Bloomberg Surveillance
Bloomberg
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
Episodes
Mentioned books
Apr 22, 2024 • 37min
Big Tech Earnings, The Fed, Inflation Data
Discussing US soft landing, Fed expectations, equity outlook, ETF research, and market headwinds with guests Bob Michele, Liz Young, and Eric Balchunas on the latest episode.
Apr 19, 2024 • 34min
Bloomberg Surveillance TV: April 19, 2024
US Trade Representative Katherine Tai discusses the 'China shock' impact on global prices. Peterson Institute President Adam Posen talks about US fiscal uncertainties affecting trade. Banco Santander Chair Ana Botin mentions a 'super soft landing' amid low unemployment rates.
Apr 19, 2024 • 7min
Single Best Idea with Tom Keene: Lakshman Achuthan and Anastasia Amoroso
Economic analyst Lakshman Achuthan and market strategist Anastasia Amoroso discuss COVID-19 impacts on labor market, government spending, and yield analytics. They talk about recession implications, equity market setups, investor sentiment, strategic allocations, and the opportunity to buy the dip amidst market pullback.
22 snips
Apr 19, 2024 • 26min
Oil Moves and Buying the Dip
Anastasia Amoroso discusses buying the dip and cleaner market technicals, Lakshman Achuthan talks about warning signs of possible recession and ECRI's Leading Economic Index, Christyan Malek focuses on oil impact of Israel-Iran tensions
Apr 18, 2024 • 5min
Single Best Idea with Tom Keene: Amy Wu Silverman and Anurag Rana
Financial analyst Amy Wu Silverman and market strategist Anurag Rana discuss the significance of NetSuite by Oracle in cost management, the importance of confidence in the market, innovative solutions for ambitious investors, and the future of artificial intelligence in margin enhancement.
Apr 18, 2024 • 20min
Bloomberg Surveillance TV: April 18, 2024
IIF President Tim Adams discusses global economic uncertainties, UBS Chief US Economist predicts Fed interest rate hikes despite strong US growth, and Dutch Central Bank President Klaas Knot talks about ECB's position on disinflation. The podcast delves into geopolitical risks impacting the economy, Treasury yields, Fed policies, ECB monetary stance, and historical examples of interest rates influencing inflation.
Apr 18, 2024 • 32min
Equity Bullishness and Skew in the Market
Amanda Lynam, Amy Wu Silverman, and Chris Ailman discuss market skew, bond outlook, and equity bullishness. Topics include global credit outlook, skew in the market, potential soft landing for the US, and equity market outlook. Insights on market dispersion, interest rates, financial resilience of big tech companies, asset allocation strategies, and the impact of remote work on luxury housing market trends.
Apr 17, 2024 • 7min
Single Best Idea with Tom Keene: Ed Hyman and Paul Donovan
Economists Ed Hyman and Paul Donovan discuss the Fed's strategies and the differences in economic philosophies between the US and Britain. They also delve into market economics, credit spreads, and yield curves as indicators of potential recessions.
Apr 17, 2024 • 25min
Bloomberg Surveillance TV: April 17, 2024
BNY Mellon's Alicia Levine discusses the 'new normal' of inflation and economic growth in the US. Admiral Stavridis predicts Israel's measured response to Iran's attacks. Citi's Aakash Doshi talks about the rally in gold with a price target of $3,000/oz.
Apr 17, 2024 • 35min
Powell's Rate Signal and the Disney-Comcast Battle
Guests Ed Hyman, Sebastien Page, and Michael Nathanson discuss risks of Fed rates, inflation hedges, and Disney-Comcast battle. Topics include economic uncertainty, Apple's market challenges, investment strategies in volatile markets, immersive theme parks, and Disney analysis.
