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(4337)

Single Best Idea with Tom Keene: Amanda Lynam & Greg Boutle

Single Best Idea with Tom Keene: Amanda Lynam & Greg Boutle

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 Amanda Lynam & BNP's Greg Boutle. Wat...

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Bloomberg Surveillance TV: November 10th, 2025

Bloomberg Surveillance TV: November 10th, 2025

- San Francisco Fed President Mary Daly- Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods- Lindsey Piegza, Chief Economist at Stifel- Meghan Swiber, US Rates Strategist at BofA Securities San...

10 Nov 202534min

Investor Optimism Rises as Shutdown Deal Appears Close

Investor Optimism Rises as Shutdown Deal Appears Close

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, November 10th, 2025Featuring:1) Talley Leger, Chief Market Strategi...

10 Nov 202527min

Single Best Idea with Tom Keene: Troy Gayeski

Single Best Idea with Tom Keene: Troy Gayeski

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature our conversation with Troy Gayeski, Chief Market Strategist at Future Sta...

7 Nov 20254min

Bloomberg Surveillance TV: November 7th, 2025

Bloomberg Surveillance TV: November 7th, 2025

- Stephanie Roth, Chief Economist at Wolfe Research- Brian Gardner, Chief Washington Policy Strategist at Stifel- Nadia Lovell, Head of Global Equity Strategy at UBS Global Wealth Management- Priya Mi...

7 Nov 202525min

Stocks Fall as Burst of Dip-Buying Fades

Stocks Fall as Burst of Dip-Buying Fades

Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, November 7th, 20251) Katy Kaminski, Chief Research Strategist at AlphaSimplex, talks about mixed signals across equities, bonds, and co...

7 Nov 202530min

Single Best Idea with Tom Keene: Holger Schmieding & Brian Belski

Single Best Idea with Tom Keene: Holger Schmieding & Brian Belski

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature conversations with Holger Schmieding & Brian Belski.Watch Tom and Paul LI...

6 Nov 20255min

Bloomberg Surveillance TV: November 6th, 2025

Bloomberg Surveillance TV: November 6th, 2025

- Cathie Wood, CEO at ARK Invest- Seema Shah, Chief Global Strategist at Principal Asset Management- Esther George, Former Kansas City Fed President- Jon Lieber, Managing Director: US, at The Eurasia ...

6 Nov 202526min

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