Bloomberg Surveillance

Bloomberg
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Jul 12, 2024 • 29min

Biden's Presser and Banks

Senior Analyst Alison Williams discusses bank earnings. Whitney Tilson debates President Biden's ticket. CIO Cam Dawson talks about PPI, inflation, and the equity rally. Bob Hormats examines US China policy for the 2024 election.
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Jul 11, 2024 • 8min

Single Best Idea with Tom Keene: Randy Kroszner, Kate Moore, & Michael Nathanson

Economic expert Randy Kroszner discusses the Federal Reserve's policy evolution. Market impact of potential Fed actions and interest rate strategies. AI's influence on the market, GDP, and future of entertainment including YouTube vs. Netflix rivalry.
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Jul 11, 2024 • 27min

Bloomberg Surveillance TV: July 11, 2024

Rep. Haley Stevens discusses Biden's reelection bid. Sarah Hunt shares market insights on AI spending. David Kelly and Steve Ricchiuto unpack CPI data. Podcast explores market trends and economic strategies.
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Jul 11, 2024 • 24min

June Inflation Data Reaction; CPI and Jobless Claims

Economists Claudia Sahm and Randy Kroszner discuss June CPI readings and market impacts. Kate Moore explores market pricing of CPI data while Ira Jersey analyzes the Fed's rate path. The podcast delves into inflation data, monetary policy analysis, Fed actions, market outlook, treasury market reactions, and interest rate levels.
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Jul 10, 2024 • 7min

Single Best Idea with Tom Keene: Elsa Lignos & Henrietta Treyz

Financial analyst Elsa Lignos and political analyst Henrietta Treyz discuss investment strategies, Chinese yuan depreciation, US election impact on the dollar, political dynamics, inflation reports, cybersecurity, and international audience appreciation.
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Jul 10, 2024 • 23min

Bloomberg Surveillance TV: July 10, 2024

Rep. Jonathan Jackson discusses President Biden's reelection bid at the Congressional Black Caucus meeting. Drew Pettit advises taking profits on top AI stocks. Brian Levitt talks about stocks hitting record highs post-Powell's testimony, emphasizing higher quality assets in the market.
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Jul 10, 2024 • 28min

President Biden's Future and the Equity Rally

Guests discuss Biden's future in the Democratic ticket, investment opportunities in India, and real estate trends like industrial properties and Blackstone's impact. Also covered are concerns about Biden's abilities, office to residential space conversions, and AI in CRM.
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Jul 9, 2024 • 6min

Single Best Idea with Tom Keene: Craig Brandon & Wendy Schiller

Craig Brandon discusses the advantages of municipal bonds for investors, mentioning tax benefits and insights on utilizing tax-free bonds. Wendy Schiller elaborates on expanding international relations at Brown University and provides engaging political analysis. The podcast also analyzes President Biden's performance and government functionality, addressing public concerns versus ongoing operations and global impact.
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Jul 9, 2024 • 26min

Bloomberg Surveillance TV: July 9, 2024

Democratic donor Trey Beck discusses financial support for President Biden despite concerns over his fitness. Peter Tchir suggests Fed rate cuts in July. Helane Becker talks about airlines managing high summer travel demand.
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Jul 9, 2024 • 27min

Questions Swirl about Biden's Health as Traders Weigh Market Risks

Prof Wendy Schiller, Sarah Hunt, and David Mericle discuss Biden's health impact on the market, AI future, Powell's stance on inflation, tech companies' cash reserves, housing boom in Silicon Slopes, and estate planning trends. Also includes frozen meeting anecdotes and podcast promotion.

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