Bloomberg Surveillance

Bloomberg
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Apr 2, 2024 • 28min

Fed Seen Delaying Rate Cuts and Gold Surges to Record

Chief Fixed Income Strategist at Charles Schwab discusses fixed income opportunities and positioning for a correction. Professor of Economic Policy at Harvard talks about balance of worry in jobs report and potential recession. Co-founder of Merk Investments shares insights on how high gold prices can go.
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Apr 2, 2024 • 6min

Single Best Idea with Tom Keene: Jason Furman & Gene Munster

Economic expert Jason Furman and tech analyst Gene Munster discuss America's fiscal state, market activities, sustainable business, automotive industry trends, Apple CarPlay, and Tesla technology in this engaging episode of Bloomberg Surveillance with Tom Keene.
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Apr 2, 2024 • 23min

Bloomberg Surveillance TV: April 2, 2024

Guests Phil Orlando, Steven Cook, and Troy Gayeski discuss the broadening equity rally, potential oil price increases amid geopolitical uncertainty, and the impact of Fed rate cuts on the yield curve. Steven Cook highlights Iran's potential actions in the Middle East, while Troy Gayeski warns of the yield curve returning to 5% without rate cuts.
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Apr 1, 2024 • 7min

Single Best Idea with Tom Keene: Jim Caron & Kona Haque

Jim Caron and Kona Haque discuss momentum in markets, focusing on technology and equity sectors. They also explore cocoa price trends, consumption elasticity, and the 'Single Best Idea' segment.
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Apr 1, 2024 • 30min

Bloomberg Surveillance TV: April 1, 2024

Guests Jay Pelosky, Peter Tchir, and Bill Dudley discuss opportunities in commodities, equity market rotation, and potential banking crises. Topics cover global market dynamics, tech investments, and the vulnerabilities of US financial institutions.
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Apr 1, 2024 • 27min

Q2 and Turkey Votes

David Sowerby analyzes market reaction to Jay Powell, Lori Calvasina discusses market correction signals, Emre Peker covers Turkish election results. The podcast touches on small cap stock potential, US stock investments, and spinoff opportunities. Plus, updates on affordable housing crisis and social media impact on mental health.
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Mar 29, 2024 • 16min

Instant Reaction: Jay Powell Speaks

Wells Fargo Senior Economist Sarah House joins to discuss Chair Powell's cautious stance on rate cuts, market expectations, Fed transparency, and inflation data. Topics include Fed policy attention, market reactions, and challenges in decision-making.
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Mar 29, 2024 • 30min

Instant Reaction: Inflation Data

Tom Porcelli, Chief US Economist at PGIM Fixed Income, and Sarah House, Wells Fargo Senior Economist, discuss the latest PCE data on inflation. They analyze economic data trends, the impact of inflation on consumer confidence, and speculate on Federal Reserve Chair Powell's remarks. Insights on challenges in meeting inflation targets and the upcoming Carter Economic Forum in Doha.
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Mar 28, 2024 • 20min

INSTANT REACTION: Bankman-Fried Sentenced to 25 Years

Bloomberg Law host June Grasso and Bloomberg News legal editor Peter Jeffrey discuss the 25-year prison sentence of FTX co-founder Sam Bankman-Fried for stealing billions from customers. They analyze the legal aspects, sentencing severity, implications for the industry, and potential appeal process, revealing the fallout of the case.
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Mar 28, 2024 • 24min

Baltimore Collapse and Market Bulls

Julian Emanuel discusses market bullishness in 2024 and Richard Haas shares insights on geopolitical concerns involving China, Ukraine, and Israel. Topics include the economic impact of the Baltimore Bridge collapse and an exploration of work habits influenced by technology.

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