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
Jan 10, 2024 • 27min
Bloomberg Surveillance: Inside Boeing's 'Mistake'
Sheila Kahyaoglu discusses the latest on Boeing and the airlines sector. Seema Shah expects positive nominal growth and continued fall in inflation. Kathy Bostjancic says mild recession is still possible. Matthew Bartlett previews final GOP debate before Iowa Caucuses.
Jan 9, 2024 • 32min
Bloomberg Surveillance: Geopolitical Risks in 2024
The podcast discusses the 'pivot party' by the Fed and its impact on the equity market. It also covers the challenges faced by Boeing and the airlines sector. Top ten geopolitical risks for 2024 are outlined, and a seasonal slowdown in global oil production is expected with low crude prices.
Jan 9, 2024 • 17min
Introducing: The Bloomberg Daybreak Podcast
Topics covered include the investigation into the Boeing 737 Max 9 door panel blowout, Trump's immunity in Capitol riot charges, Biden's slipping favorability, Boeing's ongoing investigation, and the relationship between Boeing and Spirit Aerosystems.
4 snips
Jan 8, 2024 • 35min
Bloomberg Surveillance: Airline Industry Confidence
Guests including Helane Becker, Lori Calvasina, Claudia Sahm, and Isaac Boltansky discuss topics such as airline industry confidence, sentiments around the equity market, December's jobs data, spending-cap deal in Congress, Defense Secretary Lloyd Austin's hospital stay, and a neutral outlook on Apple.
Jan 5, 2024 • 31min
Bloomberg Surveillance: Labor Market Stays Solid
Randy Kroszner, Bill Dudley, Alan Ruskin, Tiffany Wilding, and Ellen Wald discuss the US jobs report and the impact of wage growth on the economy. They also analyze interest rates, Bitcoin, labor market trends, economic growth, stability in oil prices, and escalating conflict in the Middle East.
Jan 4, 2024 • 36min
Bloomberg Surveillance: Jobless Claims Fall
US weekly jobless claims fall below estimates. Shift from long to short positioning in bonds. Busy month ahead in Washington. Selective approach with airline investments advised. Predictions of ECB cutting interest rates before the Fed.
Jan 3, 2024 • 37min
Bloomberg Surveillance: A 'Golden Buying Opportunity'
Torsten Slok discusses the risks of the Fed's easing of financial conditions. Cameron Dawson talks about the potential repricing of rates. Dan Ives highlights Apple's growth potential as a 'golden buying opportunity.' Gerard Cassidy advises incorporating bank stocks into portfolios. Norman Roule discusses the Middle East after a senior Hamas official was killed in Beirut.
Jan 2, 2024 • 36min
Bloomberg Surveillance: 10 Surprises of 2024
Guests John Stoltzfus, Elliot Ackerman, Sarah Hunt, and Thierry Wizman discuss topics such as the importance of the consumer and jobs market in 2024, rising geopolitical tensions in the Middle East and Indo-Pacific, potential weaker economic scenarios indicated by six rate cuts, long positions on oil, and catalysts that could drag down stocks in 2024.
Jan 2, 2024 • 18min
Introducing: The Bloomberg Daybreak Podcast
Topics in this podcast include increasing oil prices, tensions in the Red Sea, Bitcoin's value surge, updates on European stocks and energy sectors, outlook for the US market, challenges facing China's economy, Biden administration's efforts, terrorism investigation, redirection of asylum seekers, college football playoffs, investment outlook, crude oil market changes, and introduction to 'The Big Take' podcast.
Dec 29, 2023 • 43min
Bloomberg Surveillance: A Stellar Year for Equities
Guests discuss a range of interesting topics, including investment strategies for the upcoming year, the ongoing legal saga with the Apple Watch, undervaluing geopolitical and US domestic risks, the latest in the Russia-Ukraine war, and a year of record demand for the international cruise line.
