Reshaping the Presidential Race and Pricing-In Earnings

Reshaping the Presidential Race and Pricing-In Earnings

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 24th, 2024
Featuring:

  • Monica DiCenso, Head of Global Investment Opportunities at JPMorgan, discusses her bullish take on equities and why she's "eyes wide open" after a strong rally
  • Gautam Mukunda, author and lecturer, talks about the Harris-Trump race and his book about picking presidential nominees, entitled "Picking Presidents"
  • Dan Ives, Senior Equity Analyst at Wedbush Securities, breaks down Tesla and Google earnings and previews what to expect from the rest of big tech
  • Bloomberg's Lisa Mateo with her Newspaper Headlines


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See omnystudio.com/listener for privacy information.

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Shilling: deflation from Japan concerning central banks

Shilling: deflation from Japan concerning central banks

Gary Shilling & Co.'s Gary Shilling says there has been a little bit of good and bad deflation, which is concerning central banks. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee....

23 Helmi 20168min

Denbow, Jalinoos, Alloway, Porzecanski & Silverstein

Denbow, Jalinoos, Alloway, Porzecanski & Silverstein

USAA's Dan Denbow covers the commodity collapse. Credit Suisse's Shahab Jalinoos speaks about the slide in sterling. Bloomberg's Tracy Alloway reacts to the market open. Bloomberg's Katia Porzecanski ...

23 Helmi 201642min

Shilling: countries devaluing against dollar to boost growth

Shilling: countries devaluing against dollar to boost growth

Gary Shilling & Co.'s Gary Shilling says virtually every country is devaluing their currency against the dollar to boost exports and spur demand. He speaks on Bloomberg Surveillance with Tom Keene and...

23 Helmi 201612min

Kelly: U.S. economy isn't even close to recession

Kelly: U.S. economy isn't even close to recession

JPMorgan Funds' David Kelly says the U.S. economy is in far better shape than most people think. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy ...

23 Helmi 201611min

7am-8am ET: Shilling, Cassidy & Todd

7am-8am ET: Shilling, Cassidy & Todd

Gary Shilling & Co's Gary Shilling says slow growth is pushing countries to devalue their currencies against the dollar to boost demand for exports. RBC's Gerard Cassidy discusses banks' exposure to t...

23 Helmi 201642min

Kelly: inflation is a 'sleeping dragon'

Kelly: inflation is a 'sleeping dragon'

JPMorgan Funds' David Kelly says inflation is making a comeback. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

23 Helmi 201611min

Bill Gates: blindsided by report he backs FBI on Apple

Bill Gates: blindsided by report he backs FBI on Apple

Bill Gates vigorously denies a report that he supports the FBI in the standoff with Apple. He speaks with Stephanie Ruhle and John Micklethwait. All this and more on Bloomberg Surveillance with Tom Ke...

23 Helmi 20168min

Bill Gates: miracle like PC needed to spread energy to world

Bill Gates: miracle like PC needed to spread energy to world

Bill and Melinda Gates discuss their annual letter with Stephanie Ruhle and John Micklethwait. The Gates say that R&D money is needed to spread energy systems. All this and more on Bloomberg Surveilla...

23 Helmi 201612min

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