Bloomberg Surveillance TV: August 6, 2024

Bloomberg Surveillance TV: August 6, 2024

-Jim Caron, Morgan Stanley Investment Management CIO, Cross-Asset Solutions
-Neil Dutta, Renaissance Macro Research Head of US Economic Research
-Oliver Chen, TD Cowen Managing Director & Columbia Business School Professor of Retailing

Jim Caron of Morgan Stanley breaks down the selloff in global markets, saying the moves have more to do with investor positioning than economic fundamentals. Neil Dutta of Renaissance Macro discusses why he's calling for the Fed to cut 50 basis points in their September meeting. Oliver Chen of TD Cowen examines the state of the consumer after raising his price target on Walmart.

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Episoder(4335)

Single Best Idea with Tom Keene: Dan Ives & Drew Matus

Single Best Idea with Tom Keene: Dan Ives & Drew Matus

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Wedbush Securities’ Dan Ives & Drew Matus of Met...

26 Feb 3min

Bloomberg Surveillance TV: February 26th, 2026

Bloomberg Surveillance TV: February 26th, 2026

Featuring: Emily Roland, Co-Chief Investment Strategist at Manulife Investment Management Angelo Zino, Senior VP & Head of Technology at CFRA Andrew Bishop, Senior Partner & Global Head of Policy Res...

26 Feb 21min

Nvidia Fails to Stoke AI Trade

Nvidia Fails to Stoke AI Trade

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 SweeneyThursday, February 26th, 2...

26 Feb 27min

Single Best Idea with Tom Keene: Mandeep Singh & Sonal Desai

Single Best Idea with Tom Keene: Mandeep Singh & Sonal Desai

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Bloomberg Intelligence’s Mandeep Singh & Sonal D...

25 Feb 3min

Bloomberg Surveillance TV: February 25th, 2026

Bloomberg Surveillance TV: February 25th, 2026

Featuring: Julian Emanuel, Senior Managing Director & Chief Equity & Quantitative Strategist at Evercore ISI Adam Posen, President of the Peterson Institute for International Economics Kelly Ann Shaw...

25 Feb 21min

Nvidia Earnings Loom for AI-Obsessed Stock Market

Nvidia Earnings Loom for AI-Obsessed Stock Market

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 SweeneyWednesday, February 25th, ...

25 Feb 32min

Single Best Idea with Tom Keene: Douglas Irwin & Nathan Dean

Single Best Idea with Tom Keene: Douglas Irwin & Nathan Dean

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Dartmouth’s Douglas Irwin & Nathan Dean of Bloom...

24 Feb 2min

Bloomberg Surveillance TV: February 24th, 2026

Bloomberg Surveillance TV: February 24th, 2026

Featuring: Bob Michele, Managing Director, CIO & Head: GFICC at JP Morgan Investment Management Doreen Edelman, Partner & Chair: Global Trade Policy at Lowenstein Sandler Beth Kindig, CEO & Lead Tech...

24 Feb 18min

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