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
Apr 26, 2024 • 6min
Single Best Idea with Tom Keene: Francois Trahan, Jane Foley, & Nick Colas
Financial experts Francois Trahan, Jane Foley, and Nick Colas discuss varying viewpoints on Fed rate decisions, yen weakness, and the value of liberal arts education in financial writing.
Apr 26, 2024 • 23min
Bloomberg Surveillance TV: April 26, 2024
Guests Emily Roland, Bruce Kasman, and Jon Lieber discuss shifting investments from mega-cap tech stocks, Fed's response to core PCE deflator, and implications of Secretary Blinken's visit to China. The podcast explores US-China relations, European reliance on China, economic uncertainties, diversifying beyond tech stocks, energy sector performance, and the impact of stagflation on investments.
Apr 26, 2024 • 28min
PCE Breakdown and an AI Blowout
Neil Dutta from Renaissance Macro Research discusses PCE and rate cuts. Cam Dawson of NewEdge Wealth talks about market pricing. Mandeep Singh from Bloomberg Intelligence breaks down tech earnings. The podcast also covers inflation, wage growth, tech sector strategy, generative AI impact, dining culture in NYC, and global commodity inflation.
Apr 25, 2024 • 6min
Single Best Idea with Tom Keene: Ben Laidler & Anna Wong
Investment strategist Ben Laidler and financial analyst Anna Wong discuss US strengths, big tech investments, market outlooks, and hawkish pivot for inflation. They explore economic indicators, differing opinions on strategies, and the impact of inflation on the economy and trade dynamics.
Apr 25, 2024 • 22min
Bloomberg Surveillance TV: April 25, 2024
Wells Fargo's Christopher Harvey bullish on S&P 500 target. T. Rowe Price's Blerina Uruci discusses US GDP and jobless claims. Michael Hirson talks politics around Secretary Blinken's China visit.
Apr 25, 2024 • 37min
Q1 GDP and Tech Earnings
Experts Jim Caron, Constance Hunter, and John Stolzfus discuss US GDP, interest rate cuts, and economic growth strategies. Topics include duration hedging, sustainable growth, market reactions, and investment strategies amidst uncertain economic conditions.
Apr 24, 2024 • 6min
Single Best Idea with Tom Keene: Lindsey Piegza & Todd Jablonski
Economist Lindsey Piegza discusses Fed's rate strategy for economic recovery. Todd Jablonski analyzes tech giants like Microsoft's cloud computing. Insights on American innovation and upcoming Bloomberg features.
Apr 24, 2024 • 26min
Bloomberg Surveillance TV: April 24, 2024
Guests Kate Moore, Tiffany Wilding, and Henrietta Treyz discuss Big Tech earnings, US economy, inflation, and Congress' aid package. Topics include equity market questions, inflationary pressures, and Congress members' intentions. The podcast explores workplace stress, corporate strategies, FOMC anticipation, US exceptionalism, and foreign aid decisions for Ukraine, Israel, and Taiwan.
Apr 24, 2024 • 32min
Tesla Troubles and Big Tech Earnings Loom
Expert analysts discuss Tesla earnings, ongoing consumer strength, and tech companies' earnings. Topics include economic slowdown signs, industry transformation, Fed's inflation strategy, and market trends. Conversations also cover AI revolution, cost-cutting strategies, and urban infrastructural reforms.
Apr 23, 2024 • 6min
Single Best Idea with Tom Keene: Thierry Wizman & Michael Darda
Economic strategist Thierry Wizman and economist Michael Darda discuss market uncertainties, earnings reactions, stock strategies, Federal Reserve adjustments, potential rate cuts, and challenges in the electric vehicle industry. Insights on Elon Musk's leadership style are explored, highlighting the importance of separating his persona from his companies' performance.
