Bloomberg Surveillance
Bloomberg
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
Episodes
Mentioned books
Jun 18, 2024 • 6min
Single Best Idea with Tom Keene: Mona Mahajan & Ian Shepherdson
Financial expert Mona Mahajan and economist Ian Shepherdson discuss the June 30 deadline for investors, S&P 500 bull market performance, potential rate cuts by the Fed, Brexit's impact on the UK economy, historical inflation comparisons, and podcast availability on different platforms.
Jun 18, 2024 • 23min
Bloomberg Surveillance TV: June 18, 2024
Steven Meier discusses investing in alternatives with concentration risks. Ian Shepherdson and Gregory Daco react to soft retail sales data, Fedspeak anticipation. Topics include strategic asset allocation, impact of weak retail sales on inflation, housing market analysis, economic stress on lower-income groups, and potential Fed rate cut effects on financial markets.
Jun 18, 2024 • 33min
Breaking Down Retail Sales and Higher for Longer Rates
Senior Portfolio Manager from BlackRock discusses disinflation and Fed rates. CEO from Telsey Advisory Group talks retail sales. CIO from Breakout Capital Partners shares US economy outlook and talks about capitalism in a new book.
Jun 17, 2024 • 6min
Single Best Idea with Tom Keene: David Rosenberg & Stephanie Roth
David Rosenberg and Stephanie Roth share insights on disinflation predictions, retirement security, AI in business, and immigration trends. Discussions also include the Federal Reserve's response to inflation trends and preview of upcoming geopolitical events.
Jun 17, 2024 • 30min
Bloomberg Surveillance TV: June 17, 2024
Sam Stovall predicts a 5% stock market decline, Nela Richardson discusses changing hiring practices, Lydia Boussour and Steven Major analyze global bond markets and economic outlooks. Topics include stock market declines, labor market shifts, retirement planning, tech sector performance, and Federal Reserve rate cuts.
Jun 17, 2024 • 32min
Markets Digest Softening Inflation Data
Stephanie Roth analyzes Q1 inflation data and potential US growth slowdown, Steven Major shares fixed income outlook, and David Rosenberg discusses US equity amid cooling inflation. Topics include market reactions to disinflation, Fed's rate cuts, global bond market movements, inflation trends, stock market performance, and impact of weight loss drugs on food companies and clothing retailers.
Jun 14, 2024 • 33min
Examining the Interest Rate Path and Consumer Health
Neil Grossman discusses rate outlook and inflation expectations, Melissa Otto talks tech bubble vs big tech, Steve Hanke examines dollar strength and inflation path, Anjee Solanki previews retail sales and consumer health
Jun 14, 2024 • 23min
Bloomberg Surveillance TV: June 14, 2024
Discussing the rally in the equity market with health care as a good value play, Fed delivering a balanced message, Elon Musk's $56 billion pay package, and Tesla's relocation to Texas.
Jun 13, 2024 • 8min
Single Best Idea with Tom Keene: Stuart Kaiser, Brad Setser, & John Stoltzfus
Financial analyst Stuart Kaiser, economist Brad Setser, and investment strategist John Stoltzfus discuss market trends, de-globalization, electric vehicles, US-China competition, guitar features, and market analysis in an engaging and insightful podcast.
Jun 13, 2024 • 26min
Bloomberg Surveillance TV: June 13, 2024
Guests from Oppenheimer, Societe Generale, UBS, and Pangaea Policy Advisory discuss market highs post-Fed decision, react to CPI data, and analyze Trump's DC meeting. Topics include inflation, equities forecast, financial success, insurance solutions, Fed's economic outlook, rate cutting cycle, retirement security, Biden vs. Trump policies, U.S. foreign policy, and potential changes.
