Reshaping the Presidential Race and Pricing-In Earnings

Reshaping the Presidential Race and Pricing-In Earnings

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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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Episoder(4338)

PWC U.S. Energy Advisor Reid Morrison

PWC U.S. Energy Advisor Reid Morrison

PWC's Reid Morrison explains why new oil wells aren't being brought online. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

19 Feb 201611min

Duignan: jury is out on whether Deere is too short-termist

Duignan: jury is out on whether Deere is too short-termist

JPMorgan's Ann Duignan discusses how long Deere's down-cycle will last. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

19 Feb 20168min

Hegarty: uptrend in shelter part of CPI

Hegarty: uptrend in shelter part of CPI

BlackRock's Martin Hegarty explains why U.S. inflation is suddenly accelerating. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

19 Feb 201612min

9am-10am ET: Hegarty, Duignan, Galloway & Morrison

9am-10am ET: Hegarty, Duignan, Galloway & Morrison

BlackRock's Martin Hegarty reacts to accelerating inflation data. JPMorgan's Ann Duignan discusses Deere's lowered forecasts. NYU's Scott Galloway predicts Yahoo will be sold for more than the market ...

19 Feb 201642min

Raines: Cameron struggling to strike deal at EU Summit

Raines: Cameron struggling to strike deal at EU Summit

Chatham House's Thomas Raines says British Prime Minister David Cameron is finding it harder to reach an agreement at the EU Summit than he anticipated. He joins Tom Keene and Michael McKee on Bloombe...

19 Feb 20168min

Colas: VIX starts to get interesting at 40

Colas: VIX starts to get interesting at 40

Convergex Chief Market Strategist Nicholas Colas discusses why volatility ranges are changing from one crisis to the next. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio...

19 Feb 201612min

8am-9am ET: Colas, Raines & Friedman

8am-9am ET: Colas, Raines & Friedman

Convergex's Nicholas Colas shares his market strategy. Chatham House's Thomas Raines explains why British Prime Minister David Cameron is stumbling at the 'Brexit' summit. And Fidelity Management's De...

19 Feb 201642min

Marks: A good opportunity in distressed bonds

Marks: A good opportunity in distressed bonds

Oaktree Capital's Howard Marks says that for a long-term investor distressed bonds are a good opportunity. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener fo...

18 Feb 201612min

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