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: Robert Kaplan & Ed Yardeni

Single Best Idea with Tom Keene: Robert Kaplan & Ed Yardeni

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature conversations with Robert Kaplan & Ed Yardeni.Watch Tom and Paul LIVE eve...

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Bloomberg Surveillance TV: October 28th, 2025

Bloomberg Surveillance TV: October 28th, 2025

- Deepak Puri, Chief Investment Officer: Americas at Deutsche Bank- Ohsung Kwon, Chief Equity Strategist at Wells Fargo- Katy Kaminski, Chief Research Strategist at AlphaSimplex Group- Rep. French Hil...

28 Okt 202528min

Stock Rally Stalls Ahead of Big-Tech Earnings, Fed Decision

Stock Rally Stalls Ahead of Big-Tech Earnings, Fed Decision

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Scarlet FuTuesday, October 28th, 20251) Robert Kaplan, Vice Chairman of Goldman Sachs a...

28 Okt 202539min

Bloomberg Surveillance TV: October 27th, 2025

Bloomberg Surveillance TV: October 27th, 2025

Greg Peters, Co-Chief Investment Officer at PGIM Fixed Income Vito Sperduto, Head of RBC Capital Markets, US Terry Haines, Founder at Pangaea Policy Veronica Clark, Director of Citi Research at Citigr...

27 Okt 202530min

US-China Trade Talk Optimism Fuels Market Rally

US-China Trade Talk Optimism Fuels Market Rally

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Norah MulindaMonday, October 27th, 20251) Lori Calvasina, Head of US Equity Strategy...

27 Okt 202529min

Single Best Idea with Tom Keene: Kit Juckes & Jordan Rochester

Single Best Idea with Tom Keene: Kit Juckes & 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 Kit Juckes and Jordan Rochester.Watch Tom and Paul LIV...

24 Okt 20254min

US CPI Rises Less Than Expected, Keeping Fed on Track to Cut

US CPI Rises Less Than Expected, Keeping Fed on Track to Cut

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, October 24th, 20251) Constance Hunter, Chief Economist at the Econo...

24 Okt 202533min

Bloomberg Surveillance TV: October 24th, 2025

Bloomberg Surveillance TV: October 24th, 2025

- David Kelly, Chief Global Strategist at JPMorgan Asset Management- Tiffany Wilding, Economist at PIMCO- George Pollack, Senior Analyst for US Policy at Signum Global- John Stoltzfus, Chief Investmen...

24 Okt 202527min

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