Bloomberg Surveillance

Bloomberg
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Mar 28, 2024 • 6min

Single Best Idea with Tom Keene: Richard Haass & Julian Emanuel

Richard Haass discusses Israeli politics and the importance of direct communication with the people. Julian Emanuel explores market analysis and strategies for navigating uncertainties in investments.
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Mar 28, 2024 • 26min

Bloomberg Surveillance TV: March 28, 2024

Guests Matthew Miskin, Steve Center, and Robert Davis discuss market dependency on a dovish Fed, EV production outlook, and Merck's new lung disease drug. Topics include managing market expectations, Powell's financial policy approach, electric vehicle transition challenges, competition in the auto industry, innovative drug approval for pulmonary arterial hypertension, and drug pricing in healthcare.
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Mar 27, 2024 • 27min

Markets Ready for Powell

Former Vice Chair of the Federal Reserve discusses rate hikes and Fed credibility, Portfolio Manager talks market outlook, State Street Strategist shares equity outlook and US recession chances. Insights into inflation data, effects of Baltimore Bridge collapse on inflation, Alma Mater's Sweet 16 success, market updates, investment strategies, and troubled history of ship involved in Baltimore Bridge collision.
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Mar 27, 2024 • 19min

Bloomberg Surveillance TV: March 27, 2024

JPMorgan's Chief Economist discusses minimal private sector damage from higher interest rates. BlackRock's Head of Macro Credit Research notes hidden credit market discrimination. VW North America CEO emphasizes commitment to EV development in response to consumer demand.
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Mar 26, 2024 • 25min

Baltimore Bridge and Biden Polls

John Kartsonas discusses the Baltimore Bridge collapse, Adam Posen talks about geopolitics and its impact on the 2024 presidential election, and Peter Tchir shares insights on China's threat to personal consumption in the US.
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Mar 26, 2024 • 31min

Bloomberg Surveillance TV: March 26, 2024

Citi's Andrew Hollenhorst discusses potential Fed rate cuts, while Julian Emanuel notes 'zone of exuberance' in equity market. Israel's Ron Dermer emphasizes Israel's commitment in Gaza. Topics cover inflation concerns, market behavior, and economic indicators in the US.
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Mar 26, 2024 • 7min

Single Best Idea with Tom Keene: John Kartsonas and Adam Posen

Financial analyst John Kartsonas and economist Adam Posen discuss a recent shipping accident, American citizen resilience amidst economic challenges, and insights on productivity and economic growth in America. Topics include global shipping processes, human error in disasters, labor market changes, Fed meeting predictions, and GDP performance.
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Mar 26, 2024 • 1min

Listen Now: The Big Take

Delving into Mexico's potential first female president, drug development intricacies, market movements, recession forecasts, and the importance of precise reporting in a fluctuating economy.
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Mar 25, 2024 • 6min

Single Best Idea with Tom Keene: Liz Ann Sonders & George Ferguson

In this podcast, Liz Ann Sonders and George Ferguson discuss factor investing, quality, dividends, and momentum challenges in the equity market. They emphasize understanding the fundamentals behind top-performing stocks rather than solely relying on momentum trends. The episode also explores success as a journey, Stiefel wealth management services, and the impact of Bloomberg headlines on financial news.
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Mar 25, 2024 • 28min

Boeing's CEO Resigns and Bullish Takes

Topics discussed include Boeing's CEO resignation, the Fed's impact on personal income, raising SPX targets, and newspaper headlines. The podcast covers market sentiment, America's manufacturing, and investment strategies, emphasizing courage in market investing. It also touches on current affairs, French culture, personal preferences, and podcast promotion.

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