Bloomberg Surveillance

Bloomberg
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Jun 10, 2024 • 5min

Single Best Idea with Tom Keene: George Patterson & Mark Gurman

Tech analyst George Patterson and journalist Mark Gurman discuss tail risks in financial markets, Apple's collaboration with OpenAI, generative AI capabilities, and potential challenges. The conversation extends to various topics like economics, finance, investments, international relations, and upcoming global events.
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Jun 10, 2024 • 24min

Bloomberg Surveillance TV: June 10, 2024

Market experts Rubeela Farooqi, Sarah Hunt, Amanda Lynam, and Mark Zandi discuss conflicting signals in job data, FED decisions impact on job numbers, inflation, and interest rates across sectors. They analyze last weeks jobs data and upcoming CPI and FED decisions, highlighting concerns over inflation, market worries, credit strength, and potential Fed interest rate cuts.
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Jun 10, 2024 • 29min

Traders Ready for CPI as EU Elections Impact Markets

Guests Sarah Hunt, Lori Calvasina, and Terry Haines discuss US equity outlook, S&P 500 potential drop, EU elections impact, and market speculations. Topics include tech sector investments, stock valuations, Federal Reserve rate cuts, political strategies, President Biden's trip, home ownership costs, blue-collar work trends, and global cricket following.
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Jun 9, 2024 • 2min

Introducing "Foundering: The OpenAI Story"

Billionaire AI pioneer Sam Altman's story from co-founding OpenAI to his unexpected exit as CEO. Clash with Elon Musk, internal dynamics, tech implications, conflicts, and opinions on Altman's leadership.
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Jun 7, 2024 • 6min

Single Best Idea with Tom Keene: Katy Kaminski, Lindsey Piegza, & Claudia Sahm

Financial analyst Katy Kaminski, Economist Lindsey Piegza, and Economic policy expert Claudia Sahm join Tom Keene to discuss market trends, falling yields, challenges facing the dollar, economy, job trends, recession research, and inflation. They provide insights on commodities like copper and academic research, with a touch of humor and personal anecdotes.
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Jun 7, 2024 • 28min

Bloomberg Surveillance TV: June 7, 2024

Mohamed El-Erian and Jeff Rosenberg react to the hotter-than-expected payrolls report. Julie Su discusses jobs and unemployment numbers. Topics include Fed policy implications, retirement security, market volatility, and the impact of immigration on job growth.
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Jun 7, 2024 • 31min

A Jobs Day Breakdown and Outlook for Rate Cuts

Economists Lindsey Piegza and Claudia Sahm analyze US jobs numbers and potential rate increases, recession indicators, and wage inflation. The discussion covers trader reactions to job data, equity rally sustainability, and economic predictions. The podcast delves into economic disparities, market concentration, Iran's political future, NBA expansion, and music industry trends, offering insights on financial challenges and efficient camp packing solutions.
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Jun 6, 2024 • 6min

Single Best Idea with Tom Keene: Geoffrey Yu & Keith Cowing

Financial expert Geoffrey Yu and space specialist Keith Cowing discuss the ECB's interest rate cuts, SpaceX's rigorous testing procedures, and upcoming events like a state dinner in Paris and Jobs Day. They explore global perspectives on rate cuts, the design of SpaceX's rocket, and the importance of learning from past failures in space missions.
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Jun 6, 2024 • 17min

Bloomberg Surveillance TV: June 6, 2024

Vasileios Gkionakis of Aviva Investors reacts to ECB's rate cut, Citi & Invesco discuss jobless claims impact on monetary policy, Ed Mills analyzes Biden's foreign policy and reelection campaign. Topics include Fed rate cuts, bond market movement, Biden's ratings, foreign policy impact, and ECB's rate cut amid inflation expectations.
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Jun 6, 2024 • 25min

Midyear Outlook for Equities and ECB Decision

Experts from Citi, Morgan Stanley, and Amundi Institute discuss midyear market outlooks, ECB decisions, and potential soft landings. They explore equity rally sustainability, cautious bull strategies, Federal Reserve cuts impact, market volatility, earnings growth, sector analysis, and fixed income investments.

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