Bloomberg Surveillance

Bloomberg
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Jun 6, 2024 • 25min

Midyear Outlook for Equities and ECB Decision

Experts from Citi, Morgan Stanley, and Amundi Institute discuss midyear market outlooks, ECB decisions, and potential soft landings. They explore equity rally sustainability, cautious bull strategies, Federal Reserve cuts impact, market volatility, earnings growth, sector analysis, and fixed income investments.
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Jun 5, 2024 • 6min

Single Best Idea with Tom Keene: Rich Clarida & Liz Ann Sonders

Economist Rich Clarida & strategist Liz Ann Sonders discuss wage inflation, Fed debates, and momentum in stocks. They touch on challenges faced by the U.S. economy and cross-asset data analysis, highlighting potential revisions in non-farm payrolls and upcoming market events.
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Jun 5, 2024 • 29min

Bloomberg Surveillance TV: June 5, 2024

Guests Emily Roland, Bob Diamond, Tom Porcelli, and Marilyn Watson discuss investing in mid-cap stocks, Federal Reserve risks, ADP jobs data, market dynamics, and strategies for adjusting investments. They also cover the Fed's interpretation of economic signals, managing portfolios in volatile markets, retirement security, ESG factors, and economic trends in the US.
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Jun 5, 2024 • 26min

Reaction to India and Rate Cuts Hiding in Plain Sight

Rich Clarida discusses PIMCO's 2024 outlook; Anna Wong uncovers hidden rate cuts; Leslie Vinjamuri talks India election, Trump verdict, and Israel conflict. Topics include central bank policies, economic challenges, labor market analysis, and US party voting impact on Israel support. Also, Disney's Florida park expansion and NYC congestion pricing delay.
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Jun 4, 2024 • 6min

Single Best Idea with Tom Keene: Raghuram Rajan

Former Governor of the Reserve Bank of India, Raghuram Rajan, discusses India's recent election results, democracy, and political stability. Insights on India's journey to prosperity vs. China's strategy and upcoming parliamentary seat reapportionment in 2026 are also explored.
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Jun 4, 2024 • 25min

Bloomberg Surveillance TV: June 4, 2024

Krishna Memani and Sameer Samana discuss US economic growth and the upcoming jobs report. Kelsey Berro and Aditya Bhave talk about inflation, the consumer, and the treasury market. The podcast explores retirement security, market trends, bond strategies, political uncertainties in bond and equity markets, Fed's reaction to labor market data, and economic analysis.
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Jun 4, 2024 • 34min

India's Election Impacts Markets

Raghuram Rajan discusses India's economic prospects. Kate Moore talks about equity sentiment, inflation, and the Fed. Julie Norman dives into the war in Israel and geopolitics.
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Jun 3, 2024 • 7min

Single Best Idea with Tom Keene: Robert Teeter & Dennis Gartman

Robert Teeter and Dennis Gartman share insights on teamwork in financial markets, retirement security, and Dennis Gartman's successful gold in yen trade strategy. They discuss the importance of collaboration, equity discussions, and trade factors like central bank actions and US debt levels.
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Jun 3, 2024 • 25min

Bloomberg Surveillance TV: June 3, 2024

Cameron Dawson of NewEdge Wealth talks about volatility in equity markets. Scott Kirby from United Airlines discusses the outlook for summer travel. Anthony Capuano of Marriott International shares insights on travel demand in the US.
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Jun 3, 2024 • 27min

The Inflation Story and History in India

Victoria Bills discusses cracks in the inflation story, Derek Wallbank talks about India's elections' impact, and Tony Capuano shares insights on luxury travel and summer outlook.

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