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Stocks and Bonds Jolt Traders, Geopolitics in Focus
Manage episode 460926248 series 3463350
Content provided by Bloomberg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bloomberg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & David GuraJanuary 13th, 2025
Featuring:
- Patrick Armstrong, CIO at Plurimi Wealth
- Mark Zandi, Chief Economist at Moody's Analytics|
- Regina Mayor, Global Head: Clients & Markets at KPMG
- Lisa Mateo on newspapers
See omnystudio.com/listener for privacy information.
3580 episoade
Manage episode 460926248 series 3463350
Content provided by Bloomberg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bloomberg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & David GuraJanuary 13th, 2025
Featuring:
- Patrick Armstrong, CIO at Plurimi Wealth
- Mark Zandi, Chief Economist at Moody's Analytics|
- Regina Mayor, Global Head: Clients & Markets at KPMG
- Lisa Mateo on newspapers
See omnystudio.com/listener for privacy information.
3580 episoade
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Bloomberg Surveillance
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1 Bloomberg Surveillance TV: February 19, 2025 28:14
28:14
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- Ed Mills, Managing Washington Policy Analyst at Raymond James - Subadra Rajappa, Head: US Rates Strategy at Societe Generale - Liz Young Thomas, Head: Investment Strategy at SoFi - Matthew Luzzetti, Chief US Economist at Deutsche Bank Ed Mills of Raymond James outlines the latest tariff announcement from President Trump and how businesses are positioning themselves to combat potential price increases. Subadra Rajappa, Head: US Rates Strategy at Societe Generale, talks about dollar strength and currency moves amid Trump policy proposals. Liz Young Thomas with SoFi offers her outlook for the equity markets. Deutsche Bank Chief US Economist Matt Luzzetti joins to discuss recent eco data and give his outlook for inflation. See omnystudio.com/listener for privacy information.…
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Stephanie Baker & Edward Morse. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 19th, 2025 Featuring: Alicia Levine, Head of Investment Strategy and Equity Advisory Solutions at BNY Wealth, joins to offer her outlook for equities and markets in 2025 amid political uncertainty and headwinds Ed Morse, Senior Advisor at Hartree Partners, joins for an extended discussion on energy and the outlook for energy markets in a second Trump admin Mike Mayo, Head: US Large Cap Bank Research at Wells Fargo, joins for an extended discussion on the banking sector and how big banks will perform in a second Trump term Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.…
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Tobin Marcus & Michael McKee. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
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1 Bloomberg Surveillance TV: February 18, 2025 30:32
30:32
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- Brian Levitt, Global Market Strategist at Invesco - Scott Chronert, Head:US Equity Strategy Research at Citi - Kevin Gordon, Senior Investment Strategist at Charles Scwhab - Nela Richardson, Chief Economist & ESG Officer at ADP Brian Levitt with Invesco and Scott Chronert of Citi discuss the outlook for equities in the US and abroad amid recent inflation data and geopolitical uncertainty. ADP's Nela Richardson breaks down the latest inflation data out of the US and talks about whether investors could see changes in the labor market in the coming months. Kevin Gordon, Senior Investment Strategist at Charles Scwhab, on recent eco data and what to expect from the Fed and its next meeting. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
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1 Market Outlook as President Trump's Priorities Take Shape 23:54
23:54
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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 18th, 2025 Featuring: Callie Cox, Chief Market Strategist for Ritholtz Wealth Management, brings us into the market open and discusses the bull case for equities despite geopolitical and inflation risks mounting Marc Champion, Bloomberg Opinion columnist, discusses his piece on the end of the Trans Atlantic alliance as Ukraine talks get underway Tobin Marcus, Head: Policy at Wolfe Research, talks about the eventual impact of reciprocal tariffs and major cuts to spending potentially on the way from Congress Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
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1 Bloomberg Surveillance TV: February 14, 2025 23:42
23:42
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- Jim Bianco, President at Bianco Research - Jeannette Lowe, Director of Policy Research at Strategas Securities - Lindsey Piegza, Chief Economist at Stifel - Peter Tchir, Head of Macro Strategy at Academy Securities Jim Bianco of Bianco Research discusses the recent hot inflation readings and whether it could lead to a Fed rate hike. Strategas' Jeannette Lowe weighs in on President Trump's proposed reciprocal tariffs and how they could ripple through markets. Peter Tchir, Head of Macro Strategy at Academy Securities, offers his market and economic outlook amid tariff and inflation uncertainty. Lindsey Piegza, Chief Economist at Stifel, reacts to retail sales and discusses how they impact markets and the economy. See omnystudio.com/listener for privacy information.…
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Ed Yardeni. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
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Bloomberg Surveillance
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1 Tariffs, Retail Sales, and Inflation 39:58
39:58
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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 14th, 2025 Featuring: Ed Yardeni, President at Yardeni Research, on Fed rate cuts as inflation heats up and Trump's tariffs loom Jay Hatfield, CEO at Infrastructure Capital Management, brings us into retail sales and discusses why he believes gradual disinflation is still in play Lindsey Piegza, Chief Economist at Stifel, joins for an extended discussion on the Fed and why it could hike rates Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.…
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Wendy Schiller & Angela Stent. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
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1 Bloomberg Surveillance TV: February 13, 2025 25:51
25:51
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- Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI - Steve Ricchiuto, Chief Economist at Mizuho - Nadia Martin Wiggen, Director at Svelland Capital UK - Andrew Hollenhorst, Chief US Economist at Citi Julian Emanuel with Evercore ISI discusses yesterday's hotter-than-expected CPI reading and how it could weigh on stocks. Mizuho's Steve Ricchiuto talks about the direction of the US economy amid the uncertain path of inflation. Nadia Martin Wiggen, Director at Svelland Capital UK joins to talk about how political headlines are affecting energy prices. Andrew Hollenhorst, Chief US Economist at Citi, reacts to today's PPI reading. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
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1 Inflation Readings and Trump's Putin Call 41:56
41:56
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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 13th, 2025 Featuring: Jeff deGraaf, Head: Technical Research and co-founder at Renaissance Macro Research, talks about yesterday's hot inflation report, the Fed's approach to rates, and whether the Fed's still behind the curve Wendy Schiller, professor at Brown University, on a recent slew of headlines out of DC, including President Trump's cabinet confirmations and Trump's call with Putin Julia Pollak, Chief Economist at ZipRecruiter, joins to react to jobless claims and PPI Angela Stent, Senior Fellow at The Brookings Institute and Georgetown professor, on President Trump's call with Vladimir Putin Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.…
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Tina Fordham & Ebrahim Rahbari. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
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1 Bloomberg Surveillance TV: February 12, 2025 27:51
27:51
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- Lisa Shalett, CIO Wealth Management at Morgan Stanley - Bill Dudley, Bloomberg Opinion columnist and former New York Fed president - David Kelly, Chief Global Strategist at JPMorgan Asset Management - Mohamed El-Erian, President of Queens' College, Cambridge Lisa Shalett with Morgan Stanley offers her outlook for the US economy and markets following Fed Chair Jay Powell's Senate testimony yesterday. Former NY Fed President Bill Dudley discusses his latest Bloomberg Opinion column. David Kelly of JPMorgan Asset Management and Mohamed El-Erian with Queens' College, Cambridge react to CPI. See omnystudio.com/listener for privacy information.…
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Bloomberg Surveillance
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1 Traders Weigh CPI and Policy Eco Impact 1:13:24
1:13:24
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Bloomberg Surveillance hosted by Tom Keene & David Gura February 12th, 2025 Featuring: Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, Gina Martin Adams, Chief US Equity Strategist at Bloomberg Intelligence, and Kristy Akullian, Head of iShares Investment Strategy, Americas at BlackRock, react to CPI Huw van Steenis, Vice Chair at Oliver Wyman, joins for a discussion on private credit, the US economy, and global growth Tina Fordham, founder at Fordham Global Foresight, and Ebrahim Rahbari, analyst at Fordham Global Foresight, join for a roundtable on geopolitics and global markets French Hill, US Republican Rep from Arkansas, discusses his new role as in Congress as the Chairman of the House Financial Services Committee and President Trump's spending initiatives See omnystudio.com/listener for privacy information.…
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