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(4341)

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

Rate Cut Bets Spur Modest Market Gains

Rate Cut Bets Spur Modest Market Gains

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, November 6th, 20251) Brian Belski, CEO and CIO at Humilis Investm...

6 Nov 202531min

Bloomberg Surveillance TV: November 5th, 2025

Bloomberg Surveillance TV: November 5th, 2025

- Michael Gapen, Chief US Economist & Matthew Hornbach, Global Head of Macro Strategy at Morgan Stanley- Kathryn Wylde, President & CEO at Partnership for New York City- Nazak Nikakhtar, Former Unders...

5 Nov 202544min

Tech Selloff Drives Second Day of Stock Losses

Tech Selloff Drives Second Day of Stock Losses

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousWednesday, November 5th, 20251) Cameron Dawson, Chief Investment...

5 Nov 202527min

Bloomberg Surveillance TV: November 4th, 2025

Bloomberg Surveillance TV: November 4th, 2025

- Torsten Slok, Chief Economist at Apollo Global Management- Henrietta Treyz, Director of Economic Policy Research at Veda Partners- Henry Allen, Macro Strategist at Deutsche Bank- Whitney Tilson, For...

4 Nov 202529min

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