Bloomberg Surveillance TV: September 26, 2024

Bloomberg Surveillance TV: September 26, 2024

-Evan Brown, UBS Asset Management Portfolio Manager-Jay Bryson, Wells Fargo Chief Economist-Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager
Evan Brown of UBS thinks the bar is "very low" for the Fed to keep doing 50bps cuts. JPMorgan's Kelsey Berro thinks the Fed has justification to "cut 100 to 150 basis points just on the improvement of inflation". Jay Bryson of Wells Fargo reacts to US weekly jobless claims, saying he sees a 30% to 35% risk of recession in the next 12 months.

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Episoder(4342)

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...

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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

The State of the 2026 AI Trade

The State of the 2026 AI Trade

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, January 8th, 2026Featuring:1) Marta Norton, Chief Investment Stra...

8 Jan 31min

Single Best Idea with Tom Keene: Tina Fordham & Ruchir Sharma

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Fordham Global Foresight’s Tina Fordham & Ruchir Sha...

7 Jan 3min

Bloomberg Surveillance TV: January 7th, 2026

Bloomberg Surveillance TV: January 7th, 2026

Featuring: David Bailin, CIO Group CEO John Bilton, JP Morgan Global Head of Multi-Asset Solutions Jonathan Tamari, Bloomberg Government Congress Reporter Henrietta Treyz, Veda Partners Economic Poli...

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