Bloomberg Surveillance

Bloomberg
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Jul 8, 2024 • 6min

Single Best Idea with Tom Keene: Michelle Meyer & Amanda Rebello

Economist Michelle Meyer and financial analyst Amanda Rebello share insights on labor market impacts post-pandemic, consumer spending resilience, and market predictions including cybersecurity solutions and ETF discussions.
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Jul 8, 2024 • 20min

Bloomberg Surveillance TV: July 8, 2024

Pierre Ferragu downgrades NVDA, Democrats urge Biden to step aside, bond market rally after US payroll data. Speculation on interest rate cut, labor market conditions, tailored insurance coverage, and potential Democratic candidates. Analysis of Trump's base, NVIDIA's AI business growth, and tech sector capex concerns.
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Jul 8, 2024 • 34min

Breaking Down Euro Elections and the Equity Rally

Tina Fordham discusses French and UK elections, Terry Haines talks about a poll on President Biden, and Brian Belski covers the equity rally. Topics include political dynamics, tech solutions for wealth clients, market outlook, generational wealth transfer, and French election impact.
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Jul 5, 2024 • 6min

Single Best Idea with Tom Keene: Lindsey Piegza & Neil Dutta

Economist Lindsey Piegza and analyst Neil Dutta discuss the Federal Reserve's cautious approach to interest rates and inflation. They delve into economic trade-offs, growth rate debates, and the importance of flexibility in adapting to new information.
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Jul 5, 2024 • 16min

Biden Enters Make-or-Break Weekend

Robert Costa discusses Biden's critical weekend, highlighting the need to regain trust for reelection. Speculation on Democratic dynamics, potential scenarios, and Kamala Harris's presidential bid. Terry Haynes analyzes concerns about Biden's presidency and media coverage, with insights into the Bloomberg Surveillance podcast's focus on economics and finance.
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Jul 5, 2024 • 27min

Bloomberg Surveillance TV: July 5, 2024

Jeff Rosenberg of BlackRock analyzes the payrolls report impact on the Fed. Pooja Kumra discusses market reaction to UK and French elections. Jon Lieber comments on Biden's campaign status before ABC interview.
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Jul 5, 2024 • 28min

US Jobs and UK Politics

Chief Investment Strategist at Charles Schwab, Bloomberg Opinion Columnist, founder of Pangaea Policy, and Chief Economist at Berenberg discuss market reactions to UK and US elections, investing strategies, market concentration, balance sheet strength, profitability in companies, aftermath of elections, concerns about President Biden, potential DNC changes, economic outlook for Europe, and insights on economics and finance.
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Jul 4, 2024 • 5min

Single Best Idea with Tom Keene: Dan Ives & Terry Haines

Tech analyst Dan Ives and political analyst Terry Haines discuss Europe's austerity shift, Apple's AI future, and US Democratic Party changes. Global events like Supreme Court decisions and French election outcomes are speculated on.
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Jul 3, 2024 • 40min

Single Best Idea with Tom Keene: Ives and Munster

Tech analysts Dan Ives and Gene Munster discuss the AI boom, market trends, Tesla's growth, Apple's AI dominance, and regulatory policies in Europe. They predict future winners in the tech industry and explore long-term trends across various sectors.
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Jul 3, 2024 • 30min

Bloomberg Surveillance TV: July 3, 2024

Guests discuss trading treasury markets amid predictions of Trump's reelection, Biden's chances, Fed's rate cuts, jobless claims impact, and dollar strength. Political fallout and Biden's reelection prospects are also analyzed.

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