Outlook for Markets, Consumers, and Tech

Outlook for Markets, Consumers, and Tech

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney & Jess MentonDecember 27th, 2024
Featuring:

  • Robert Teeter, Chief Investment Strategist at Silvercrest Asset Management, on market observations from 2024 and what to expect from equities in 2025
  • Melissa Otto, Head: TMT Research at Visible Alpha, discusses expectations for Big Tech in 2025 and some of the most pressing questions the sector faces heading into the new year
  • Jennifer Lee, Senior Economist at Managing Director at BMO Capital Markets, talks about the macroeconomic picture in the US and abroad and the outlook for inflation and the US labor market
  • Julie van Ullen, Chief Revenue Officer at Rakuten, on consumer behavior this holiday season and consumer strength heading into the new year

See omnystudio.com/listener for privacy information.

Episoder(4327)

Single Best Idea with Tom Keene: Dan Ives & Drew Matus

Single Best Idea with Tom Keene: Dan Ives & Drew Matus

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Wedbush Securities’ Dan Ives & Drew Matus of Met...

26 Feb 3min

Bloomberg Surveillance TV: February 26th, 2026

Bloomberg Surveillance TV: February 26th, 2026

Featuring: Emily Roland, Co-Chief Investment Strategist at Manulife Investment Management Angelo Zino, Senior VP & Head of Technology at CFRA Andrew Bishop, Senior Partner & Global Head of Policy Res...

26 Feb 21min

Nvidia Fails to Stoke AI Trade

Nvidia Fails to Stoke AI Trade

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, February 26th, 2...

26 Feb 27min

Single Best Idea with Tom Keene: Mandeep Singh & Sonal Desai

Single Best Idea with Tom Keene: Mandeep Singh & Sonal Desai

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Bloomberg Intelligence’s Mandeep Singh & Sonal D...

25 Feb 3min

Bloomberg Surveillance TV: February 25th, 2026

Bloomberg Surveillance TV: February 25th, 2026

Featuring: Julian Emanuel, Senior Managing Director & Chief Equity & Quantitative Strategist at Evercore ISI Adam Posen, President of the Peterson Institute for International Economics Kelly Ann Shaw...

25 Feb 21min

Nvidia Earnings Loom for AI-Obsessed Stock Market

Nvidia Earnings Loom for AI-Obsessed Stock Market

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, February 25th, ...

25 Feb 32min

Single Best Idea with Tom Keene: Douglas Irwin & Nathan Dean

Single Best Idea with Tom Keene: Douglas Irwin & Nathan Dean

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Dartmouth’s Douglas Irwin & Nathan Dean of Bloom...

24 Feb 2min

Bloomberg Surveillance TV: February 24th, 2026

Bloomberg Surveillance TV: February 24th, 2026

Featuring: Bob Michele, Managing Director, CIO & Head: GFICC at JP Morgan Investment Management Doreen Edelman, Partner & Chair: Global Trade Policy at Lowenstein Sandler Beth Kindig, CEO & Lead Tech...

24 Feb 18min

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