Bloomberg Surveillance

Bloomberg
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May 20, 2024 • 6min

Single Best Idea with Tom Keene: George Saravelos & Tracie McMillion

Tom Keene explores the impact of ETFs on mutual funds and trends in stock and bond investments. They discuss market forecasts reaching Dow 40,000 by 2030. The podcast also analyzes market volatility, currency, and GDP outlook, along with insights on America's economic future. Financial planning simplicity, insurance solutions, and market analysis are emphasized, including strategies for retirement savings and healthcare costs.
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May 20, 2024 • 35min

Bloomberg Surveillance TV: May 20, 2024

Stuart Kaiser from Citi discusses market response to Fed's rate cuts. Ryanair CEO shares views on Boeing progress. Stephanie Roth and Mark McCormick analyze inflation impact on Fed and currency exchange market.
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May 20, 2024 • 27min

Inflation Implications

Global experts James Lord, Tracie McMillion, and George Saravelos discuss currency forecasts, commodity trading, asset allocation strategies, market analysis, and innovative flavor combinations in the food industry.
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May 17, 2024 • 7min

Single Best Idea with Tom Keene: Lindsey Piegza & Tony Crescenzi

Economist Lindsey Piegza and market strategist Tony Crescenzi join the podcast to discuss economic data, Federal Reserve rate adjustments, asset valuations, housing market dynamics, bond market trends, investment debates, and total return strategies. The conversation delves into the implications of these factors on diverse asset classes and their forecasts for the Dow Jones index.
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May 17, 2024 • 25min

Bloomberg Surveillance TV: May 17, 2024

Mohamed El-Erian predicts economic slowdown due to labor market softening. Katy Kaminski notes treasuries no longer serve as risk-off assets during high inflation. Gilles Moec discusses diverging interest rate paths between the ECB and Fed.
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May 17, 2024 • 30min

Bond Market Inflation Signals and Paramount Drama

Tony Crescenzi from PIMCO discusses the bond market and avoiding peak yields. Lindsey Piegza shares insights on rate hikes and data impacts. Lucas Shaw covers media and Paramount drama. Topics include inflation, Fed actions, and the resurgence of cassette tapes.
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May 16, 2024 • 7min

Single Best Idea with Tom Keene: Jamie Dimon & Constance Hunter

Jamie Dimon and Constance Hunter discuss retirement planning, climate solutions, and work ethics. They analyze Federal Reserve policy and the K-shaped economy, highlighting challenges faced by different socio-economic groups.
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May 16, 2024 • 32min

Bloomberg Surveillance TV: May 16, 2024

Guests include Jamie Dimon, Mona Mahajan, and Michael Collins discussing inflation, equity market, and geopolitics. Mahajan expects balance in earnings due to Fed rate cuts. Collins suggests buying treasury notes above 4.5%. Topics include navigating economic uncertainties, global dynamics, and technology in banking sector.
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May 16, 2024 • 31min

Global Growth Outlook Post-CPI

Constance Hunter discusses continued growth and rate cuts timing, Paul Sankey talks OPEC+ meeting and energy outlook, Lakshman Achuthan explains global growth benefits and risks. They explore inflation trends, labor market changes, oil market dynamics, global industrial upturn, and strategic considerations for expanding operations.
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May 16, 2024 • 16min

Surveillance Special: Jamie Dimon on Inflation, China, Politics

Jamie Dimon, CEO of JPMorgan, discusses inflation pressure on the US economy, potential interest rate hikes, green economy costs, and geopolitical influences. He warns of stickier inflation than expected, preparing for interest rates ranging from 2% to 8%. Dimon highlights the importance of navigating risks in global business, French labor laws impact on economic growth, and banking sector strategies focusing on acquisitions and technological advancements.

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