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
Mar 8, 2024 • 7min
Single Best Idea with Tom Keene: Ellen Zentner & Claudia Sahm
Exploring accomplishments of women in finance, Fed rates, growth forecasts, and productivity complexities discussed. Insights on economic data, CPI, inflation, and labor dynamics shared by experts, highlighting real-time economic analysis.
Mar 8, 2024 • 34min
Markets React To Jobs, Talk of Fed Cuts
Podcast discusses market reactions to job numbers, Fed cuts, Osage murders in Oklahoma, small caps outperforming, fly fishing in Yellowstone River, Nvidia earnings, inflation expectations, and deal making in sports
Mar 8, 2024 • 9min
Bloomberg Surveillance: Acting Labor Secretary Julie Su
Acting Labor Secretary Julie Su discusses strong job growth trends and a 'soft landing' for the economy. The manufacturing sector is on the rise. Analysis includes job market resilience, manufacturing investments, wage concerns, and transparency in economic data sharing.
Mar 8, 2024 • 22min
SPECIAL COVERAGE: State of the Union Reaction
Exploring President Biden's energetic State of the Union address and bipartisan efforts, navigating support for Israel and concerns for Palestinians, post-address reactions focusing on American manufacturing and education, analyzing President Trump's immigration stance, and contrasting political perspectives on battling inflation.
Mar 7, 2024 • 6min
Single Best Idea with Tom Keene: Chris Whalen & Wendy Schiller
The podcast covers banking system challenges, market vulnerabilities, and specific banks like SVB and NYCB. Wendy Schiller discusses the Democratic Party's struggles in economic messaging, their strategy, and anticipation for President Biden's state of the union address.
Mar 7, 2024 • 9min
Bloomberg Surveillance: Oaktree Capital Management's Howard Marks
Howard Marks discusses the impact of government leverage on the US economy post-financial crisis and during the pandemic. The podcast explores investor behavior, risks of loans during prosperous times, and potential defaults in the future. Also, insights on the current market state, credit cycle effects on real estate investments, and the impact of interest rate changes on credit investments.
Mar 7, 2024 • 27min
NYCB's Equity Investment, State of the Union
Topics discussed in the podcast include NYCB's equity investment, State of the Union preview, market insights, real estate challenges, banking sector influence, communication strategies, undervalued energy investments, rising crime in NYC subway, celestial burials, men's skincare, and The Rock's tattoo care products.
Mar 6, 2024 • 7min
Single Best Idea with Tom Keene: Liz Ann Sonders and Geoffrey Yu
Tom Keene discusses portfolio rebalancing with Liz Ann Sonders and dives into global finance insights with Geoffrey Yu, touching on wage growth dynamics and Italy's real wage growth compared to other countries.
Mar 6, 2024 • 6min
Bloomberg Surveillance: BlackRock's Kate Moore
Discussions on inflation, Fed policy, and rate cuts with BlackRock's Kate Moore. Analysis of corporate margins, asset allocation, and economic worries. Positive performance of US and Japanese equities with focus on growth potential and policy changes.
Mar 6, 2024 • 30min
Markets React To Powell, Super Tuesday Results
This podcast discusses market reactions to Powell and Super Tuesday results, featuring insights from investment strategists and government affairs heads. Topics include international influences on the stock market, balancing investments, policy decisions based on economic indicators, political strategies in Pennsylvania, market sentiment models, and the evolution of ESG factors in corporate analysis.
