Bloomberg Surveillance

Bloomberg
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May 14, 2024 • 6min

Single Best Idea with Tom Keene: Jeff Currie & Julian Emanuel

Experts Jeff Currie & Julian Emanuel discuss copper's impact on AI tech, financial planning simplicity, equity market dynamics, and Home Depot's earnings. They also touch on car communication systems and promote Bloomberg Podcasts.
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May 14, 2024 • 29min

Bloomberg Surveillance TV: May 14, 2024

Market experts Brian Levitt, Gary Cohn, and Jeff Currie discuss strong market performance, efficient company operations, and the rise of copper as a top trade. Topics include interest rates, tariffs' effects on the economy, and the surge in copper prices driven by green investments and military demand.
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May 14, 2024 • 32min

PPI Reaction and Energy Outlook

Jeff Currie from Carlyle Group discusses energy and commodity calls, including oil, copper, and gold. Adam Posen talks about PPI data and inflation outlook. Congressman French Hill covers Washington DC headlines. Julian Emanuel reacts to PPI, addresses small caps, and potential recession.
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May 13, 2024 • 6min

Single Best Idea with Tom Keene: John Ryding & Amanda Lynam

Economist John Ryding and analyst Amanda Lynam discuss Financial trends, Federal Reserve policies, bond spreads, Market efficiency, and impact of fixed income trends on equity market in this episode.
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May 13, 2024 • 26min

Bloomberg Surveillance TV: May 13, 2024

Peter Tchir shares insights on the US economy shifting, NYSE President discusses round-the-clock stock trading, and Torsten Slok predicts no Fed rate cuts in 2024. The podcast covers market surveys, economic data, and Fed policy speculations.
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May 13, 2024 • 30min

Markets Await Inflation Data

Lori Calvasina, Chris Verrone, and Jason Rekate discuss market valuations, catch-up trade potential, global markets, tech companies' compensation shifts, and nuclear energy strategies. The podcast also touches on Costco shopping banter and upcoming economic events.
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May 10, 2024 • 7min

Single Best Idea with Tom Keene: Jim Bianco & Craig Sterling

Financial analyst Jim Bianco and an unknown guest discuss challenges in retirement planning, inflation analysis, economic epistemology, and capital allocation in companies. They debate future rate changes and emphasize strategic capital management for sustainable growth.
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May 10, 2024 • 25min

Bloomberg Surveillance TV: May 10, 2024

Anastasia Amoroso predicts Fed rate cuts, Neil Dutta expects balanced economic growth, and Oliver Chen discusses price-conscious consumers. The podcast explores the last mile of disinflation, labor market trends, and consumer behavior shifts in retail earnings.
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May 10, 2024 • 30min

A Fed Rate Cut, Oil Slowdown, and Apple's AI Play

Derek Halpenny talks about global FX outlook & UK recession exit, Dan Ives discusses Apple's AI play, David Mericle delves into US economic environment & recession outlook. Ellen Wald explores energy markets & oil price trends.
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May 9, 2024 • 5min

Single Best Idea with Tom Keene: Matt Hornbach & Wendy Schiller

Financial analyst Matt Hornbach and political analyst Wendy Schiller discuss simplicity in financial services, retirement planning, economic outlooks, market influences from the Bank of Japan, interest rates expectations, and potential repercussions of political unrest on the upcoming conventions.

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