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 23, 2024 • 28min
Bloomberg Surveillance TV: April 23, 2024
Deutsche Bank's Matt Luzzetti predicts Fed's mid-cycle adjustment while Morgan Stanley's Mike Wilson advises against small-cap stocks. Vijay Rakesh previews Tesla earnings. Podcast delves into market dynamics, interest rate scenarios, Fed decisions, inflation metrics, challenges in EV industry, and leadership across industries.
Apr 23, 2024 • 29min
PCE Preview and Streaming Wars
Economists discuss inflation data and the Fed's focus, insights on FX weakness and US economic outlook, and a deep dive into streaming wars, Meta earnings, and tech regulation.
Apr 22, 2024 • 6min
Single Best Idea with Tom Keene: Bob Michele & Liz Young
Financial expert Bob Michele and market analyst Liz Young join the discussion on Alan Greenspan's silence, company guidance, and investment strategies. Insights on market updates and wealth management services are shared, along with the evolution of understanding the Federal Reserve's communication cues.
Apr 22, 2024 • 26min
Bloomberg Surveillance TV: April 22, 2024
Michael O'Rourke is bearish on equities, recommends buying US treasuries. Tasnim Ghiawadwala says client balance sheets strong. Nadia Calvino discusses EIB's aid to Ukraine, importance of developing Europe's defense sector.
Apr 22, 2024 • 37min
Big Tech Earnings, The Fed, Inflation Data
Discussing US soft landing, Fed expectations, equity outlook, ETF research, and market headwinds with guests Bob Michele, Liz Young, and Eric Balchunas on the latest episode.
Apr 19, 2024 • 34min
Bloomberg Surveillance TV: April 19, 2024
US Trade Representative Katherine Tai discusses the 'China shock' impact on global prices. Peterson Institute President Adam Posen talks about US fiscal uncertainties affecting trade. Banco Santander Chair Ana Botin mentions a 'super soft landing' amid low unemployment rates.
Apr 19, 2024 • 7min
Single Best Idea with Tom Keene: Lakshman Achuthan and Anastasia Amoroso
Economic analyst Lakshman Achuthan and market strategist Anastasia Amoroso discuss COVID-19 impacts on labor market, government spending, and yield analytics. They talk about recession implications, equity market setups, investor sentiment, strategic allocations, and the opportunity to buy the dip amidst market pullback.
22 snips
Apr 19, 2024 • 26min
Oil Moves and Buying the Dip
Anastasia Amoroso discusses buying the dip and cleaner market technicals, Lakshman Achuthan talks about warning signs of possible recession and ECRI's Leading Economic Index, Christyan Malek focuses on oil impact of Israel-Iran tensions
Apr 18, 2024 • 5min
Single Best Idea with Tom Keene: Amy Wu Silverman and Anurag Rana
Financial analyst Amy Wu Silverman and market strategist Anurag Rana discuss the significance of NetSuite by Oracle in cost management, the importance of confidence in the market, innovative solutions for ambitious investors, and the future of artificial intelligence in margin enhancement.
Apr 18, 2024 • 20min
Bloomberg Surveillance TV: April 18, 2024
IIF President Tim Adams discusses global economic uncertainties, UBS Chief US Economist predicts Fed interest rate hikes despite strong US growth, and Dutch Central Bank President Klaas Knot talks about ECB's position on disinflation. The podcast delves into geopolitical risks impacting the economy, Treasury yields, Fed policies, ECB monetary stance, and historical examples of interest rates influencing inflation.
