Bloomberg Surveillance

Bloomberg
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Jul 24, 2024 • 32min

Reshaping the Presidential Race and Pricing-In Earnings

Monica DiCenso from JPMorgan discusses bullish equities, while Gautam Mukunda talks about the Harris-Trump race and his book. Topics include evolving industry sectors, market valuations, fixed income strategies, media consumption changes, party transitions in politics, Tesla earnings, AI robotics, Mets optimism, protein trends, and more.
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Jul 23, 2024 • 5min

Single Best Idea with Tom Keene: Sophia Drossos & Mark Lehmann

Financial expert Sophia Drossos and investment strategist Mark Lehmann share insights on economic forecasts for the 'Roaring 20s', tech investments evolution, Google updates, and the importance of inclusive political news coverage.
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Jul 23, 2024 • 25min

Bloomberg Surveillance TV: July 23, 2024

Brian Levitt of Invesco discusses tech rally gains, Isaac Boltansky from BTIG talks about latest Harris campaign updates, and Jill Carey Hall of BofA Securities explores the bullish case for small-caps amidst potential recession indicators.
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Jul 23, 2024 • 40min

Markets, Kamala Harris and the Latest on the 2024 Race

Economist Sophia Drossos discusses US economy outlook, Fed's meeting, and market visibility. Chief Commodities Analyst James Steel talks about gold, commodities, and defensive positioning. Wendy Schiller explores Kamala Harris and the 2024 election against Donald Trump.
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Jul 22, 2024 • 6min

Single Best Idea with Tom Keene: Ed Yardeni

Economist Ed Yardeni discusses economic optimism, AI, and market insights. He highlights the importance of collaborations in business, Lenovo Pro tech support, and the value of cautious stock market views.
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Jul 22, 2024 • 15min

Bloomberg Surveillance TV: July 22, 2024

Henrietta Treyz of Veda Partners analyzes implications after Biden's withdrawal, BMO and Deutsche Bank predict a September rate cut. Discussions include potential Democratic VP picks, VEDA Partners' financial solutions, market implications of fiscal support, economic surprises, and memorable lines from the podcast.
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Jul 22, 2024 • 38min

Biden Passes Baton to Harris, Markets React

Guests Tina Fordham, Leslie Vinjamuri, Ed Yardeni, and Andrew Slimmon discuss VP Harris's potential campaign, voter turnout dynamics, market reactions to Biden-Harris transition, optimistic market outlook, balancing cautious and bullish market perspectives, and analyzing portfolio performance.
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Jul 21, 2024 • 1h 15min

Instant Reaction: President Biden Withdraws

President Biden's withdrawal from reelection bid and endorsement of Vice President Kamala Harris is discussed, along with the transition to Harris as the main candidate. The implications of Biden's decision on fundraising and campaign dynamics are explored, focusing on the potential impact on the economy and Democratic Party strategy.
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Jul 20, 2024 • 30sec

Introducing 'Here's Why' - Complex News Stories Explained

Discover the 'Here's Why' podcast where experts from Bloomberg discuss key business stories such as market fluctuations, global politics, and central bank decisions in brief, providing valuable insights on impactful world events.
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Jul 20, 2024 • 7min

Single Best Idea with Tom Keene: Abby Joseph Cohen & Alicia Reese

Abby Joseph Cohen shares insights on the economy and financial markets, highlighting concerns about market anticipation and policy changes. The podcast also explores the impact of AI investments on costs and productivity, as well as discussing AI, factual reporting, and upcoming tech earnings season.

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