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(4338)

Single Best Idea with Tom Keene: Tiffany Wilding & Keith Lerner

Single Best Idea with Tom Keene: Tiffany Wilding & Keith Lerner

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature our conversations with PIMCO's Tiffany Wilding & Keith Lerner of Truist.W...

13 Nov 20254min

Bloomberg Surveillance TV: November 13th, 2025

Bloomberg Surveillance TV: November 13th, 2025

Keith Lerner, CIO and Chief Market Strategist at Truist Advisory Services Kevin Gordon, Head of Macro Research and Strategy at Schwab Center for Financial Research Lisa Hornby, Head of US Fixed Inco...

13 Nov 202532min

Markets Face Clouded Rate Outlook as Record US Shutdown Ends

Markets Face Clouded Rate Outlook as Record US Shutdown Ends

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, November 13th, 2025Featuring:1) Tiffany Wilding, Managing Directo...

13 Nov 202532min

Single Best Idea with Tom Keene: Russ Brownback & Jay Hatfield

Single Best Idea with Tom Keene: Russ Brownback & Jay Hatfield

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature our conversations with BlackRock's Russ Brownback & Jay Hatfield of Infra...

12 Nov 20254min

Bloomberg Surveillance TV: November 12th, 2025

Bloomberg Surveillance TV: November 12th, 2025

Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock Sarah House, Senior Economist at Wells Fargo Jon Lieber, Managing Director: US at The Eurasia Group Matt Miskin, Co-Chief Inve...

12 Nov 202537min

Tech Rebound Lifts Stocks Ahead of Shutdown Vote; 10 Years of Odd Lots

Tech Rebound Lifts Stocks Ahead of Shutdown Vote; 10 Years of Odd Lots

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, November 12th, 2025Featuring:1) Russ Brownback, Deputy CIO of Gl...

12 Nov 202536min

Single Best Idea with Tom Keene: Chuck Clough & John Stoltzfus

Single Best Idea with Tom Keene: Chuck Clough & John Stoltzfus

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature our conversations with Chuck Clough of Clough Capital & Oppenheimer's Joh...

11 Nov 20253min

Bloomberg Surveillance TV: November 11th, 2025

Bloomberg Surveillance TV: November 11th, 2025

- Omar Aguilar, CEO & CIO at Schwab Asset Management- Henrietta Treyz, Director of Economic Policy Research at Veda Partners- Dan Skelly, Managing Director at Morgan Stanley Wealth Management- Venu Kr...

11 Nov 202528min

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