Bloomberg Surveillance

Bloomberg
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Apr 15, 2024 • 27min

Markets Weigh Middle East Risks

Sarah Hunt, Ian Bremmer, and Admiral James Stavridis discuss equity outlook post-inflation data, conflict in Israel, US support for Israel and Ukraine against global proxies like Iran and Russia.
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Apr 12, 2024 • 7min

Single Best Idea with Tom Keene: Chris Whalen and Chuck Clough

Financial analyst Chris Whalen discusses his book 'Inflated' and insights on banking safety. Economist Chuck Clough delves into Intel's role in innovation and long-term outlook on equities. Insights on bank investments, market updates, and interest rates are also covered
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Apr 12, 2024 • 21min

Bloomberg Surveillance TV: April 12, 2024

Ken Leon, Neil Dutta, and Jill Carey Hall discuss potential earnings surprises in the banking sector, Fed rate cut prospects, and the impact on small-cap stocks. Topics include credit loss provisions, economic outlook, inflation dynamics, and navigating uncertainty in the market.
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Apr 12, 2024 • 42min

Bank Earnings Breakdown and China Growth

Labor economist David Blanchflower discusses US labor outlook and potential recession. CEO Leland Miller talks about China's growth and EV overcapacity thesis. Bank earnings and industry risks are covered by Chris Whalen. Susan Collins from the Boston Federal Reserve is also featured.
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Apr 11, 2024 • 7min

Single Best Idea with Tom Keene: Dennis Gartman and Ian Lyngen

Financial analyst Dennis Gartman and financial expert Ian Lyngen share contrasting views on interest rates, inflation, and market trends. They debate the future direction of the 10-year yield and discuss investing in gold amidst market uncertainties. The conversation also delves into the complexities of 10-year yields, inflation, and GDP dynamics, offering insights on potential buying opportunities and auction nuances.
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Apr 11, 2024 • 23min

Bloomberg Surveillance TV: April 11, 2024

Guests George Goncalves, Robert Sockin, and Governor Wes Moore discuss the US 10-year bond, dollar, and oil's impact on the economy. Topics include potential Fed rate cuts, challenges in the labor market, and efforts to restore the Baltimore port post-bridge collapse.
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Apr 11, 2024 • 38min

Inflation Data Spooks Investors and the Gold Trade

Frances Donald and Ian Lyngen discuss this week's inflation data, Dennis Gartman shares a bearish take on equities and gold, Marcus Ashworth covers the ECB decision. Topics include PPI data, CPI reaction, gold trade, inflation trends, and market updates.
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Apr 10, 2024 • 7min

Single Best Idea with Tom Keene: Neil Dutta and Steve Ricchiuto

Economic experts Neil Dutta and Steve Ricchiuto discuss economic trends, inflation, consumer behavior, and the implications for the economy. They explore the impact of rising inflation on labor markets, wages, and social welfare, and the challenges faced by the Fed in balancing economic factors amidst uncertainties.
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Apr 10, 2024 • 28min

Bloomberg Surveillance TV: April 10, 2024

US Chief Economist, Chief Global Strategist, and Head of Policy & Politics discuss hot topics like CPI impact on monetary policy, Japan Prime Minister's visit to US, and Federal Reserve's outlook. Podcast delves into debate on rate cuts, analysis of stock prices, monetary policy, market vulnerability, economic policy, political strategies, and explores conspiracy theories in Fed policy during elections.
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10 snips
Apr 10, 2024 • 39min

A Breakdown of CPI and Outlook for Rates

Experts like Neil Dutta and Ira Jersey discuss CPI and Fed rate outlook, while Joe Weisenthal and Tracy Alloway share insights on CPI trends. Steven Ricchiuto analyzes inflation data and its economic impact. The podcast delves into inflation challenges for the Biden administration and how it affects various sectors.

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