Bloomberg Surveillance

Bloomberg
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Jun 13, 2024 • 8min

Single Best Idea with Tom Keene: Stuart Kaiser, Brad Setser, & John Stoltzfus

Financial analyst Stuart Kaiser, economist Brad Setser, and investment strategist John Stoltzfus discuss market trends, de-globalization, electric vehicles, US-China competition, guitar features, and market analysis in an engaging and insightful podcast.
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Jun 13, 2024 • 26min

Bloomberg Surveillance TV: June 13, 2024

Guests from Oppenheimer, Societe Generale, UBS, and Pangaea Policy Advisory discuss market highs post-Fed decision, react to CPI data, and analyze Trump's DC meeting. Topics include inflation, equities forecast, financial success, insurance solutions, Fed's economic outlook, rate cutting cycle, retirement security, Biden vs. Trump policies, U.S. foreign policy, and potential changes.
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Jun 13, 2024 • 28min

Digesting Fed and Eco Data and The Latest on Biden-Trump

Economists Feroli, Kaiser, and Luzzetti analyze Fed decisions, equity markets, and economic data. Prof. Schiller discusses Biden, Trump, and DC headlines. The podcast delves into potential GDP, inflation impact, market outlook, and reflections on G7 summit.
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Jun 12, 2024 • 24min

Instant Reaction: Jay Powell on Fed Policy

Fed Chair Jay Powell discusses the Federal Reserve's interest rate decision, inflation trends, and the impact of recent economic data. The podcast analyzes Powell's remarks on payrolls data, unemployment rate projections, and factors guiding Fed's rate cuts. It also explores bond market influence on interest rates, Fed policy forecasts, and unpredictability in bond yields.
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Jun 12, 2024 • 28min

Instant Reaction: The Fed Decides

Bloomberg's analysts Tom Keene, Jonathan Ferro, and Lisa Abramowicz dissect the recent Federal Reserve decisions, covering rate cuts, inflation forecasts, and market reactions. They discuss the Fed's approach to economic projections, potential rate cuts, and the impact on different sectors. The conversation also touches on achieving soft landings in investments and transitions to AI advancements in customer experiences.
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Jun 12, 2024 • 6min

Single Best Idea with Tom Keene: Jim Bullard & Paul Donovan

Economist Jim Bullard talks about policy rate adjustments and inflation levels. Financial analyst Paul Donovan discusses FOMC decisions lacking dissent. The episode covers insights on CPI, market stability, and retirement planning.
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Jun 12, 2024 • 26min

Bloomberg Surveillance TV: June 12, 2024

Former St. Louis Fed President and global chief economist discuss May's CPI data and Fed rate decision. Citi Research MD shares bullish tech stock outlook. Topics include inflation, market volatility, retirement security, and market sentiment.
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Jun 12, 2024 • 47min

CPI Breakdown and Stock Picks

Jim Bullard, Mark Zandi, and Julia Coronado discuss CPI reactions, Fed policies, and economic projections. Topics include interest rates, inflation, rate cut speculations, and green initiatives in Europe. Insights on US consumers, GDP numbers, and energy efficiency policies are highlighted.
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Jun 11, 2024 • 7min

Single Best Idea with Tom Keene: Virginie Maisonneuve, Dan Ives, & Gene Munster.

Investment manager Virginie Maisonneuve, tech analyst Dan Ives, and tech investor Gene Munster discuss geopolitical analysis in France, including political shifts towards the right, concerns on security and integration, Macron's leadership, and the term 'far right' in the French context.
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Jun 11, 2024 • 16min

Instant Reaction: Hunter Biden Found Guilty

Hunter Biden, the first child of a sitting US president, was found guilty of gun charges. The podcast explores the trial details, potential sentencing, legal troubles, political fallout, and impact on upcoming polls. It delves into the special counsel's office involvement, addiction issues, and implications for President Biden and the election.

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