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


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Episoder(4345)

Piegza: retail data is stronger

Piegza: retail data is stronger

Stifel's Chief Economist Lindsey Piegza says that recent numbers point to an improving retail environment. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener f...

26 Feb 201611min

Rolland: Apple standoff with FBI has global implications

Rolland: Apple standoff with FBI has global implications

FBR Capital Markets' Analyst Christopher Rolland says that if Apple is forced to give the U.S. government a backdoor into its devices, then other countries like Saudi Arabia could abuse this to track ...

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Murray: UK can cut red tape by leaving EU

Murray: UK can cut red tape by leaving EU

Bloomberg Intelligence's Jamie Murray says the UK can cut regulatory burdens by leaving the EU. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy i...

26 Feb 201612min

8am-9am ET: Murray, Rolland, Piegza & Herrmann

8am-9am ET: Murray, Rolland, Piegza & Herrmann

Bloomberg Intelligence's Jamie Murray weighs the risk of 'Brexit.' FBR Capital Markets' Christopher Rolland discusses the latest developments in Apple's standoff with the FBI. Stifel's Lindsey Piegza ...

26 Feb 201642min

Ghahramani: there will be investment opportunities in Iran

Ghahramani: there will be investment opportunities in Iran

SGH Macro Advisors' Sassan Ghahramani speaks about the elections in Iran and effects on geopolitical calculations on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener...

26 Feb 201611min

Ghahramani: G-20 needs to assure markets

Ghahramani: G-20 needs to assure markets

SGH Macro Advisors' Sassan Ghahramani says the G-20 needs to deliver the message that policy makers aren't out of ammunition on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.c...

26 Feb 201611min

Hormats: china working to improve communication to markets

Hormats: china working to improve communication to markets

Kissinger Associates' Bob Hormats discusses generational shifts in China as the G-20 meets in Shanghai on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privac...

26 Feb 20168min

Hormats: countries need to be concerned about devaluation

Hormats: countries need to be concerned about devaluation

Kissinger Associates' Robert Hormats says countries are most worried about competitive currency devaluation on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for p...

26 Feb 201612min

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