Oil Moves and Buying the Dip
Bloomberg Surveillance
by Bloomberg
25m ago
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 26th, 2024 Featuring: Anastasia Amoroso, Chief Investment Strategist at iCapital, on buying the dip and cleaner market techinicals Lakshman Achuthan, COO and co-founder at ECRI, on warnings signs of a possible recession and what ECRI's Leading Economic Index is signaling Christyan Malek, Global Head of Energy Strategy and Head of EMEA Oil & Gas at JPMorgan, on oil impact of Israel-Iran tensions and other energy headlines Bloomberg's Lisa Mateo with her News ..read more
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Single Best Idea with Tom Keene: Amy Wu Silverman and Anurag Rana
Bloomberg Surveillance
by Bloomberg
18h ago
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Amy Wu Silverman and Anurag Rana. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information ..read more
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Bloomberg Surveillance TV: April 18, 2024
Bloomberg Surveillance
by Bloomberg
1d ago
 -Tim Adams, IIF President -Jonathan Pingle, Chief US Economist, UBS -Klaas Knot, Dutch Central Bank President & European Central Bank Governing Council Member IIF President Tim Adams says geopolitical uncertainties, including the US presidential election, are overwhelming global economic calculations. UBS Chief US Economist Jonathan Pingle says the 'extraordinary pace of growth' in the US may lead the Fed to raise interest rates, but still expects two cuts this year. Dutch Central Bank President Klaas Knot says the ECB is 'confident that the overall picture is one of disinflation ..read more
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Equity Bullishness and Skew in the Market
Bloomberg Surveillance
by Bloomberg
1d ago
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 18th, 2024 Featuring: Amanda Lynam, Head of Macro Credit Research at Blackrock, on the bond market and global credit outlook Amy Wu Silverman, Managing Director and Head of Derivatives Strategy for RBC Capital Markets, on "skew" in the market Chris Ailman, CIO at CalSTRS, on a potential soft landing for the US and equity market outlook Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign ..read more
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Single Best Idea with Tom Keene: Ed Hyman and Paul Donovan
Bloomberg Surveillance
by Bloomberg
1d ago
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Ed Hyman and Paul Donovan. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information ..read more
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Powell's Rate Signal and the Disney-Comcast Battle
Bloomberg Surveillance
by Bloomberg
2d ago
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 17th, 2024 Featuring: Ed Hyman, Chairman at Evercore ISI, on risks for the economy if the Fed continues to stay higher for longer with rates Sebastien Page, Head of Global Multi-Asset and Chair of the Asset Allocation Steering Committee at T. Rowe Price, on inflation hedges and why he thinks it's a strange time to cut Michael Nathanson, Senior Research Analyst at MoffettNathanson, on his recent note with Craig Moffett on his recent note on the epic Disney-Comca ..read more
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Single Best Idea with Tom Keene: Sri Kumar and Gene Munster
Bloomberg Surveillance
by Bloomberg
3d ago
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Sri Kumar and Gene Munster. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information ..read more
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Bloomberg Surveillance TV: April 16, 2024
Bloomberg Surveillance
by Bloomberg
3d ago
-David Hunt, PGIM CEO -Torsten Slok, Apollo Partner and Chief Economist -Mohamed El-Erian, Queens' College, Cambridge President & Bloomberg Opinion columnist PGIM CEO David Hunt says 'bonds are back' and predicts inflation will remain higher-for-longer. Apollo Chief Economist Torsten Slok says Fed Chair Powell's December pivot has markets riding a 'sugar high' driving accelerations in inflation. Mohamed El-Erian, Queens' College, Cambridge President, says the theme of US exceptionalism could be threatened by higher oil prices or a 'Fed that's too tight.'  See omnystudio.com/listener ..read more
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The Big Banks Report as Fed Officials Signal Higher for Longer
Bloomberg Surveillance
by Bloomberg
3d ago
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 16th, 2024 Featuring: Ken Leon, Research Director at CFRA Research, wraps bank earnings Gene Munster, Managing Partner at Deepwater Asset Management, on a recent iPhone sales slowdown, Tesla job cuts, and other headlines Tony Crescenzi, Executive Vice President at PIMCO, on market outlook and risks of geopolitical conflict to markets Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up ..read more
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Single Best Idea with Tom Keene: James Stavridis and Ian Bremmer
Bloomberg Surveillance
by Bloomberg
4d ago
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with James Stavridis and Ian Bremmer. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information ..read more
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