Bloomberg Surveillance

Bloomberg
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May 10, 2024 • 7min

Single Best Idea with Tom Keene: Jim Bianco & Craig Sterling

Financial analyst Jim Bianco and an unknown guest discuss challenges in retirement planning, inflation analysis, economic epistemology, and capital allocation in companies. They debate future rate changes and emphasize strategic capital management for sustainable growth.
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May 10, 2024 • 25min

Bloomberg Surveillance TV: May 10, 2024

Anastasia Amoroso predicts Fed rate cuts, Neil Dutta expects balanced economic growth, and Oliver Chen discusses price-conscious consumers. The podcast explores the last mile of disinflation, labor market trends, and consumer behavior shifts in retail earnings.
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May 10, 2024 • 30min

A Fed Rate Cut, Oil Slowdown, and Apple's AI Play

Derek Halpenny talks about global FX outlook & UK recession exit, Dan Ives discusses Apple's AI play, David Mericle delves into US economic environment & recession outlook. Ellen Wald explores energy markets & oil price trends.
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May 9, 2024 • 5min

Single Best Idea with Tom Keene: Matt Hornbach & Wendy Schiller

Financial analyst Matt Hornbach and political analyst Wendy Schiller discuss simplicity in financial services, retirement planning, economic outlooks, market influences from the Bank of Japan, interest rates expectations, and potential repercussions of political unrest on the upcoming conventions.
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May 9, 2024 • 24min

Bloomberg Surveillance TV: May 9, 2024

US Bank's Eric Freedman discusses the challenging equity market, favoring the equal-weight S&P 500. David Lebovitz of JP Morgan emphasizes supportive labor market data for easing. Former World Bank President David Malpass warns of a 'perfect storm' of economic issues for the next US president, citing prevailing uncertainty in the economy.
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May 9, 2024 • 25min

Investors Gearing for Inflation Data as US Issues Israel Warning

Scott Chronert discusses US recession outlook and rate cuts, Sarah House previews CPI and Fed speak, Wendy Schiller breaks down DC headlines and Israel-Hamas war
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May 8, 2024 • 6min

Single Best Idea with Tom Keene: Rich Clarida & Kona Haque

Economics expert Rich Clarida and macro specialist Kona Haque discuss Federal Reserve's real-time data strategy and challenges in labor market dynamics. The conversation also delves into soft commodities like cocoa and coffee, exploring weather impacts on prices and supply-demand dynamics in coffee-producing regions.
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May 8, 2024 • 21min

Bloomberg Surveillance TV: May 8, 2024

Tracie McMillion warns of consumer confidence impact on pricing power. Janet Henry predicts Fed cuts in September or December due to election month. Mandy Xu discusses how markets price election-related volatility.
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May 8, 2024 • 35min

Equity Outlook and an iPhone and iPad Boost for Apple

Emily Roland and Rich Clarida discuss US market outlook and labor trends, while Mandeep Singh talks about Apple sales in China. Mick Mulroy addresses the Israel-Hamas conflict. The podcast touches on tech news and economic indicators.
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May 7, 2024 • 36min

Bloomberg Surveillance TV: May 7, 2024

Steve Eisman, Mark Zandi, and Hugh Johnston discuss US deficit, Fed rate cuts, Disney's Q2 report, streaming, and parks division outlook. Topics include solar tariffs, investing trends in AI, caution in stock market, and Marvel movie disappointments. Also covers economic forum, inflation, interest rates, debt impact, potential economic slowdown, and Disney's strong business performance and streaming strategy.

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