Bloomberg Surveillance

Bloomberg
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Mar 27, 2024 • 19min

Bloomberg Surveillance TV: March 27, 2024

JPMorgan's Chief Economist discusses minimal private sector damage from higher interest rates. BlackRock's Head of Macro Credit Research notes hidden credit market discrimination. VW North America CEO emphasizes commitment to EV development in response to consumer demand.
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Mar 26, 2024 • 25min

Baltimore Bridge and Biden Polls

John Kartsonas discusses the Baltimore Bridge collapse, Adam Posen talks about geopolitics and its impact on the 2024 presidential election, and Peter Tchir shares insights on China's threat to personal consumption in the US.
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Mar 26, 2024 • 31min

Bloomberg Surveillance TV: March 26, 2024

Citi's Andrew Hollenhorst discusses potential Fed rate cuts, while Julian Emanuel notes 'zone of exuberance' in equity market. Israel's Ron Dermer emphasizes Israel's commitment in Gaza. Topics cover inflation concerns, market behavior, and economic indicators in the US.
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Mar 26, 2024 • 7min

Single Best Idea with Tom Keene: John Kartsonas and Adam Posen

Financial analyst John Kartsonas and economist Adam Posen discuss a recent shipping accident, American citizen resilience amidst economic challenges, and insights on productivity and economic growth in America. Topics include global shipping processes, human error in disasters, labor market changes, Fed meeting predictions, and GDP performance.
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Mar 26, 2024 • 1min

Listen Now: The Big Take

Delving into Mexico's potential first female president, drug development intricacies, market movements, recession forecasts, and the importance of precise reporting in a fluctuating economy.
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Mar 25, 2024 • 6min

Single Best Idea with Tom Keene: Liz Ann Sonders & George Ferguson

In this podcast, Liz Ann Sonders and George Ferguson discuss factor investing, quality, dividends, and momentum challenges in the equity market. They emphasize understanding the fundamentals behind top-performing stocks rather than solely relying on momentum trends. The episode also explores success as a journey, Stiefel wealth management services, and the impact of Bloomberg headlines on financial news.
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Mar 25, 2024 • 28min

Boeing's CEO Resigns and Bullish Takes

Topics discussed include Boeing's CEO resignation, the Fed's impact on personal income, raising SPX targets, and newspaper headlines. The podcast covers market sentiment, America's manufacturing, and investment strategies, emphasizing courage in market investing. It also touches on current affairs, French culture, personal preferences, and podcast promotion.
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Mar 25, 2024 • 23min

Bloomberg Surveillance TV: March 25, 2024

Experts predict S&P 500 hitting 6,000; bonds left out of rally. Fed may ease policy conditions if labor market stays strong. Analysis on Fed Chair Powell, market trends, global influences, and inflation concerns. Understanding impacts of potential Fed rate cuts on market sentiment and liquidity.
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Mar 22, 2024 • 30min

Risk, Rates, and Reddit

The podcast discusses central bank meetings, Reddit IPO, Apple, energy outlook in the US, natural gas prices, and geopolitical conflicts. Also covered are advancements in AI, market challenges, energy efficiency in data centers, airlines handling luggage, frequent flyer points, and seamless travel experiences.
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Mar 22, 2024 • 28min

Bloomberg Surveillance TV: March 22, 2024

Experts discuss US economy optimism, central banks' inflation targets, and diversifying to non-US stocks. Podcast covers wealth management, investment strategies, global diversification, and economic impact on lower-income families.

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