Bloomberg Surveillance

Bloomberg
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Jul 3, 2024 • 29min

Sustaining the Market Rally and a Conversation with Zelenskiy

Margie Patel and Dan Ives discuss market rally sustainability amid slowing US growth, NASDAQ record close, Tesla beating estimates. Annmarie Hordern shares insights on her interview with Zelenskiy.
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Jul 2, 2024 • 8min

Single Best Idea with Tom Keene: Jim Caron, Julian Emanuel, & Bob Doll

Jim Caron, Julian Emanuel, & Bob Doll share insights on adapting investment strategies to mitigate portfolio volatility. Topics include the challenges of traditional 60-40 portfolios, benefits of investing in stocks and bonds, financial independence, and navigating market caution amidst COVID impact.
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Jul 2, 2024 • 24min

Bloomberg Surveillance TV: July 2, 2024

Guests Joe Quinlan, Dean Maki, Ian Lyngen, and Jeannette Lowe discuss market implications of a Trump victory, US labor outlook, bond market sentiment, and SCOTUS ruling on Trump's immunity case. Topics include US dollar strength, economic impact, President Biden's response, Senate races, Biden's debate performance, economic data influence on bond market, Federal Reserve priorities, and potential market scenarios.
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Jul 2, 2024 • 39min

Examining the Equity Rally and Presidential Immunity

Julian Emanuel raises S&P price target to 6,000 for 2024-25 markets. Jim Caron talks inflation impact on equity rally. Wendy Schiller discusses DC headlines, presidential immunity, and Biden's election prospects.
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Jul 1, 2024 • 7min

Single Best Idea with Tom Keene: Alan Katz & Cam Dawson

Alan Katz and Cam Dawson share insights on global financial markets, French elections, and challenges in French financial markets. They discuss debt for share repurchases, equity market trends, and recommend books for economic and political analysis.
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Jul 1, 2024 • 40min

Instant Reaction: Supreme Court Immunity Ruling

Bloomberg journalist Paul Sweeney discusses the Supreme Court ruling granting Trump immunity from election charges, highlighting delays in his trial. The distinction between official and unofficial presidential acts and the potential impact on the upcoming election are analyzed. The political implications of the ruling, the changing behavior of justices, and the current partisan divides in court decisions are also explored.
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4 snips
Jul 1, 2024 • 22min

Bloomberg Surveillance TV: July 1, 2024

Financial experts Cameron Dawson, David Kelly, and Michael Darda discuss US GDP slowing down, the likelihood of a Republican sweep post-presidential debate, and the potential impact of a rising unemployment rate on the Fed. They also delve into economic forecasts, market risks, political decisions, investment trends in tech, and the influence of AI on the stock market.
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4 snips
Jul 1, 2024 • 28min

How Equities Could Respond to Elections and Geopolitical Uncertainty

CIOs Cam Dawson and Sonal Desai discuss market rally sustainability and bond market reactions. Dr. Leslie Vinjamuri shares insights on politics. Topics include market trends, bond market reactions to Fed action, economic concerns, high yield bonds, corporate health, American politics, and congestion pricing.
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Jun 28, 2024 • 5min

Single Best Idea with Tom Keene: Henrietta Treyz & Ben Laidler

Economic analyst Henrietta Treyz and financial market specialist Ben Laidler discuss political speculation, inflation reports, predictions for the 2024 elections, economic uncertainties, and market trends for the upcoming quarter.
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Jun 28, 2024 • 31min

Bloomberg Surveillance TV: June 28 2024

Libby Cantrill analyzes the first presidential debate and doubts a second one will happen. David Malpass envisions the economy under a second Trump term. Mohamed El-Erian discusses cooling inflation and its impact on the Fed.

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