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 Sebastien Page & Gene Munster.

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-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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-Erin Browne, PIMCO Multi-Asset Strategies Portfolio Manager-Jay Bryson, Wells Fargo Chief Economist-Adam Posen, Peterson Institute for International Economics President-Jennifer Flitton, Invesco Head of US Government AffairsPIMCO's Erin Browne looks ahead to Nvidia earnings due after today's closing bell, saying if the stock underperforms, 'the whole market's going down'. Jay Bryson of Wells Fargo and Adam Posen of the Peterson Institute discuss the state of the consumer, the election, and what will shape the Fed's path forward. Invesco's Jennifer Flitton reacts to the latest Bloomberg/Morning Consult poll that shows President Biden closing in on Trump's lead in swing states. 
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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 David Malpass and Ed Ludlow

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

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 22nd, 2024Featuring:


Seema Shah, Chief Global Strategist at Principal Asset Management, discusses her global macro outlook and US exceptionalism
David Malpass, former President at the World Bank, talks about the US and global economies as well as government debt
Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, talks markets and the pace of rate cuts
Laura Davison, Deputy US Politics Team Lead with Bloomberg News, breaks down the latest Bloomberg poll on the 2024 election

Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceZ 
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