Bloomberg Surveillance

Bloomberg
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Mar 15, 2024 • 6min

Single Best Idea with Tom Keene: Ed Yardeni & Dan Ives

Exploring guest selection process, bullish sentiments on Apple and Bitcoin. Ed Yardeni's comparison of Bitcoin to 'digital tulips' sparks debate on market dynamics. Financial insights from Nationwide and Stiffel, Dan Ives' analysis on Apple's future. Highlights from Bloomberg Green Festival promoting climate solutions.
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Mar 15, 2024 • 26min

Bloomberg Surveillance Television: March 15, 2024

Experts discuss 'insidious' inflation pushing Fed rate cuts, AI stocks with cashflow support, hints of stagflation in data analysis. Market dynamics, economic forecasts, and policy impact on stagflation risk explored. Caution urged amidst differing market outlooks and uncertainties in Fed decisions. Political messaging disconnect, Fed's response to stagflation concerns, and review of inflation target and rate cut projections.
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Mar 15, 2024 • 28min

The End of a Volatile Week

Exploring market analysis shifts, Bitcoin skepticism, financial updates, liquidity impact on equities, Janet Yellen's tenure analysis, rise of fake social media accounts, and Taylor Swift's surprise concert on Disney Plus.
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Mar 14, 2024 • 6min

Single Best Idea with Tom Keene: Jeffrey Cleveland & Keith Cowing

The podcast discusses the impact of economic data on policy decisions, highlighting the strength of the American economy. It also explores the success of an American rocket launch by Elon Musk, with plans for future space exploration to the moon and Mars.
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Mar 14, 2024 • 19min

Bloomberg Surveillance Television: March 14, 2024

Private credit strength, global shipping sector calming, February's sticky inflation numbers impact on Fed's interest rates, insights on current market trends and challenges in the private equity industry, struggles in the shipping industry amid economic volatility, defense strategies in the Red Sea, economic data surprises and projections for interest rates and inflation, shifts in interest rates, labor market dynamics, stock prices and bond spreads influence on economy and Fed's easing path.
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Mar 14, 2024 • 31min

Markets React to Inflation Data

Podcast discusses reactions to inflation data with insights on PPI and retail sales. Topics include potential TikTok ban, CRE market, mortgage rates, and real estate trends. Analysis on economic indicators, labor market strength, rate cuts, unemployment rates, and inflation debates. Insights on market updates, wealth management, and implications of recent data releases. Exploration of challenges in commercial real estate, foreign investments, gender bias at Goldman Sachs, and ticket scalping in international sports.
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Mar 13, 2024 • 6min

Single Best Idea with Tom Keene: Amy Wu Silverman & Katy Kaminski

Discover expert insights on market conditions and investment services. Learn about Bitcoin's correlation with the equity market. Explore trend following strategies and the development of the Bloomberg terminal for finance.
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Mar 13, 2024 • 24min

Bloomberg Surveillance Television: March 13, 2024

Market insights and economic analysis with David Rosenberg. Discussion on inflation measures, market reactions, and Fed rate cuts. Insights on wealth management services and navigating monetary policy shifts. National security concerns around TikTok and CCP control. Exploring conduct and content in relation to TikTok and legislative challenges.
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Mar 13, 2024 • 29min

Wall Street Rally Put on Pause

Discussing options speculation, market sentiments, financial services promotions, market trends analysis, hidden fees in advance Uber bookings, real estate boom, and movie success
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Mar 12, 2024 • 6min

Single Best Idea with Tom Keene: Mike Wilson & Ayesha Kiani

Discussing market conditions, leverage, and inflation with Mike Wilson. Exploring Bitcoin value, technology, proof of work, and mining debates. Understanding the nuances of Bitcoin regardless of investment position.

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