Examining the Equity Rally and Presidential Immunity

Examining the Equity Rally and Presidential Immunity

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 2nd, 2024
Featuring:

  • Julian Emanuel, Head of Equity, Derivatives, and Quantitative Strategy at Evercore ISI, discusses raising his year end S&P price target to 6,000 and why 2024-25 is a huge inflection in markets
  • Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, talks about his top down view on inflation and the sustainability of the equity rally
  • Wendy Schiller, professor at Brown University, discusses the latest DC headlines, presidential immunity for Trump, and Joe Biden's election prospects
  • Bloomberg's Lisa Mateo with her Newspaper Headlines


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

See omnystudio.com/listener for privacy information.

Episoder(4345)

US CPI Comes in Lower Than Expected

US CPI Comes in Lower Than Expected

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, January 13th, 2026Featuring:1) Troy Ludtka, Senior US Economist at...

13 Jan 27min

Bloomberg Surveillance TV: January 12th, 2026

Bloomberg Surveillance TV: January 12th, 2026

Featuring: Bill Pulte, Director, Federal Housing Finance Agency Norman Roule, Chief Executive Officer, Pharos Strategic Consulting Torsten Slok, Chief Economist, Apollo See omnystudio.com/listener fo...

12 Jan 24min

Powell Vows to Stand Firm as Fed Served With DOJ Subpoenas

Powell Vows to Stand Firm as Fed Served With DOJ Subpoenas

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, January 12th, 2026Featuring:1) Thierry Wizman, Global FX & Rates St...

12 Jan 31min

Single Best Idea with Tom Keene: Neil Dutta & Claudia Sahm

Single Best Idea with Tom Keene: Neil Dutta & Claudia Sahm

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Renaissance Macro’s Neil Dutta & Claudia Sahm of New...

9 Jan 4min

Bloomberg Surveillance TV: January 9th, 2026

Bloomberg Surveillance TV: January 9th, 2026

Featuring: Doug Burgum, US Interior Secretary Steven Major, Global Macro Advisor, Tradition Priya Misra, Portfolio Manager, JPMorgan Core Plus Bond ETF See omnystudio.com/listener for privacy inform...

9 Jan 29min

US Payrolls Rise Below Forecast

US Payrolls Rise Below Forecast

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, January 9th, 2026Featuring:1) Claudia Sahm, Chief Economist at New ...

9 Jan 27min

Single Best Idea with Tom Keene: Wendy Schiller & Jordan Rochester

Single Best Idea with Tom Keene: Wendy Schiller & Jordan Rochester

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Brown University’s Wendy Schiller & Jordan Rochester...

8 Jan 3min

Bloomberg Surveillance TV: January 8th, 2026

Bloomberg Surveillance TV: January 8th, 2026

Featuring: Stephen Miran, Federal Reserve Governor Seema Shah, Chief Global Strategist, Principal Asset Management Jim Zelter, President, Apollo Global Management See omnystudio.com/listener for pri...

8 Jan 29min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
e24-podden
finansredaksjonen
pengepodden-2
rss-sunn-okonomi
pengesnakk
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
utbytte
stormkast-med-valebrokk-stordalen
livet-pa-veien-med-jan-erik-larssen
rss-markedspuls-2
liberal-halvtime
okonomiamatorene
lederpodden
rss-investering-gjort-enkelt