Bloomberg Surveillance

Bloomberg
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Jun 25, 2024 • 28min

Traders Trace Inflation and Debate Politics

Former CIOs discuss French election, US economy, and Bank of Japan; CIO talks growth vs. inflation; host analyzes CNN debate between Biden and Trump; Chief Economist explores global macro tipping point.
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Jun 24, 2024 • 6min

Single Best Idea with Tom Keene: Tina Fordham & Henrietta Treyz

Tina Fordham and Henrietta Treyz discuss global political risk analysis and market analysis. Topics include U.S. election dynamics, undecided voters, campaign perspectives, and economic concerns amidst market volatility and retirement security.
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Jun 24, 2024 • 28min

Bloomberg Surveillance TV: June 24, 2024

Seema Shah discusses non-tech opportunities, Tom Michaud updates on bank stress tests, Vishwanath Tirupattur and Stephanie Roth analyze consumer confidence, durable goods, GDP & core PCE. The podcast covers market concerns, US exceptionalism impact, banking sector analysis, passive investing effects on bank liquidity, bond market anticipation, and economic similarities.
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Jun 24, 2024 • 28min

Sustaining the Equity Rally and a Biden-Trump Breakdown

Experts Lori Calvasina, Seema Shah, and Tina Fordham discuss market outlook, Fed games, elections in France and the UK, and the Biden-Trump CNN Debate. Topics include equity market correction, GDP forecasts, energy and financial sector investments, UK and French elections impact, and global investing perspectives on big tech companies.
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Jun 21, 2024 • 6min

Single Best Idea with Tom Keene: Kona Haque & Matt Miskin

Economics and finance experts Kona Haque & Matt Miskin discuss the global ramifications of drought on the rice market. Matt Miskin delves into stock concentration in the S&P 500 and the importance of free cash flow in capital allocation. The episode also touches on leadership insights, book recommendations, and promotions for various companies and events.
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Jun 21, 2024 • 30min

Bloomberg Surveillance TV: June 21, 2024

Guests discuss Fedspeak impact on treasuries, European economic uncertainty, US unemployment risks, softening labor market, and Citi's rate cut prediction
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Jun 21, 2024 • 27min

Triple-Witching and Risk-Off Trades

Guests David Bianco, Katy Kaminski, and Daniel Kurtz-Phelan discuss market anxiety, diversification, Siemens' exposure to China, asset bets, retirement security, Trump vs. Biden foreign policies, regretful investments, Bugatti's hybrid car, and random topics like Taylor Swift's tour and Viagra for women.
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Jun 20, 2024 • 7min

Single Best Idea with Tom Keene: Torsten Slok & Anastasia Amoroso

Economist Torsten Slok and financial expert Anastasia Amoroso discuss US inflation disparities, housing dynamics, thoughtful investing, AI influence, and corporate AI investment trends in a lively podcast hosted by Tom Keene.
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Jun 20, 2024 • 32min

Bloomberg Surveillance TV: June 20, 2024

Anastasia Amoroso sees economic momentum globally; Jonathan Miller discusses Manhattan apartment rents slipping; Seth Carpenter expects slower growth in 2024; Savi Synth shares insights on airlines and summer travel.
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Jun 20, 2024 • 31min

Upside Risks to Inflation and Outlook for a US Recession

Global Chief Investment Strategist at BlackRock, Chief Economist at Apollo Global Management, and Chief Investment Strategist at iCapital talk about global markets, Fed's stance on rate cuts, predicting market trends with AI technology, and investment strategies for public and private markets.

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