Bloomberg Surveillance

Bloomberg
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Apr 25, 2024 • 22min

Bloomberg Surveillance TV: April 25, 2024

Wells Fargo's Christopher Harvey bullish on S&P 500 target. T. Rowe Price's Blerina Uruci discusses US GDP and jobless claims. Michael Hirson talks politics around Secretary Blinken's China visit.
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Apr 25, 2024 • 37min

Q1 GDP and Tech Earnings

Experts Jim Caron, Constance Hunter, and John Stolzfus discuss US GDP, interest rate cuts, and economic growth strategies. Topics include duration hedging, sustainable growth, market reactions, and investment strategies amidst uncertain economic conditions.
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Apr 24, 2024 • 6min

Single Best Idea with Tom Keene: Lindsey Piegza & Todd Jablonski

Economist Lindsey Piegza discusses Fed's rate strategy for economic recovery. Todd Jablonski analyzes tech giants like Microsoft's cloud computing. Insights on American innovation and upcoming Bloomberg features.
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Apr 24, 2024 • 26min

Bloomberg Surveillance TV: April 24, 2024

Guests Kate Moore, Tiffany Wilding, and Henrietta Treyz discuss Big Tech earnings, US economy, inflation, and Congress' aid package. Topics include equity market questions, inflationary pressures, and Congress members' intentions. The podcast explores workplace stress, corporate strategies, FOMC anticipation, US exceptionalism, and foreign aid decisions for Ukraine, Israel, and Taiwan.
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Apr 24, 2024 • 32min

Tesla Troubles and Big Tech Earnings Loom

Expert analysts discuss Tesla earnings, ongoing consumer strength, and tech companies' earnings. Topics include economic slowdown signs, industry transformation, Fed's inflation strategy, and market trends. Conversations also cover AI revolution, cost-cutting strategies, and urban infrastructural reforms.
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Apr 23, 2024 • 6min

Single Best Idea with Tom Keene: Thierry Wizman & Michael Darda

Economic strategist Thierry Wizman and economist Michael Darda discuss market uncertainties, earnings reactions, stock strategies, Federal Reserve adjustments, potential rate cuts, and challenges in the electric vehicle industry. Insights on Elon Musk's leadership style are explored, highlighting the importance of separating his persona from his companies' performance.
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Apr 23, 2024 • 28min

Bloomberg Surveillance TV: April 23, 2024

Deutsche Bank's Matt Luzzetti predicts Fed's mid-cycle adjustment while Morgan Stanley's Mike Wilson advises against small-cap stocks. Vijay Rakesh previews Tesla earnings. Podcast delves into market dynamics, interest rate scenarios, Fed decisions, inflation metrics, challenges in EV industry, and leadership across industries.
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Apr 23, 2024 • 29min

PCE Preview and Streaming Wars

Economists discuss inflation data and the Fed's focus, insights on FX weakness and US economic outlook, and a deep dive into streaming wars, Meta earnings, and tech regulation.
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Apr 22, 2024 • 6min

Single Best Idea with Tom Keene: Bob Michele & Liz Young

Financial expert Bob Michele and market analyst Liz Young join the discussion on Alan Greenspan's silence, company guidance, and investment strategies. Insights on market updates and wealth management services are shared, along with the evolution of understanding the Federal Reserve's communication cues.
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Apr 22, 2024 • 26min

Bloomberg Surveillance TV: April 22, 2024

Michael O'Rourke is bearish on equities, recommends buying US treasuries. Tasnim Ghiawadwala says client balance sheets strong. Nadia Calvino discusses EIB's aid to Ukraine, importance of developing Europe's defense sector.

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