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(4341)

Single Best Idea with Tom Keene: David Bailin & Ian Bremmer

Single Best Idea with Tom Keene: David Bailin & Ian Bremmer

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with CIO Group’s David Bailin & Ian Bremmer of Eurasi...

10 Feb 3min

Bloomberg Surveillance TV: February 10th, 2026

Bloomberg Surveillance TV: February 10th, 2026

Featuring: Marvin Loh, Senior Strategist: Global Macro at State Street Jonathan Lieber, Managing Director & US Head of Research for Eurasia Group Gregory Daco, Chief Economist for Ernst & Young See o...

10 Feb 21min

Traders Brace for Economic Data Flood

Traders Brace for Economic Data Flood

The latest in finance, economics and investment.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, February 10th, 202...

10 Feb 38min

Single Best Idea with Tom Keene: Richard Clarida & Robert Schiffman

Single Best Idea with Tom Keene: Richard Clarida & Robert Schiffman

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature our conversations with former Fed Vice Chair Richard Clarida & Robert Sch...

9 Feb 3min

Bloomberg Surveillance TV: February 9th, 2026

Bloomberg Surveillance TV: February 9th, 2026

Featuring: Cameron Dawson, Chief Investment Officer, NewEdge Wealth Amy Gower, Morgan Stanley Head of Metals and Mining Commodity Strategy Dana Peterson, Chief Economist, The Conference Board See om...

9 Feb 25min

Treasuries Fall as China Asks Banks to Limit US Bond Holdings

Treasuries Fall as China Asks Banks to Limit US Bond Holdings

The latest in finance, economics and investment.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, February 9th, 2026F...

9 Feb 38min

Single Best Idea with Tom Keene: Claudia Sahm & Danielle DiMartino Booth

Single Best Idea with Tom Keene: Claudia Sahm & Danielle DiMartino Booth

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with New Century Advisors’ Claudia Sahm & Danielle Di...

6 Feb 3min

Bloomberg Surveillance TV: February 6th, 2026

Bloomberg Surveillance TV: February 6th, 2026

Featuring: Brian Levitt, Invesco Global Market Strategist Stephanie Roth, Chief Economist at Wolfe Research Jeannette Lowe, Managing Director: Policy Research for Strategas Securities See omnystudio....

6 Feb 20min

Populært innen Business og økonomi

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