Bloomberg Surveillance

Bloomberg
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Apr 30, 2024 • 7min

Single Best Idea with Tom Keene: Rebecca Patterson & Anurag Rana

Rebecca Patterson and Anurag Rana discuss earnings season, the impact of a strong dollar on global markets, Amazon's earnings, and technology developments like Apple CarPlay in an engaging conversation with Tom Keene.
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Apr 30, 2024 • 25min

Bloomberg Surveillance TV: April 30, 2024

Featuring Ronald Temple, Robert Sockin, and Amanda Lynam, the podcast covers topics like AI investments and earnings breadth, the employment cost index's impact on the Fed, and opportunities in the credit market. The guests discuss market trends, economic indicators, and implications of Fed policies on interest rates and credit dynamics.
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Apr 30, 2024 • 26min

Investors Ready for FOMC and Campus Protests Intensify

Former Chief Investment Strategist Rebecca Patterson discusses the FOMC meetings and yen movement, while George Goncalves talks about rate outlook. Laura Davison covers campus protests and political headlines.
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Apr 29, 2024 • 7min

Single Best Idea with Tom Keene: Dan Ives and Tina Fordham

Tech analyst Dan Ives discusses the future of AI with a focus on Apple's Siri. Global political analyst Tina Fordham explores the complexities of identity politics and free speech in educational institutions.
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Apr 29, 2024 • 24min

Bloomberg Surveillance TV: April 29, 2024

Guests Lori Calvasina, Mark McCormick, and Sonal Desai discuss swings in tech stocks, movements in the Japanese Yen, Fed decision preview, and outlook on the bond market. Topics include growth concerns, inflation perspective, FX market dynamics, rate cuts expectations, and challenges in buying Treasuries.
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Apr 29, 2024 • 29min

A Bond Breakdown and a Yen Rebound

Global finance experts Steven Major and James Lord delve into bond market outlooks and currency dynamics, while geopolitical strategist Tina Fordham discusses potential ceasefires and investor concerns. The podcast covers a wide range of topics from bond yields and fixed income strategies to political conflicts and economic impacts.
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Apr 26, 2024 • 6min

Single Best Idea with Tom Keene: Francois Trahan, Jane Foley, & Nick Colas

Financial experts Francois Trahan, Jane Foley, and Nick Colas discuss varying viewpoints on Fed rate decisions, yen weakness, and the value of liberal arts education in financial writing.
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Apr 26, 2024 • 23min

Bloomberg Surveillance TV: April 26, 2024

Guests Emily Roland, Bruce Kasman, and Jon Lieber discuss shifting investments from mega-cap tech stocks, Fed's response to core PCE deflator, and implications of Secretary Blinken's visit to China. The podcast explores US-China relations, European reliance on China, economic uncertainties, diversifying beyond tech stocks, energy sector performance, and the impact of stagflation on investments.
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Apr 26, 2024 • 28min

PCE Breakdown and an AI Blowout

Neil Dutta from Renaissance Macro Research discusses PCE and rate cuts. Cam Dawson of NewEdge Wealth talks about market pricing. Mandeep Singh from Bloomberg Intelligence breaks down tech earnings. The podcast also covers inflation, wage growth, tech sector strategy, generative AI impact, dining culture in NYC, and global commodity inflation.
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Apr 25, 2024 • 6min

Single Best Idea with Tom Keene: Ben Laidler & Anna Wong

Investment strategist Ben Laidler and financial analyst Anna Wong discuss US strengths, big tech investments, market outlooks, and hawkish pivot for inflation. They explore economic indicators, differing opinions on strategies, and the impact of inflation on the economy and trade dynamics.

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