Bloomberg Surveillance

Bloomberg
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May 1, 2024 • 29min

Instant Reaction: The Fed Decides

Bloomberg's analysts Tom Keene, Jonathan Ferro, and Lisa Abramowicz dissect the Federal Reserve's recent decisions on interest rates, inflation targets, and the balance sheet taper. They discuss the Fed's challenges in achieving the 2% inflation goal, Chair Powell's messaging strategy, potential rate hikes, and the economic impact of the pandemic. The podcast explores uncertainties surrounding the Job's Day report, market reactions to the Fed's policies, and debates on GDP growth rates and monetary policies.
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May 1, 2024 • 7min

Single Best Idea with Tom Keene: Stuart Kaiser & Bryan Whalen

Stuart Kaiser and Bryan Whalen discuss conflicting views on Fed rate decision, market dynamics, and the impact of real yields on financial elements, emphasizing the importance of monitoring and adapting to yield fluctuations.
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May 1, 2024 • 26min

Bloomberg Surveillance TV: May 1, 2024

Guests Tony DeSpirito, Earl Davis, and Jonathan Pingle discuss stock picking opportunities, potential rise in US 10-yr yields, reactions to strong ADP labor data, and Fed rate decision preview. Topics include earnings estimates, treasury market impact, and economic outlook post Fed decision
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5 snips
May 1, 2024 • 30min

Markets Ready for FOMC and Amazon Earnings Breakdown

Guests on the podcast include Gargi Chaudhuri from BlackRock, Stuart Kaiser from Citi, and Brian Wieser from Madison & Walls. They discuss playing the Fed soft landing, market spook pre-FOMC, Amazon earnings, and Paramount. Bloomberg's Lisa Mateo presents Newspaper Headlines.
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Apr 30, 2024 • 7min

Single Best Idea with Tom Keene: Rebecca Patterson & Anurag Rana

Rebecca Patterson and Anurag Rana discuss earnings season, the impact of a strong dollar on global markets, Amazon's earnings, and technology developments like Apple CarPlay in an engaging conversation with Tom Keene.
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Apr 30, 2024 • 25min

Bloomberg Surveillance TV: April 30, 2024

Featuring Ronald Temple, Robert Sockin, and Amanda Lynam, the podcast covers topics like AI investments and earnings breadth, the employment cost index's impact on the Fed, and opportunities in the credit market. The guests discuss market trends, economic indicators, and implications of Fed policies on interest rates and credit dynamics.
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Apr 30, 2024 • 26min

Investors Ready for FOMC and Campus Protests Intensify

Former Chief Investment Strategist Rebecca Patterson discusses the FOMC meetings and yen movement, while George Goncalves talks about rate outlook. Laura Davison covers campus protests and political headlines.
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Apr 29, 2024 • 7min

Single Best Idea with Tom Keene: Dan Ives and Tina Fordham

Tech analyst Dan Ives discusses the future of AI with a focus on Apple's Siri. Global political analyst Tina Fordham explores the complexities of identity politics and free speech in educational institutions.
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Apr 29, 2024 • 24min

Bloomberg Surveillance TV: April 29, 2024

Guests Lori Calvasina, Mark McCormick, and Sonal Desai discuss swings in tech stocks, movements in the Japanese Yen, Fed decision preview, and outlook on the bond market. Topics include growth concerns, inflation perspective, FX market dynamics, rate cuts expectations, and challenges in buying Treasuries.
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Apr 29, 2024 • 29min

A Bond Breakdown and a Yen Rebound

Global finance experts Steven Major and James Lord delve into bond market outlooks and currency dynamics, while geopolitical strategist Tina Fordham discusses potential ceasefires and investor concerns. The podcast covers a wide range of topics from bond yields and fixed income strategies to political conflicts and economic impacts.

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