs could reset global trade, with potential for higher U.S. prices and recession. Ed Yardeni, market analyst, highlights increased financial risk and a bearish outlook on the S&P amid market selloff. Elizabeth Economy from Stanford reveals how China's strategic responses to U.S. tariffs could shift geopolitical dynamics. The conversation explores the implications of America’s isolationist policies and the rising competition in global trade.
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11 snips
Apr 3, 2025 • 22min

Trump Tariffs: Everything You Need to Know

Discover the drastic tariffs introduced by President Trump, shaking up global trade dynamics and sparking market sell-offs. Learn about the fierce backlash from international partners like China and the EU, which are preparing their own countermeasures. Explore the potential economic recession looming due to these trade tensions and how U.S. corporations are scrambling to adapt their supply chains. This podcast also touches on the broader implications for inflation and economic growth amidst rising geopolitical uncertainties.

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