Bloomberg Surveillance Bloomberg

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Robbert van Batenburg & Skylar Montgomery Koning.

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-Jay Pelosky, TPW Advisory Principal & Founder-Kathy Bostjancic, Nationwide Mutual Insurance Chief Economist-Alberto Gallo, Andromeda Capital Management CIO-Patrick De Haan, GasBuddy Analyst

Jay Pelosky of TPW Advisory overviews his global investment outlook, saying every company and government in the world will have to join the AI race. Kathy Bostjancic of Nationwide and Alberto Gallo of Andromeda discuss what's next for inflation, fiscal stimulus and the Fed's path to cut rates. Patrick De Haan of GasBuddy breaks down gas prices and his expectations for summer travel ahead of the year's busiest weekend on US highways.
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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 24th, 2024Featuring:


Skylar Montgomery Koning, Director of Macro Strategy at Lombard Street Research, discusses her note on the near term vulnerability of the dollar
Axel Merk, CIO and co-founder at Merk Investments, on the continued bull case for gold
Luis Costa, Global Head of EM Sovereign Debt Strategy at Citi, talks global debt markets and Turkey's potential "Renaissance Moment"
Bloomberg's Lisa Mateo with her Newspaper Headlines

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Sebastien Page & Gene Munster.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.

-Sarah Hunt, Alpine Saxon Woods Chief Market Strategist-Holger Schmieding, Berenberg Chief Economist-Dana Peterson, The Conference Board Chief Economist-Matthew Diczok, Bank of America Head of Fixed Income StrategySarah Hunt of Alpine Saxon Woods discusses Nvidia's impact on the equity market, saying mega-cap stocks are insulated from the effects of higher rates and that the market would struggle without the impacts of AI. Berenberg's Holger Schmieding overviews the Fed and ECB's diverging paths forward and his expectations for global trade after the US presidential election. Matthew Diczok of Bank of America and Dana Peterson of The Conference Board react to falling weekly jobless claims numbers and how higher rates are impacting the economy.
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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 23rd, 2024Featuring:


Gene Munster, Managing Partner at Deepwater Asset Management, breaks down Nvidia earnings
Amy Wu Silverman, Head of Derivatives Strategy at RBC, discusses markets and the Nvidia catalyst
Wendy Schiller, professor at Brown University, on the 2024 election, Nikki Haley's Trump endorsement, and other DC headlines
Bloomberg's Lisa Mateo with her Newspaper Headlines

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