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 5, 2024 • 40min
US Jobs Roar Again as Payrolls Jump 303,000
Neil Dutta, Ira Jersey, Julia Pollak, and Claudia Sahm discuss the robust US job report with 303,000 added jobs, growth trends, Federal Reserve policy impacts, and immigrant contributions to the economy. They delve into market reactions, wage trends, and labor market dynamics, highlighting the significance of addressing structural job issues for economic productivity.
Apr 4, 2024 • 8min
Single Best Idea with Tom Keene: Larry McDonald & Max Kettner
Financial analyst Larry McDonald and economic strategist Max Kettner discuss market updates, passive investing risks, and the impact of interest rate volatility on equity multiples. They also touch on HSBC experts, social media presence, and upcoming events.
Apr 4, 2024 • 18min
Bloomberg Surveillance TV: April 4, 2024
Jean Boivin of BlackRock Investment Institute is bullish on risk assets, Becky Frankowitz discusses US labor market resiliency, Michael Hirson breaks down Treasury Secretary Yellen's China visit. Topics include economic regime shift, trade challenges with China, daily market updates, labor market dynamics, post-pandemic recovery, and immigration impacts on job market.
Apr 4, 2024 • 30min
Critical Jobs Friday Paves the Path for Rate Cuts
Former Chief Investment Strategist at Bridgewater Associates, Director of US Rates Strategy at Bank of America, and Founder at The Bear Traps Report discuss Fed rate cuts, job market dynamics, and investment strategies. They delve into fixed income investments, passive investing risks, and the impact of Elon Musk's Twitter activity. Also, they explore AI content creation concerns and medical breakthroughs in cancer drugs and dementia.
Apr 3, 2024 • 7min
Single Best Idea with Tom Keene: Robert D. Kaplan & Ed Morse
Renowned geopolitical analyst Robert D. Kaplan discusses potential Israeli policy changes post-Netanyahu and insights on Gaza, Hamas, and Hezbollah. Expert Ed Morse analyzes the impact of Brent crude oil reaching $90 a barrel and global hydrocarbon market dynamics, highlighting supply side factors and market distortions.
Apr 3, 2024 • 28min
Bloomberg Surveillance TV: April 3, 2024
Guests Eric Veiel, Michael Collins, and Eric Cantor discuss the uncertain path forward for the Fed, the value in long-term treasury yields, and the market's eventual rejection of continued debt incurrence. They explore managing debt levels, market deals, sports business, Fed interest rate strategy, monetary policy considerations, portfolio positioning amid inflation risks, and the impact of interest rates on banks.
Apr 3, 2024 • 33min
Markets Weigh Rate Cut and Geopolitical Risks
Matt Luzzetti, Ed Morse, and Robert D. Kaplan discuss economic outlook, energy risks, and geopolitical concerns including China, Middle East tensions, and Ukraine's battle against Russian aggression in an engaging and informative podcast.
Apr 2, 2024 • 28min
Fed Seen Delaying Rate Cuts and Gold Surges to Record
Chief Fixed Income Strategist at Charles Schwab discusses fixed income opportunities and positioning for a correction. Professor of Economic Policy at Harvard talks about balance of worry in jobs report and potential recession. Co-founder of Merk Investments shares insights on how high gold prices can go.
Apr 2, 2024 • 6min
Single Best Idea with Tom Keene: Jason Furman & Gene Munster
Economic expert Jason Furman and tech analyst Gene Munster discuss America's fiscal state, market activities, sustainable business, automotive industry trends, Apple CarPlay, and Tesla technology in this engaging episode of Bloomberg Surveillance with Tom Keene.
Apr 2, 2024 • 23min
Bloomberg Surveillance TV: April 2, 2024
Guests Phil Orlando, Steven Cook, and Troy Gayeski discuss the broadening equity rally, potential oil price increases amid geopolitical uncertainty, and the impact of Fed rate cuts on the yield curve. Steven Cook highlights Iran's potential actions in the Middle East, while Troy Gayeski warns of the yield curve returning to 5% without rate cuts.
