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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.

Bloomberg Surveillance

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.

- Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist
- David Malpass, Former President of The World Bank, Former Under Secretary of the US Treasury for International Affairs
- Chuck Grom, Gordon Haskett Research Advisors Managing Director/Sr Analyst: Retail
 
Julian Emanuel of Evercore says stocks are expensive, and "any news that sort of disrupts the narrative can cause volatility." Former Under Secretary of the US Treasury for International Affairs David Malpass believes the US has gone too far into globalism. Chuck Grom of Gordon Haskett sees Target's underperformance as specific to the company and not industry-related.

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: November 20, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
 
In this episode, we feature conversations with Steve Auth & Jim Bianco.
 
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

Single Best Idea with Tom Keene: Steve Auth & Jim Bianco

Nvidia, the chipmaker at the heart of an artificial intelligence boom, delivered a revenue forecast that failed to meet the highest expectations, suggesting that the company’s dizzying growth run has its limits. For reaction and analysis, Businessweek hosts Carol Massar and Tim Stenovec speak with Bloomberg Technology cohost Caroline Hyde, Bloomberg Intelligence senior semiconductor analyst Kunjan Sobhani, Bloomberg News equities reporter Ryan Vlastelica and Bloomberg News earnings reporter Redd Brown 

See omnystudio.com/listener for privacy information.

Special Edition: Nvidia Forecast Misses Loftiest AI Estimates

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 21st, 2024
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)
Featuring:
 
 • Jason Draho, Head: Americas Tactical Asset Allocation at UBS Financial Services, talks benign US growth and policy risks to markets in the coming Trump admin
 • Wendy Schiller, professor at Brown University, discusses the latest DC headlines, the Trump transition, and the war in Ukraine
 • Gene Munster, Managing Partner at Deepwater Asset Management, on Nvidia earnings and the outlook for AI
 • Lisa Mateo on newspapers
 
See omnystudio.com/listener for privacy information.

Nvidia and Geopolitics Impact on Markets

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.

- Cameron Dawson, NewEdge Wealth Chief Investment Officer
- Eric Schmidt, Former Google CEO & Chairman
- Gary Cohn, IBM Vice Chairman, Former Goldman Sachs President & COO, Former NEC Director

Cameron Dawson of NewEdge Wealth says Bitcoin is "a psychological commodity that captures fears about dollar debasement." Former Google CEO Eric Schmidt discusses how the power of AI "upends society in so many ways." Former NEC Director Gary Cohn says, "I think Trump is going to care as much about the stock market these next four years as he did the first four years."

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: November 21, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
 
In this episode, we feature conversations with Dan Ives & Gene Munster.
 
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

Single Best Idea with Tom Keene: Dan Ives & Gene Munster

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.

- Mario Centeno, ECB Governing Council Member
- Mohamed El-Erian, Queens' College Cambridge
- Dana Telsey, Telsey Advisory Group

ECB Governing Council Member Mario Centeno believes Europe needs to move from the passenger seat to a more leading role in the world. Mohamed El-Erian of Queens' College Cambridge says, "What you want is for China and for Europe to get their act together and to transition to healthier and higher growth." Dana Telsey of Telsey Advisory Group says TJX is her top pick on value heading into the shortened holiday shopping season.

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: November 22, 2024

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney & Jess MentonNovember 22nd, 2024
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)
Featuring:
 
 • Lauren Goodwin, Chief Market Strategist at New York Life, discusses her market outlook and the "Two Americas" in the US economy
 • Vania Stavrakeva, professor at London Business School, on Europe's PMI miss today, outlook for more ECB rate cuts, and the outlook for equity capital markets
 • Mike McGlone, Senior Macro Strategist at Bloomberg Intelligence, on Bitcoin's run to $100,000 and the outlook for natural gas and energy
 • Lisa Mateo on newspapers
 
See omnystudio.com/listener for privacy information.

How Animal Spirits Can Carry US Equities

President-elect Donald Trump said he is nominating Scott Bessent, who runs macro hedge fund Key Square Group, as the next US Treasury Secretary, enlisting a key adviser to manage the sweeping economic agenda he has vowed to enact in a second term. Bloomberg Balance of Power hosts Joe Mathieu and Kailey Leinz offer instant reaction.

See omnystudio.com/listener for privacy information.

SPECIAL REPORT: Trump Nominates Scott Bessent To Lead US Treasury

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 25th, 2024
 
Featuring:
 
 • Ian Lyngen, Head of US Rates at BMO Capital Markets, talks about the outlook for US rates and Treasury yields as President-elect Trump builds out his cabinet
 • Frances Donald, Chief Economist at RBC, on the K-shaped economy and why the US can't have its cake and eat it too
 • Bill Lee, Chief Economist at the Milken Institute, discusses the impact of US tariffs on China
 • Lisa Mateo on newspapers
 
See omnystudio.com/listener for privacy information.

Tariffs, Rates, and the US Economy

- David Bianco, DWS Chief Investment Officer: Americas
- Adrienne Yih, Barclays Senior Analyst: E-Commerce & Brand Retailing
- Noel Dixon, State Street Global Markets Senior Macro Strategist
 
David Bianco of DWS believes markets will likely be volatile over the coming year, but "probably still upwards." Adrienne Yih of Barclays says the retail winners right now are giving back real value to consumers. Noel Dixon of State Street thinks the dollar will continue to grind higher going into next year.

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: November 25, 2024

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